Office of Student Financial Assistance

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

The best way to provide verification of your and/or your parent(s)/step-parent’s tax information is to log onto your FAFSA application at www.fafsa.gov, go to the Financial Information section(s) for you and/or your parent(s)/step-parent and follow the prompts to use the IRS Data Retrieval Tool. Be sure not to change any of the tax information 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.


How to request an IRS Verification of Non-Filing Letter?

Beginning with the 2017-18 award year, the IRS Verification of Non-filing Letter will be required if student, spouse, if applicable, or parent(s) indicate on the FAFSA and/or the Verification Worksheet that a 2015 IRS Tax Return was not filed. Each nontax filer is required to provide the letter.
Step-by-step instructions: How to obtain the IRS Verification of Non-Filing Letter
This service is offered free of charge by the IRS and can be obtained through three different options:

  • Online
  • By Telephone
  • By Paper

If you and/or your parents have never filed taxes with the IRS, the IRS Verification of Non-Filing Letter must be requested by mail using the paper version of the IRS Form 4506-T available at www.irs.gov/pub/irs-pdf/f4506t.pdf You will need to print, complete, sign and send the form by mail or fax to the IRS.
Residents of the Freely Associated States (Republic of the Marshall Islands, the Republic of Palau, the Federated States of Micronesia), or a U.S. territory or commonwealth (Puerto Rico) or a foreign central government who are not required to file an income tax return under that taxing authority’s rules must submit the following:
A signed statement indicating person was not required to file taxes in 2015 by their tax authority and the name of the country where he/she resided in 2015
Documentation of all of the individual’s earned income for 2015
Each non-filer listed on the verification worksheet must provide a statement. Please include the name of the non-filer, the student’s name and UCFID.
Step-by-step instructions: How to obtain the IRS Verification of Non-Filing Letter


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

Students and parent(s) cannot use the IRS Data Retrieval Tool when:

  • The married parent(s)/step-parent filed separate tax returns
  • The parent had a recent change in marital status
  • The student and/or parent filed an amended tax return
  • Parents that live together but are not married cannot use the IRS Data Retrieval Tool

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 signed copies of your and/or your parent(s) tax transcript(s) obtained from the IRS. There are three ways to request the tax transcript from the IRS.

  • Online at www.irs.gov under the Tools section, click on “Get a Tax Transcript”
  • By mail using the IRS Form 4506-T available at www.irs.gov/pub/irs-pdf/f4506t.pdf .  You will need to print, complete, sign and send the form by mail to the IRS.
  • By telephone at 1-800-908-9946.

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