C. Tax Forms and Income Information
I have used the IRS Data Retrieval Tool to retrieve and transfer my 2018 IRS income information into the student’s FAFSA. Proceed to Untaxed Income below.
I have not used the IRS Data Retrieval Tool when filing the FAFSA on the web. I have attached my 2018 U.S. Tax Return Transcript to this worksheet.
Please note that a tax return transcript is not the same as your original 1040 tax filing. To request a Tax Return Transcript, online or by mail, from the Internal
Revenue Service go online to www.IRS.gov. Make sure to request the “IRS Tax Return Transcript”, not the “Tax Account Transcript”. Transcripts can be ordered
via their Automated Telephone Request service at 1-800-908-9946. If using the Paper Request Form 4506T-EZ or 4506-T, first, send the transcript to your own
address, and then turn in a copy with your verification form. Verification cannot be completed until all transcripts are in. Proceed to Untaxed Income below.
IF YOU DID NOT FILE TAXES - a non-filers statement from the IRS is required
Check here if you and/or your spouse worked, but did not file, and were not required to file, a 2018 Federal Income Tax Return. List the name of all employers and
wages received in 2018 below. Attach a separate page if needed. Copies of W2s ARE REQUIRED. Proceed to both Untaxed Income and section D below.
Check here if you or both you and your spouse were not employed and had no income earned from work in 2018.
A non-filers statement from the IRS is required. Proceed to both Untaxed Income and section D below.
Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including, but not limited to, amounts reported on the W-2 forms
in Boxes 12a through 12d, codes D, E, F, G, H, and S. Don’t include amounts reported in code DD *** Attach W2(s)***
IRA deductions and payments to self-employed SEP, SIMPLE, Keogh, and other qualified plans from IRS Form 1040 Schedule 1 - total of lines 28 + 32
Child Support received for all children in your household in 2018. Do not include foster care, adoption payments, or any amount that was court-ordered but not
actually paid. You may be requested to supply documentation.
Tax Exempt interest income from IRS Form 1040 (line 2a).
Untaxed portions of IRA distributions and pensions from IRS Form 1040 (line 4a minus line 4b). Exclude Rollovers. If negative, enter a zero here.
Housing, food, and other living allowance paid to members of the military, clergy, and others (including cash payments and cash value of benefits). Don’t
include the value of on-base military housing or the value of a basic military allowance for housing.
Veteran’s non-education benefits such as Disability, Death Pension, or Dependency & Indemnity Compensation (DIC) and/or VA Educational Work-Study
allowances.
Other untaxed income or benefits not reported elsewhere, such as workers compensation, disability benefits, untaxed foreign income, etc. Also include the
untaxed portions of health savings accounts from IRS Form 1040 Schedule 1- line 25. Don’t include foster care benefits, student aid, earned income credit,
additional child tax credit, welfare payments, untaxed Social Security benefits, SSI, WIA educational benefits, on-base military housing or a military housing
allowance, combat pay, or benefits from flexible spending arrangements (e.g., cafeteria plans), foreign income exclusion or credit for federal tax on special fuels.
Money received or paid on your behalf (for bills in your name) not reported elsewhere on this form. Include 529 plan that is owned by someone other than your
parents (such as grandparent, aunt, or uncle.)
D. Household Resources/Documentation of Support (If you reported low or no earned income, this section must be completed. Please attach explanation.)
So that we can fully understand a student’s family financial situation, please provide information about any other resources, benefits, and other amounts received by the student and any
members of the student’s household on a separate sheet or attach documentation. Include support received that was not required to be reported on the FAFSA or other forms submitted to
the financial aid office. This should include Social Security benefits, financial aid refunds, Federal Work/Study, etc.
E. Sign this Worksheet
Student Date
Spouse (optional) Date
Please note that processing may take 3 – 4 weeks after documents are received especially during peak processing.
MAIL THIS FORM TO ADDRESS BELOW… OR … return to Financial Aid office located at either campus:
Calhoun Community College
Office of Financial Aid
P.O. Box 2216
Decatur, AL 35609
Decatur Campus
6250 Hwy 31 North
Tanner, AL 35671
256-306-2628
Huntsville/Research Park Campus
102-B Wynn Drive
Huntsville, AL 35805
256-306-2628
WARNING: If you purposely give false or misleading information on this
worksheet, you may be fined, be sentenced to jail, or both.
By signing this worksheet you are certifying that all the information reported, to qualify for Federal student aid, is complete and correct. Please sign and date the worksheet below.
I have agreed to submit this application by electronic means. By signing this application electronically, I certify under penalty of perjury and false swearing that my answers are correct
and complete to the best of my knowledge.
I understand that an electronic signature has the same legal effect and can be enforced in the same way as a written signature.
