SECTION 2: STUDENT TAX FILING STATUS
Check the box that applies for the student (Only check one (1) box):
The student has used
the IRS DRT in FAFSA on the Web to transfer 2018 IRS income tax return information into the student’s FAFSA.
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), along with Schedules 1, 2, and 3, as applicable
Please submit a 1099 if you received an IRA, Pension, Annuity, or Social Security Benefits
******IMPORTANT: Only complete the following section if you DID NOT file a tax return for 2018 and have wages to report******
List every employer even if the employer did not issue an IRS W-2 form. If more space is needed, attach a separate page with your name and SSN at
the top.
IRS W-2 Attached? Yes or No
SECTION 3: PARENT TAX FILING INFORMATION
Check the box that applies for the parent(s). Only check one (1) box:
The parents have used
the IRS DRT in FAFSA on the Web to transfer 2018 IRS income tax return information into the student’s FAFSA.
The parents have not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer 2017 IRS income tax return information
into the student's FAFSA.
The parents are unable or choose 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), along with Schedules 1, 2, and 3, as applicable
Please submit a 1099 if you received an IRA, Pension, Annuity, or Social Security Benefits
******IMPORTANT: Only complete the following section if you DID NOT file a tax return for 2018 and have wages to report******
List every employer even if the employer did not issue an IRS W-2 form. If more space is needed, attach a separate page with your name and SSN at
the top.
IRS W-2 Attached? Yes or No
2018 IRS Tax Return Transcript may be obtained through:
Get Transcript by MAIL – Go to www.irs.gov, under 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 two-step authentication. 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
SECTION 4: CERTIFICATION AND SIGNATURES
Each person signing this worksheet certifies that all of the information reported on it and on accompanying documents are complete and correct.
If you purposely provide false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both.
The student (and parent) must sign and date:
_________________________________________________ _________________________________
Student’s Signature Date
_________________________________________________ _________________________________
Parent’s Signature Date
click to sign
signature
click to edit
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click to sign
signature
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