Tax Return Transcript

Important Information!

• If your tax filing status is "Married, Filing Jointly," please review your 1040 to see which spouse's name is listed in the top line. You will need to have that person's Social Security Number available as you request your Tax Return Transcript.
• If you are married and filed separately, please be sure to request two Tax Return Transcripts, yours and your spouse's.
• If you were married before December 31 of the requested tax year and your filing status is "Head of Household," you will likely be required to amend your taxes with the IRS before any financial aid can be finalized. Click here to see IRS regulations regarding who can use the "Head of Household" filing status. Amend your taxes before requesting a Tax Return Transcript.
• If you owe the IRS any payment of taxes, your Tax Return Transcript will not be available to you until a few weeks after your payment has been received by the IRS.

There are two ways to request a Tax Return Transcript, by phone or online.

1. Go to: http://www.irs.gov/Individuals/Get-Transcript
2. Choose either online or by mail.
3. Enter the Social Security Number of the first person listed on the 1040.
4. Enter the date of birth of the first person listed on the 1040.
5. Enter your street address as it appears on the 1040.
6. Enter your ZIP Code.
7. Press "Continue."
8. Select "Return Transcript."
9. Select the appropriate tax year (see chart)

• A PDF will be displayed. Save a copy for your records, and submit a copy to the ISU Financial Aid Office.

Dial 1-800-908-9946

1. Enter the Social Security Number of the first person listed on the 1040, and confirm that you have entered the SSN correctly.
2. Verify your address by entering only the house number. Do not include letters, fractions or street names.
3. Listen to an explanation of the different types of Tax Transcripts.
4. Select Option 2: "To Receive a Transcript of your Tax Return."
5. Enter the appropriate tax year (see chart).

• A tax transcript will be mailed to your home address. 
• Once you receive your Tax Return Transcript, make a copy for your records. Write the student's name and University ID Number on the transcript before submitting a copy of it to the ISU Financial Aid Office.