2017-2018 Federal Verification Worksheet - Independent Student (Page 2 of 4) in pdf

Student’s Name: ___________________________

ID: P_________________

Section II.

Verification of 2015 Income Information for Student Tax Filers

Important Note: The instructions below apply to the student and spouse, if the student is married. Notify

the financial aid office if the student or spouse filed separate IRS income tax returns for 2015 or had a

change in marital status after the end of the 2015 tax year on December 31, 2015.

Instructions: Complete this section if the student and spouse filed or will file a 2015 IRS income tax

return(s). The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of

FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify 2015 income

information that was transferred into the student’s FAFSA using the IRS DRT if that information was not

changed.

Check the box that applies:

The student has used the IRS DRT in FAFSA on the Web to transfer 2015 IRS income tax return

information into the student’s FAFSA.

The student has not yet used the IRS DRT in FAFSA on the Web, but will use the tool to transfer

2015 IRS income tax return information into the student’s FAFSA once the 2015 IRS income tax

return has been filed.

The student is unable or chooses not to use the IRS DRT in FAFSA on the Web, and instead will

provide the school a 2015 IRS Tax Return Transcript(s).

A 2015 IRS Tax Return Transcript may be obtained through:



Online Request - Go to , under the Tools heading on the IRS homepage,

“Get Transcript by MAIL.”

click "Get a Tax Transcript by Mail." Click

Make sure to

request the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.”



Telephone Request - 1-800-908-9946



Paper Request Form - IRS Form 4506T-EZ or IRS Form 4506-T

In most cases, for electronic tax return filers, 2015 IRS income tax return information is available for

the IRS DRT or the IRS Tax Return Transcript within 2–3 weeks after the 2015 electronic IRS

income tax return has been accepted by the IRS. Generally, for filers of 2015 paper IRS income

tax returns, the 2015 IRS income tax return information is available for the IRS DRT or the IRS Tax

Return Transcript within 6–8 weeks after the 2015 paper IRS income tax return has been received

by the IRS. Contact the financial aid office if more information is needed about using the IRS DRT

or obtaining an IRS Tax Return Transcript

If the student and spouse filed separate 2015 IRS income tax returns, the IRS DRT cannot

be used and the 2015 IRS Tax Return Transcript(s) must be provided for each.

____ Check here if a 2015 IRS Tax Return Transcript(s) is provided.

____ Check here if a 2015 IRS Tax Return Transcript(s) will be provided later.

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2017-2018 Federal Verification Worksheet - Independent Student Page 2