C. Independent Student’s Income Information to Be Verified
1. TAX RETURN FILERS
Important Note: The instructions below apply to the student and spouse, if the student is married. Notify the financial aid office if the student or
spouse filed separate IRS income tax returns for 2015 or had a change in marital status after the end of the 2015 tax year on December 31, 2015.
Instructions: Complete this section if the student and spouse filed or will file
a 2015 IRS income tax return(s). The best way to verify income is by
using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to
verify 2015 income information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed.
Check the box that applies:
The student has used the IRS DRT in FAFSA on the Web to transfer 2015 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 2015 IRS income tax return information into
the student’s FAFSA once the 2015 IRS income tax return has been filed.
The student is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead will provide the school a 2015 IRS Tax Return
Transcript(s).
A 2015 IRS Tax Return Transcript may be obtained through:
• Online Request - Go to www.IRS.gov, under the Tools heading on the IRS homepage, click on the “Get Transcript of Your Tax Records”. Click
“Get Transcript ONLINE” or “Get Transcript by MAIL.” Make sure to request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account
Transcript.”
• IRS2Go App- Make sure to request the “Return Transcript” NOT the “Account Transcript”
Apple Online Store at https://itunes.apple.com/us/app/irs2go/id414113282?mt=8
Google Play at https://play.google.com/store/apps/details?id=gov.irs
Use the Social Security Number (or the IRS individual taxpayer identification number) and the date of birth of the first person listed on the 2015 IRS
income tax return, and the address on file with the IRS (normally this will be the address used on the 2015 IRS income tax return).
In most cases, for electronic filers, 2015 IRS income tax return information is available for the IRS DRT or the IRS Tax Return Transcript within 2–3
weeks after the 2015 IRS income tax return has been accepted by the IRS. Generally, for filers of 2015 paper IRS income tax returns, the 2015 IRS
income tax information is available for the IRS DRT or the IRS Tax Return Transcript within 8–11 weeks after the 2015 paper IRS income tax return
has been received by the IRS. Contact the financial aid office if more information is needed about using the IRS DRT or obtaining an IRS Tax Return
Transcript.
If the student and spouse filed separate 2015 IRS income tax returns, 2015 IRS Tax Return Transcripts must be provided for both.
Check here if a 2015 IRS Tax Return Transcript(s) is provided.
Check here if a 2015 IRS Tax Return Transcript(s) will be provided later.
Tax Return Filers must submit 2015 W-2 forms for any employment or other income received in 2015. Please indicate below the W-2 forms that
will be provided to your institution.
The student had employment income or untaxed income in 2015 and is providing W-2 forms.
The spouse (if married) had employment income or untaxed income in 2015 and is providing W-2 forms.
Neither the student nor spouse had employment income or untaxed income in 2015.
2. TAX RETURN NONFILERS
The instructions and certifications below apply to the student and spouse, if the student is married.
Complete this section if the student and spouse will not file and are not required to file a 2015 income tax return with the IRS.
Check the box that applies:
2