![]() ![]() The number will populate on the transcript and help match it to the client/student. Third parties can assign a Customer File Number, such as a loan application number or a student identification number. Taxpayers may choose to provide transcripts to requestors instead of authorizing the third party to request these transcripts from the IRS on their behalf.īecause the taxpayer’s name and Social Security number are now partially masked, the IRS also created a Customer File Number space that can be used to help third parties match transcripts to taxpayers. Third parties who use these forms for income verification have other alternatives such as Income Verification Express Service (IVES). ![]() This change will NOT affect use of the IRS Data Retrieval Tool through the Free Application for Federal Student Aid (FAFSA) process. Taxpayers may continue to use these forms to obtain a copy of their tax return or a copy of their tax transcripts.Īmong the largest users are colleges and universities verifying income for financial aid purposes. ![]() These forms are often used by lenders and others to verify income for non-tax purposes and have been amended to remove the option for mailing to a third-party. Certain Third-party Mailings Stop July 1Įffective July 1, 2019, the IRS will no longer provide transcripts requested on Form 4506, Form 4506-T and Form 4506T-EZ to third parties. Taxpayers can also call 80 to access an automated Get Transcript by Mail feature, or submit Form 4506-T or 4506T-EZ, Request for Transcript of Tax Return, to have a transcript mailed to the address of record. Several options remain, however, for obtaining a tax transcript, including using the IRS2Go app to get transcripts online or by mail. This action affects individual and business transcripts. Starting June 28, 2019, the IRS will stop faxing tax transcripts to both taxpayers and third parties, including tax professionals. All money amounts, including wage and income, balance due, interest and penalties. ![]()
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