Notes for questions 38-40 (page 2)
Enter “Yes” if you received a determination at any time on or after July
1, 2017, that you were an unaccompanied youth who was homeless or,
at risk for being homeless.
Homeless - means lacking fixed, regular, and adequate housing,
which includes living in shelters, motels, or cars, or temporarily
living with other people because you had nowhere else to go.
Unaccompanied - means you are not living in the physical custody
of your parent or guardian.
Youth - means you are 21 years of age or younger or you are still
enrolled in high school as of the day you sign this application.
Answer “No” if you are not homeless or at risk of being
homeless, or if you do not have a determination. You should
contact your financial aid office for assistance if you do not have
a determination but believe you are an unaccompanied youth
who is homeless or are an unaccompanied youth providing for
your own living expenses who is at risk of being homeless.
STEP THREE: PARENT INFORMATION
Notes for questions 41-56 (page 3)
Question 41. Report your legal parent’s marital status as of the date you sign
your TASFA (enter married if they are separated but not divorced). If your
parent’s marital status changes after you sign your TASFA, check with your
financial aid office at your institution.
If your legal parents (biological, adoptive, or as determined by the state
[for example, if the parent is listed on the birth certificate]) are not
married to each other and live together, select “Unmarried and both
parents living together” and provide information about both of them
regardless of their gender. Do not include any person who is not married
to your parent and who is not a legal or biological parent.
If your legal parents are married, select “Married or remarried.” If
you’re legal parents are divorced but living together, select
“Unmarried and both parents living together.” If you’re legal
parents are separated but living together, select “Married or
remarried,” not “Divorced or separated.”
If your legal parents are divorced or separated, answer the
questions about the parent you lived with more during the past 12
months. (If you did not live with one parent more than the other,
give answers about the parent who provided more financial
support during the past 12 months or most recent year that you
received support from a parent.) For instance, if you feel the
support was equal (50/50), list information for the parent that
provided at least 51% (slightly more) of your support for the year. If
this parent is remarried as of today, answer the questions about
that parent and your stepparent.
If your widowed parent is remarried as of today, answer the
questions about that parent and your stepparent.
Question 42. Enter the Month and Year of your parent’s marital status
selected in question 41. If your parents have never been married, remarried,
separated, divorced or widowed, mark “Not applicable”.
Question 43-46. Enter the all information for Parent 1 and Parent 2 (if
applicable).
STEP FOUR: INCOME INFORMATION
PART A. EARNINGS
Notes for question 57 and 58 (page 3)
Notes for question 62 and 63 (page 3)
Question 57 and 62. Indicate whether you, your spouse, and/or your
parent(s) worked anytime from January 1, 2016 through December 31,
2016.
Question 58 and 63. In order to accurately assess your financial situation,
your institution needs to account for all sources of income. In cases where
your family’s earnings from employment are at or above the IRS filing
threshold requirements, the financial aid office will require that you file
taxes before processing your TASFA. Tax filing requirements can be found
in IRS Publication 17, Table 1-1: Filing Requirements for Most Taxpayers.
See https://www.irs.gov/uac/About-Publication-17
Nontax filers: If you (and your spouse) and/or your parent(s) did not meet
either of the IRS income filing thresholds, you will not be required to file
taxes for state financial aid purposes. However, you will need to provide a
breakdown of your living expenses and explain the sources of income that
you used to pay for those expenses. (See PART F. NONTAX FILERS)
Notes for question 59 and 60 (page 3)
Notes for question 64 and 65 (page 3)
Question 59 and 64. Indicate whether you, your spouse, and/or your
parent(s) have completed a federal or foreign tax return for 2016. If “Yes”,
you will be required to submit documents to your financial aid office (e.g.
tax returns, tax transcripts, W-2’s).
Tax ID Numbers: Enter tax ID numbers for you, your spouse, and/or your
parent(s) if they were used to complete the 2016 tax return.
Question 60 and 65. Enter an Individual Taxpayer Identification Number
(ITIN) for you, your spouse, and/or your parent(s), if used to file a 2016 tax
return.
Note: Mark N/A if an ITIN was not used to file a 2016 tax return.
Notes for question 61 (page 3)
Notes for question 66 (page 3)
In general, a person may be considered a dislocated worker if
he or she:
is receiving unemployment benefits due to being laid off or losing a
job and is unlikely to return to a previous occupation;
has been laid off or received a lay-off notice from a job; was
self-employed but is now unemployed due to economic
conditions or natural disaster; or
is the spouse of an active duty member of the Armed Forces
and has experienced a loss of employment because of
relocating due to permanent change in duty station; or
is the spouse of an active duty member of the Armed Forces
and is unemployed or underemployed, and is experiencing
difficulty in obtaining or upgrading employment; or
is a displaced homemaker. A displaced homemaker is
generally a person who previously provided unpaid services
to the family (e.g., a stay-at-home mom or dad), is no longer
supported by the spouse, is unemployed or underemployed,
and is having trouble finding or upgrading employment.
2018-19 Texas Application for State Financial Aid (TASFA) Notes Page 2