How to Order a Free IRS Tax Return Transcript, W2 form &/or Non

How to Order a Free

IRS Tax Return Transcript, W2 form &/or Non-Filer letter

If you, your spouse (if married) or your parents (if dependent) need to document your taxable income to fill out a

FAFSA application or to comply with verification requirements, you can request an IRS “Tax Return Transcript” and/or

a “Wage & Income transcript” (W2 statement) free of charge. A “RETURN TRANSCRIPT” will show a full summary of

your tax information. If you made changes/amended your tax return, you may be required to provide a copy of the

“1040X” form.

Please note: Consistent with the Supreme Court decision holding Section 3 of the Defense of Marriage Act (DOMA)

unconstitutional, same sex couples must report their marital status as MARRIED if they were legally married in a

state or other jurisdiction (foreign country) that permits same sex marriage, without regard to where the couple

resides.

There are Different ways to request tax transcripts and wage/income transcripts (W2) from

the IRS:

(1) Online Request

 Direct yourself to the IRS Web site at “www.irs.gov”.

 Under the “Tools” section, click “Get Transcript of Your Tax Records”

You will be presented with two options:

The “ONLINE” option will give you access to a printable version of your requested form. You will be prompted to

create an account to continue using this option

Upon creating an account, you will be emailed a confirmation code. After entering the confirmation code, additional

tax filer’s personal information will be questioned for verification purposes. If the information is successfully

validated, you will be prompted with an option of transcripts.

Select the “Higher Education/Student Aid” button & under the “Return Transcript Box”, select the appropriate tax

year. Print out your “Tax Return Transcript”

Sample of Return Transcript below:

If you choose the “Get Transcript by MAIL” option, you will be prompted to enter the tax filer’s information.

Enter the tax filer’s social security number, date of birth, street address, and zip or postal code. It is best to enter the

address on this screen as it appears on the tax form or it might not match the information in the IRS database.

If the information is successfully validated, you will be given the option of choosing an Account or Return transcript.

Be sure to select “Return Transcript” and the correct tax year.

Tax filers can expect to receive a paper IRS Tax Return Transcript at the address within 5-10 days from the date the

online request was submitted. Tax return transcript will be mailed to the address listed on the tax form.

NOTE: If your information does not validate with the IRS “Get Transcript ONLINE” or the “Get Transcript by MAIL”

options, you will need to use one of the below options to obtain your tax information

(2) Paper Mail Request:

The “4506-T” form will also give you the option of requesting a W2 form and a non-filer letter as well as choosing

multiple forms simultaneously. A printable version of the 4506-T form can also be found on the “Printable Forms”

section of our webpage (www.hostos.cuny.edu/ofa/print). Be sure to choose the correct tax year and type of

transcript you wish to receive.

(3) Using the “IRS2GO” Mobile APP:

Download the IRS2Go App

If you have an Apple iPhone or iTouch or an Android device, you can download the free IRS2Go app.

Select the “Tax Records” & enter the tax filer’s information.

(4) Telephone Request:

Call the IRS at 1-800-908-9946. Follow the prompts to enter required information and select IRS Tax Return

Transcript option:

 You will be asked to enter the tax filer’s social security number and verify the entered information.

 You will be asked to enter the numbers on the address entered on the tax filer’s tax forms not including the

zip code and without special characters such as commas, periods, numeric pound sign (, . #), etc, and

without any letters. For example: For address 423 Student Ave Apt#1C, Bronx N.Y. 10499, you will enter

4231.

 You will be asked to choose a “Return Transcript” or “Account Transcript”. Choose the option of RETURN

Transcript.

If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was

used in their telephone request within 5 to 10 days from the time the IRS receives the request.

(5) Victims of Identity Theft:

Beginning with the 2013 tax year, tax filers who, because of IRS identity theft, are denied an IRS Tax Return

Transcript using one of the regular request processes will be referred to the Identity Protection Specialized Unit

(IPSU); Filers who believe they are victims of identity may call 1-800-908-4490 or go to the ID theft section of the

IRS website. You will need to fill out the IRS Identity Theft Affidavit - Form 14039. After the IPSU authenticates the tax filer’s

identity, the tax filer can request that the IRS mail to the tax filer an alternate paper tax return transcript called

Transcript Database View (TRDBV).

To find the 14039 form: Go to www.irs.gov, scroll down and click on a link titled “Identity theft”. On that page you

can find other useful information regarding protecting your information.

(6) In person

You must make an appointment to pick up your information in person. Request a Return Transcipt and W2 form for

the year 2015. If you amended your taxes, request an Account transcript as well Below is a list of NYC IRS offices:

City

Street Address

Days/Hours of Service

Telephone*

Bronx

1200 Waters Pl.

Bronx, NY 10461

Monday - Friday 8:30 a.m.-4:30 p.m.

By Appointment

Services Provided

(718) 536-3660

Brooklyn

2 MetroTech Center,

Brooklyn, NY 11201

Monday - Friday 8:30 a.m.-4:30 p.m.

By Appointment

Services Provided

(718) 834-6559

New York

(Harlem)

2283 Third Ave.

New York, NY 10035

Monday - Friday 8:30 a.m.-4:30 p.m.

By Appointment

Services Provided

(646) 672-5682

New York

(Downtown)

290 Broadway

New York, NY 10007

Monday - Friday 8:30 a.m.-4:30 p.m.

By Appointment

Services Provided

(212) 436-1000

Staten Island/remote

taxpayer assistance

available at

Project

Hospitality

514 Bay St.

Staten Island, NY 10304

Thursday & Friday 9:00 a.m.-4:00 p.m.

By Appointment

Virtual Services Provided

(212) 436-1000

West Nyack

242 W. Nyack Rd.

West Nyack, NY 10994

Monday - Friday 9:00 a.m.-4:30 p.m.

(Closed for lunch 1:00 p.m. - 2:00 p.m.)

**This office is closed 8/22**

**This office is closed Wednesdays effective 8/17**

By Appointment

Services Provided

(845) 627-1487

White Plains

210 E. Post Rd.

White Plains, NY 10601

Monday - Friday 8:30 a.m.-4:30 p.m.

By Appointment

Services Provided

(914) 684-7302