Request Tax Transcript

HOW TO REQUEST A TAX TRANSCRIPT FROM THE IRS


Tax filers can request a transcript of their 2013 tax return, free of charge, from the IRS in one of two ways.

Online Request

Available at www.irs.gov

• Under Tools, click "Get Transcript of Your Tax Records".
• Click "Get Transcript ONLINE".
• Create an account if one does not already exist.
• Enter the tax filer’s personal information that is requested.
• Click "Continue".
• You will then be required to answer the security questions.
• Select Higher Education/Student Aid as the reason you are requesting the transcript.
• Select 2013 under "Return Transcript".
• If successfully validated, the Tax Transcript will open in a PDF that you can print or save.
• Submit the tax return transcript to The University of Tulsa Office of Student Financial Services; make sure to include the student’s name and TU ID on the transcript or in the email subject line.

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 listed on the latest tax return filed.
• Select "Option 2" to request an IRS Tax Return Transcript (not "Tax Account Transcript") and then enter "2013".
• If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided in their telephone request within 5 to 10 days from the time of the request.
• IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
• Submit the tax return transcript to The University of Tulsa Office of Student Financial Services; make sure to include the student’s name and TU ID on the transcript.

Mail to:

The University of Tulsa
Office of Student Financial Services
800 South Tucker Drive
Tulsa, OK 74104

FAX (918) 631-5105
EMAIL finaid@utulsa.edu


How to fix address matching problems when ordering online

When entering the information into the IRS address matching system note the following:

  • The address entered must match the address already on file with the IRS exactly.
  • The address on file is typically the address on your most recent tax return.
  • Spelling out the word "street" rather than using the abbreviation "st." can be enough to cause an error.
  • Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.

We suggest the following if you run into problems:

  • Have your taxes in front of you and enter the address carefully as it is on your return.
  • If you entered your address as it appears on your return and it doesn’t work, try using the standardized version of your address.

To get a standardized version of your address:

  • go to www.usps.com
  • Click Look Up a Zip Code
  • Enter Street Address, City, State
  • Click Find

If you still have problems, the IRS.gov Web site Help Desk can be reached toll-free at 1-800-876-1715, Monday - Friday 8:00 a.m. - 8:00 p.m. (Eastern Time).