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Verification

How to Provide Verification of 2015 Tax Information for a Independent Student:
  Who must provide verification of tax information?
  What is the best, quickest way to provide verification of tax information?
  Under what conditions can I not use the IRS Data Retrieval Tool on the FAFSA?
  What if I and/or my spouse filed for an extension?
  What do I submit if one or more of us cannot or will not use the IRS Data Retrieval Tool, or if one of us changed any tax return answers after the IRS Data Retrieval Tool was used?
  What if I and/or my spouse filed an amendment (IRS Form 1040X) to the original tax return?
  What if I and/or my spouse were victim of identity theft?
  What if I and/or my spouse did not file a U.S. tax return, but did file outside of the U.S. or in a U.S. territory?
  What if I and/or my spouse were not required AND will not file a tax return?


Who must provide verification of tax information?

You must provide verification of tax information for you, the student, and your spouse if you were married (not separated) on or before the day you file the FAFSA.


What is the best, quickest way to provide verification of tax information?

The best way to provide verification of your and your spouse’s 2015 tax information is to log on to your FAFSA application at www.fafsa.ed.gov and go to the tax information section and follow the prompts to use the IRS retrieval tool. Be sure not to change any of the tax information fields after it is retrieved. Once the correction is processed by the federal processor, please allow up to 10 business days for UCF to receive the results and remove the Verification of Tax Information requirement(s) from your To Do List.


Under what conditions can I not use the IRS Data Retrieval Tool on the FAFSA?

You cannot use the IRS retrieval tool when:

  • the married student and spouse filed separate tax returns.

  • the student had a change in marital status after December 31, 2015.

  • the student (and spouse if married) filed an amended tax return.


What if I and/or my spouse filed for an extension?

An individual who is required to file a 2015 IRS income tax return and has been 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 2015;
  • A copy of the IRS's approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of the filing time for tax year 2015;
  • 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, 2016;
  • A copy of IRS Form W–2 for each source of employment income received for tax year 2015 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 2015.


What do I submit if one or more of us cannot or will not use the IRS Data Retrieval Tool, or if one of us changed any tax return answers after the IRS Data Retrieval Tool was used?

Per federal regulations copies of tax returns (IRS Forms 1040, 1040A, and 1040EZ) cannot be accepted to verify tax information. You must provide copies of your (and your spouse’s if married) 2015 tax return transcript(s) obtained from the IRS. There are three ways to request the tax return transcript from the IRS.

  • Online at www.irs.gov under the Tools section, click on “Get a Tax Transcript”, then click on “Get Transcript by Mail”

  • By telephone at 1-800-908-9946.

  • By mail using IRS Form 4506-T-EZ

** Be sure to order the “Tax Return Transcript” which provides the line-by-line information from your filed tax return.

 


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

You should submit ALL of the following:

• An IRS Tax Return Transcript that includes information from the original tax return OR any other IRS tax transcript that includes all income and tax information from the original tax return required for verification such as a Record of Account Transcript, a Return Transcript for Taxpayer (RTFTP), or an Information Returns Processing Transcript Request—Wages (IRPTR-W), and

• A signed copy of the IRS Form 1040X that was filed with the IRS.

 


What if I and/or my spouse were victim of identity theft?

If you and/or your spouse are denied an IRS Tax Return Transcript due to IRS identity theft, please call the Identity Protection Specialized Unit (IPSU) toll-free number at 1-800-908-4490. After the IPSU authenticates the tax filer's identity, the tax filer can request that the IRS mail to the tax filer an alternate tax return transcript known as the TRDBV. A copy of the 2015 tax return and the IRS Form 14039 Identity Theft Affidavit are no longer acceptable.

You should submit ALL of the following:

• A copy of the Tax Return Data Base View (TRDBV) transcript
• A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identify theft and the IRS has been made aware of the tax-related identity theft.


What if I and/or my spouse 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 spouse filed a 2015 tax return in a foreign country or in a U.S. territory such as Puerto Rico, please submit signed copies of the 2015 tax returns with dollar amounts converted to U. S. currency.


What if I and/or my spouse were not required AND will not file a tax return?

Beginning with the 2017-18 award year, the IRS Verification of Non-filing Letter will be required if student or spouse, if applicable, (s) indicate on the FAFSA or the Verification Worksheet that a 2015 IRS Tax Return was not filed. Each nontax filer is require to provide the letter. 

• You can request the IRS Verification of Non-Filing Letter by going to https://www.irs.gov/  under the Tools Section and click on Get a Tax Transcript. Be sure to select Verification of Non-Filing Letter for the 2015 year. The IRS Verification of Non-filing Letter must be dated on or after October 1, 2016

• Please note that you are required to provide all 2015 W-2's for each source of employment income received for the tax year 2015.

If the W-2's are not available:

• Request a “Wage and Income Transcript” from the IRS. You will need to complete the Form 4506-T available at www.irs.gov/pub/irs-pdf/f4506t.pdf or contact your employer or previous employer and request a new copy.

 

 
   
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