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IRS Tax Return Transcript Request Process
For 2014-2015 Financial Aid Verification
Tax filers can request a transcript, free of charge, of their 2013 tax return from the Internal Revenue
Service (IRS)
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How to fill out irs tax return transcript
How to fill out irs tax return transcript:
01
Begin by gathering all necessary information and documents, such as your Social Security number, current and previous year's tax returns, and any relevant forms such as W-2s or 1099s.
02
Visit the official IRS website and navigate to the "Get Transcript" page. Choose the appropriate option for obtaining a tax return transcript.
03
Enter your personal information, including your name, Social Security number, date of birth, and filing status.
04
Select the tax year for which you need the transcript. Usually, you can request transcripts for the current year and the past three years.
05
Choose the type of transcript you need. The most common is the "Tax Return Transcript," but you may also need an "Account Transcript" or a "Record of Account" depending on your specific situation.
06
Confirm your request and wait for the transcript to be generated. The IRS typically mails the transcript to the address they have on file.
Who needs irs tax return transcript:
01
Individuals who are applying for a mortgage or a loan may need an IRS tax return transcript as proof of income. Lenders often request this document to verify the accuracy of the borrower's reported income.
02
Some government agencies may require tax return transcripts for verification purposes, especially when applying for government assistance programs or financial aid for education.
03
Tax professionals, such as accountants or enrolled agents, may need IRS tax return transcripts when representing clients in tax matters or helping them prepare their tax returns accurately.
Overall, obtaining an IRS tax return transcript is commonly required for various financial and legal purposes, ensuring the accuracy and integrity of financial information.
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