There are limited circumstances when an individual is unable to obtain a Tax Return Transcript or use the IRS DRT. Below are those very limited cases when an individual can submit other documentation in lieu of a Tax Return Transcript or IRS DRT:
Individuals Granted a Filing Extension by the IRS
If an individual is required to file a 2020 IRS income tax return and has been granted a filing extension by the IRS, provide the following documents:
A copy of IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,’’ that was filed with the IRS for
AND
A copy of your Form W–2 for each source of employment income received for
Individuals Who Filed an Amended IRS Income Tax Return
If an individual filed an amended IRS income tax return for
A signed copy of your original 2020 IRS income tax return that was filed with the IRS and a 2020 IRS Tax Return Transcript for the 2020 tax year;
AND
A signed copy of the 2020 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
Individuals Who Were Victims of IRS Identity Theft
A signed copy of the original 2020 IRS income tax return that was filed with the IRS or a 2020 IRS Tax Return Transcript for the 2020 tax year;
AND
IRS form 14039 “Identity Theft Affidavit Form” or any other documentation indicating that the individual is a victim of identity theft/fraud.
Individuals Who Filed Non-IRS Income Tax Returns
An individual filed or will file a 2020 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, must provide a signed copy of that 2020 income tax return(s).
Please contact the Financial Aid Office if any of the above circumstances apply to you.