EFSC Office of Financial Aid
www.easternflorida.edu/go/aid | (321) 433-7339 | finaid@easternflorida.edu
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3. STUDENT TAX FILERS WITH UNUSUAL CIRCUMSTANCES
If you are a tax filer with unusual circumstances for 2017, indicate below and submit all required documents
listed. Verification cannot be completed until all documents are submitted. Check the box that applies:
☐ I was granted a filing extension by the IRS.
If you are required to file a 2017 IRS income tax return and have been granted a filing extension by the
IRS you must provide:
• A copy of IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. Individual Income
Tax Return,’’ that was filed with the IRS for tax year 2017; AND
• A copy of the IRS's approval of an extension beyond the automatic six-month extension; AND
• Verification of Non-filing Letter (confirmation that the tax return has not yet been filed) from the IRS
or other relevant tax authority dated on or after October 1, 2018; AND
• A copy of IRS Form W–2 for each source of employment income received for tax year 2017 and, if
self-employed, a signed statement certifying the amount of your Adjusted Gross Income (AGI) and
the U.S. income tax paid for tax year 2017.
☐ I filed an amended IRS income tax return (1040X).
If you filed an amended IRS income tax return for tax year 2017 you must provide:
• A 2017 IRS Tax Return Transcript (that will only include information from the original tax return and
does not have to be signed), or any other IRS tax transcript(s) that includes all of the income and tax
information required to be verified AND
• A signed copy of the 2017 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was
filed with the IRS.
☐ I am a victim of IRS tax-related identity theft.
If you were a victim of IRS tax-related identity theft you must provide:
• A Tax Return DataBase View (TRDBV) transcript obtained from the IRS by calling the Identify
Protection Specialized Unit (IPSU) at 1-800-908-4490, or any other IRS tax transcript(s) that includes
all of the income and tax information required to be verified AND
• A statement signed and dated by you indicating that you were a victim of IRS tax-related identity
theft and that the IRS is aware of the tax-related identity theft.
☐ I filed a non-IRS income tax return.
• A tax filer who filed an income tax return with Guam, the Commonwealth of the Northern Mariana
Islands, the Commonwealth of Puerto Rico and the U.S. Virgin Islands may provide a signed copy of
his or her income tax return that was filed with the relevant tax authority. However, if we question
the accuracy of the information on the signed copy of the income tax return, the tax filer must
provide us with a copy of the tax account information issued by the relevant tax authority before
verification can be completed.
• A tax filer who filed an income tax return with the tax authority for American Samoa must provide a
copy of his or her tax account information.
• A tax filer who filed an income tax return with tax authorities not mentioned above, i.e. a foreign tax
authority, and who indicates that he or she is unable to obtain the tax account information free of
charge, must provide documentation that the tax authority charges a fee to obtain that information,
along with a signed copy of his or her income tax return that was filed with the relevant tax
authority.
Go to Section D on page 5.