ࡱ> ^a]_ %bjbj 7^5\5\cKF F 8 42~^PfffU7HV2X2X2X2X2X2X2$U5 8X|2 UU  |2ff2$$$ ^ffV2$ V2$$V+@|,fpcei, B2202(,Tc8yc8|,|,fc8-`  $     |2|2$   2    c8         F > : ATTACHMENT TO GEN-13-16 IRS Tax Return Transcript and IRS Record of Account Transcript Request Process Tax filers can request an Internal Revenue Service (IRS) Tax Return Transcript of their 2015 IRS tax return from the IRS, free of charge, in one of five ways. An IRS Record of Account Transcript can only be requested using IRS Form 4506-T. Online Request Available on the IRS Web site at HYPERLINK "http://www.irs.gov"www.irs.gov. In the Tools section of the homepage, click Order a Return or Account Transcript. Click Order a Transcript. Enter the tax filers Social Security number, date of birth, street address, and ZIP Code or postal code. Use the address currently on file with the IRS. Generally, the street address and ZIP Code will be what was included on the latest tax return filed with the IRS by the tax filer. However, if an address change has been completed either directly with the IRS or with the U.S. Postal Service, the IRS may have the updated address on file, which must be used. For a joint tax return, use the primary tax filers information. Click Continue. In the Type of Transcript field, select Return Transcript and, in the Tax Year field, select 2015. Click Continue. If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within 5 to 10 business days from the time the online request was successfully transmitted to the IRS. IRS Tax Return Transcripts requested online cannot be mailed to an address other than the address on file with the IRS. IRS2Go App Apple Online Store at  HYPERLINK "https://itunes.apple.com/us/app/irs2go/id414113282?mt=8" https://itunes.apple.com/us/app/irs2go/id414113282?mt=8 Google Play at  HYPERLINK "https://play.google.com/store/apps/details?id=gov.irs" https://play.google.com/store/apps/details?id=gov.irs Telephone Request 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 included on the latest tax return filed with the IRS by the tax filer. However, if an address change has been completed either directly with the IRS or with the U.S. Postal Service, the IRS may have the updated address on file, which must be used. For a joint tax return, use the primary tax filers information. Select Option 2 to request an IRS Tax Return Transcript and then enter 2015. If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their telephone request within 5 to 10 business days from the time the IRS receives the request. IRS Tax Return Transcripts requested by telephone cannot be mailed to an address other than the address on file with the IRS. Paper Request Form IRS Form 4506T-EZ Download at HYPERLINK "http://www.irs.gov/pub/irs-pdf/f4506tez.pdf"http://www.irs.gov/pub/irs-pdf/f4506tez.pdf Complete lines 1 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address on file with the IRS. It is the address where the IRS Tax Return Transcript will be sent. Include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed either directly with the IRS or with the U.S. Postal Service, the IRS may have the updated address on file, which must be used. For a joint tax return, use the primary tax filers information. Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript from the IRS. Institutions may have difficulty matching a parents incoming IRS Tax Return Transcript to the aid applicant, as the last names may be different. On line 6, enter 2015 to receive tax information for the 2015 tax year that is required for the 2016-2017 FAFSA. The tax filers must sign and date the form and enter their telephone number. Transcripts of jointly filed tax returns may be requested by either spouse. Only one signature is required. Sign the IRS Form 4506T-EZ exactly as your name appeared on the original tax return. If you changed your name prior to submitting your tax return, also sign your current name. Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of IRS Form 4506T-EZ. Tax filers can expect to receive their IRS Tax Return Transcript within 10 business days from the time the IRS receives and processes their signed request. NOTE: Processing IRS Form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript. Paper Request Form IRS Form 4506-T Download at  HYPERLINK "http://www.irs.gov/pub/irs-pdf/f4506t.pdf" http://www.irs.gov/pub/irs-pdf/f4506t.pdf. Complete lines 1 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address on file with the IRS. It is the address where the IRS Tax Return Transcript or IRS Record of Account Transcript will be sent. Include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed either directly with the IRS or with the U.S. Postal Service, the IRS may have the updated address on file, which must be used. For a joint tax return, use the primary tax filers information. Line 5 provides tax filers with the option to have their IRS Tax Return Transcript or IRS Record of Account Transcript mailed directly to a third party by the IRS. Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the transcript from the IRS. Institutions may have difficulty matching a parents incoming IRS Tax Return Transcript or IRS Record of Account Transcript to the aid applicant, as the last names may be different. On line 6, enter the tax form number that is being requested (1040, 1040A, 1040EZ, etc.) and then check the appropriate box for the transcript being requested. Only one tax form number can be used per request. On line 9, enter 12/31/2015 to receive IRS tax information for the 2015 tax year that is required for the 2016-2017 FAFSA. The tax filers must sign and date the form and enter their telephone number. Transcripts of jointly filed tax returns may be requested by either spouse. Only one signature is required. Sign the IRS Form 4506-T exactly as your name appeared on the original tax return. If you changed your name after submitting your tax return, also sign your current name. Mail or fax the completed IRS Form 4506-T to the appropriate address (or FAX number) provided on page 2 of IRS Form 4506-T. Tax filers can expect to receive their IRS Tax Return Transcript within 10 business days or their IRS Record of Account Transcript within 30 calendar days from the time the IRS receives and processes the completed and signed 4506-T request. NOTE: Processing IRS Form 4506-T means verifying/validating the information provided on the form. If any information does not match IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.     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