What Alternatives Are Currently Available To Request Tax Transcripts and Nonfiling Letters During the COVID-19 Outbreak?

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This AskRegs Knowledgebase Q&A has been updated to include all of the alternatives that are currently available to request tax transcripts and Verification of Nonfiling Letters from the IRS.

NASFAA has confirmed that the IRS website is accepting online and phone requests for Tax Return Transcripts and Tax Account Transcripts to be sent to the tax filer by mail. The IRS is still not processing IRS Form 4506-T or 4506T-EZ requests at the time of this update.

The following alternatives are available at this time:

The IRS Record of Account Transcript, Wage and Tax Statement (W-2 alternative), and Verification of Nonfiling Letter can be requested using only the Get Transcript Online tool or by mailing/faxing IRS Form 4506-T to the IRS. Until the IRS starts accepting IRS Form 4506-T or 4506T-EZ requests, there are no other alternatives at this time. The U.S. Department of Education (ED) has not waived the tax transcript/tax return requirement due to COVID-19. However, there are alternatives for the verification of nonfiling. See AskRegs Q&A, Are There Exceptions or Alternatives to Collecting a Verification of Nonfiling Letter?

The student or parent may need to file IRS Form 8822, to change his or her address with the IRS in order to receive a tax transcript or verification of nonfiling by mail.

Note: The IRS web page for students and parents still reads, "Tax Transcripts are only available online. We have stopped processing transcript requests by mail until further notice." This only applies to mailing the 4506-T or 4506T-EZ request to the IRS.

Reference the verification documentation requirements outlined in 668.57(b) and (c) of the regulations and in the Federal Register, Dear Colleague Letter, and Electronic Announcement for the applicable award year.

AskRegs Q&As represent NASFAA's understanding of regulatory and compliance issues. They are FOR INTERNAL USE ONLY. While NASFAA believes AskRegs Q&As are accurate and factual, they have not been reviewed or approved by the U.S. Department of Education (ED). If you should need written confirmation of AskRegs information for audit or program review purposes, please contact your ED School Participation Division. NASFAA shall not be liable for technical or editorial errors or omissions contained herein; nor for incidental or consequential damages resulting from the furnishing, performance, or use of this material.