If you applying for financial aid for the summer term of 2018 (which for most schools is the end of the 2017-18 academic year) or, if you are applying for financial aid for the 2018-19 academic year, you might need to provide financial aid verification documents to the institution that you are planning to attend, including a tax return transcript. Remember that 2015 is the tax year utilized for filing the 2017-18 FAFSA, and 2016 is the tax year used for 2018-19 FAFSA.
There are several ways to order tax transcripts, which are outlined here,
https://www.irs.gov/individuals/tax-return-transcript-types-and-ways-to-order-them, but the quickest route is to set up an online account to review your tax return transcript. To register for this online service, go to the following webpage,
https://www.irs.gov/individuals/get-transcript, and review the information just below Get Transcript Online:
What You Need
To register and use this service, you need:
- Your SSN, date of birth, filing status and mailing address from latest tax return,
- Access to your email account,
- Your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
- A mobile phone with your name on the account.
What You Get
- All transcript types are available online
- View, print or download your transcript
- Username and password to return later
From this webpage,
https://www.irs.gov/individuals/get-transcript, select Get Transcript Online, and follow the directions to create your account. After you set up your account, make sure to remember your username and password because you’ll need them to log in. You should also have your cell phone with you, because you will get a text with a secure code that enables you to log in to your account. For
Higher Education/Student Aid, you will want to select/view
Return Transcript. Then, select the year that you would like to review.
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