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Office of Student Financial Planning

Financial Planning Additional Information

Tax filers can request a transcript of their tax return from the Internal Revenue System (IRS), free of charge, in one of three ways:

1. Online Request
  • Available on the IRS website at www.irs.gov
  • In the Tools section of the home page, click “Get Transcript of Your Tax Records”
  • Select “Get Transcript by Mail” and enter your information. Then select “Return Transcript” as the type of transcript requested and “desired year” as the year.  Transcripts arrive in 5 to 10 business days
  • Once you receive the Transcript, please send it to the Office of Student Financial Planning via mail, fax (336-841-4649) or email (finplan@highpoint.edu)
2. Telephone Request
  • Available from the IRS by calling 1-800-908-9946
  • You will be prompted to enter your Social Security Number and the numbers in your street address. Generally these will be the numbers from the street address listed on the latest tax return filed
  • Select “Option 2” to request an IRS Tax Transcript, and then enter “desired year”
  • You should expect to receive a paper copy of your Tax Return Transcript in the mail within 5 to 10 days of the request
  • Once you receive the Transcript in the mail, please send it to the Office of Student Financial Planning via mail, fax (336-841-4649) or email (finplan@highpoint.edu)
3. Paper Request Form
  • IRS Form 4506T-EZ is used to request the IRS Tax Transcript (download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf)
  • 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
  • On line 6, enter “2014” to receive IRS tax information for the 2014 tax year
  • Sign and date the form at the bottom. (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 the form
  • You should expect to receive a paper copy of your Tax Return Transcript in the mail within 5 to 10 days of the request
  • Once you receive the Transcript in the mail, please send it to the Office of Student Financial Planning via mail, fax (336-841-4649) or email (finplan@highpoint.edu)

 

CONTACT THE OFFICE OF FINANCIAL PLANNING

Our main office is located in Suite 100 of Roberts Hall.

Phone: (336) 841-9124
Fax: (336) 841-4649
Email: finplan@highpoint.edu
FAFSA/Title IV School code: 002933