PARENT(S)’ INCOME: See “Income Verification” below for more information.
(Select one option in the list to the right and one option below): My parent(s)… have submitted: OR plan to submit:
My parent(s) used the IRS Data Retrieval process to transfer their 2016 IRS income tax return information when completing
or updating my 2018-2019 FAFSA. (See “Income Verification” for Instructions).
My parent(s)’ SIGNED 2016 Federal IRS Tax Return Transcript or SIGNED and FILED 2016 income tax return is/are attached.
(See “Income Verification” for Instructions).
My parent(s) worked in 2016, but were not required to file a tax return. Their 2016 W-2s and IRS Verification of Nonfiling
Letter(s) are attached. (See “Income Verification” for Instructions).
Their earnings were: Parent 1: $ ____________________ Parent 2: $______________________
The Verification of Nonfiling Letter must be dated on or after October 1, 2017.
If your parent(s) were self-employed (including being paid “under the table”), please see “Income Verification”.
My parent(s) were not employed and had no income earned from work in 2016. My parent(s) were not required to file a tax return,
and have attached an IRS Verification of Nonfiling Letter (dated on or after October 1, 2017). (See “Income Verification”).
IRS Data Retrieval Tool (ONLY for 2016 Tax Filers who have an FSA ID):
The easiest way to verify income information for Single, Married Filing Jointly, and Head of Household
tax filers is to use the IRS Data Retrieval Tool
(DRT) when completing the FAFSA on the Web. To use the DRT, the student must log-in to the FAFSA at fafsa.gov with his/her FSA ID and select “Make
Corrections.” If the student was a 2016 tax filer and is attempting to use the DRT, the student will need to update the STUDENT 2016 tax return status,
type of return, and filing status. Follow-up questions will determine the student’s eligibility to use the DRT. If eligible to use the DRT, a button with the
title “Link to IRS” or a hyperlink titled “View options to link to IRS” will be available on the screen. On the IRS website, confirm that the student
information is correct, and type in the exact address used to file 2016 taxes. Click “Transfer Now.” If the transfer was successful, you will not be able
to see/review the data elements, but instead will see data elements labeled as “Transferred from IRS.” Please re-sign and re-submit the FAFSA.
If the parent(s) were 2016 tax filer(s) and are trying to use the DRT, a parent will need to update the parent 2016 tax return status, type of return, and filing
status. If the parent tax filer is eligible to use the DRT, the parent will need to enter their PARENT FSA ID (only one parent needs an FSA ID) before the
“Link to IRS” or “View option to link to IRS” option appears. The remainder of the process is THE SAME for the parent as the student.
2016 SIGNED Federal IRS Tax Return Transcript or SIGNED and FILED income tax return:
To request an IRS Tax Return Transcript, please visit www.irs.gov/individuals/get-transcript to download and print your 2016 transcript immediately, or
request the transcript be mailed to your address on record. Be sure to request a Tax Return Transcript, NOT an Account Transcript. The tax filer must sign
(handwritten signature only) and date the Tax Return Transcript before submitting the document to EWC. If you cannot get the transcript online, please
download
Form 4506-T by clicking on the “Transcript types” hyperlink on the IRS Get Transcript website. Transcripts can be sent directly to EWC by
entering EWC’s address on Line 5. If the tax filer does not send the transcript directly to EWC, then he/she will need to sign (handwritten signature) and
date the transcript before submitting. Transcripts can also be requested by calling the IRS Automated Telephone at 1-800-908-9946. If providing a tax
return, you must include documentation indicating the return was filed, such as a preparer’s name and PTIN on the return, or electronic confirmation of
return submission. The return MUST be SIGNED before submitting to EWC. To request a copy of your income tax return from the IRS (if unable to
procure one from an accountant or tax filing software), you may complete
Form 4506. Returns can be sent directly to EWC by entering EWC’s address on
Line 5. If the tax filer does not send the return directly to EWC, then he/she will need to sign (handwritten signature) and date the return before submitting.
2016 SIGNED Verification of Nonfiling Letter (ONLY for PARENTS who did not file taxes OR for those who were granted an Extension):
To request an IRS Verification of Nonfiling Letter, please visit www.irs.gov/individuals/get-transcript to download and print your 2016 Verification
of Nonfiling immediately, or request the letter be mailed to your address on record. The individual whose income is being verified will need to sign
(handwritten signature only) and date the Letter before submitting the document to EWC. If you cannot get the letter online, please download
Form 4506-T by clicking on “Transcript types” on the IRS Get Transcript website. Nonfiling letters can sent directly to EWC by entering EWC’s address
on Line 5. If the tax filer does not send the letter directly to EWC, then he/she will need to sign (handwritten signature) and date the letter before submitting.
You must check box 7 “Verification of Nonfiling” to request this document.
2016 W-2 Forms and Income Information
Please provide a copy of all 2016 W-2 forms from your employer(s). If you do not have or are unable to receive a copy from your employer(s), please
request an IRS Wage and Income Transcript at www.irs.gov/individuals/get-transcript. If you were self-employed and do not have W-2s, please submit a
statement confirming that you were self-employed; include your name(s), the type/name of your business, and your net income. The individual whose
income is being verified will need to sign (handwritten signature) and date the statement. PLEASE NOTE: you may be required to file a tax return even if
you had low net earnings. Please refer to the IRS Tax Guide (Page 6, Chapter 1) for self-employment filing criteria.
Fill in the information on the following pages as it applies to the student AND the student’s parent(s) whose information is on the
FAFSA. DO NOT LEAVE ANY ITEM BLANK. If any item does not apply, enter “N/A” for Not Applicable where a response is
requested, or enter $0 in an area where an amount is requested. ALL AMOUNTS ARE ANNUAL. To determine the correct annual
amount for each item: If you paid or received the same dollar amount every month in 2016, multiply that amount by the number of
months in 2016 you paid or received it. If you did not pay or receive the same amount each month in 2016, add together the amounts
you paid or received each month. If more space is needed for any item, attach a separate page with the student’s name, student ID #,
and appropriate information.
UNTAXED INCOME INFORMATION