Section C. Student’s Tax Filing Status and Income Information
What is your 2016 tax ling status?
I have led a 2016 federal tax return. Skip to Section E (unless married) and follow directions to provide your conrmed tax data.
I did not le and was not required to le a 2016 federal tax return. Provide a Verication of Non-ling Letter from the IRS dated after Oct. 1, 2017
(See Section E-3). If you had earnings, complete the income table below and submit all supporting W-2 or other earnings statements with this form.
Rollovers: If your or your spouse reported income in 2016 from an IRA distribution or pension and any of the reported income was a rollover to a qualied
retirement plan, please indicate the amount of the rollover below and submit a copy of the documentation regarding any rollover disclosed on this form.
2016 Total IRA/Pension Rollover $_______________ Spouse’s 2016 Total IRA/Pension Rollover $_______________
Section D. Spouse’s Tax Filing Status and Income Information
What is your spouse’s 2016 tax ling status?
My spouse has led a 2016 federal tax return. Skip to Section E and follow directions to provide conrmed tax data.
My spouse did not le and was not required to le a 2016 federal tax return. Provide a Verication of Non-ling Letter from the IRS dated after
Oct. 1, 2017 (See Section E-3). If your spouse had earnings, complete the income table below and submit all supporting W-2 or other earnings
statements with this form.
Sign this Worksheet
By signing this worksheet, I certify that all the information reported on it is complete and correct. WARNING: If you purposely give false or misleading
information on this worksheet, you may be ned, sentenced to jail, or both.
Student Signature Date
Mail or fax this worksheet with tax documents to:
University of St. Thomas
Financial Aid Ofce - Mail 5007
2115 Summit Avenue, St. Paul, MN 55105-1096
651-962-6550 / Fax: 651-962-6599
X
Employer - Attach additional page if needed 2016 Earnings - attach all supporting W-2 statements
$
$
Employer - Attach additional page if needed 2016 Earnings - attach all supporting W-2 statements
$
$
Section E. How to Provide Tax Data to the Financial Aid Ofce
Our ofce is not allowed to accept a copy of a personal tax return in order to verify tax information on the FAFSA. Please do not send a copy of
your tax return to the Financial Aid Ofce unless you were specically instructed to do so by your nancial aid counselor.
Use one of the following methods to provide your 2016 tax information to the Financial Aid Ofce. Note: if you led your FAFSA initially using IRS Data
Retrieval and you did not change any of the transferred information, you do not need to take further action. Simply return this form signed and complete.
1. IRS Data Retrieval (preferred method):
To transfer tax information, the student must log in to the student’s processed 2018-2019 FAFSA, click on the “Financial Information” tab in the top
navigation menu, and answer the questions to determine if you are eligible to use IRS Data Retrieval. If eligible, enter your FSA ID (or apply for one) and
click the blue “LINK TO IRS” button. You will be asked to input your tax ling status and address to verify your identity. Please input your address exactly
as it appears on your led tax return.
Once your identity is conrmed, select “Transfer Now” and follow the on-screen instructions to submit the FAFSA update. FAFSA updates should be
received by the Financial Aid Ofce within 2-3 business days.
2. Request a 2016 Tax Return Transcript from the IRS:
A tax return transcript is an ofcial record of the information on your federal tax return and is acceptable for verication purposes. Transcripts can be
requested online at www.irs.gov/individuals/get-transcript or by calling 1-800-908-9946. Tax transcripts must be requested using the name, date of birth,
and SSN for the primary taxpayer. The primary taxpayer is the taxpayer whose name is listed rst on the federal tax return.
3. Request a Verication of Non-ling Letter from the IRS:
Required for any applicant/spouse who did not le a tax return in 2016. Verication letters can be requested online at www.irs.gov/individuals/get-
transcript, or by mail using Form 4506-T and checking box 7.