Request IRS Tax Documents

1. Verification of IRS Tax Non-filing

Verification of IRS Tax Non-filing may be requested from the IRS online, by phone (1-800-908-9946), by mail, or by appointment in an IRS office.

2. Tax Return Transcript

Students, spouses, and parents may upload a Tax Return Transcript requested from the IRS or a hand-signed copy of the individual’s 1040 or foreign income tax return.

Form 1040

• Document must be hand-signed and include all pages and Schedules:
  
  • If there is income on line 6 of the 1040, include Schedule 1
    
    • If there is income on line 12 of the Schedule 1, include a Schedule C
    • If there is income on line 17 of the Schedule 1, include a Schedule E
    • If there is income on line 18 of the Schedule 1, include a Schedule F
  • If the box on line 11 of the 1040 is checked, include Schedule 2
  • If the box on line 12 of the 1040 is checked, include Schedule 3

Free Tax Return Transcript
A free Tax Return Transcript from the IRS may be requested online, by phone (1-800-908-9946), by mail, or by appointment in an IRS office.

When requesting a Tax Return Transcript, tax filers need to provide the following information:

• Social Security Number (SSN)
• Date of Birth
• Street Address (should match what was reported to the IRS for the tax year requested)
• Zip Code

The tax return must be hand signed by the taxpayer or must contain the following tax preparer information. Choose one option.

Option 1
The copy of the tax return must be hand signed by the tax payer.

• A copy of a filed 1040 along with any requested schedules may be obtained from the paid tax preparer or the software used to file taxes.

Option 2
Must contain the following tax preparer information:

• Paid Preparer’s Name
• Paid Preparer’s EIN, PTIN or SSN#
• Paid Preparer’s Address

Provide a hand-signed 1040 or a Tax Transcript, if it can be obtained for FREE. Puerto Rico residents should provide a 1040 PR Tax Transcript or a hand-signed 1040PR form. (Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands, the Marshall Islands, the Federated States of Micronesia, and Palau tax returns)

If a student/spouse/parent filed a foreign tax return, please provide a signed copy of the foreign tax return documentation.