IRS Transcript and Non-filing Letter

How to Request an IRS Verification of Non-filing Letter

What is an IRS Verification of Non-filing Letter? An IRS Verification of Non-filing Letter provides proof that the IRS has no record of a filed Form 1040 for the year you requested. Non-Tax filers can request this letter, free of charge, from the IRS in one of three ways:

Online Request

  1. Go to: https://www.irs.gov/individuals/get-transcript  
    • Note: This is typically not available if you have never filed taxes before in prior years. If this is the case, please use the paper request process below.
  2. Click “Get Transcript Online” (If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you must use Get Transcript by Mail)
  3. Follow instructions for creating an account or log in.
  4. Select "Verification of Non-filing Letter" and in the Tax Year field, select tax year(s) being requested.
  5. Submit the IRS Verification of Non-filing Letter to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the letter.
    • Note: If you need help, the IRS.gov Website help desk can be reached at 1-800-829-1040 (Monday through Friday) 7 am – 7 pm (Eastern Standard Time)

Phone Request

  1. Call the IRS at 1-800-908-9946
  2. Follow prompts to enter your SSN and address.
  3. Select Option 2-- request to receive a transcript of your tax return.
  4. Enter the tax year requested (2017, 2018, etc).
  5. No customer file number is required for this process.
  6. Confirm the details of your request before hanging up.
  7. Non-filers can expect to receive a paper IRS Verification of Non-Filing Letter at the address provided in their telephone request within 5 to 10 days from the time of the request.
  8. Submit the IRS Verification of Non-filing Letter to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the letter.

Paper Request Form

  1. Download IRS Form 4506T-EZ at: https://www.irs.gov/pub/irs-pdf/f4506tez.pdf     
  2. Complete lines 1 – 4, following the instructions on page 2 of the form.
    • Line 3: enter the street address and zip code. Use the address currently on file with the IRS
    • Line 4 and 5: Complete if applicable (see instructions on page 2 of the form)
    • Line 6: Enter the tax year requested (2017, 2018, etc)
  3. The non-filer must sign and date the form and enter their telephone number. Only one signature is required when requesting a joint IRS Verification of Non-filing Letter.
  4. Mail or fax the completed IRS Form 4506T-EZ to the address provided on page 2 of Form 4506T-EZ.
  5. If the 4506T-EZ information is successfully validated, non filers can expect to receive a paper IRS Verification of Non-filing Letter at the address provided on their request within 5 to 10 days.
  6. Submit the IRS Verification of Non-filing Letter to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the letter.

If you have attempted these methods and were unable to obtain an IRS Verification of Non-filing Letter, please contact our office.


 


How to Order a Tax Transcript

What is an IRS Tax Return Transcript?  A tax return transcript shows most line items including AGI from an original tax return (Form 1040, 1040A or 1040EZ) as filed, along with any forms and schedules. Tax filers can request this transcript, free of charge, from the IRS in one of four ways: 

Online Request for downloadable PDF

  1. Go to https://irs.gov/Individuals/Get-Transcript   
  2. Select Get Transcript ONLINE
  3. The tax filer must Create a Login by clicking GET STARTED
  4. The tax filer will now set up the Personal Information
  5. Enter Confirmation Code received from email and click CONTINUE
  6. Complete the Personal Information and select Proceed as guest and click CONTINUE
  7. Answer authentication questions (which vary by person) and click CONTINUE
  8. Select a reason you need a transcript (Higher Education/Student Aid).  No customer file number is needed. Click GO.
  9. Select the “RETURN TRANSCRIPT” for the year(s) being requested.
  10. Make sure to save it as a PDF for your records.
  11. Submit the Tax Return Transcript to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the document.

Online Request for mailed paper copy

  1. Go to https://irs.gov/Individuals/Get-Transcript 
  2. Select Get Transcript BY MAIL
  3. Read the security prompt and click OK
  4. Enter the tax filer’s SSN, Date of Birth, and street address (must match the tax return)
  5. Select “Return Transcript” then pick the year being requested.  No Customer File Number is needed.  Click Continue.
  6. If you need multiple years, then click “Request a Different Transcript.”  If not, click Exit.
  7. Allow 5-10 days to receive the paper transcript in the mail.
  8. Submit the Tax Return Transcript to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the document.

Phone Request

  1. Call the IRS at 1-800-908-9946
  2. Follow prompts to enter your SSN and address.
  3. Select Option 2-- request to receive a transcript of your tax return.
  4. Enter the tax year requested (2017, 2018, etc).
  5. No customer file number is required for this process.
  6. Confirm the details of your request before hanging up.
  7. Tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 days.
  8. Submit the Tax Return Transcript to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the document.

Paper Request Form

IRS Form 4506T-EZ

  1. Download IRS Form 4506T-EZ at: https://www.irs.gov/pub/irs-pdf/f4506tez.pdf   
  2. Complete lines 1 – 4, following the instructions on page 2 of the form.
    • Line 3: enter the street address and zip code. Use the address currently on file with the IRS.
    • Line 4 and 5: Complete if applicable (see instructions on page 2 of the form)
    • Line 6: Enter the tax year requested (2017, 2018, etc.)
  3. The tax filer must sign and date the form and enter their telephone number.
  4. Mail or fax the completed IRS Form 4506T-EZ to the address provided on page 2 of Form 4506T-EZ.
  5. If the 4506T-EZ information is successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 days.
  6. Submit the Tax Return Transcript to Binghamton University Financial Aid office. Make sure to include the student’s name and B Number on the document.