SECTION 3: STUDENT (AND SPOUSE, IF APPLICABLE) TAX FILING STATUS
C
heck the box that applies (Only check one (1) box):
The student (and spouse if applicable) 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 (and spouse if applicable) 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 (and spouse if applicable) 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
A 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
SECTION 4: CERTIFICATION AND SIGNATURES
E
ach 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 spouse) must sign and date:
_____
____________________________________________ _________________________________
Student’s Signature Date
_____
____________________________________________ _________________________________
Spouse’s Signature (if necessary) Date
click to sign
signature
click to edit
![]()
click to sign
signature
click to edit
![]()
