Step 3 - Student's Tax Filing Status - Calendar Year 2019
Have you or will you be required to file a 2019 U.S. federal income tax return?
YES
Check the box that applies:
☐ I have used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer 2019 IRS income information into either
the initial FAFSA or when making a correction to the FAFSA.
☐ I am unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and I will submit to the Financial Aid Office a
2019 IRS Tax Return Transcript or signed Federal Tax Return and W-2 forms. You can go to www.irs.gov to get a tax return
transcript.
NO, and I had no earnings from work. I was not required to file a tax return. In addition, you must provide IRS
documentation of parent(s)’ non-filer status. Go to www.irs.gov to obtain a “Verification of Non-filing letter” from the IRS.
NO, but I had some earnings from work. I was not required to file a tax return. You must list all employers in
the box below and submit 2019 W2 or 1099 forms you received. If you were not required to file a 2019 tax return, please
complete the box below. In addition, you must provide IRS documentation of your non-filer status. Go to www.irs.gov to obtain
a “Verification of Non-filing letter”.
Step 4 - Spouse's Tax Filing Status - Calendar Year 2019
If you are married, has your spouse filed or will he or she be required to file a 2019 U.S. federal
income tax return?
YES
Check the box that applies:
☐ I have used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer 2019 IRS income information into either
the initial FAFSA or when making a correction to the FAFSA.
☐ I am unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and I will submit to the Financial Aid Office a
2019 IRS Tax Return Transcript or signed Federal Tax Return and W-2 forms. You can go to www.irs.gov to get a tax return
transcript.
NO, and I had no earnings from work. I was not required to file a tax return. In addition, you must provide IRS
documentation of parent(s)’ non-filer status. Go to www.irs.gov to obtain a “Verification of Non-filing letter” from the IRS.
NO, but I had some earnings from work. I was not required to file a tax return. You must list all employers in
the box below and submit 2019 W2 or 1099 forms you received. If you were not required to file a 2019 tax return, please
complete the box below. In addition, you must provide IRS documentation of your non-filer status. Go to www.irs.gov to obtain
a “Verification of Non-filing letter”.
Step 5 - Certification
I certify all the information reported is complete and correct (the student and student's spouse, if
married, must sign):
Student Signature Date
SpouseSignature (if married) Date