How do I get a tax transcript for financial aid verification if I filed taxes?

Note: Beginning with 2024-2025 FAFSA award year, all individuals on the FAFSA will be required to use the FAFSA Direct Data Exchange to share tax information or confirm non-filing status.

  • This tool automatically transfers all tax information to the FAFSA
  • Information directly transferred with this tool eliminates the need to obtain the transcript from the IRS
  • If you have a requirement to submit your tax information, it is likely due to conflicting information that needs to be cleared up for financial aid eligibility purposes.
  • Click here for instructions on how to submit your information to WSU. We accept completed, signed 1040 tax returns or a copy of your Record of Account Transcript.

What is a Record of Account Transcript?
The Record of Account transcript is a simplified version of the completed return and serves as a document to prove that you have filed a particular tax return. If you do not have access to your 1040 tax return, you can obtain your Record of Account Transcript from the IRS free of charge. 

How to Request IRS Record of Account Transcripts:
If you are unable or choose not to use the FAFSA Direct Data Exchange (FA-DDX):

  • For the 2026-2027 FAFSA, follow the steps here to obtain an IRS Tax Return Transcript for tax year 2024.
  • For the 2027-2028 FAFSA, follow the steps here to obtain an IRS Tax Return Transcript for tax year 2025.

Online:

  1. Visit the IRS website at www.irs.gov.
  2. Select ‘Get Your Tax Record’.
  3. Choose ‘Get Transcript Online’.
  4. Sign in or create an account through ID.me.
  5. After logging in, select ‘Wage and Income Transcript’.
  6. Choose the tax year needed.
  7. View, download, or print the transcript.

 

Request by Mail:

  1. Visit www.irs.gov.
  2. Select Get Your Tax Record.
  3. Choose Get Transcript by Mail.
  4. Enter the requested information:
    1. Social Security Number (or ITIN)
    2. Date of birth
    3. Mailing address from the most recent tax return
  5. Select Wage and Income Transcript and the desired tax year.
  6. The transcript will be mailed to the address on file with the IRS.

Note: Delivery times vary and may take several business days.

Phone request
Call the IRS at 1-800-908-9946 and follow the prompts. Enter your social security number and the numbers in your street address. Select the option to request your IRS tax return transcript for the tax year we are requesting. You will receive the transcript by mail within 5-10 days if successfully validated.
 

Paper request
Complete IRS Form 4506-T-EZ. Provide your name, social security number, and address. Do not enter anything on line 5 of the form.  On line 6, enter the tax year we are requesting. Check the box that attests you have the authority to sign the form. Sign, date and provide your phone number. Mail or fax the form to the appropriate place listed on page 2.
 

In-person request
The Wichita IRS field office is located at 555 N Woodlawn, Building #4, Wichita, KS 67208. Typically, you must call 1-844-545-5640 to schedule an appointment in advance. 

 

Once you receive the transcript(s), please submit it to the Office of Financial Aid & Scholarships by uploading it to your Student Drop Box on your myFinances tab of your WSU portal. Be sure all pages are included when uploading or submitting the document.

 

Helpful Tips

  • The name, Social Security Number, and address entered must match IRS records exactly.
  • A Record of Account Transcript is different from a Tax Return Transcript, Tax Account Transcript or Wage & Income Transcript. Make sure you request the correct document.

For questions regarding this process change, please contact the Office of Financial Aid.

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