How to Obtain Tax Return Transcripts

 

To print tax return transcripts online:

  • your SSN, date of birth, filing status and mailing address from latest tax return,
  • access to your email account,
  • your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and
  • a mobile phone with your name on the account.

Click on 

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  • If you are a first-time user you will have to register and create an account
  • You will need to have the following information available when creating your account: Full Name, Email, Birthdate, Social Security Number (SSN) or Individual Tax Identification Number (ITIN), Tax filing status, Current address, Credit Card, and Cell Phone Number.
  • Once you have created an account you will be able to log in
  • Select the reason you are requesting a transcript as “Higher Education/Student Aid” and click “Go”
  • Select “Tax Return Transcript” and in the Tax Year field, select the year of the transcript you'd like to request.
  • Print the document and submit a copy to the CSUN Financial Aid Office

If unable to request tax return transcripts online, request by phone:

  • Call 1-800-908-9946 to use the automated system, or call 1-800-829-1040 to speak to an IRS Representative.
  • You will need the tax filer’s Social Security Number and the address on file with the IRS.
  • The tax filers can expect to receive a paper IRS Tax Return Transcript at the address on file with the IRS within 5 to 10 days.

If unable to print tax return transcripts or request by phone:

Click on 

transcript_by_mail
  • Click “OK” on pop-up message box
  • Provide the Social Security Number and date of birth of the primary tax filer
  • Provide the address and zip code currently on file with the IRS
  • Click “Continue”
  • Select “Tax Return Transcript” and then the Tax Year field.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address on file with the IRS within 5 to 10 days.

To request tax transcripts for victims of Identity Theft:

  • Call the IRS at 1(800)908-4490
  • Follow the prompts and you will be transferred to an IRS agent who will verify your identity.
  • The IRS will mail a printout of you IRS income tax return information that you provided to them.

You must also submit a statement signed and dated by the tax filer indicating that they were victims of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft. Attach a cover sheet with the student’s name and CSUN ID number to a copy of the tax return transcript and statement then submit it to the Financial Aid and Scholarship Department either in person in Bayramian Hall or by mail.

DO NOT write or make any markings on the tax return transcript.  DO NOT submit the original tax return transcript(s) as they will not be returned.  The Financial Aid office will not make copies.

If unable to request tax return transcripts:

  • Submit a signed copy of your or your or your parents’ federal 1040 tax return. (this substitutes for a tax transcript)

View samples of a 1040 Tax Return. You can also see what Schedule 1, Schedule 2, and Schedule 3 look like. Schedules will be included only if you or your parents were required to complete them. These are only examples and should not be used to submit.