IRS Tax Return Transcript Information

If you have been directed to this Web page, you are required to provide an Internal Revenue Service Tax Return Transcript as part of your application for federal financial aid to the University of Michigan. This is part of the required U-M Office of Financial Aid application verification process, which confirms information students and parents provided on the Free Application for Federal Student Aid (FAFSA).

You will need your Social Security Number or IRS Individual Taxpayer Identification Number, your date of birth, street address and ZIP code to request this form from the IRS.

Note: Only the IRS Tax Return Transcript meets this requirement.
The IRS Account Transcript is NOT acceptable.

The information that follows provides guidance for you in obtaining a copy of your IRS Tax Return Transcript. However, if you did not file or will not file a federal income tax return for the past year, see instructions in the appropriate section below. you may also download a PDF with this information.

There is no fee for obtaining your IRS Tax Return Transcript and you can request one in three ways:

  1. BY MAIL (recommended method): You may request transcripts by mail using IRS Form 4506T (Request for Transcript of Tax Return). Allow plenty of time for mailing (both ways) and IRS processing, which can take 10-14 days.
  2. BY PHONE: Call the IRS toll-free at 800-908-9946 between the hours of 7 a.m. and 7 p.m. Eastern Standard Time. Allow 5-10 business days for delivery.
  3. ONLINE: Note: Not all students/families will be given an option to get an online transcript. Visit the IRS website to reach the Order a Transcript page and choose "Tax Return Transcript."

Mail, fax, email or bring a copy of the form to our office.
Please note the student’s 8-digit UMID number on the form.

If you have questions about the IRS Tax Return Transcript process, visit the Internal Revenue Service website at www.irs.gov. or contact us. If you are having difficulty obtaining this transcript from the IRS, call our office at 734-763-6600 or email us at financial.aid@umich.edu. Our fax number us 734-647-3081

DID NOT FILE A FEDERAL TAX RETURN

If you did not file or will not file a federal income tax return, you must complete the following and submit to our office in lieu of the transcript:

  • For 2017-18 aid year (not filing a 2015 tax return): Complete the Non-Filing Statement (2017-18 Amended)
  • For 2018-19 aid year (not filing a 2016 tax return): Complete the Non-Filing Statement for 2018-19 (available January 1)

SPECIAL TAX CIRCUMSTANCES

Tax Filing Extensions for 2015

If you are required to file a 2015 income tax return and have not filed it because you were granted a filing extension by the IRS, we will need:

  • A copy of IRS Form 4868 “Application of Automatic Extension of Time of File U.S. Individual Income Tax Return for 2015
  • A copy of the IRS approval of an extension beyond the automatic 6-month extension if you requested an additional extension of filing time for 2015
  • Confirmation of non-filing from the IRS or other relevant taxing authority dated after Oct. 1, 2016
  • A copy of IRS form W2 for each source of 2015 employment income received or an equivalent document
  • If self-employed, a signed statement certifying the amount of AGI and U.S. income tax paid for tax year 2015

Amended Returns: If you have filed an amended return with the IRS, we will need:

  • An IRS tax return transcript listing 2015 tax account information
  • A signed copy of the filed IRS form 1040X

Foreign Tax Forms or Taxes in U.S. Territories: If you filed a tax return with Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands or the Northern Marianas Islands or a tax form with a foreign country, provide a signed copy of that form or tax return. Currency must be converted to U.S. dollars (use a currency converter such as www.google.com/finance/converter.
Please submit this information, if applicable, to our office.

Tax Filing Extensions for 2016

If you are required to file a 2016 income tax return and have not filed it because you were granted a filing extension by the IRS, we will need:

  • A copy of IRS Form 4868 “Application of Automatic Extension of Time of File U.S. Individual Income Tax Return for 2016
  • A copy of the IRS approval of an extension beyond the automatic 6-month extension if you requested an additional extension of filing time for 2016
  • Confirmation of non-filing from the IRS or other relevant taxing authority dated after Oct. 1, 2017
  • A copy of IRS form W2 for each source of 2016 employment income received or an equivalent document
  • If self-employed, a signed statement certifying the amount of AGI and U.S. income tax paid for tax year 2016

Amended Returns: If you have filed an amended return with the IRS, we will need:

  • An IRS tax return transcript listing 2016 tax account information
  • A signed copy of the filed IRS form 1040X

Foreign Tax Forms or Taxes in U.S. Territories: If you filed a tax return with Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands or the Northern Marianas Islands or a tax form with a foreign country, provide a signed copy of that form or tax return. Currency must be converted to U.S. dollars (use a currency converter such as www.google.com/finance/converter.
Please submit this information, if applicable, to our office.

IRS TAX RETURN TRANSCRIPT SAMPLE

Transcripts are generally available within three weeks of e-filing of a federal tax return or within 8-11 weeks after submission of a paper return to the IRS. A limited number of tax returns take longer for the IRS to process, such as when the return includes errors, is

incomplete or needs further review.

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