SPOUSE’S INCOME: See the “Income Verification” section below for more information.
ONLY COMPLETE THIS SECTION IF you meet both of the following criteria:
A) Selected “Married or Remarried” as your marital status on your FAFSA AND B) Did NOT file a joint tax return.
(Select one option in the list to the right and one option below): My spouse… has submitted: OR plans to submit:
My spouse’s SIGNED 2019 Federal IRS Tax Return Transcript or SIGNED and FILED 2019 income tax return is attached.
(See “Income Verification” for Instructions).
My spouse worked in 2019, but was not required to file a tax return. My spouse’s 2019 W-2s and IRS Verification of Nonfiling
Letter are attached. (See “Income Verification” for Instructions). My spouse’s earnings were: $ ____________________
The Verification of Nonfiling Letter must be dated on or after October 1, 2020..
If your spouse was self-employed (including being paid “under the table”), please see “Income Verification”.
My spouse was not employed and had no income earned from work in 2019. My spouse was not required to file a tax return,
and has attached an IRS Verification of Nonfiling Letter (dated on or after October 1, 2020). (See “Income Verification”).
IRS Data Retrieval Tool (ONLY for 2019 Tax Filers who have an FSA ID):
The easiest way to verify income information for Single, Married Filing Jointly, and Head of Household tax filers is to use the IRS Data Retrieval Tool
(DRT) when completing the FAFSA on the Web. To use the DRT, the student must log-in to the FAFSA at StudentAid.gov with his/her FSA ID and select
“Make Corrections.” If the student was a 2019 tax filer and is attempting to use the DRT, the student will need to update the STUDENT 2019 tax return
status, type of return, and filing status. Follow-up questions will determine the student’s eligibility to use the DRT. If eligible to use the DRT, a button with
the title “Link to IRS” or a hyperlink titled “View options to link to IRS” will be available on the screen. On the IRS website, confirm that the student
information is correct, and type in the exact address used to file 2019 taxes. Click “Transfer Now.” If the transfer was successful, you will not be able
to see/review the data elements, but instead will see data elements labeled as “Transferred from IRS.” Please re-sign and re-submit the FAFSA.
2019 SIGNED Federal IRS Tax Return Transcript or SIGNED and FILED income tax return:
To request an IRS Tax Return Transcript, please visit www.irs.gov/individuals/get-transcript to download and print your 2019 transcript immediately, or
request the transcript be mailed to your address on record. Be sure to request a Tax Return Transcript, NOT an Account Transcript. The tax filer must sign
(handwritten signature only) and date the Tax Return Transcript before submitting the document to EWC. If you cannot get the transcript online, please
download Form 4506-T by clicking on the “Transcript types” hyperlink on the IRS Get Transcript website. The tax filer will need to sign (handwritten
signature) and date the transcript before submitting the document to EWC. Transcripts can also be requested by calling the IRS Automated Telephone at
1-800-908-9946. If providing a tax return, you must include documentation indicating the return was filed, such as a preparer’s name and PTIN on the
return, or electronic confirmation of return submission. The return MUST be SIGNED before submitting to EWC. To request a copy of your income tax
return from the IRS (if unable to procure one from an accountant or tax filing software), you may complete
Form 4506. The tax filer will need to sign
(handwritten signature) and date the transcript before submitting the document to EWC.
2019 SIGNED Verification of Nonfiling Letter (ONLY for those who did not file taxes OR for those who were granted an Extension):
To request an IRS Verification of Nonfiling Letter, please visit www.irs.gov/individuals/get-transcript to download and print your 2019 Verification
of Nonfiling immediately, or request the letter be mailed to your address on record. The individual whose income is being verified will need to sign
(handwritten signature only) and date the Letter before submitting the document to EWC. If you cannot get the letter online, please download
Form 4506-T by clicking on “Transcript types” on the IRS Get Transcript website. The individual whose status needs confirmed will need to sign
(handwritten signature) and date the letter before submitting. You must check box 7 “Verification of Nonfiling” to request this document.
2019 W-2 Forms and Income Information (Non-Filers)
Please provide a copy of all 2019 W-2 forms from your employer(s). If you do not have or are unable to receive a copy from your employer(s), please
request an IRS Wage and Income Transcript at www.irs.gov/individuals/get-transcript
. If you were self-employed and do not have W-2s, please submit a
statement confirming that you were self-employed; include your name(s), the type/name of your business, and your net income. The individual whose
income is being verified will need to sign (handwritten signature) and date the statement. PLEASE NOTE: you may be required to file a tax return even if
you had low net earnings. Please refer to the IRS Tax Guide (Page 6, Chapter 1) for self-employment filing criteria.
Fill in the information below as it applies to the student AND your spouse (if applicable). DO NOT LEAVE ANY ITEM BLANK.
If any item does not apply, enter “N/A” for Not Applicable where a response is requested, or enter $0 in an area where an amount is
requested. ALL AMOUNTS ARE ANNUAL. To determine the correct annual amount for each item: If you paid or received the same
dollar amount every month in 2019, multiply that amount by the number of months in 2019 you paid or received it. If you did not pay
or receive the same amount each month in 2019, add together the amounts you paid or received each month. If more space is needed for
any item, attach a separate page with the student’s name, student ID #, and appropriate information.
UNTAXED INCOME INFORMATION
