Form 1040X

Students or parents who amend their tax returns must provide additional documentation for the Verification process. We need the following to verify the income of the student or the parent if an amended return was filed:

• A SIGNED copy of a completed and submitted IRS 1040X form (example below) and all forms and schedules filed with it. This is the form that the tax filer submitted with amended or changed data from the original IRS tax return. Please send us a SIGNED copy of the two-page form. 

• A copy of the Tax Return Transcript for the tax year in question. View the instructions on how to request an IRS Tax Transcript.   If you are having difficulty requesting an IRS Tax Return Transcript, you may send us a signed copy of the tax filer's original 1040 form including Schedule 1, 2, and 3 and form 8863 if applicable.  

• The 1040X form is a short form containing a lot of tax and income data. It may be difficult for the financial aid office to determine adequately what was amended. To help us review and translate the amended return data, we ask that you send us a copy of the two-page 1040 form that you used to amend the return and determine the amount of your taxes.

There are two main reasons for an amended tax return to be requested when you did not file an amended tax return. 

1. MJC identified an error on your tax return that must be corrected with the IRS. All federal student aid recipients and their parents (if dependent) are expected to comply with published tax laws.  Any conflicting information will need to be resolved before financial aid can be awarded. 

• Submit a signed copy of your 1040X form (example below)

• Please contact the financial aid office if you have any questions about what is required for the verification process.

2. In rare cases, the IRS may have changed your tax and income information.  This occurs when the IRS receives information from a third party (such as employers or financial institutions) that does not match the information you reported on your tax return. If you are affected, you will be sent an IRS Notice or Letter by mail indicating the changes. Visit the Understanding Your IRS Notice or Letter website for more information.  If you need to request another copy of the letter (IRS Notice CP) contact the IRS at 1-800-829-1040.  

• Submit the IRS letter explaining changes made OR 

• Provide a Tax Account Transcript with a Tax Return Transcript. Visit the IRS website by clicking on Get Your Tax Record