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Student Name: Student ID Number:
C. Independent Student’s Income Information to Be Verified
1. TAX RETURN FILERS
Important Note: If you (or your spouse, if married) filed, or will file, an
amended 2012 IRS tax return, the student must contact the financial
aid administrator before completing this section.
Instructions: Complete this section if you, the student,
filed or will file a 2012 income tax return with the IRS. The best way to verify income
is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If you have not already used the tool, go to FAFSA.gov, log in to
your FAFSA record, select “Make FAFSA Corrections,” and navigate to the Financial Information section of the form. From there, follow the
instructions to determine if you are eligible to use the IRS Data Retrieval Tool to transfer 2012 IRS income tax information into your FAFSA. It
takes up to two weeks for IRS income information to be available for the IRS Data Retrieval Tool for electronic IRS tax return filers, and up to
eight weeks for paper IRS tax return filers. If you need more information about when, or how to use the IRS Data Retrieval Tool see your
financial aid administrator.
Check the box that applies:
I, the student,
have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer my (and, if married, my spouse’s) 2012 IRS
income information into my FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. Your school will use the IRS
information that was transferred in the verification process.
I, the student,
have not yet used the IRS Data Retrieval Tool in FAFSA on the Web, but I will use the tool to transfer my (and, if
married, my spouse’s) 2012 IRS income information into my FAFSA once I have filed a 2012 IRS tax return. See instructions above for
information on how to use the IRS Data Retrieval Tool. Your school cannot complete the verification process until the IRS information
has been transferred into your FAFSA.
I, the student, am
unable or chooses not to use the IRS Data Retrieval Tool in FAFSA on the Web, and I will submit to the school a
2012 IRS tax return transcript—not a photocopy of the income tax return. To obtain an IRS tax return transcript, go to www.IRS.gov
and click on the “Order a Return or Account Transcript” link, or call 1-800-908-9946. Make sure to request the “IRS tax return
transcript” and not the “IRS tax account transcript.” You will need your Social Security Number, date of birth, and the address on file
with the IRS (normally this will be the address used when the 2012 IRS tax return was filed). It takes up to two weeks for IRS income
information to be available for electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers.
Check here if an IRS tax return transcript is attached to this worksheet.
Check here if IRS tax return transcript will be submitted to your school later. Verification cannot be completed until the IRS tax
return transcript has been submitted to your school.
2. TAX RETURN NONFILERS
Complete this section if you, the student (and, if married, your spouse), will not file and
are not required to file a 2012 income tax return
with the IRS.
Check the box that applies:
The student (and, if married, the student’s spouse) was not employed and had no income earned from work in 2012.
The student (and/or the student’s spouse if married) was employed in 2012 and has listed below the names of all employers, the
amount earned from each employer in 2012, and whether an IRS W-2 form is attached. Attach copies of all 2012 IRS W-2 forms issued
to you (and, if married, to your spouse) by employers. List every employer even if they did not issue an IRS W-2 form. If more space is
needed, attach a separate page with your name and Social Security Number at the top.
Employer’s Name
2012 Amount Earned
IRS W-2 Attached?
ABC Shipping (example) $1,280 Yes