2018-2019 Dependent Verification of Tax Information


Who must provide verification of tax information?

You must submit the verification of tax information if you were selected for verification, and on your ‘To Do List” you have listed:

  • St’s Verification of 2016 Tax Information (Student’s tax information)

and/or

  • Pt’s Verification of 2016 Tax Information (parent(s)/step-parent’s tax information)

o   If your parents were divorced or separated on the day you filed the FAFSA, you would use the parent with whom you lived with the most in the 12 months before filing the FAFSA. If you lived with neither parent in those 12 months, you would use the parent that provided the greatest financial support in those 12 months or the most recent year in which you received support.

o    If the parent you are using was remarried on the day you filed the FAFSA, you must also provide the information for the step-parent.

o   If your parents (regardless of gender) are not married to each other and live together, you must provide financial information for both parents.

 

What does a student and parent must submit if they were required and filed a 2016 tax return?

For the 2018-2019 FAFSA, a copy of the 2016 Tax Return Transcript is required to complete verification. Copies of the tax return are no longer acceptable.

 

What if the student or parent(s) are not eligible to use the IRS Data Retrieval Tool?

The IRS Data Retrieval Tool in the online FAFSA application is the fastest, easiest, most secure method of providing the required tax verification. You may log in to your FAFSA at http://www.fafsa.ed.gov and submit a correction to use the IRS Retrieval Tool. (There are certain circumstances in which your parent (s) are not eligible to use the IRS retrieval such as when your parents filed separate tax returns (if married), or your parent’s marital status has changed after December 31, 2016.

There are three ways to request a Tax Return Transcript from the IRS.

  1. Online at www.irs.gov/individuals/get-transcript click on “Get Your Tax Record”. Make sure to request a 2016 Tax Return Transcript not a Tax Account Transcript. Please note, the “Get Your Tax Record” option is only available to those who already have a registered account with the IRS “Get Your Tax Record” tool. At this time, new users cannot register and receive access to “Get Your Tax Record”.
  2. By telephone at 1-800-908-9946. Please allow 5 to 10 calendar days for delivery.
  3. By Mail: You can request an IRS Tax Return Transcript be mailed to you by using Form 4506-T found at www.irs.gov/pub/irs-pdf/f4506t.pdf or by going to www.irs.gov/individuals/get-transcript and clicking the “Get Transcript by Mail” option. Make sure to request a 2016 Tax Return Transcript not a Tax Account Transcript. Transcripts will arrive in 5 to 10 calendar days at the address the IRS has on file for you, from the date the IRS received your request.

A more comprehensive guide on how to request and receive a 2016 IRS Tax Return Transcript can be found at www.irs.gov/individuals/get-transcript.

What if I and/or my parent(s) were not required AND will not file a tax return?

Students and/or parent(s) can submit a completed and signed Dependent Verification Worksheet to certify that s/he has not filed and is not required to file a 2016 income tax return. Only parents are also required, by the Department of Education, to provide an IRS Verification of Non-filing Letter.

There are two ways to request an IRS Verification of Non-Filing Letter from the IRS.

  1. By Mail: Your parent(s) can request an IRS Verification of Non-Filing Letter be mailed to them by completing the Form 4506-T found at www.irs.gov/pub/irs-pdf/f4506t.pdf. Please select Verification of Non filing on line 7 and enter 12/31/2016 as tax period on line #9. Please allow 5 to 10 calendar days for delivery of letter at the address the IRS has on file for you, from the date the IRS received your request.
  2. By telephone at 1-800-908-9946. Please allow 5 to 10 calendar days for delivery.

A more comprehensive guide on how to request and receive a 2016 IRS Non-Filing Letter  can be found at How to Request IRS Verification of Non-filing Letter.

If income from work was earned in 2016 and the W-2’s are not available:

What if I and/or my parent(s) filed for an extension, but as of today, I/we have not filed the 2016 tax return?

Note: 2016 IRS Tax Return extension deadline expired on October 15, 2017.

An individual who was required to file a 2016 IRS income tax return and was granted a filing extension by the IRS, must provide all the items below:

  • A copy of IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. Individual Income Tax Return,’’ that was filed with the IRS for tax year 2016;
  • A copy of the IRS’s approval of an extension beyond the automatic six-month extension;
  • Verification of Non-filing Letter (confirmation that the tax return has not yet been filed) from the IRS or other relevant tax authority dated on or after October 1, 2017;
  • A copy of IRS Form W–2 for each source of employment income received for tax year 2016 and,
  • If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for tax year 2016.

What if I and/or my parent(s) filed an amendment (IRS Form 1040X) to the original tax return?

You should submit ALL of the following:

  • A copy of the 2016 IRS Tax Return Transcript that includes information from the original tax return.
  • A signed copy of the IRS Form 1040X for the calendar year 2016 that was filed with the IRS.

What if I and/or my parent(s) were victim of identity theft?

Victims of Identity Theft must submit a 2016 Tax Return Data Base View Form (TRDBV) by contacting the IRS Specialized Identity Theft Assistance line at 1-800-908-4490. Along with the TRDBV form we will require a signed and dated statement from the tax filer indicating that he or she was a victim of identity theft and that the IRS has been made aware of the issue.

 

What if I and/or my parent(s) did not file a U.S. tax return, but did file outside of the U.S. or in a U.S. territory?

If you and/or your parent(s) filed a 2016 tax return in a foreign country or in a U.S. territory such as Puerto Rico, please submit signed copies of the 2016 foreign tax returns with dollar amounts converted to U. S. currency or the territory’s 2016 tax return.