YES, STUDENT DID FILE – COMPLETE THIS COLUMN
Important Note: The instructions below apply to the student and
spouse (if married). Notify the financial aid office if the student or
spouse filed separate 2018 IRS Form 1040 tax returns or had a
change in marital status after December 31, 2018. 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) or a
signed copy of the 2018 IRS Form 1040 (with all schedules) for
BOTH the student and spouse must be submitted.
Instructions: Complete this section if the student and spouse (if
married) filed or will file a 2018 IRS Form 1040 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 into the student’s FAFSA using
the IRS DRT if that information was not changed. Check the box
that applies:
The student has used the IRS DRT in FAFSA on the Web to
transfer 2018 IRS income tax return information into the student’s
FAFSA. Go to the Certification / Signatures on page 3.
The student has not yet used the IRS DRT in FAFSA on the Web,
but will log back into the student’s FAFSA and use the tool to
transfer 2018 IRS income tax return information into the student’s
FAFSA. Go to the Certification / Signatures on page 3.
The student is unable or chooses not to use the IRS DRT in
FAFSA on the Web, and instead will provide the institution with a
2018 IRS Tax Return Transcript(s) or a signed copy of the 2018 IRS
Form 1040 (with all schedules).
The student has filed a 2018 Amended IRS Income Tax Return
(1040X). The student must provide TWO documents: 1) a signed
copy of the 2018 IRS Form 1040X (Amended U.S. Individual
Income Tax Return) or documentation that the IRS made
change(s), and 2) a 2018 IRS Tax Return Transcript (that will
include 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 the original 2018 IRS
Form 1040 (with all schedules) that was filed.
Check here if a 2018 IRS Tax Return Transcript(s) or a signed
IRS Form 1040 (with all schedules) has been submitted to CWC.
Go to the Certification / Signatures on page 3.
Check here if a 2018 IRS Tax Return Transcript(s) or a signed
IRS Form 1040 (with all schedules) will be provided later.
Estimated date of submission: __________________.
Go to the Certification / Signatures on page 3. Disbursement of
funds will be delayed until all forms are submitted.
NO, STUDENT DID NOT FILE – COMPLETE THIS COLUMN
Instructions: Complete this section if the student and 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:
The student was not employed and had no income earned from
work in 2018. Go to the Certification / Signatures on page 3.
The student was employed in 2018 and has listed below the
names of all 2018 employers, the amount earned from each
employer in 2018, and whether or not an IRS W-2 form or an
equivalent document has been submitted. List every employer even
if the employer did not issue an IRS W-2 form. If you did not receive
a W-2 from your employer, contact the employer and request a
duplicate copy of your W-2. If you worked (odd jobs) and you did
not receive a W-2, submit a signed written statement documenting
the name of the employer and the amount of the wages you
received from working in 2018.
Student 2018 IRS W-2 forms have been submitted.
Student 2018 IRS W-2 forms will be ordered and submitted at a
later date. Estimated date of submission: ____________________
Disbursement of funds will be delayed until all forms are submitted.
IF STUDENT IS MARRIED & SPOUSE DID NOT FILE
The student’s spouse was not employed and had no income
earned from work in 2018.
The student’s spouse was employed in 2018 and has listed on
page 3 the names of all 2018 employers, the amount earned from
each employer, and whether or not an IRS W-2 form or an
equivalent document was given to the student’s spouse. List every
employer even if the employer did not issue an IRS W-2 form. If
student’s spouse did not receive a W-2, they will need to contact
the employer and request a duplicate copy of their W-2. If spouse
worked (odd jobs) and did not receive a W-2, student’s spouse will
need to submit a signed written statement documenting the name
of the employer and the amount of the wages they received from
working in 2018.
Add spouse employer information on page 3.
Continued on page 3
