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Complete and submit the 2023-2024 FAFSA to be considered for 2023-2024 financial aid. We strongly recommend completing the FAFSA early (available beginning October 1, 2022).
1. SELECTED FOR VERIFICATION?
If you receive notice you have been selected for verification, take the following steps:
Complete the Verification Worksheet
Submit your 2021 Federal Tax Data
IF YOU DID NOT FILE A 2021 IRS TAX RETURN:
2. ELIGIBILITY REQUIREMENTS FOR THE IRS DATA RETRIEVAL TOOL
Step #1:
Determine if you are eligible to use the IRS Data Retrieval Tool (IRS DRT) by considering the following:
To successfully use the IRS DRT, you must have both:
Also:
If Any of These Apply to you: |
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罢丑别苍鈥 |
Step #2
Once you have reviewed Step #1, please navigate to the correct tab below:
3. APPLICANT AND/OR PARENT ELIGIBLE TO TRANSFER DATA
If you are eligible to transfer the 2021 tax data from the IRS to the 2023-2024 FAFSA, follow these instructions:
More information:
4. TAX RETURN(S) RECENTLY FILED / TAX DATA NOT AVAILABLE TO TRANSFER
When you attempt to use the IRS Data Retrieval Tool (IRS DRT) as the applicant and/or parent who recently filed 2021 federal taxes, FAFSA will inform you that the tax information (if electronically filed within the last 2 weeks or submitted by mail within the last 8 weeks) may not be available. See tab 11 for the IRS Data Retrieval tool Availability Chart.
5. APPLICANT AND/OR PARENT NOT ELIGIBLE TO TRANSFER DATA
In certain cases, FAFSA will not provide the option to 'Link to the IRS' if answers to questions determine the student and/or parent is not eligible to use the IRS Data Retrieval Tool (IRS DRT). It will inform the applicant, based on his or her responses, that he or she is not eligible to transfer tax data from the IRS to the FAFSA.
If you are not eligible to use the FAFSA Link to IRS feature because of your 2021 tax filing and/or marital status, and your 2023-2024 FAFSA is selected for Verification, you will be required to submit the following documentation to verify your reported FAFSA income data:
Tax Filing Status: |
Then submit the following: |
Unable to obtain an IRS Tax Return Transcript using the IRS paper or online request |
Signed copy of 2021 Federal IRS Income Tax Return (Form 1040) with all applicable schedules |
Filed a 2021 Federal Tax Filing Extension and have yet to file your 2021 Tax Return |
(See "Tax Extension" information on Tab 6) |
Filed Puerto Rican Tax Return |
Signed copy of the 2021 Puerto Rican Tax Return which can be ordered here: or by mail using . |
Filed an Income Tax Return with the Tax Authority for American Samoa |
Signed copy of 2021 American Samoa Tax Account Information |
Filed Other Return: Guam, Virgin Islands, or Northern Mariana Islands Tax Return |
Signed copy of the 2021 Other Tax Return filed with the Relevant Tax Authority |
Filed Freely Associated States (Republic of the Marshall Islands, Republic of Palau, and Federated States of Micronesia) Tax Return |
Signed copy of the 2021 Other Tax Return Transcript * A signed copy of the applicable 2021 income tax return that was filed with the taxing authority is only acceptable if tax filers are unable to obtain a free copy of a transcript of their tax information **A tax filer who filed an income tax return with tax authorities and who indicates that they are unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority. |
Filed Foreign Tax Return |
Signed copy of an official English translation of the 2021 Foreign Tax Return Transcript *or* If providing a signed copy of an official English translation of the 2021 Foreign Tax Return instead of a Transcript:
* In cases where an individual from a foreign country, under that country's applicable government agency rules, is not required to file an income tax return, he or she can provide the institution with a signed statement certifying all of the individual's income and taxes paid for the tax year. |
Filed Married Filing Separately |
Signed copy of 2021 Federal IRS Income Tax Return with all applicable schedules for both tax filers |
Married Filed Head of Household |
Signed copy of 2021 Federal IRS Income Tax Return with all applicable schedules |
Victims of IRS Identity Theft |
Filers who believe they are victims of identity theft may call Identity Protection Specialized Unit (IPSU) toll-free number at (800) 908-4490 or go to the on irs.gov. After the IPSU authenticates the tax filer's identity, the tax filer can request that the IRS mail to the tax filer an alternate paper tax return transcript. |
If your marital status changed on or after January 1, 2022 and before May 8, 2024, your 2021 tax filing status does not match your current marital status, or if you are unmarried, living together, and unable to file a joint tax return, use this chart:
Tax Filing Status: |
Then submit the following: |
Parent on the Dependent Student鈥檚 FAFSA filed a joint income tax return and is married to someone other than the individual included on the joint income tax return |
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Parent on the Dependent Student鈥檚 FAFSA filed a joint 2019 tax return, but is now separated, divorced, or widowed. |
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Parents are unmarried, living together, and did not file a joint income tax return |
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Independent student who filed a joint income tax return and who is married to someone other than the individual included on the joint income tax return |
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Independent student who filed a joint income tax return who is separated, divorced or a widow of the individual included on the joint income tax return. |
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6. FILED A 2021 FEDERAL IRS TAX EXTENSION
When the applicant鈥檚 FAFSA is selected for verification but the applicant and/or parent(s) have applied for the 2021 IRS Application for Automatic Extension of Time to File a U.S. Tax Return, submit the following documents by the requested date on the Missing Information Letter (MIL).
