Acceptable IRS Documentation

Tax Filers

Preferred Method

IRS Data Retrieval (DRT) 

This option is recommended by Miami University and provides you with the fastest, easiest and most secure way to verify your tax data. The DRT will populate your federal tax information into the FAFSA.

Read the instructions »

Alternate Methods

Federal Tax Return

Tax filers may submit a copy of a Federal Tax Return Form 1040 signed by the tax filer, including all applicable Schedules 1-4. We cannot accept state tax returns or the U.S. Individual Tax Declaration for Electronic Filing (Form 8453).

IRS Tax Return Transcript

Tax filers can request a tax return transcript, free of charge, from the IRS. IRS regulations limit a tax filer to one request for a transcript per year. We strongly advise you to send us a copy so you may keep your original. Miami University is unable to return the transcript to you. Use only if you are unable to use the IRS DRT. There are three ways to request an IRS tax return transcript.

Online Request
This option is available on the IRS website by selecting “Get Your Tax Record” from their homepage.  There are two options available:  Request Online or Request by Mail.

Instructions for online request for a downloadable copy:

To register and use this service, you need:

  • 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.

If you meet these requirements, click “Get Transcript Online” to get started.

  • Log In or first time users will need to Create an Account.
  • Confirm that you have the required information to make the request.
  • Enter all of your personal information and most recent tax filing status, and click “Continue”.
  • Verify the Financial Account information, and click “Continue”.
  • Select “Return Transcript” for the type of transcript, select the tax year requested for "Tax Year", and click "Continue."
  • If successfully validated, tax filers can expect to download a copy of their Tax Return Transcript instantly.

Once received, submit a copy to the One Stop.

By Mail Request

To use this service, you need your:

Click "Get Transcript By Mail" to get started.

  • Enter the requested information and click "Continue."
  • Select “Return Transcript” for the type of transcript, select the tax year requested for "Tax Year", and click "Continue."
  • 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 business days.
  • IRS Tax Return Transcripts cannot be sent to an address other than the one on file with the IRS.
  • Once received, submit a copy to the One Stop.
Telephone Request
  • Available from the IRS by calling 1-800-908-9946.
  • Tax filers must follow the 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.
  • However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter the tax year requested.
  • 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.
  • IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.
  • Once received, deliver the Tax Return Transcript to the One Stop.

Paper Request Form – IRS Form 4506T-EZ

  • IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax Return Transcript. 
  • Complete lines 1–4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • On line 6, enter the year you are requesting to receive IRS tax information.
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. Once received, deliver the Tax Return Transcript to the One Stop.

NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.

Non-Tax Filers

IRS Non-Filing Letter

Parents of dependent students and independent students and their spouse, are required to submit an IRS Verification of Non-Filing Letter if they did not file and were not required to file a federal tax return. The letter must be dated on or after October 1 and can be requested by completing a 4506-T form and checking the box on Line 7 for "Verification of Non-filing" and mailing to the IRS, or by following the steps above to obtain a tax return transcript.

If you are unable to obtain the IRS Verification of Non-filing Letter, submit a signed statement certifying the parent or student (if the student is independent) and spouse (if applicable), attempted to obtain the IRS Verification of Non-filing Letter from the IRS and was unable to obtain the required documentation, that they did not and was not required to file, and also list the sources and amounts for all income earned from work.

Amended Tax Returns

If you have amended your tax return, you must submit both a Federal Tax Transcript of the original IRS Tax Return and a signed IRS Form 1040 and a signed IRS Form 1040X (which will provide the updated information).

  • In the event that the IRS made changes for you and a 1040X form was not completed, use the above steps to request an “Account Transcript”.