C. DEPENDENT STUDENT AND PARENT INCOME TO BE VERIFIED
1. TAX RETURN FILERS omplete this section if the student and/or spouse (if married) filed or will file a 2017 income tax
return. The best way to verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the web at FAFSA.gov. In
most cases, no further documentation is needed to verify 2017 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:
Students Parents
o
I have used the IRS Data Retrieval Tool in FAFSA on the web to transfer my 2017 IRS income
information into into the student’s FAFSA.
o
o
I am unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the web, and I am submitting
to the school a signed copy of my 2017 Federal Tax Return Form (1040) or my 2017 IRS Tax Return
Transcript. (See below for instructions on how to request an IRS Tax Return Transcript.)
o
2. TAX RETURN NON–FILERS Complete this section If you, the student and/or parent, will not file and are not required to
file a 2017 income tax return with the IRS.
Check the box that applies:
Students Parents
o
Students: I nor my spouse were employed in 2017 and had no income earned from work in 2017. (You,
and your spouse (if married) must submit a Verification of Non-filing letter from the IRS of for the 2017
tax year dated October 1, 2018 or later.)
Parents: I was not employed and had no income earned from work in 2017. You must submit a
Verification of Non-filing letter from the IRS for the 2017 tax year dated October 1, 2018 or later.
o
o
I was employed in 2017 and have listed below the names of all employers, the amount earned from
each employer in 2017, and whether an IRS W-2 form is attached. Attach copies of all 2017 W-2 forms
issued to you by employers. List every employer even if the employer did not issue an IRS W-2 form.
If more space is needed, attach a separate page with your name and MTC ID at the top. You must
submit a Verification of Non-filing letter from the IRS for the 2017 tax year dated October 1, 2018
or later.
o
Employers’ Name (example: Suzy’s Auto Body Shop) 2017 Amount Earned (ex: $2,000.00) IRS W-2 Attached? (yes)
3. INCOME INFORMATION FOR INDIVIDUALS WITH EXTENUATING CIRCUMSTANCES
Check the box that applies:
Students Parents
o
I am required to file a 2017 IRS Tax Return and have been granted a filing extension by the IRS
beyond the automatic six month extension for tax year 2017. I have attached the following: a copy of
IRS Form 4868 “Application for Automatic Extension of Time to File US Individual Income Tax Return,”
that was filed with the IRS for the tax year 2017, a copy of the IRS approval of an extension beyond
the automatic six month extension for tax year 2017, a Verification of Non Filing Letter dated on or
after October 1, 2018, and a W2 for each source of employment received for tax year 2017, or if self-
employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income and US
income tax paid for tax year 2017.
o
o
I filed an amended IRS tax return for the tax year 2017 and I have attached the following: A 2017 Tax
Return Transcript, and a signed copy of my 2017 IRS Form 1040X (Amended US Individual Income Tax
Return that was filed with the IRS).
o
o
I am a Victim of IRS related identity theft and have attached the following: A Tax Return Database
View (TRDBV) transcript from the IRS that includes all of the income and tax information required to be
verified and a statement signed and dated indicating that I was a victim of IRS tax related identity theft
and that the IRS is aware of the tax related identity theft.
o
