2
4. You must have some credit history for the IRS to confirm your identity. If the IRS cannot confirm the user’s identity,
an online account will not be created, and the user will need to use another method to obtain the transcript.
5. Once you create an account, you will be able to view, print, or download your IRS tax return transcript.
6. Choose "Return Transcript" and select the year requested. Note: Account Transcripts are not acceptable.
7. Submit the return transcript to the Financial Aid Office and include the student’s Banner ID on each page.
Note: tax return transcripts are double-sided; if copying or faxing, be sure to submit both sides.
Method 3: Request the IRS Mail you a copy of your Tax Return Transcript
To request your transcript be mailed to you, complete the following steps:
1. Go to https://www.irs.gov/individuals/get-transcript
2. Click on “Get Transcript by mail”.
3. You will need the taxpayer’s social security number (SSN) or individual tax payer identification number (ITIN), date of
birth, and mailing address reported on the tax return.
4. Choose "Return Transcript" and select the year requested. Note: Account Transcripts are not acceptable.
5. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file for you. Caution: if your address has since
changed, this method is not recommended as the transcript may be mailed to your old address.
6. Submit the tax return transcript to the Financial Aid Office and include the student’s Banner ID on each page.
Note: tax return transcripts are double-sided; if copying or faxing, be sure to submit both sides.
Method 4: Request the IRS Tax Return Transcript by Phone
To request your transcript by phone, complete the following steps:
1. Call 1-800-908-9946 and follow the voice prompts.
2. You will need the taxpayer’s social security number (SSN) or individual tax payer identification number (ITIN), date of
birth, and mailing address reported on the tax return.
3. Choose "Return Transcript" and select the year requested. Note: Account Transcripts are not acceptable.
4. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file for you. Caution: if your address has since
changed this method is not recommended as the transcript may be mailed to your old address.
5. Submit the tax return transcript to the Financial Aid Office and include the student’s Banner ID on each page.
Note: tax return transcripts are double-sided; if copying or faxing; be sure to submit both sides.
Method 5: Use Form 4506-T when all other methods fail
When the above methods are not successful, or your address has changed, use Form 4506-T.
1. Go to https://www.irs.gov/pub/irs-pdf/f4506t.pdf to download and print IRS Form 4506-T.
2. Lines 1-5: Complete these lines using the instructions on page 2 of the form.
Note: Line 5 provides the option to have your IRS Tax Return Transcript be mailed directly to a third party. Do
not have the IRS Tax Return Transcript sent directly to Buffalo State College.
3. Check the appropriate boxes to request the return transcript or statement of non-filing:
To request your tax return transcript:
▪ Line 6: Enter tax form number “1040” and
▪ Check Box (a) Return Transcript
To request a verification of non-filing letter
▪ Check Box 7
4. Line 9: Enter the year or period requested. For example, to request your 2016 tax return transcript, enter
"12/31/2016".
5. Sign Here: The filer must sign and date the form and provide a telephone number. Only one signature is required
when requesting a joint Tax Return Transcript.
6. Mail the form to the IRS. Page 2 of the form indicates where the form should be mailed based on the taxpayer’s
location and type of form requested.
7. Transcripts arrive in 5 to 10 calendar days at the address you reported on Form 4506-T.
8. Submit the tax return transcript to the Financial Aid Office and include the student’s Banner ID on each page.