Tusculum College (Page 3 of 4) in pdf

Student’s Name: ______________________________________________ SSN: __________________________

C. Verification of IRS Income Tax Return Information (Student and Spouse)

Acceptable documentation: FAFSA IRS Data Retrieval (IRS DRT) or Federal Tax Return Transcript. Signed copies of tax forms are

not acceptable documentation.

IRS Data Retrieval (IRS DRT) through the FAFSA on the web. ***PLEASE ORDER A 2015 TAX TRANSCRIPT***

Go to FAFSA.gov, log in to the student’s FAFSA record, select “Make FAFSA Corrections,”

Navigate to the Financial Information section of the form. From there, follow the instructions to determine if the

student and/ or spouse is eligible to use the IRS DRT. If the spouses filed separate tax returns, the IRS DRT cannot be

used and the IRS Tax Return Transcript must be provided for each.

To obtain an IRS tax return transcript:



under the “Tools” tab by clicking “Get a tax

Get Transcript Online tool, which is available at

transcript” and then “Get Transcript Online.” The Get Transcript Online tool allows the user to immediately

receive an online PDF version of their IRS Tax Return Transcript. The Get Transcript Online tool uses a new

enhanced two-step, multi-factor authentication process that requires the user to register before submitting a

transcript request.



To use the new Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-

enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account

numbers (such as a credit card number or an account number for a home mortgage or auto loan). Note that the IRS

Get Transcript Online registration process will not result in any charges to the card or to the financial account.



During the new Get Transcript Online registration process, the IRS will send the user a confirmation code via

email and an authentication code via text. The IRS email and text will contain a one-time code that the user will

use to finalize the Get Transcript Online registration. Note that the IRS will never request log-in information or

personal data via email or text.



A tax filer who is not able to successfully register for the Get Transcript Online will be able to request a tax return

transcript using one of the other methods discussed below.

Requesting Tax Transcripts by Mail, Paper, or Phone. ***PLEASE ORDER A 2015 TAX TRANSCRIPT***

A tax filer may also obtain a tax return transcript by electronically submitting a transcript request using the IRS Get

Transcript by Mail option at https. , by submitting a paper Form 4506T-EZ or 4506-T, or by calling 1-800-

908-9946. These request methods will result in the IRS mailing a paper transcript to the address on file with the IRS.

Unless the tax filer has formally changed their address with the IRS (through the IRS change of address processes), the

address on file with the IRS is the one used on the individual’s last filed tax return.

IMPORTANT: The IRS does not accept requests for transcripts at its Taxpayer Assistance Centers.

It takes 2-3 weeks for a 2015 IRS Tax Transcript to be available for electronic IRS tax return filers, and 8-11 weeks for

paper IRS tax return filers. It can take up to 10 business days to receive an IRS Tax Return Transcript.

D. TAX RETURN FILERS—if the student or spouse filed or will file a 2015 IRS tax return, please complete this section.

Check the box that applies – Student and/or Spouse:

 Student  Spouse the student and/or spouse has used the IRS DRT in FAFSA on the Web to transfer 2015 IRS income

tax return information to the FAFSA.

 Student  Spouse the student and/or spouse has not yet used the IRS DRT in FAFSA on the Web, but will use the tool

to transfer 2015 IRS income tax return information to the FAFSA once the 2015 IRS income tax return

has been filled.

 Student  Spouse the student and/or spouse is unable or chooses not to use the IRS DRT in FAFSA on the Web, and

instead will provide the school with a 2015 IRS Federal Tax Return Transcript—not a copy of the

income tax return.

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