3 | P a g e 2 0 20 ‐ 2 0 2 1 D e p e n d e n t V e r i f i c a t i o n W o r k s h e e t
All tax filers must submit a copy of their 2018 IRS Tax Return Transcript or a signed copy of their tax return that was filed with the
IRS or other relevant tax authority unless they have transferred their 2018 income tax return information into the FAFSA using the
IRS Data Retrieval Tool (IRS DRT) in FAFSA on the Web or the myStudentAid app and have not subsequently changed that
information. Please submit copies of IRS Form 1040 Schedules 1, 2, and 3 if they were filed with the tax return. Please DO NOT
submit copies of any other IRS schedules (4, 5, 6, A, B, C, etc.), or state tax returns.
If either the student or a parent did not and will not file a 2018 federal tax return, that individual(s) should go to Section 3C.
3B. Verification of 2018 IRS Income Tax Return Information for Student and Parent Tax Filers
_____The student has not yet used the IRS DRT
but will use the tool to transfer 2018 IRS income
tax return information into the student’s FAFSA
once the 2018 IRS income tax return has been
filed.
_____The parent has not yet used the IRS DRT
but will use the tool to transfer 2018 IRS income
tax return information into the student’s FAFSA
once the 2018 IRS income tax return has been
filed.
Directions for using the IRS Data Retrieval Tool (IRS DRT) or requesting a Tax Return Transcript
*The IRS DRT is available in the financial information sections of the student’s FAFSA. Go to https://studentaid.ed.gov/sa/fafsa and
log in as a returning user. After you have logged in, choose the option for making corrections and locate the financial information
sections. You will have the option to use the IRS DRT as long as you (student) or your parent has “Already Completed” an IRS
income tax return. Once you use the IRS DRT for the student and/or parent, sign and submit the FAFSA. The FAFSA must be
signed electronically with the student’s and parent’s Federal Student Aid ID (FSA ID) and re-s
ubmitted for processing. If you have
any trouble with this process, feel free to call the Financial Aid Office for help.
2018 IRS Tax Return Transcript, go to www.IRS.gov and click on “Get Your Tax Record.” Choose “Get Transcript
Online” or “Get Transcript by Mail.” Make sure to request the “Tax Return Transcript” and not the “Tax Account Transcript.” If unable
to use the online request processes, call 1-800-908-9946 or complete IRS Form 4506-T.
*** The tax filer can only use the IRS DRT or request a Tax Return
Transcript within 2 to 4 weeks after the tax return was filed
lectronically or within 6 to 8 weeks after a paper tax return was received by the IRS.
3C. Verification of 2018 Income Information for Nontax Filers
If the student or parent(s) were employed in 2018, they must list below the names of all employers, the amount earned from each
employer in 2018, and whether an IRS W
-2 form is provided. Provide copies of all 2018 W-2s issued to the student and parent(s) by
their employers. List every emp
loyer even if the employer did not issue a W-2. If more space is needed, provide a separate page with
the student’s name and ID number at the top. If a W
-2 is unavailable, attach a statement signed by the student and a parent explaining
-2 is unavailable and cannot be provided in a timely manner. Each parent who did not file a tax return also must submit a
Verification of Nonfiling Letter from the IRS
(or foreign taxing authority) dated on or after October 1, 2019. This letter may be
requested using “Get Transcript Online” on the IRS website at www.irs.gov or by completing IRS Form 4506-T.
Amount Earned
_____ The student has used the IRS DRT to transfer 2018 IRS income tax
return information into the student’s FAFSA.
_____The parent has used the IRS DRT to transfer 2018 IRS income tax
return information into the student’s FAFSA.
_____The student is unable or chooses not to use the IRS DRT, and instead
will provide the school
with a copy of his or her 2018 IRS Tax Return
Transcript or signed tax return with applicable schedules noted above.
_____The parent is unable or chooses not to use the IRS DRT, and instead
will provide the school with a copy of his or her 2018 IRS Tax Return
Transcript or signed tax return with applicable schedules noted above.
3A. Tax Forms and Income Information