C. Independent Student’s Income Information to Be Verified – Complete either section #1 or section #2, NOT
both.
Important Note: Notify the financial aid office if the student and/or spouse filed separate IRS income tax returns for 2018 or
had a change in marital status after the end of the 2018 tax year on December 31, 2018, or will file an amended 2018 IRS tax
return before completing this section.
1. Instructions: Complete this section if the student and/or spouse filed or will file a 2018 IRS income tax return. The best
way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of the FAFSA on the web at
FAFSA.gov. In most cases, no further documentation is needed to verify 2018 IRS income tax return information that was
transferred into the student’s FAFSA using the IRS DRT if that information was not changed.
In most cases, for electronic filers, 2018 IRS income tax return information for the IRS Data Retrieval Tool is available
within 2 -3 weeks after the 2018 electronic IRS income tax return has been accepted by the IRS. Generally, for filers of 2018
paper IRS income tax return, the 2018 IRS income tax return information is available for the IRS Data Retrieval Tool within
8 – 11 weeks after the 2018 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 Data Retrieval Tool.
Check the box that applies:
The student (and/or spouse) has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2018 IRS income tax
return information into the student’s FAFSA.
The student (and/or spouse) has not yet used the IRS Data Retrieval Tool in FAFSA on the Web, but will use the tool to
transfer 2018 IRS income tax return Information into the student’s FAFSA once the 2018 IRS income tax return has been
filed.
The student (and/or spouse) is unable or chooses not to use the IRS Data Retrieval Tool in FASFS on the Web, and instead
will provide the school a 2018 IRS Tax Return Transcript. (Signature not required)
To obtain a 2018 IRS Tax Return Transcript, go to www.IRS.gov and click on the “Order a Return or Account Transcript”
link, or call 1-800-908-9946. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account
Transcript.” Use the Social Security Number and date of birth of the first person listed on the 2018 IRS income tax return,
and the address on file with the IRS (Normally this will be the address used on the 2018 IRS income tax return). In most
cases, for electronic filers, a 2018 IRS Tax Return Transcript may be requested from the IRS with 2 – 3 weeks after the 2018
IRS income tax return has been accepted by the IRS. Generally, for filers of 2018 paper IRS income tax returns, the 2018
IRS Tax Return Transcript may be requested within 8 -11 weeks after the 2018 paper IRS income tax return has been
received by the IRS.
Check here if the student’s (and/or spouse) IRS tax return transcript(s) and W-2 forms are attached to this
worksheet.
Check here if the student’s (and/or spouse) IRS tax return transcript(s) and W-2 form (s) will be provided later.