When Your FAFSA is Selected for Verification... |
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But you and/or your Parent(s) |
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Submit this: |
Fully completed and signed 2023-24 Verification Worksheet |
And: |
Copy of 2021 IRS Form 4868: Application for Automatic Extension of Time to File U.S. Individual Income Tax Return |
And: |
If you apply for and are approved for an extension beyond the automatic six-month extension deadline (October 15, 2022), you must submit a copy of the unexpired IRS approval of an additional extension of filing time for tax year 2021. |
And: |
IRS Verification of Non-Filing Letter, see Tab 10 for directions to order this document or Signed statement certifying that the individual鈥
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And all of these that apply: |
Copy of IRS Form W-2 for each source of employment income. Copies of 1099s from all other sources of income. Signed statement by a self-employed individual certifying the amount of the AGI and the U.S. Income Tax Paid for tax year 2021. |
Interim Verification
Verification is temporarily completed when the above documentation has been received.
Final Verification
Verification is not complete until the FAFSA reflects the actual 2021 Federal IRS Tax Return data. Final Verification is required once the tax return has been filed. If final verification is not complete before the end of the enrollment period, 2023-24 financial aid must be cancelled.
7. VERIFICATION OF IRA AND/OR PENSION ROLLOVERS
The IRS Data Retrieval Tool (IRS DRT) does not identify and exclude tax return IRA and/or Pension distributions that have been rolled over into another account. If you have an IRA and/or Pension Rollover on your 2021 Federal IRS Income Tax Return, review this chart to learn what happens and how to update the FAFSA information.
Tax Return IRA and Pension Rollovers and IRS DRT |
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What Happens with Your 2021 IRA and/or Pension Rollover When You Use the IRS Data Retrieval Tool (DRT)? |
If you use the IRS Data Retrieval Tool (DRT) to complete your FAFSA, the following will happen: If an amount greater than $0 is transferred from the IRS into the Untaxed Portions of IRA Distributions field or the Untaxed Portions of Pensions field in the FAFSA form, you will be required to answer a new question about whether or not that amount includes a rollover. If you answer 鈥測es,鈥 you will be required to provide the amount of the rollover in a new entry field. The amount you report as the rollover amount will then be subtracted from the amount of the IRA or Pension distribution that was transferred from the IRS. |
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What Should You Do If You Have a 2021 IRA or Pensions Rollover When You Did Not/Could Not Use the IRS Data Retrieval Tool (DRT)? |
Step #1: Do not attempt to correct the information yourself. Enter the tax information exactly as it is shown on your IRS Form 1040 |
Step #2: Provide the following to 向日葵视频Central: A signed written statement/request for correction to your FAFSA Untaxed IRA and/or Pension Rollover with the 2021 rollover amount *and* A copy of IRS Form 1099-R for all IRA or Pension distributions. *or* Provide the following to 向日葵视频Central: A signed copy of your 2021 Federal Income Tax Return with the word 鈥榬ollover鈥 handwritten next to the applicable line items *and* A copy of IRS Form 1099-R for all IRA or Pension distributions. |
Result: Once your documentation is received, it will be reviewed and processed. |
8. I HAD TO AMEND MY 2021 TAX RETURN, FILED A 1040X
If you (or your parents) had to make corrections to the original 2021 Federal Income Tax Return Transcript that you filed and had to file a 1040X, Amended U.S. Individual Income Tax Return Transcript, submit the following documents by the requested date on the Missing Information Letter (MIL):
Or if you did not amend your 2021 IRS tax returns but are being asked to submit an amended return to our office:
9. HOW TO REQUEST A TAX RETURN TRANSCRIPT, 2023-24
As of January 9th, 2019, a signed copy of a tax return may be acceptable in place of a tax return transcript. Check your to-dos in for more information. |
2021 Tax Return Transcript Availability Timeframes
Available at
OR
When entering the information into the IRS address matching system note the following:
Available from the IRS by calling (800) 908-9946
Download IRS Form 4506T-EZ at
How to fix address matching problems when ordering online
When entering the information into the IRS address matching system note the following:
We suggest the following if you run into problems:
10. HOW TO REQUEST IRS VERIFICATION OF NON-FILING LETTER, 2023-24
An IRS Verification of Non-filing Letter provides proof that the IRS has no record of a filed Form 1040 for the year you requested.
