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Student’s Name: IRSC ID:
Check the box that applies:
The student has used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer 2017 IRS income
information into the student’s FAFSA.
The student has not yet used the IRS Data Retrieval Tool in FAFSA on the Web, but will use the tool to retrieve and
transfer 2017 IRS income information into the student’s FAFSA once the student has filed a 2017 IRS tax return. See
instructions above for information on how to use the IRS Data Retrieval Tool. The student’s school cannot complete the
verification process until the IRS information has been transferred into the FAFSA.
The student is unable or chooses not to use the IRS Data Retrieval Tool in FAFSA on the Web, and the student will submit
to the school a 2017 IRS tax return transcript—not a photocopy of the income tax return. To obtain an IRS tax return
transcript, go to www.IRS.gov and click on the “Get Transcript of Your Tax Records” link, select “ONLINE” or “MAIL”.
Make sure to request the “IRS Tax Return transcript” and not the “IRS Tax Account transcript.” You will need your
Social Security Number, date of birth, and the address on file with the IRS. (Typically this will be the address used when
the 2017 IRS tax return was filed.) It takes up to two weeks for IRS income information to be available for electronic IRS
tax return filers, and up to eight weeks for paper IRS tax return filers.
Check here if the student’s IRS tax return transcript is attached to this worksheet.
Check here if the student’s IRS tax return transcript will be submitted to the student’s school later. Verification
cannot be completed until the IRS tax return transcript has been submitted to the student’s school.
2. TAX RETURN NONFILERS—Complete this section if the student, will not file and is not required to file a 2017 income tax
return with the IRS.
Check the box that applies:
The student was not employed and had no income earned from work in 2017.
The student was employed in 2017 and has listed below the names of all the student’s employers, the amount earned from
each employer in 2017, and whether an IRS W-2 form is attached. Attach copies of all 2017 IRS W-2 forms issued to the
student by 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 IRSC ID at the top.
Employer’s Name
Example Suzy’s Auto Body Shop
2017 Amount Earned
Example $2,000.00
IRS W-2 Attached?
Example Yes or No
D. Parent’s Income Information to Be Verified—Note: If two parents were reported in Section B of this worksheet, the
instructions and certifications below refer and apply to both parents.
1. TAX RETURN FILERS—Important Note: If the student’s parent(s), filed or will file, an amended 2017 IRS tax return the
student’s financial aid office must be contacted before completing this section.
Instructions: Complete this section if the student’s parent(s) filed or will file a 2017 income tax return with the IRS. The best
way to verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If the student’s parent(s) has
not already used the tool, the parent and the student should go to FAFSA.gov, log in to the student’s FAFSA record, select
“Make FAFSA Corrections,” and navigate to the Financial Information section of the form. From there, follow the instructions
to determine if the parent(s) is eligible to use the IRS Data Retrieval Tool to transfer 2017 IRS income tax information into the
student’s FAFSA. It takes up to two weeks for IRS income information to be available for the IRS Data Retrieval Tool for
electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers. If you need more information about
whether or how to use the IRS Data Retrieval Tool see the student’s financial aid office.
Check the box that applies:
The student’s parent has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2017 IRS income information
into the student’s FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. The student’s school
will use the IRS information transferred into the student’s FAFSA to complete the verification process.