OBTAIN TAX RETURN TRANSCRIPT FOR 2014 TAX YEAR – FROM THE IRS Generally, tax return information may be obtained by using the IRS Data Retrieval Tool on FAFSA or by requesting tax return transcripts within 3 weeks of the e-filing of a return to the IRS, or within 8-11 weeks after submission to the IRS of a paper return. To get a copy or transcript of your tax return, complete Form DCC-1 and send it to: New Jersey Division of Taxation Document Control Center PO Box 269 Trenton, NJ You also can get a copy of your NJ-1040, NJ-1040NR or NJ-1041 at a Division of Taxation Regional Information Center. We will only release the tax return to the person(s.

1. Download 2014 Tax Return Transcript
2. Tax Return Transcript Online

You’ve probably heard you should save your tax returns and supporting records for at least three (preferably seven) years after the filing deadline. Of course, you’re also supposed to eat more bran, drink less soda, and drive your car slower. Sometimes good intentions don’t quite play out.

Say you suddenly find yourself in need of one of your old tax returns. Such a circumstance might come about when applying for a loan, be it a home mortgage, refinancing, or for college funding. If you’re unable to find your tax return among the piles of old photo albums and dated baseball cards in your closet, the IRS can help. Here’s how:

Request Your Tax Return

Surprising as this might be, to receive a copy of an old tax return from the IRS, you must fill out a form. In this case, the paperwork is Form 4506, aptly named “Request for a Tax Return.” While the form is straightforward, it is not without cost—each tax return you would like to receive will set you back $57. (Why $57 and not $50 or $60 remains an uninvestigated mystery). You can request any tax return up to six years old. (No, you can’t request someone else’s tax return.)

Once your check clears, expect your return(s) to arrive in about 2 months. Note that if you are impacted by a federal disaster area, you probably won’t have to pay any fees.

Only Need the Highlights? Get a Transcript

Sometimes, the requesting your entire return is unnecessary. Given the cost, first check to see if a tax return transcript will satisfy your needs. If so, request a transcript, available at no cost. To get your tax return transcript, simply dial 800-908-9946 or visit www.irs.gov. Then, click Online Services and choose “Order a Transcript.”

A transcript provides all the most important line items for your return and is often sufficient for your lender’s documentation requirements. Unlike a full tax return, transcripts are available for the previous three years only.

To request your transcript, complete 4506-EZ, the short form for requesting an Individual Tax Return Transcript. This relatively new form is streamlined, especially for those who are going through a mortgage application, refinancing, or modification. As such, you can request your transcript be mailed directly to a third party such as your lender.

You can get all forms at the IRS web site (www.irs.gov) or by calling 800-829-3676.

Tax filers can request a transcript of their 2014 tax return, free of charge, from the IRS in one of three ways:

If you have trouble entering your street address into an online form, try these address matching suggestions.

Online Request

Available at www.irs.gov

• Under Tools, click 'Get Transcript of Your Tax Records'
• Click “Get Transcript by Mail”
• Enter the tax filer’s Social Security Number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. (Problems entering your street address?)
• Click “Continue”
• Select 'Tax Return Transcript' (not 'Tax Account Transcript') and in the Tax Year field, select '2014'.
• 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 days.
• Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

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. (Problems entering your street address?)
• Select 'Option 2' to request an IRS Tax Return Transcript (not 'Tax Account Transcript') and then enter '2014'.
• 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.
• Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

Paper Request Form – IRS Form 4506T-EZ

Download IRS Form 4506T-EZ at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf

• Complete lines 1 – 4, following the instructions on page 2 of the form.
• Line 3: enter the tax filer's street address and zip or postal code. Use the address currently on file with the IRS. (Problems entering your street address?)
• Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Do not have your Tax Return Transcript sent directly to Marquette.
• Line 6: in the Tax Year field, enter '2014'.
• The tax filer must sign and date the form and enter their telephone number. Only one signature is required when requesting a joint tax return transcript.
• Mail or fax the completed IRS Form 4506T-EZ to the address (or FAX number) provided on page 2 of Form 4506T-EZ.
• If the 4506T-EZ information is successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 days.
• Sign and submit the tax return transcript to Marquette; make sure to include the student’s name and MUID on the transcript.

MAIL
Zilber Hall, Suite 121
P.O. BOX 1881
MILWAUKEE, WI 53201-1881

FAX (414) 288-1718
EMAILMARQUETTECENTRAL@MARQUETTE.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:

Download 2014 Tax Return Transcript

• 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: 1) go to www.usps.com 2) Click Look Up a Zip Code 3) Enter Street Address, City, State 4) Click Find
• If you still have problems, the IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday - Friday 8:00 a.m. - 8:00 p.m. (Eastern Time).

Tax Return Transcript Online

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