FORM STAX16 - IDAHO STATE UNIVERSITY 19-20
FEDERAL TAX RETURN TRANSCRIPT REQUEST
STUDENT/SPOUSE
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 applicable 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: https://www.isu.edu/financialaid/forms
STAX17-20
*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 marital status at the time the 2019-2020 FAFSA was filed, check the boxes below
that apply and attach the requested documents. Tax Return Transcripts and verification of non-tax filng status 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:
You and your spouse filed a joint 2017 Federal Tax Return. Attach a SIGNED copy of your 2017 Federal Tax
Return or your 2017 Federal Tax Return Transcript.
You filed a single 2017 Federal Tax Return. Attach a SIGNED copy of your 2017 Federal Tax Return or your 2017
Federal Tax Transcript.
Your spouse filed a single 2017 Federal Tax Return. Attach a SIGNED copy of your spouse’s 2017 Federal Tax
Return or your spouse’s 2017 Federal Tax Return Transcript.
You or your spouse didn’t file & weren’t required to file 2017 Federal Tax Return. Indicate who: .
REQUIRED OF NON-TAX FILERS (INDEPENDENT STUDENTS AND SPOUSES ONLY): Provide documentation
from the IRS dated on or after October 1, 2018 that indicates a 2017 IRS income tax return was not filed.
You or your spouse filed an extension for 2017 U.S. income taxes. Please complete the STEX17 form and submit
required documentation. Indicate who:_____________________.
You or your spouse filed an Amended 2017 Federal Tax Return. Indicate who:
.
Attach each of the following two (2) items: 1)a signed copy of the 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.
You or your spouse was a victim of IRS tax-related identify 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 identify theft and that the IRS has been made aware of the tax-related identify theft.
*IMPORTANT: If you were married when you filed your FAFSA
but you and your spouse did not file a joint 2017
tax return, you MUST include a signed copy of your spouse’s 2017 Federal Tax Return or 2017 Tax
Return Transcript.
CERTIFICATION: The person signing below certifies that all of the information reported is complete
and correct.
Student 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\formSTAX17.wpd)
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