P
age 8 2006-2007 F
AFSA o
n the Web Wo
rk
sheet www.fafsa.ed.gov
FAFSA WORKSHEETS - CALENDAR YEAR 2005
FAFSA Worksheet A—Report Annual Amounts
FAFSA Worksheet B—Report Annual Amounts
FAFSA Worksheet C—Report Annual Amounts
These worksheets are solely for completing the FAFSA Worksheet questions,
on page 5 for the student and, on page 7 for the student’s parents.
Student/Spouse Parents
For Page 5 For Page 7
$ Earned income credit from IRS Form 1040—line 66a; 1040A—line 41a; or 1040EZ—line 8a $
$ Additional child tax credit from IRS Form 1040—line 68 or 1040A—line 42 $
$ Welfare benefits, including Temporary Assistance for Needy Families (TANF). $
Do not include food stamps or subsidized housing.
$ Social Security benefits received, for all household members as reported in student’s household $
size (or parents’ household size), that were not taxed (such as SSI). Report benefits paid to
parents in the parents’ column, and benefits paid directly to student in the student/spouse column.
$ Enter in Worksheet A question Enter in Worksheet A question $
on Page 5. on Page 7.
Student/Spouse Parents
For Page 5 For Page 7
$ Payments to tax-deferred pension and savings plans (paid directly or withheld from earnings), including, $
but not limited to, amounts reported on the W-2 Form in Boxes 12a through 12d, codes D, E, F, G, H, and S.
$ IRA deductions and payments to self-employed SEP, SIMPLE, and Keogh and other qualified plans from $
IRS Form 1040—line 28 + line 32 or 1040A—line 17
$ Child support you received for all children. Don’t include foster care or adoption payments. $
$ Tax exempt interest income from IRS Form 1040—line 8b or 1040A—line 8b $
$ Foreign income exclusion from IRS Form 2555—line 43 or 2555EZ—line 18 $
$ Untaxed portions of IRA distributions from IRS Form 1040—lines (15a minus 15b) or $
1040A—lines (11a minus 11b). Exclude rollovers. If negative, enter a zero here.
$ Untaxed portions of pensions from IRS Form 1040—lines (16a minus 16b) or 1040A—lines (12a minus 12b). $
Exclude rollovers. If negative, enter a zero here.
$ Credit for federal tax on special fuels from IRS Form 4136—line 15—nonfarmers only $
$ Housing, food, and other living allowances paid to members of the military, clergy, and others $
(including cash payments and cash value of benefits)
$ Veterans’ noneducation benefits such as Disability, Death Pension, or Dependency & Indemnity $
Compensation (DIC), and/or VA Educational Work-Study allowances
$
Other untaxed income not reported elsewhere on Worksheets A and B, such as workers’ compensation, $
untaxed portions of railroad retirement benef
its, Black Lung Benef
its, disability
, etc. T
ax filers only:
report combat pay not included in adjusted gross income.
Don’t include student aid, Workforce Investment Act educational benefits, combat pay if you are not
a tax filer, or benefits from flexible spending arrangements, e.g., cafeteria plans.
$ Money received, or paid on your behalf (e.g., bills), not reported elsewhere on this form XXXXXXXXX
$ Enter in Worksheet B question Enter in Worksheet B question $
on Page 5. on Page 7.
Student/Spouse Parents
For Page 5 For Page 7
$ Education credits (Hope and Lifetime Learning tax credits) from IRS Form 1040—line 50 or 1040A—line 31 $
$ Child support you paid because of divorce or separation or as a result of a legal requirement. Don’t $
include support for children in your (or your parents’) household.
$
Taxable earnings from need-based employment programs, such as Federal Work-Study and need-based $
employment portions of fellowships and assistantships.
$ Student grant and scholarship aid reported to the IRS in your (or your parents’) adjusted gross income. $
Includes AmeriCorps benefits (awards, living allowances, and interest accrual payments), as well as
grant or scholarship portions of fellowships and assistantships.
$ Enter in Worksheet C question Enter in Worksheet C question $
on Page 5. on Page 7.
Name ___________________________________________
Social Security # _________________________________
