Important Note: The instructions below apply to each parent included in the household. Notify the financial aid office if the parents filed
separate IRS income tax returns for 2014 or had a change in marital status after the end of the 2014 tax year on December 31, 2014.
Instructions: Complete this section if the parents filed or will file a 2014 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
2014 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed.
Check the box that applies:
The parents have used the IRS DRT in FAFSA on the Web to transfer 2014 IRS income tax return information into the student’s FAFSA.
The parents have not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2014 IRS income tax return information
into the student’s FAFSA once the 2014 IRS income tax return has been filed.
The parents are unable or choose not to use the IRS DRT in FAFSA on the Web, and instead will provide the school a 2014 IRS Tax Return
Transcript(s).
A 2014 IRS Tax Return Transcript may be obtained through:
• Online Request - Go to www.IRS.gov
, under the Tools heading on the IRS homepage, click on the “Get Transcript of Your Tax Records”. Click
“Get Transcript ONLINE” or “Get Transcript by MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account
Transcript.”
• IRS2Go App- Make sure to request the “Return Transcript” NOT the “Account Transcript”
Apple Online Store at https://itunes.apple.com/us/app/irs2go/id414113282?mt=8
Google Play at https://play.google.com/store/apps/details?id=gov.irs
Use the Social Security Number (or the IRS individual taxpayer identification number) and the date of birth of the first person listed on the 2014 IRS
income tax return, and the address on file with the IRS (normally this will be the address used on the 2014 IRS income tax return).
In most cases, for electronic filers, 2014 IRS income tax return information is available for the IRS DRT or the IRS Tax Return Transcript within 2–3
weeks after the 2014 IRS income tax return has been accepted by the IRS. Generally, for filers of 2014 paper IRS income tax returns, the 2014 IRS
income tax information is available for the IRS DRT or the IRS Tax Return Transcript within 8–11 weeks after the 2014 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 or obtaining an IRS Tax Return
Transcript.
If the parents filed separate 2014 IRS income tax returns, 2014 IRS Tax Return Transcripts must be provided for each.
Check here if a 2014 IRS Tax Return Transcript(s) is provided.
Check here if a 2014 IRS Tax Return Transcript(s) will be provided later.
2. TAX RETURN NONFILERS
Complete this section if the student’s parent(s) will not file and is not required to file a 2014 income tax return with the IRS.
Check the box that applies:
Neither parent was employed, and neither had income earned from work in 2014.
One or both parents were employed in 2014 and have listed below the names of all employers, the amount earned from each
employer in 2014, and whether an IRS W-2 form is provided. Provide copies of all 2014 IRS W-2 forms issued to the parents by their
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 2014 Amount Earned For Whom? IRS W-2 Attached?
Note: We may require you to provide documentation from the IRS that indicates a 2014 IRs income tax return was not filed with the IRS.
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