Fillable Verification Worksheet - Wenatchee Valley College (Page 2 of 3) in pdf

2013-2014

NDEPENDENT

Verification Worksheet

Federal Student Aid Programs

INCOME INFORMATION

page 2 of 4

Clear Page

Options for tax-filers:

Federal law requires use of one of the following methods to verify income for tax-filers. We may still

request a copy of tax returns under certain circumstances to verify additional information as we deem necessary.

1. **IRS DATA RETRIEVAL TOOL (DRT)**: To transfer your 2012 IRS income tax information into your FAFSA, go to FAFSA.gov,

determine if you are eligible to use the IRS Data Retrieval Tool. When transferring your tax information, DO NOT MAKE ANY

CHANGES TO THE IRS DATA. NOTE: It can take up to two weeks for IRS tax information to be available for those who file

their IRS tax return electronically, and up to eight weeks for those who file by postal mail.

2. **TAX RETURN TRANSCRIPTS**: Unless otherwise instructed, you MUST submit a tax return transcript, NOT your tax

return. When ordering transcripts, have them sent directly to you, NOT to our office. You can request a FREE 2012 tax

return transcript online at or by calling the IRS at 1-800-829-1040. Be sure to request the FREE 2012 tax return

transcript. If you do not receive your transcript within the time frame expected, contact our office for further instructions.

THERE IS A COPY MACHINE IN THE LIBRARY. ALWAYS SUBMIT COPIES AND KEEP YOUR ORIGINAL.

1. STUDENT TAX AND EARNED INCOME INFORMATION: ALL STUDENTS MUST COMPLETE

Check ONE box and follow directions – if you have questions, contact financial aid office

I am attaching a copy of my 2012 IRS tax return transcript.

I used the IRS Data Retrieval Tool to transfer my 2012 tax information to my FAFSA & MADE NO CHANGES TO THE DATA

RETRIEVED. Date this was done: _____________ (Do not submit tax transcript unless requested by our office.)

I filed an AMENDED tax return after filing my initial 2012 income tax return. I am attaching Signed copies of both the IRS

tax return AND IRS tax form 1040X.

I (Student) will not file – and am not required to file - a 2012 tax return.

** FOLLOW INSTRUCTIONS BELOW**

List all Employer[s]

Total Income

**CHECK ONE BOX**: I, (Student) was employed & had

earned income from work in 2012

Yes*

*If “YES”, list all employer(s) & income received in 2012 and

Attach copies of all W-2s. (attached add’l sheet if necessary)

2. MARITAL STATUS: Refer to the highlighted statement below,

check correct status and follow the directions

As of today, I am:

Married and living with my spouse (Complete Item #3 “Spouse Income Information” below)

Single, divorced, widowed, or separated from spouse AND

I did NOT file a joint tax return for 2012 (Skip #3 below, go directly to Section .)

I filed a Joint tax return for 2012 – Contact our office for assistance in completing this form.

3. SPOUSE INCOME INFORMATION:

(Complete this section if married. Check ONE filing status only)

Check ONE Box and follow the directions for that item:

My spouse and I filed a joint 2012 federal income tax return. (Refer to checked box in Question #2)

My spouse filed a separate 2012 federal income tax return. Attached is a copy of Spouse’s 2012 IRS tax return transcript.

My spouse filed separately & later filed an AMENDED 2012 tax return. Attached are Signed copies of my spouses’ 2012 IRS

tax return AND 2012 IRS form 1040X

Spouse will not file – and is not required to file - a 2012 tax return.

** FOLLOW INSTRUCTIONS BELOW**

List all Employer[s]

Total Income

**CHECK ONE BOX**: Spouse was employed & had

earned income from work in 2012

Yes*

*If “YES”, list all employer(s) & income received in 2012 and

Attach copies of all W-2s. (attached add’l sheet if necessary)

Page 2 of 3

COMPLETE ALL THREE PAGES Incomplete forms will not be processed

Verification Worksheet - Wenatchee Valley College Page 2

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