C. (Continued)
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) or a signed copy of the 2018 income tax return and applicable schedules must be provided for each.
Check here if a 2018 IRS Tax Return Transcript(s) or a signed copy of the 2018 income tax return and applicable
schedules is provided.
Check here if a 2018 IRS Tax Return Transcript(s) or a signed copy of the 2018 income tax return and applicable
schedules will be provided later.
D. Untaxed portions of Pension and IRA Distributions (Excludes Rollovers)
$ IRA distributions: From 1040 – lines (15a minus 15b) or 1040A – lines (11a minus 11b)
$ Pensions: Form 1040 – lines (16a minus 16b) or 1040A lines (12a minus 12b)
E. Verification of 2018 Income Information for Student Nontax Filers
The instructions and certifications below apply to the student and spouse, if the student is married. Complete this section if the student and
spouse will not file and are not required to file a 2018 income tax return with the IRS.
Check the box that applies:
The student and spouse were not employed and had no income earned from work in 2018.
The student and/or spouse were 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 or an equivalent document is provided. [Provide copies of all 2018 IRS W-2 forms issued to the student
and spouse by their employers]. List every employer even if the employer did not issue an IRS W-2 form.
*If more space is needed, provide a separate page with the student’s name and ID number at the top.
Suzy’s Auto Body Shop (example)
Total Amount of Income Earned From Work
If you did NOT file a 2018 tax return, provide documentation from the IRS or other relevant tax authority dated on or after October 1, 2019
that indicates a 2018 IRS income tax return was not filed with the IRS or other relevant tax authority, or a signed statement certifying that the
individual attempted to obtain confirmation of non-filing from the IRS or other relevant tax authority and was unable to obtain the required
documentation.
Check here if confirmation of non-filing or a signed statement is provided.
Check here if confirmation of non-filing or a signed statement will be provided later.
F. Certifications and Signatures
Each person signing below certifies that all of the information reported is complete and correct.
Print Student’s Name Student’s ID Number
Student’s Signature (Required) Date
Spouse’s Signature (Optional) Date
*Note: Verification of 2018 Income Information for Individuals with Unusual Circumstances
Individuals Granted a Filing Extension by the IRS
An individual who is required to file a 2018 IRS income tax return and has been granted a filing extension by the IRS beyond the automatic six-month extension for tax year 2018, must provide:
A copy of the IRS's approval of an extension beyond the automatic six-month extension for tax year 2018;
Verification of Non-filing (VNF) Letter (confirmation that the tax return has not yet been filed) from the IRS dated on or after October 1, 2019 or a signed statement certifying that the individual attempted to
obtain the VNF from the IRS and was unable to obtain the required documentation;
A copy of IRS Form W–2 for each source of employment income received or an equivalent document for tax year 2018 and,
If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2018.
Note: An individual granted a filing extension beyond the automatic six-month extension may be required to submit tax information using the IRS Data Retrieval Tool, by obtaining a transcript from the IRS, or by
submitting a copy of the income tax return and the applicable schedules that were filed with the IRS that lists 2018 tax account information.
Individuals Who Filed an Amended IRS Income Tax Return
An individual who filed an amended IRS income tax return for tax year 2018 must provide a signed copy of the 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 an ISIR record with all tax information from the original tax return;
A 2018 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed), 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 2018 IRS Form 1040 and the applicable schedules that were filed with the IRS.
Individuals Who Were Victims of IRS Tax-Related Identity Theft
An individual who was the victim of IRS tax-related identity theft must provide:
A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or if unable to obtain a TRDBV, an equivalent document provided by the IRS or a copy of the signed 2018 income tax return and
applicable schedules the individual filed with the IRS; and
A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.
Individuals Who Filed Non-IRS Income Tax Returns
A tax filer who filed an income tax return with a tax authority other than the IRS may provide a signed copy of his or her income tax return that was filed with the relevant tax authority. However, if we question the
accuracy of the information on the signed copy of the income tax return, the tax filer must provide us with a copy of the tax account information issued by the relevant tax authority before verification can be
completed.
WARNING: If you
purposely give false
or misleading
information you may
be fined, sent to
prison, or both.
