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IRS Tax Return Transcript Request Process
• Available on the IRS Web site at www.irs.gov
• Under the Tools section, click “Get your tax record”
• Click “Get Transcript online” to display your transcript immediately and print a copy.
• If you are a First Time User, click “Create Account”. If you have a log in already, enter your
username and click “Log In”. If you forgot your username, then click “Forgot Username”. An
email will be sent to your email address on file.
• First Time Users: Once you get your confirmation code, you will then need to register your
account with a series of personal security questions. When entering your mailing address, 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.
• Be sure your pop-up blocker is disabled. After successful account creation and once logged
in, it will bring you directly to “Get Transcript.” Choose the reason you are requesting a
transcript “Higher Education/Student Aid.” Then select the Return Transcript year of 2021.
Print a copy of your transcript. Be sure to include the student’s student ID number before you
send it to our office.
• Available on the IRS Web site at www.irs.gov
• Under the Tools section, click “Get your tax record”
• Click “Get Transcript by Mail” to request a hard copy in 5-10 calendar days
• Enter your Social Security Number, Date of Birth, Street Address and Zip Code. When entering
your address, use the address currently on file with the IRS. Generally this will be the address
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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 Type of Transcript: Return Transcript. For Tax Year: 2021
• 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.
Please do not request transcripts be sent directly to Merrimack College, as transcripts do not
contain sufficient information necessary for student identification. Please be sure to include the
student’s ID number on all transcripts submitted.
Telephone Request
• Available from the IRS by calling 1-800-908-9946
• Tax filers must follow prompts to enter their social security number 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 “2021.”
• 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.
Paper Request Form – IRS Form 4506T-EZ
• IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to
request an IRS Tax Return Transcript.
• Download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf
• Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should
be the most current address as filed with the IRS. It is the address where the IRS Tax Return
Transcript will be sent. If the address has recently changed, include the address listed on the
latest tax return filed on Line 4. However, if an address change has been completed through the
US Postal Service, the IRS may have the updated address on file.
• Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed
directly to a third party by the IRS.
Please do not request transcripts be sent directly to Merrimack College, as transcripts do
not contain sufficient information necessary for student identification.
• On line 6, enter “2021” to receive IRS tax information for the 2021 tax year that is required for
the 2023-2024 FAFSA.
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• The tax filers (or spouse if requesting information from a joint tax return) must sign and date the
form and enter their telephone number. Only one signature is required to request a transcript for
a joint return.
• Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number)
provided on page 2 of Form 4506T-EZ.
• 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-EZ 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.
