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Tax Transcript Submission Guidelines

If you are required to submit an IRS Tax Return Transcript for yourself, your parent and/or spouse:

  1. Go to http://www.irs.gov/Individuals/Get-Transcript  
  2. Select ‘Get Transcript Online’;
    • If you do not have an IRS account, click the ‘Create an Account’ button and follow the steps; (Parents of dependent students must create their own account to get an online transcript due to security validation questions) then, 
  3. On the ‘Get Transcript’ page and choose ‘Higher Education/Student Aid’;
  4. In the ‘Return Transcript’ section,
  1. If you did not/were not required to file a tax return, go to http://www.irs.gov/Individuals/Get-Transcript
  2. Select the appropriate year on the ‘Get Transcript’ page (there will be an asterisk next to the tax year).
    • Select ‘2013’ for school year 2014-2015 (fall 2014, spring 2015, summer 2015); 
    • Select ‘2012’ for school year 2013-2014, (fall 2013, spring 2014, summer 2014); and
    • Print the non-filing statement. Make sure the student's name and USF ID number at the top of every page and submit to University Scholarships & Financial Aid Services (USFAS).
  1. Go to http://www.irs.gov/Individuals/Get-Transcript  
  2. Select ‘Get Transcript By Mail’;
  3. Enter all required information and click ‘Continue’;
  4. Select ‘Return Transcript’ from the dropdown menu;
  5. In the ‘Type of Transcript’ dropdown menu, select ‘2013’ for school year 2014-2015.
  1. After you order the tax return transcript(s), it will be mailed to you within 5-10 days. Make sure the student's name and USF ID number at the top of every page and submit to University Scholarships & Financial Aid Services (USFAS).

 

  1. You must submit a signed copy of the IRS 1040X Form (Amended Tax Return) for the appropriate tax year; and
  2. Submit a signed copy of all original IRS 1040, 1040A or 1040EZ form(s) for the appropriate tax year; and 
  3. Make sure the student's name and USF ID number at the top of every page and submit to University Scholarships & Financial Aid Services (USFAS).

USFAS Mailing Address:
4202 East Fowler Avenue, SVC 1102, Tampa, FL 33620




svincent - 2/5/14