2015-16 Independent Student Tax Statement Worksheet Template
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2Complete this form online, then print.
WMU Student Financial Aid
| 1903 W. Michigan Ave., Kalamazoo, MI 49008-5337 | (269) 387-6000
STAX
___
WIN: _______________________________________ Daytime Phone: __________________________________ _
Student Name:__________________________________________________________________________
Address:________________________________________________ City, State, ZIP: ________________________
2015-16 Independent Student Tax Statement Worksheet
Your application was selected for review in a process called Verification. WMU will compare information from your Student
Aid Report (SAR) with the information on this worksheet and other supporting documentation. If there are differences
between your application information and your financial documents, our office will make corrections that may result in an
increase or decrease in your eligibility for financial aid programs. Your documentation must be received in our office at least
30 days prior to your last date of enrollment for the 2015-16 school year (July 6, 2015 – June 29, 2016).
Yes / No
Did you, the student and spouse (if applicable), file a 2014 Federal IRS Tax Return?
Option 1 - The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA
If yes …
on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify 2014 income information
that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed. For
individuals selected for verification who have special circumstances, see the next page.
Option 2 - Tax filers who are unable or choose not to use the IRS DRT in FAFSA on the Web, instead will provide the
school a 2014 IRS Tax Return Transcript(s). To obtain a 2014 IRS Tax Return Transcript, you need to visit
IRS.gov, or call the IRS, 1-800-908-9946. For individuals selected for verification who have special circumstances,
see the next page.
Please select reason why you have not yet filed.
If no …
I will be filing taxes, but they are not due yet – When your taxes are filed with the IRS, you will need to
complete either Option 1 or Option 2 above to complete your student’s file.
I have filed an extension – see the next page for further information.
I am filing a non-US tax return – see the next page for further information.
I am not required to file because my income is below the IRS guidelines for being required to file a 2014.
Federal IRS Tax Return – please complete the steps below
1. You must attach the Verification of Nonfiling Letter from the IRS. However the IRS indicates that
these will be available after June 15, 2015. To request a nonfiling letter, go to
and choose “Verification of Nonfiling Letter.”
2. Complete the information about your income below. Please list yearly amount for 2014. If the
amount for that item is zero, please enter a zero or “N/A”.
Employment .............................................................................. $ _________________
Sources of Income or Taxable benefits for 2014 non tax filers:
Retirement, Pensions, Annuity Income ......................... $ _________________
Unemployment ......................................................................... $ _________________
Other: ____________________________________________ ........ $ _________________
Other reason for not filing 2014 Federal IRS Tax Return. Please explain: _________________________________
___________________________________________________________________________________________________________________
By signing this worksheet, I certify that all the information reported on it is complete and correct. I understand that purposely
giving false or misleading information regarding eligibility for Federal or State aid may result in fines, jail terms or both. I will
provide any additional documentation required.
YOU ONLY NEED TO SIGN AND RETURN THIS FORM IF YOU CANNOT COMPLETE EITHER OPTION 1 OR OPTION 2
Student Signature:__________________________________________________________________
Date:__________________________
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