Non-Tax filers can request an IRS Verification of Non-filing of their 2021 tax return status, free of charge, from the IRS either online or with a paper form.
Note: If you typically would have filed a Puerto Rican or Foreign Income Tax Return you must submit appropriate non-filing documentation from the relevant tax authority.
If you have trouble entering your street address into an online form, try the address matching suggestions at the bottom of this tab.
Information on acceptable forms from the IRS as documentation of non-filing status can be found here.
Available at
Note: This is typically not available if you have never filed taxes before , if this is the case, use the paper request process detailed below.
Download IRS Form 4506-T at
When entering the information into the IRS address matching system note the following:
We suggest the following if you run into problems:
Non tax filers unable to obtain a Verification of Non-Filing Letter from the IRS - For independent students, and parents of dependent students who did not file and are not required to file an income tax return for the applicable tax year and are not able to obtain a Verification of Non-filing letter from the IRS, submit the following based on the reason: |
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Unable to obtain an IRS Verification of Non-filing Letter reason: |
Then submit the following: |
Individuals without a Social Security Number, an Individual Taxpayer Identification Number, or an Employer Identification Number *and* whose income is below the IRS filing threshold |
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Attempted and was unable to obtain the Verification of Non-filing letter from the IRS or other tax authorities *and* whose income is below the IRS filing threshold |
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11. TIMELINE OF AVAILABILITY OF THE 2023-2024 IRS DATA RETRIEVAL TOOL
AVAILABILITY OF 2023-2024 IRS DRT / REQUEST FOR TAX RETURN TRANSCRIPTS
Keep in mind that an amended return or identity theft will delay access to tax information. If identity theft occurs, access to this information generally occurs 8-11 weeks after the IRS has received the tax return information; however, resolution of IRS-related identity theft can take up to 180 days.
When a tax return filer: |
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If tax return filed electronically: |
If tax return is filed manually: |
Has no amount owed to the IRS or has an expected refund at the time their tax return was submitted to the IRS |
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Has an amount owed to the IRS and makes a full payment on that amount at the time their tax return was submitted to the IRS |
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Has an amount owed and subsequent to submitting their tax return to the IRS, pays the full amount due |
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At the time their tax return was submitted to the IRS, has an amount owed and has not paid in full. |
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Tax Filers can expect to receive their IRS Transcript: If requested online: 5-10 business days after request submitted If requested by phone: 5-10 business days after request submitted If requested by paper*: 30 calendar days from the time the IRS receives and process the signed request.*(IRS Form 4506-T or IRS Form 4506T-EZ) |
12. HOW TO ORDER REPLACEMENT W-2's/1099s (WAGE AND INCOME TRANSCRIPT)
A Wage and Income Transcript provides all W-2 and 1099 information reported to the IRS for the tax year requested. If you are unable to locate your original W-2 or 1099 you can submit a copy of the Wage and Income Transcript in place of these forms.
Online Request
Available at
Note: This is typically not available if you have never filed taxes before , if this is the case, use the paper request process detailed below.
Paper Request Form 鈥 IRS Form 4506-T
Download IRS Form 4506-T at
How to fix address matching problems when ordering online
When entering the information into the IRS address matching system note the following:
We suggest the following if you run into problems:
13. HOW TO OBTAIN A DUPLICATE SUPPLEMENTAL INFORMATION REQUEST FORM
If there are additional questions regarding your verification you may receive a Supplemental Information Request form. These forms are student specific so they are not available on our website.
If you did not receive the original or need a duplicate form, contact 向日葵视频Central.