If you and/or your spouse filed a tax return in a foreign country or in a U.S. territory such as Puerto Rico, please submit signed copies of the tax returns with dollar amounts converted to U.S. currency.
FAQs Related to Receiving Aid
An individual who was required to file an 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, 鈥樷楢pplication for Automatic Extension of Time to File U.S. Individual Income Tax Return,鈥欌 that was filed with the IRS for the tax year;
- A copy of the IRS鈥檚 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;
- A copy of IRS Form W鈥2 for each source of employment income received for the tax year and,
- If self-employed, a signed statement certifying the amount of the individual鈥檚 Adjusted Gross Income (AGI) and the U.S. income tax paid for the tax year.
Students and/or spouses can submit a completed and signed Independent Verification Worksheet to certify that s/he has not filed and is not required to file a income tax return, along with an IRS Verification of Non-filing Letter.
There are two ways to request an IRS Verification of Non-Filing Letter from the IRS.
- By Mail: You and or your spouse can request an IRS Verification of Non-Filing Letter be mailed to you by using or by going to and clicking the 鈥淕et Transcript by Mail鈥 option. Make sure to request an IRS Verification of Non-Filing Letter. 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.
- 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 an IRS Non-Filing Letter can be found at How to Request IRS Verification of Non-filing Letter.
If income from work was earned and the W-2鈥檚 are not available, request a 鈥淲age and Income Transcript鈥 from the IRS. You will need to request it . Complete the or contact your employer or previous employer and request a new copy of W-2 form(s).
Individuals who are unable to obtain an IRS Verification of Non-filing Letter (VNLF) may submit a Tax Filing statement form to certify that an attempt was made to obtain the VNFL from the IRS.
Victims of Identity Theft must submit a Tax Return Database 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.
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 and submit a correction to use the IRS Retrieval Tool. (There are certain circumstances in which you and your spouse, if married, are not eligible to use the IRS retrieval such as when you and your spouse if married, filed separate tax returns, or your marital status has changed after December 31).
There are three ways to request a Tax Return Transcript from the IRS.
- . Click on 鈥淕et Your Tax Record鈥. Make sure to request a Tax Return Transcript not a Tax Account Transcript.
- By telephone at 1-800-908-9946. Please allow 5 to 10 calendar days for delivery.
- By Mail: You can request an IRS Tax Return Transcript be mailed to you by using or by going to and clicking the 鈥淕et Transcript by Mail鈥 option. Make sure to request a 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.
Read a more comprehensive guide on how to request and receive a .
You must submit the verification of tax information if you were selected for verification, and on your 鈥楾o-Do List鈥 you have listed:
Independent Verification Worksheet:
- This form is now available to complete and sign electronically. When you are completing this form, it will require the student and/or spouse, if married, to provide the tax information according to the answers provided on the FAFSA and if the IRS Retrieval Tool was used to retrieve the tax information.
- According to the tax information you reported on your FAFSA, you and/or your spouse, if married, will be required to upload the tax information on the electronic verification worksheet form before signing and submitting the form electronically.
You should submit ALL of the following:
- A copy of the IRS Tax Return Transcript or a signed copy the 1040 that was filed with the IRS.
- A signed copy of the IRS Form 1040X that was filed with the IRS.