If the Department of Education selected your FAFSA to be verified, you must complete the verification worksheet and return it to Student Financial Services along with your TAX RETURN TRANSCRIPT (if you filed) and/or your W-2 Form(s) along with your parent(s) TAX RETURN TRANSCRIPT(s) (if filed) and/or their W-2 Form(s). If additional verification paperwork needs to be collected the financial aid staff will contact you. (For example, if you are completing verification for the 2015-2016 academic year, you would submit your 2014 tax information.)
We highly urge both students and parents to utilize the ease of the Data Retrieval Tool when completing the FAFSA. The IRSData Retrieval Tool allows students and parents to access the IRS tax return information needed to complete the Free Application for Federal Student Aid (FAFSA), and transfer the data directly into their FAFSA from the IRS Web site.
If you are eligible to use the IRS Data Retrieval Tool, we highly recommend using the tool for several reasons:
- It’s the easiest way to provide your tax data.
- It’s the best way of ensuring that your FAFSA has accurate tax information.
- You won’t need to provide a copy of your or your parents’ tax returns to your college, if selected for verification.
Students or parents who are married and filed as Married Filing Separately, are married and filed as Head of Household, filed an amended tax return, or filed a Puerto Rican or foreign tax return are not eligible to use the IRS Data Retrieval Tool, and will need to enter their tax return information manually.
Additionally, students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last eleven weeks, might need to either enter their tax return information manually or return at a later date to transfer their tax return information into the FAFSA, as their tax return information will not be available for transfer from the IRS.
If you are eligible to use the IRS Data Retrieval Tool, then click Link to IRS to transfer your tax return information from the IRS Web site into your FAFSA. (Note: If you previously transferred your tax return information from the IRS, or you indicate that you filed your tax return electronically within the last three weeks or through the mail within the last eleven weeks, then the Link to IRS button displays once you click the "View option to link to the IRS" hyperlink.)
If you are ineligible or otherwise choose not to use the IRS Data Retrieval Tool to retrieve tax information, your college may require a copy of your IRS Tax Return Transcript (or your parents’ IRS Tax Return Transcript, if you are a dependent student).
To obtain an IRS tax return transcript, go to IRS.gov and click on the “Order a Return or Account Transcript” link, or call 1-800-908-9946. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript.” It takes up to two weeks for IRS income information to be available for electronic IRS tax return filers, and up to eight weeks for paper IRS tax return filers. If your parents are married, and separate tax returns were filed, IRS tax return transcripts must be submitted for each parent.
Additional Documents used when selected for verification:
2016 - 2017
- Asset Verification
- Child Support Paid and/or SNAP Verification
- Identity and Statement of Educational Purpose (Notary)
- Independent Status
- Monthly Expense Verification
- Total Permanent Disability
- Untaxed Income