IRS Tax Return Transcripts

 
Please do not send Tax Return Transcripts or other Tax documents unless we ask you for them.

If you send unsolicited Tax Return Transcripts, we will have to verify the information regardless of the original determination of verification requirement during our review process. In other words, if you were not originally required to go through the verification process, sending unsolicited documents will require our office to verify the student.

Ways to Obtain an IRS Tax Return Transcript
 Online Request
  • Available on the IRS Web Get A Transcript Website
    • You will need your Social Security Number, date of birth, filing status and mailing address from your latest tax return
    • access to your e-mail account
    • your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or a car loan
    • And a mobile phone with your name on the account
    • If you do not have these things, you will need to request a transcript by mail.
  • In the Tools section of the homepage click “Order a Return or Account Transcript”
  • Click “Order a Transcript”
  • 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.
  • Click “Continue”
  • In the Type of Transcript field, select “Tax Return Transcript” and in the Tax Year field, select “2016”.
  • 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.
  • IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS.
  • Submit the Tax Return Transcript to the William and Mary financial aid office; be sure you put your student's ID number (930) on the transcript.
Over The Telephone
  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter their social security number (ITIN and EIN can be used) and the numbers in their street address. Generally this will be numbers of the street 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.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter “2016”.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within 5 to 10 days from the time the IRS receives the request.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
  • Submit the Tax Return Transcript to the William and Mary financial aid office; be sure you put your student's ID number (930) on the transcript.
Mailing in a Form
  • Available on the IRS Get A Transcript Website
  • Select "Get Transcript By Mail"
    • You will need your Social Security Number or Individual Tax Identification Number (ITIN)
    • Your Date of Birth
    • Mailing address on your most recently filed tax return
  • Complete the 4506-T form
  • Please DO NOT request that the transcript be mailed directly to William and Mary.  If there are issues with the request we won't be able to notify you.  We suggest you have the transcript mailed to your home and then you send it to us.
  • Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript. 
  • Submit the Tax Return Transcript to the William and Mary financial aid office; be sure you put your student's ID number (930) on the transcript.
How to fix address matching problems when ordering the Tax Return Transcript



When entering the information into the IRS address matching system, note the following:

  • The address entered must match the address already on file with the IRS exactly.
  • The address on file is typically the address on your most recent tax return.
  • Spelling out the word "street" rather than using the abbreviation "st." can be enough to cause an error.
  • Addresses on the IRS system are auto-corrected through a United States Postal Services software and may not match what you put on your tax return.
We have the following suggestions if you run into problems:
  • Have your most recent tax return in front of you to enter the address carefully as it is on your return.
  • If you have entered your address as it appears on your return and it does not work, try using the standardized version of your address. 
    • To get a standardized version of your address go to the USPS website and search by Zip Code.  Enter the address and click find.
  • If you still have problems, the IRS.gov Website help desk can be reached at 1-800-876-1715 (Monday through Friday) 8 am - 8 pm (Eastern Standard Time).