3. 2017 Income Information
INSTRUCTIONS FOR 2017 TAX FILERS: Check the appropriate box below for both the Student and Parent.
The best way to verify income is by using the IRS Data Retrieval Tool (DRT) that is part of FAFSA.
Student
I used the IRS Data Retrieval Tool (DRT) on the FAFSA.
I am attaching my 2017 IRS Tax Return Transcript. See
Step 4 for Instructions on obtaining a Tax Transcript.
I am attaching a signed copy of my 2017 Tax Return.
I filed an amended 2017 Tax Return.
If you select this option you must submit a signed copy of
your 1040X and a Tax Return Transcript or a signed copy
of your 2017 Tax Return.
Parent
I used the IRS Data Retrieval Tool (DRT) on the FAFSA.
I am attaching my 2017 IRS Tax Return Transcript.
I am attaching a signed copy of my 2017 Tax Return.
I filed an amended 2017 Tax Return.
If you select this option you must submit a signed copy of
your 1040X and a Tax Return Transcript or a signed copy
of your 2017 Tax Return.
INSTRUCTIONS FOR 2017 NON-TAX FILERS:
Complete this section if the student or parent(s) will not file and are not required to file a 2017 Income Tax Return
with the IRS. See step 4 for options on requesting a 2017 Verification of Non-Filing Letter.
Student
Non-Filing Status
I did not or was not required to file a 2017 Tax
Return.
2017 Earnings Information (Select one option)
I did not have earnings in 2017.
I had earnings in 2017. You must list your employer(s) and
income earned below AND attach W-2 form(s). All
W-2 forms must be provided.
Parent
Non-Filing Status (Select one option)
I am attaching my IRS Letter of Non-Filing Status
because I did not or was not required to file a 2017
Tax Return.
I am unable to obtain an IRS Letter of Non-Filing
Status and have attached documentation (i.e. screen
shots) that verifies I have attempted to access the
Letter of Non-Filing Status from the IRS website.
2017 Earnings Information (Select one option)
I did not have earnings in 2017.
I had earnings in 2017. You must list your employer(s)
and income earned below AND attach W-2 form(s). All
W-2 forms must be provided.
4. IRS Tax Transcript or Verification of Non-filing Letter Request Options
• Get a Transcript either ONLINE or by MAIL – Go to www.irs.gov, click “Get Your Tax Record”. Click
“Get Transcript Online” or “Get Transcript by Mail”.
o You must use the form 4506T if your address has changed since you last filed.
• Automated Telephone Request – 1-800-908-9946 (Only primary taxpayer on return can use this option)
5. Certification and Signatures
Each person signing this worksheet certifies that all of the information
reported on it is complete and correct. The student and parent must sign
and date this worksheet.
Student Signature Date
Parent Signature (Required for Dependent Students) Date
WARNING: If you purposely give false or misleading information
on this worksheet, you may be fined, sentenced to jail, or both.