Transferring IRS Information

2026-2027 Federal Tax Information

Unable to use the Direct Data Exchange Tool?

Option 1:
Submit a SIGNED copy of your and your parent’s 2024 tax return, if a return was filed.

Option 2:
Request an IRS Tax Return Transcript and submit it to the CSB+SJU Financial Aid Office. Complete for both the parent(s) and the student, if a return was filed.

To obtain a Tax Return Transcript use one of the 2 methods described below:

• Online at www.irs.gov
  • Click on “Get Your Tax Record”
  • Select to retrieve your transcript online or by mail
  • Be sure to request the “return transcript”, not the “account transcript”
• Call 800-908-9946
  • Enter information as prompted
  • Be sure to request the “return transcript”, not the “account transcript”

Please note: If your FAFSA is selected for verification, your application will not be reviewed until a tax return or tax return transcript is received.