How do I request documents from the IRS?

Order Documents Online

  1. Go to http://www.irs.gov. Select Get Your Tax Record.
  2. Select Get Transcript Online to download immediately.  To have your transcript mailed select Get Transcript by Mail.
  3. If you are a first time user select Create Account.  If you have an account, log in and proceed to Step 7.
  4. To Download- Input information and click Send Code.
    1. Social Security Number and date of birth
    2. Email address and cell phone number
    3. Tax filing status
    4. A home or car loan account number or a credit card number associated with your name

      Mail - Input information, Continue, and proceed to Step 8
            Social Security Number and date of birth
            Mailing address from your latest tax return

      Important - If you filed "Married filing jointly", you must enter the primary filer's (first person on taxes) information.
       
  5. Retrieve the confirmation code from your email and enter it. 
  6. Answer identity verification questions. Continue with order.
  7. Select Higher Education/Student Aid as the reason and Go.
  8. Select the transcript type and the correct tax year once prompted.
    (Tax Return Transcript, Wage and Income Transcript, or Verification of Non-filing)

Order Documents by Phone

  1. Call the IRS at 1-800-908-9946
  2. Follow prompts and enter Social Security Number
  3. Select Appropriate transcript option and requested tax year. 

Order W-2 Form by Mail or Fax

  1. Go to http://www.irs.gov. Select the Forms and Instructions tab. 
  2. Select and download IRS Form 4506-T.
  3. Follow instructions and enter personal information
    1. Name and Social Security Number
    2. Current and previous street address
  4. Check Box 8 for a W-2 Transcript and write the requested tax year in Box 9.
  5. Sign and date.
  6. Fax/mail form to the correct IRS Office (listed on back of form)

Order Non-Filing Letter by Mail or Fax

  1. Go to http://www.irs.gov. Select the Forms and Instructions tab. 
  2. Select and download IRS Form 4506-T.
  3. Follow instructions and enter personal information
    1. Name and Social Security Number
    2. Current and previous street address
  4. In line 5b enter your Student ID Number.  Must be 10 digits. 
    1. Add zeroes before number as needed (i.e. 0001234567)
  5. Check Box 7 for Verification of Non-Filing and write the requested tax year in Box 9.
  6. Sign and date.
  7. Fax/Mail form to correct IRS Office (listed on back of form)

Important: Once received, submit document(s) to a One Stop Student Services Location or email to financialaid@cwi.edu from your CWI email.