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Student’s Name: IRSC ID:
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 2018 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 2018 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 2018 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 2018 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.
The student’s parent has not yet used the IRS Data Retrieval Tool, but will use the tool to transfer 2018 IRS income
information into the student’s FAFSA once the parent’s IRS tax return has been filed (THIS IS THE BEST OPTION IF
YOU HAVE NOT ALREADY USED THE DATA RETRIEVAL TOOL). See instructions above for information on
how to use the IRS Data Retrieval Tool. The student’s financial aid office cannot complete verification until the parent has
transferred IRS information into the student’s FAFSA.
The parent is unable or chooses not to use the IRS Data Retrieval Tool, and the parent will submit to the student’s school a
copy of the parent’s 2018 IRS tax return transcript(s)—not photocopies 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 2018 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. If the parents are married, and separate 2018
tax returns were filed, 2018 IRS tax return transcripts must be submitted for each parent
Check here if an IRS tax return transcript(s) is attached to this worksheet.
Check here if IRS tax return transcript(s) will be submitted to the student’s school later. Verification cannot be
completed until the IRS tax return transcript(s) has been submitted to the school.
2. TAX RETURN NONFILERS—Co
mplete this section if the student’s parent(s) will not file and is
not required to file a 2018
income tax return with the IRS.
Check the b
ox that applies:
The parent(s) was not employed and had no income earned from work in 2018.
The parent(s) was employed in 2018 and has listed below the names of all the parent’s employers, the amount earned
from each employer in 2018, and whether an IRS W-2 form is attached. Attach copies of all 2018 IRS W-2 forms issued
to the parent(s) by employer(s). 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.
Employ
er’s Name
Example (Suzy’s Auto Body Shop)
2018 Amount Earned
Example $2,000.00
IRS W-2 Attached?
Example (Yes or N
o)