C.
STUDENT AND SPOUSE (IF MARRIED) INCOME TO BE VERIFIED
1. TAX RETURN FILERS
Complete this section if the student and/or spouse (if married) filed or will file a 2018 income tax return(s). The
best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at www.studentaid.gov. In most
cases, no further documentation is needed to verify 2018 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
I have used the IRS Data Retrieval Tool in FAFSA on the web to transfer my 2018 IRS income information into the student’s
FAFSA.
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 2018 Federal Tax Return Form (1040 with all applicable schedules) or my 2018 IRS Tax
Return Transcript. (See below for
instructions on how to request an IRS Tax Return Transcript.)
2. TAX RETURN NON–FILERS
Complete this section if you, the student and/or spouse (if married), will not file and are not required to
file a 2018 income tax return with the IRS.
Check the box that applies:
Students
I, nor my spouse, were employed in 2018 and had no income earned from work in 2018. You, and your spouse (if married),
must submit a Verification of Non-filing letter from the IRS for the 2018 tax year dated October 1, 2019 or later.
I was employed in 2018 and have listed below the names of all employers, the amount earned from each employer in
2018, and whether an IRS W-2 form is attached. Attach copies of all 2018 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
2018 tax year dated October 1, 2019 or later.
Employers’ Name (example: Suzy’s Auto Body Shop) 2018 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
I am required to file a 2018 IRS Tax Return and have been granted a filing extension by the IRS beyond the automatic six-
m o n t h extension for tax year 2018. I have attached the following: a copy of the IRS’s approval of an extension beyond
the automatic six- m o n t h extension for tax year 2018, a Verification of Non- Filing Letter dated on or after October 1,
2019, and a copy of IRS Form W2 for each source of employment income received or an equivalent document for tax year 2018. If
self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and US income tax paid
for tax year 2018.
I filed an amended IRS income tax return for the tax year 2018 and I have attached the following: a signed copy of my 2018 IRS
Form 1040X (Amended U.S. Individual Income Tax Return) that was filed with the IRS or documentation from the IRS that include
the change(s) made by the IRS, in addition to one of the following:
-IRS DRT information on my processed FAFSA with all tax information from the original return
-A 2018 IRS Tax Return Transcript (that only includes information from the original tax return) or any other IRS tax transcript(s)
that includes all of the income and tax information required to be verified or
-A signed copy of my 2018 IRS Form 1040 and all applicable schedules that were filed with the IRS
I am a Victim of IRS tax-related identity theft and have attached the following: a Tax Return Database
View (TRDBV) transcript, an equivalent document provided by the IRS or a copy of the signed 2018 income tax return
and all applicable schedules I filed with the IRS and a signed and dated statement indicating that I was of victim of IRS
tax-related identity theft and that the IRS is aware of the tax -related identity theft.
