TEMPLE COLLEGE
2020-2021 DEPENDENT STUDENT VERIFICATION WORKSHEET
Revised 10/01/19 DEPENDENT 2020-2021 Page 3
Verification of 2018 Income Information for Individuals with Unusual Circumstances
Filers of joint returns who are no longer married
Dependent Student: When dependent students’ parents filed a joint return and have separated, divorced, married someone else, or been widowed, the
students must submit a 2018 IRS Tax Transcript and a copy of each W-2 form for the parent(s) whose tax information is on the FAFSA.
Independent Student: Similarly, an independent student must submit a 2018 IRS Tax Transcript and a copy of each of his/her W-2 forms if he/she filed a
joint return and is now separated, divorced, or a widow.
Individuals Who Filed an Amended IRS Income Tax Return
Individuals who filed an amended tax return for tax year 2018 must submit BOTH documents:
A 2018 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 include all of the 2018 income and tax information required to be verified, AND
A signed copy of the 2018 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS. If the 2018 IRS Form
1040X is not available, individual must provide a 2018 IRS Tax Return Transcript AND a 2018 IRS Tax Account Transcript.
Individuals Granted a Filing Extension by the IRS and have not yet filed a Tax Return
If an individual is required to file a 2018 IRS income tax return and has been granted a filing extension by the IRS, provide ALL the following documents:
1. 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 2018;
2. If applicable, a copy of the IRS's approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of the
filing time for tax year 2018;
3. A “Verification of Nonfiling” using IRS Form 4506-T from the IRS dated on or after October 1, 2019;
4. A copy of IRS Form W-2 for each source of employment income received or an equivalent document for tax year 2018; AND
5. If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2018.
Individuals Who Were Victims of IRS Tax-Related Identity Theft
Individuals who are victims of IRS tax-related identity theft must submit to the institution:
A Tax Return DataBase View (TRDBV) transcript obtained from the IRS Identity Protection Specialized Unit at (800) 908-4490; and
A statement signed and dated by the tax filer indicating that they were victims of IRS tax-related identity theft and that the IRS has been made aware of the tax-
related identity theft.
Tax filers may obtain a TRDBV transcript and inform the IRS of the tax-related identity theft by calling the IRS’s Identity Protection Specialized Unit (IPSU) at 1-800-908-4490.
The IPSU will first authenticate the identity of the tax filer, who can then ask the IRS to mail them a TRDBV transcript. The TRDBV transcript will look different than a regular
IRS tax return transcript, but it is official and can be used for verification. Tax filers who cannot obtain a TRDBV transcript may instead submit another official IRS transcript
or equivalent document provided by the IRS if it includes all of the income and tax information required to be verified. Unless the institution has reason to suspect the
authenticity of the TRDBV transcript or the equivalent document provided by the IRS, a signature or stamp or any other validation from the IRS is not needed.
Individuals Who Filed Foreign Income Tax Returns
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.
Foreign Non-Filers: If another tax authority can provide documentation similar to the IRS that indicates the individual did not file taxes for the appropriate tax year, the
individual must request such documentation and provide it to the institution. If such documentation does not exist, or if the individual is unable to obtain the
documentation, the institution may accept a signed and dated statement from the individual listing total 2016 income earned and stating either that the tax authority
does not provide such documentation or that the individual was unable to obtain the documentation after contacting the tax authority.
Individuals Who Cannot Get a Copy of Their IRS Tax Transcript
An individual who is unable to obtain a tax transcript from the IRS (or other relevant taxing authority) must submit to the institution: {PLEASE NOTE THAT ALL 4
DOCUMENTS ARE REQUIRED}
1. A signed copy of the relevant (i.e., applicant, spouse, or parent) 2018 IRS tax return that was filed with the IRS.
2. A signed statement from the tax filer, on or attached to the tax return, which certifies that the tax return submitted to the institution includes the same
information that was submitted to the IRS.
3. Documentation from the IRS that the tax transcript request was unsuccessful.
a. For tax filers who requested a tax transcript using the IRS online transcript request process (Get Transcript Online or by Mail), a signed and dated copy
of the screen shot from the official IRS Web page that displays a message indicating that the tax transcript request was unsuccessful.
b. For tax filers who requested a tax transcript using IRS Form 4506T-EZ or Form 4506-T, a copy of the IRS response that was mailed to the tax filer
stating that the IRS could not provide the tax transcript. The copy of the IRS response must be signed and dated by the tax filer.
4. And… a completed and signed IRS Form 4506T-EZ or Form 4506-T that includes on line 5 the name, address, and telephone number of the institution as the third
party to whom the IRS is to mail the 2018 IRS tax transcript.
