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Request IRS Tax Documents

1. Verification of IRS Tax Non-filing

Verification of IRS Tax Non-filing may be requested from the IRS online, by phone (1-800-908-9946), by mail, or by appointment in an IRS office.

If a Verification of IRS Tax Non-filing cannot be obtained, the individual may upload the completed, hand-signed form attached to their Financial Aid Portal.

2. Tax Return Transcript

Students, spouses, and parents may upload a Tax Return Transcript requested from the IRS or a hand-signed copy of the individual’s 1040 or foreign income tax return.

  • Document must be hand-signed and include all pages and Schedules:
    • If there is income on line 6 of the 1040, include Schedule 1
      • If there is income on line 12 of the Schedule 1, include a Schedule C
      • If there is income on line 17 of the Schedule 1, include a Schedule E
      • If there is income on line 18 of the Schedule 1, include a Schedule F
    • If the box on line 11 of the 1040 is checked, include Schedule 2
    • If the box on line 12 of the 1040 is checked, include Schedule 3

A free Tax Return Transcript from the IRS may be requested online, by phone (1-800-908-9946), by mail, or by appointment in an IRS office.

When requesting a Tax Return Transcript, tax filers need to provide the following information:

  • Social Security Number (SSN)
  • Date of Birth
  • Street Address
  • Zip Code

US Tax Return Information

The tax return must be hand signed by the taxpayer or must contain the following tax preparer information. Choose one option.

The copy of the tax return must be hand signed by the tax payer.

  • A copy of a filed 1040 along with any requested schedules may be obtained from the paid tax preparer or the software used to file taxes.

Must contain the following tax preparer information:

  • Paid Preparer’s Name
  • Paid Preparer’s EIN, PTIN or SSN#
  • Paid Preparer’s Address

Foreign Tax Return Information

Provide a hand-signed 1040 or a Tax Transcript, if it can be obtained for FREE. Puerto Rico residents should provide a 1040 PR Tax Transcript or a hand-signed 1040PR form. (Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands, the Marshall Islands, the Federated States of Micronesia, and Palau tax returns)

If a student/spouse/parent filed a foreign tax return, please provide a signed copy of the foreign tax return documentation.