Student Name___________________________________ Student ID#_______________
Instructions: Complete this section if the student and spouse filed or will file a 2016 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 2016 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 student has used the IRS DRT in FAFSA on the Web to transfer 2016 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 2016 IRS income tax return information into
the student’s FAFSA once the 2016 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 2016 IRS Tax Return
Transcript(s).
A 2016 IRS Tax Return Transcript may be obtained through:
•
Online Request – You can get your free transcripts immediately online. Go to www.IRS.gov, under the Tools heading on the IRS
homepage, click on “Get a Tax Transcript” and “Get Transcript ONLINE.” Make sure to request the “IRS Tax Return Transcript” and NOT the
“IRS Tax Account Transcript.”
•
Mail Request – Transcripts arrive in 5 -10 calendar days at the address IRS have on file. Go To www.IRS.gov, under Tools, click on Get
Transcript and click on “Get Transcript by MAIL.”
•
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 2016 IRS
income tax return, and the address on file with the IRS (normally this will be the address used on the 2016 IRS income tax return).
If the student and spouse filed separate 2016 IRS income tax returns, 2016 IRS Tax Return Transcripts must be provided for both.
Check here if a 2016 IRS Tax Return Transcript(s) is provided.
Check here if a 2016 IRS Tax Return Transcript(s) will be provided later.
2. TAX RETURN NONFILERS
The instructions and certifications below apply to the student and spouse, if the student is married.
Complete this section if the student and spouse will not file and are not required to file a 2016 income tax return with the IRS.
• Please note: For non-tax filers, a 2016 IRS Non-filing Confirmation is required. Please complete the 4506-T.
Go to
www.irs.gov/pub/irs-pdf/f4506t.pdf, complete the form and check box 7, sign, and fax the form to the IRS.
Check the box that applies:
The student and spouse were not employed and had no income earned from work in 2016.
The student and/or spouse was employed in 2016 and have listed below the names of all employers, the amount earned from each
employer in 2016, and whether an IRS W-2 form is provided. Provide copies of all 2016 IRS W-2 forms issued to the student and/or spouse
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 Student’s ID Number at the top.
Employer’s
Na
me
2016 Amount
Earned
IRS W-2
Attached?
ABC Shipping (example) $1,280 Yes
Note: We require you to provide documentation from the IRS that indicates a 2016 IRS income tax return was not filed with the IRS.