How to Request a Tax Return Transcript, 2018-19

As of January 9, 2019, a signed copy of a Federal IRS Income Tax Return may be acceptable in place of a Tax Return Transcript, check your to-dos in CheckMarq for more information.

Tax filers can request a transcript of their 2016 tax return, free of charge, from the IRS in one of three ways:

  • Online Request
  • Telephone Request
  • Paper Request Form - IRS Form 4506T-EZ

Available at www.irs.gov

  • Click or tap "Get My Tax Record"
  • Click or tap  “Get Transcript Online” (If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you may use Get Transcript by Mail, see below)
  • Follow instructions for creating an account or login.
  • Select "Tax Return Transcript" (not "Tax Account Transcript") and in the Tax Year field, select "2016".
  • Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

OR

  • Click or tap "Get My Tax Record"
  • Click or tap  “Get Transcript by Mail”
  • Follow instructions.
  • Select "Return Transcript" (not "Account Transcript") and in the Tax Year field, select "2016".
  • 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.
  • Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

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. 
  • Select "Option 2" to request an IRS Tax Return Transcript (not "Tax Account Transcript") and then enter "2016".
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided in their telephone request within 5 to 10 days from the time of the request.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
  • Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

Download IRS Form 4506T-EZ at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf 

  • Complete lines 1 – 4, following the instructions on page 2 of the form, use blue or black ink.
  • Line 3: enter the tax filer's street address and zip or postal code. Use the address currently on file with the IRS. 
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Do not have your Tax Return Transcript sent directly to Marquette.
  • Line 6: in the Tax Year field, enter "2016".
  • The tax filer must sign and date the form and enter their telephone number. Only one signature is required when requesting a joint tax return transcript.
  • The IRS will not process a transcript request if you cross out any error that you made when filling out the Tax Transcript Request; instead print out a new request and return the properly completed and signed to the IRS.
  • Mail or fax the completed IRS Form 4506T-EZ to the address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • If the 4506T-EZ information is successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 days.
  • Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

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