Office of Financial Aid
Tax Transcript Submission Guidelines
Make sure the student's name and 国产短视频ID number at the top of every page and submit to Office of Financial Aid (OFA) by uploading the documents.
Get an Online Transcript Immediately
- Go to
- Select 鈥楪et Transcript Online鈥;
- If you were previously registered, you will need to re-register and strengthen your authentication in order to access the request tool
- If you do not have an IRS account, click the 鈥楥reate an Account鈥 button and follow the steps; (Parents of dependent students must create their own account to get an online transcript due to security validation questions) then,
- On the 鈥楪et Transcript鈥 page and choose 鈥楬igher Education/Student Aid鈥;
- In the 鈥楻eturn Transcript鈥 section,
- Select 鈥2022鈥 for school year 2024-2025 (fall 2024, spring 2025, summer 2025);
- Select 鈥2023鈥 for school year 2025-2026 (fall 2025, spring 2026, summer 2026);
- Print the transcript(s).
To Order a Transcript By Mail
- Go to
- Select 鈥楪et Transcript By Mail鈥;
- Enter all required information and click 鈥楥ontinue鈥;
- Select 鈥楻eturn Transcript鈥 from the dropdown menu;
- In the 鈥楾ype of Transcript鈥 dropdown menu,
- Select 鈥2022鈥 for school year 2024-2025 (fall 2024, spring 2025, summer 2025);
- Select 鈥2023鈥 for school year 2025-2026 (fall 2025, spring 2026, summer 2026);
- After you order the tax return transcript(s), it will be mailed to you within 5-10 days.
IRS Form W2 requests
- On the 鈥楪et Transcript鈥 page choose 鈥楬igher Education/Student Aid鈥 and
- In the 鈥榃age & Income Transcript鈥 section, select the appropriate year and print the form(s).
Non-Tax Filers
- If you did not/were not required to file a tax return, go to
- Select the appropriate year on the 鈥楪et Transcript鈥 page (there will be an asterisk
next to the tax year).
- Select 鈥2022鈥 for school year 2024-2025 (fall 2024, spring 2025, summer 2025);
- Select 鈥2023鈥 for school year 2025-2026 (fall 2025, spring 2026, summer 2026);
- Print the non-filing statement.
Note: A Tax Return Transcript and a Tax Account Transcript that includes a message such as 鈥渘o record of return filed鈥 or 鈥渘o transcript on file鈥 is acceptable documentation for verification of non-filing status.
Amended Tax Return Filer?
- Submit the IRS Tax Return Transcript AND
- A signed copy of the original IRS form 1040X that was filed with the IRS.
OR:
Request a Record of Account Transcript - combines the tax return and tax account transcripts above into one complete transcript. This transcript is available for the current and three prior tax years using Get Transcript Online.
Tax Extension?
If you, your parent(s) or spouse filed a tax extension for the 2022 or 2023 tax year(s), and was granted an extension by the IRS beyond the automatic six-month extension, you must provide:
- A copy of IRS Form 4868, 鈥淎pplication for Automatic Extension of Time to File U.S. Individual Income Tax Return鈥.
- A copy of the IRS鈥檚 approval of an extension beyond the automatic six-month extension for tax year 2022 for school year 2024-2025; or 2023 for school year 2025-2026
- Verification of non-filing (see non-tax filers for more information) from the IRS dated on or for tax year 2022 for school year 2024-2025; or 2023 for school year 2025-2026
- Copies of all their W-2 forms (or equivalent); and
- If self-employed, a signed statement with the amounts of their AGI and U.S. income tax paid.
Submitting a Paper Tax Return
- Obtain a signed copy of the 2022 1040 for school year 2024-2025; or 2023 for school year 2025-2026
- All applicable sections of the tax return must be completed. Copies of Schedule 1, 2, and/or 3 must be attached if completed.
- Copy must contain a wet signature (signed in ink on the 鈥楽IGN HERE鈥 line of the tax
return) OR if the tax return was completed by a 鈥淧aid Preparer鈥, the 鈥淧aid Preparer鈥
section should include:
- Printed/typed name of preparer (cannot only have name of the company).
- EIN must be on the PTIN line.