Last Revised 2020 Dependent VWS 02/12/20
Student’s Name: SSN:
C.
Independent Student’s Income Information to Be Verified
1.
TAX RETURN FILERS—Important Note: The instructions below apply to the student and spouse, if the student is
married. Notify the financial aid office if the student or spouse filed separate IRS income tax returns for 2018 or had a change
in marital status after December 31, 2018.
Instructions: Complete this section if the student (or spouse, if married) filed or will file a 2018 IRS income tax return. 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
FAFSA.gov. In most cases, no further documentation is needed to verify 2018 income information that was transferred int
o
t
he student’s FAFSA using the IRS DRT if that information was not changed by the FAFSA filer. If you need more
information about when, or how to use the IRS Data Retrieval Tool see your financial aid administrator.
Check the box that applies:
The student (and/or spouse, if married) has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2018
IRS income information into the FAFSA. Your school will use the IRS information that was transferred in the
verification process.
The student (and/or spouse, if married) has not yet used the IRS Data Retrieval Tool, but will use the tool to transfer
2018 IRS income information into the FAFSA once 2018 IRS tax return have been filed.
The student (and/or spouse, if married) is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead
will provide the school with a 2018 IRS Tax Return Transcript(s).
A 2018 IRS Tax Return Transcript may be obtained through:
•
Get Transcript by MAIL – Go to www.irs.gov, under the Tools heading, click "Get a tax transcript.” Click “Get
Transcript by MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account
Transcript.” The transcript is generally received within 10 business days from the IRS’s receipt of the online
request.
•
Get Transcript ONLINE – Go to www.irs.gov, under the Tools heading, click "Get a tax transcript." Click “Get
Transcript ONLINE.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account
Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-
enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s name, and (3) specific financial account
numbers (such as a credit card number or an account number for a home mortgage or auto loan). The transcript
displays online upon successful completion of the IRS’s two-step authentication.
•
Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 10 business days from the
IRS’s receipt of the telephone request.
•
Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is generally received within 10
business days from the IRS’s receipt of the paper request form.
If the student and spouse filed separate 2018 IRS income tax returns, the IRS DRT cannot be used and the 2018 IRS Tax
Return Transcript(s) must be provided for each.
Check here if a 2018 IRS Tax Return Transcript(s) is provided.
Check here if a 2018 IRS Tax Return Transcript(s) will be provided later.
2.
INDEPENDENT STUDENTS WITH UNUSUAL IRS CIRCUMSTANCES—complete this section if the student
(and/or spouse, if married) has filed, or will file a 2018 income tax return with any of the following circumstances.
C
heck the box that applies:
Th
e student (and/or spouse, if married) is required to file a 2018 IRS income tax return and has been granted a filing
extension by the IRS, must provide.
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;
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;