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Tax Return Transcript for the 2017-2018 Academic Year

Tax Return Transcript for the 2017-2018 Academic Year

ALL requests are FREE of charge.

OPTION 1:  Data Retrieval Through Your FAFSA   (in lieu of Tax Return Transcript)
  1. Go to  www.fafsa.ed.gov
  2. Choose “Start a New FAFSA” if you have not done a 2017-2018 FAFSA yet.
                       or
           If you have already completed a FAFSA, choose the “Login” option and then “Make FAFSA Correction”
  1. Under Student/Parent Financial Information” tab there are several tax filing questions.  You must be able to answer No to all questions in order to qualify to use the Data Retrieval tool.
  2. Once you answer No to all questions, click the “Link to IRS” button.
    1. Students will not have to enter their FSA ID.
    2. A Parent will have to submit their FSA ID  in order to use the Data Retrieval.
  3. When your information has been transferred to your FAFSA, please be sure and complete the “Sign and Submit” tab also.  You should get a confirmation page once your Application/Correction has been successfully submitted.

OPTION 2:  Receive Paper Copy by Mail  (You must go online to request)       
  1. Available on the IRS Web site at www.irs.gov
  2. In the TOOLS section of the homepage click “Get Transcript of your Tax Records”
  3. Select “Get Transcript by Mail”
  4. Enter the tax filer’s Social Security Number, date of birth, street address, and zip or postal code.  Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  5. Click “Continue”
  6. In the Type of Transcript field, select “Return Transcript” and in the Tax Year field, select “2016”.
  7. If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within 5 to 10 days from the time the on-line request was successfully transmitted to the IRS.

OPTION 3:  Telephone Request      
  1. Call 1-800-908-9946
  2. An IRS Representative will assist you. A paper copy will be mailed to you, within 5 to 10 days.

OPTION 4:  Local IRS Office  (Face-to-face Tax Help)
One Lake Shore Dr. (located in the Capital One Building)
Suite 450 (4th Floor)
Lake Charles, Louisiana
Closed for lunch 12:30 p.m.-1:30 p.m.

Option 5:  Immediately Print Your Own Online
This request requires you to set up an account so you will receive a confirmation email that includes a confirmation code.
1. Go to www.irs.gov/Individuals/Get-Transcript
2. Click "Get Transcript Online"
3. Create an account and sign up
    a. Enter your first name, last name, and email address twice (once to confirm)
    b. IRS.gov will send a confirmation code to the email address you provided.
        Once the code is entered, you'll be prompted to Step 3 of 6.
    c. Fill out all required fields with personal information (ex: name, social, filing status), click "Continue"
    d. You're then prompted to a screen with a series of questions regarding your credit file.
        You must know the exact answers to these questions to be able to move on (ex: who is auto loan carrier,
        what your monthly payment is, how long your vehicle is financed for, etc.)
    e. You're then prompted to a screen where you need to choose a security picture and phrase.
        You will also need to choose four security questions and answers.
        Then, you will be able to make a username.
4. Once you have completed a-e, you will then need to go back to the original page
    (www.irs.gov/Individuals/Get-Transcript). You will choose Higher Ed and under Return Transcript click 2016.

Click Tools >Get a Tax Transcript.