Student Name: __________________________________ SSN: __________________________
2020-2021 Dependent Verification Worksheet Page | 2
C. Dependent Student’s Income Information to Be Verified
1. TAX RETURN FILERS—Important Note: If the student filed, or will file, an amended 2018 IRS tax return, the student must
contact the financial aid administrator before completing this section.
Instructions: Complete this section if the student filed or will file a 2018 IRS income 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 by the FAFSA filer. If you need more information about when, or how to use the IRS Data
Retrieval Tool see your financial aid administrator.
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
The student has not yet used the IRS DRT in FAFSA on the Web, but will use the tool 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 in FAFSA on the Web, and instead will provide the school with a 2018 IRS
Tax Return Transcript(s).
A 2018 IRS Tax Return Transcript may be obtained through:
• Get Transcript by MAIL – Go to www.irs.gov, u
nder the Tools heading, click "Get a tax transcript.” Click “Get Transcript by
MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” The transcript is
generally received within 10 business days from the IRS’s receipt of the online request.
• Get Transcript ONLINE – Go to www.irs.gov, under the Tools heading, click "Get a tax transcript." Click “Get Transcript
ONLINE.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.” To use the Get
Transcript Online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go
plans cannot be used) in the user’s name, and (3) specific financial account numbers (such as a credit card number or an
account number for a home mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s
• 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.
2. DEPENDENT STUDENTS WITH UNUSUAL IRS CIRCUMSTANCES—complete this section if the student has filed, or
will file a 2018 income tax return with any of the following circumstances.
Check the box that applies:
The student is required to file a 2018 IRS income tax return and has been granted a filing extension by the IRS, must
A copy of IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. Individual Income Tax
Return,’’ that was filed with the IRS for tax year 2018;
A copy of the IRS's approval of an extension beyond the automatic six-month extension if the individual requested
an additional extension of the filing time for tax year 2018;