IRS Data Retrieval Tool Instructions - San Bernardino
Transcription
IRS Data Retrieval Tool Instructions - San Bernardino
Return to: 5500 University Parkway UH150 San Bernardino, CA 92407 Tel: (909) 537-5227 Fax: (909) 537-7024 Data Retrieval Tool/Tax Return Transcript Instructions Please Note: All information must EXACTLY match the most recent records on file with the IRS when completing your request. Even a small difference, such as the use of "Street" or "St" may result in an unsuccessful request. 1. IRS Data Retrieval Tool on the FAFSA - RECOMMENDED • This option links your IRS Tax information into your FAFSA. • When completing the FAFSA application on FAFSA.GOV, visit the "Student and/or Parent (if applicable) Financial Information" tab. • If Eligible, enter the PIN, click "Link to IRS", review the Information and click "Transfer my Information into the FAFSA" option. • Sign and Submit your FAFSA afterwards. 2. Request Tax Return Transcript Option 1: View Online (Instant) • Visit the IRS website (www.irs.gov), under the Tools tab, click "Get Transcript of your Tax Records". • Follow the necessary steps to create an account, sign into your new account and request the TAX RETURN TRANSCRIPT for the appropriate tax year. • Print all the pages and submit it to the Office of Financial Aid & Scholarships alongside your verification. Option 2: Receive by Mail (estimated delivery 5-10 business days) • Visit www.irs.gov, under the Tools tab, click "Get Transcript of your Tax Records". • Click the Mail Option. • Fill in your SSN, DOB, and Address. • Select the option for "RETURN" transcript alongside the year needed. • A confirmation will appear. Examples: