3 | P a g e 2 0 20 ‐ 2 0 2 1 Independent V e r i f i c a t i o n W o r k s h e e t
3A. Tax Forms and Income Information
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
spouse 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 Tax Filers
The student and spouse has used the IRS DRT in
FAFSA on the Web to transfer 2018 Income Tax return
information into the FAFSA application
The student and spouse is unable to use the IRS DRT
in
FAFSA on the Web, and instead will provide the school
a
2018 IRS Tax Return Transcript. (1‐800‐908‐9946)
The student or parent is has submitted a signed and dated copy of their 2018 tax form and applicable schedules.
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 section 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
section. You will have the option to use the IRS DRT as long as you (student) or your spouse has “Already Completed” an IRS
income tax return. Once you use the IRS DRT for the student and/or spouse, sign and submit the FAFSA. The FAFSA must
be
signed electronically with the student’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 processe
s, 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 fi
led
electronically 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 spouse was employed in 2018, he or she must list below the names of all employers, the amount earned from each
employer in 2018, and whether an IRS W
-2 form was provided. Provide copies of all 2018 W-2s issued to the student and spouse
by their employers. List every employer 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 explaining why
-2 is unavailable and cannot be provided in a timely manner. The student and/or spouse who did not file a tax return also
must submit a Verification of Non
-filing Letter from the IRS (or relevant 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