C. Independent Student’s Income Information to Be Verified
1. TAX RETURN FILERS
Important Note: The instructions below apply to the student and spouse, if the student is married. Notify the financial aid office if the student
or spouse filed separate IRS income tax returns for 2013 or had a change in marital status after the end of the 2013 tax year on December 31,
2013.
Instructions: Complete this section if the student and spouse filed or will file a 2013 IRS income tax return(s). The best way to verify income is by
using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to
verify 2013 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed.
In most cases, for electronic tax return filers, 2013 IRS income tax return information for the IRS DRT is available within 2–3 weeks after the 2013
electronic IRS income tax return has been accepted by the IRS. Generally, for filers of 2013 paper IRS income tax returns, the 2013 IRS income
tax return information is available for the IRS DRT within 8–11 weeks after the 2013 paper IRS income tax return has been received by the IRS.
Contact the financial aid office if more information is needed about using the IRS DRT.
Check the box that applies:
The student has used the IRS DRT in FAFSA on the Web to transfer 2013 IRS income tax return information into the student’s FAFSA.
The student has not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2013 IRS income tax return information
into the student’s FAFSA once the 2013 IRS income tax return has been filed.
The student is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead will provide the school a 2013 IRS Tax Return
Transcript(s).
To obtain a 2013 IRS Tax Return Transcript, go to www.IRS.gov and click on the “Get Transcript of Your Tax Records” link. Make sure to request
the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript.” Use the Social Security Number (or the IRS individual taxpayer
identification number) and the date of birth of the first person listed on the 2013 IRS income tax return, and the address on file with the IRS
(normally this will be the address used on the 2013 IRS income tax return). In most cases, for electronic filers, a 2013 IRS Tax Return Transcript
may be requested from the IRS within 2–3 weeks after the 2013 IRS income tax return has been accepted by the IRS. Generally, for filers of 2013
paper IRS income tax returns, the 2013 IRS Tax Return Transcript may be requested within 8–11 weeks after the 2013 paper IRS income tax return
has been received by the IRS.
If the student and spouse filed separate 2013 IRS income tax returns, 2013 IRS Tax Return Transcripts must be provided for both.
Check here if a 2013 IRS Tax Return Transcript(s) is provided.
Check here if a 2013 IRS Tax Return Transcript(s) will be provided later.
2. TAX RETURN NONFILERS
Instructions: Complete this section if the student and spouse (if married) will not file and are not required to file a 2013 income tax return with
the IRS.
Check the box that applies:
The student and spouse were not employed and had no income earned from work in 2013.
The student and/or spouse were employed in 2013 and have listed below the names of all employers, the amount earned from
each employer in 2013, and whether an IRS W-2 form is attached. Attach copies of all 2013 IRS W-2 forms issued to the student and
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 the student’s name and Social Security Number at the top.
Employer’s
Na
me
2013 Amount
Earned
IRS W-2
Attached?
2