Important information regarding the recent IRS data breach: Due to the temporary disabling of the IRS's "Transcript Retrieval Tool," student and their families will not be able to obtain return transcripts, account transcripts, or wage and income statements online as before. Students may still receive copies of these documents by submitting the appropriate form to their local IRS field office in person along with a state or government photo ID.
8821 - Authorizes a student or parent to receive the other's tax transcript. Form must be signed by the person releasing their information.
4506 - Request a copy of a student's or parent's own tax return.
4506-T - Request a copy of a student's or parent's own tax return transcript, W-2 or 1099 information.
At the time of this update the Springfield, MO IRS office is accepting these requests, though the ability to do so is at the discretion of each local office.
IRS FIELD OFFICE – SPRINGFIELD, MO
2937 S. Claremont Ave, Building A
Springfield, MO 65804
The IRS data breach did NOT affect the IRS Data Retrieval Tool's functionality, and students are highly encouraged to use this when completing their FAFSA.
If your tax information was compromised in the breach, you will not be able to use the Data Retrieval Tool or receive a tax return transcript. Victims of identity theft who are unable to use the DRT or request a return transcript must call the IRS Identiy Protection Specialized Unit (IPSU) toll-free number at 1-800-908-4490. After the IPSU authenticates the tax filer's identity, the filer can request that the IRS send an alternative paper tax return transcript known as the Transcript DataBase View (TRDBV).
As a result of Department of Education Regulations our office is no longer able to accept copies of your Federal Income Tax Returns (i.e. 1040, 1040A, 1040EZ) for Financial Aid Verifications. Instead, all students and parents for whom tax information is requested will be required to submit an IRS Tax Return Transcript. To obtain an IRS tax return transcript, go to the IRS "Get Transcript" site and click on the "Get Transcript Online" link, the "Get Transcript by Mail" link, or call 1-800-908-9946.
The "Get Transcript Online" option allows users to print copies of their transcripts in real time. Requesting transcripts by mail takes approximately 5 to 10 calendar days. We strongly encourage all students and parents selected for verification to try this option in order to expedite the verification process. If you need assistance is accessing your transcripts online the IRS offers a help page here. The Missouri State Office of Student Financial Aid is also happy to provide assistance.
It is important that you request the “IRS tax return transcript” and not the “IRS tax account transcript.” You will need your Social Security Number, date of birth, and the address on file with the IRS (normally this will be the address used when the IRS tax return was filed). Tax Return Transcripts are available for request two weeks after electronically filing taxes and up to eight weeks after paper filing. Your tax transcript will be mailed within 10 business days of your request.