FORM PTAX16 - IDAHO STATE UNIVERSITY 19-20
FEDERAL TAX RETURN TRANSCRIPT REQUEST
PARENT(S)
The federal government requires colleges to check the accuracy of the information you
provided on your Free Application for Federal Student Aid (FAFSA
). This process is
called verification. You must complete the verification process before the Office of
Financial Aid can establish your eligibility for assistance. You must return the
information requested on this form or you will not be considered for federal financial
aid. Please return this completed form with attachments to:
Office of Financial Aid, Idaho State University, Museum Building, Room 337
921 S 8
th
Ave, Stop 8077, Pocatello, ID 83209-8077
Phone: (208)282-2756 Fax: (208)282-4755 Email: finaidem@isu.edu
Web: www.isu.edu/financialaid/forms/
PTAX17-20
*Student Name:
(Use blue or black ink) Last First M.I.
*ISU ID: *Last 4 Digits of Social Security #:
(Find under Academic Tools tab on BengalWeb) *Required
INSTRUCTIONS: Based on your parent’s marital status at the time your 2019-2020 FAFSA was filed, check the
boxes below that apply and attach the requested documents. Tax Return Transcripts and verification of non-tax
filing can be obtained at www.irs.gov
or by submitting IRS Form 4506-T to the IRS.
Check all that apply and follow applicable instructions:
Parents filed a joint 2017 Federal Tax Return. Attach a SIGNED copy of your parents’ 2017 Federal Tax Return or
your parents’ 2017 Federal Tax Return Transcript.
Parent #1 filed a single 2017 Federal Tax Return. Attach a signed copy of your parent’s 2017 Federal Tax Return or
your parent’s 2017 Federal Tax Return Transcript.
Parent #2 filed a single 2017 Federal Tax Return. Attach a SIGNED copy of your parent’s 2017 Federal Tax Return
or your parent’s 2017 Federal Tax Return Transcript.
Either parent (#1 or #2) didn’t file & weren’t required to file 2017 Federal Tax Return. Indicate who:
.
REQUIRED OF NON-TAX FILERS: Provide documentation from the IRS dated on or after October 1, 2018 that
indicates a 2017 IRS income tax return was not filed.
Either parent (#1 or #2) filed an extension for 2017 U.S income taxes. Please complete the PTEX17 form and
submit required documentation. Indicate who: _____________________.
Either parent (#1 or #2) filed an Amended 2017 Federal Tax Return. Indicate who:
.
Attach each of the following two (2) items: 1) a signed copy of this person’s 2017 Federal Tax Return or 2017
Federal Tax Return Transcript; and 2) signed copy of their 2017 Federal Form 1040X that was filed with the IRS.
Either parent (#1 or #2) was a victim of IRS tax-related identity theft. Indicate who:
.
Attach each of the following two (2) items: 1) copy of this person’s Tax Return Database View (TRDBV) transcript
obtained from the IRS; and 2) signed and dated statement by the tax filer indicating that they were victims of IRS
tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.
CERTIFICATION: The person signing below certifies that all of the information reported is complete
and correct.
Parent Signature: Date:
WARNING: If you purposely give false or misleading information, you may be fined, sent to prison, or both.
(v. 01/09/2019) (S:\20_Forms\formPTAX17.wpd)
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