IRS Tax Documentation

Some students are required to submit tax information.  Please confirm on your Financial Aid Document Checklist if you need to submit this documentation.

Use one of the following options to submit tax information:

 

Unusual Tax Filing Situations

Individuals who fall into one of the IRS Tax categories below must submit the listed information:

Amended Tax Filers:

• • Tax Return Transcript or signed copy of the original tax return that was filed with the IRS, AND
  • Signed copy of your IRS Form 1040X (Amended U.S. Income Tax Return) that was filed with the IRS

Non-IRS Tax Returns: (Individuals who filed a tax return in a foreign country, Puerto Rico, or U.S. Territory)

• • Signed copy of the filed foreign tax return

IRS Identity Theft Victims:

• • Tax Return Database View (TRDBV) transcript obtained from the IRS. (Contact IRS at 1-800-908-4490); AND
  • Signed and dated statement by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related theft.

FREQUENTLY ASKED QUESTIONS

 

 

Question:  I filed a joint (married) tax return but now I'm separated.  What do I submit?
Answer:  You must submit:

• • Your joint tax return transcript, AND
  • All your W-2 statements and all your spouse's W-2 statements

The Student Financial Services staff can subsequently adjust the FAFSA to include only the pertinent income. Please note that proof of separate residence may be required (utility bills, signed leases, etc.).

Question:  I was single when I filed taxes but I am married now.  What do I submit?
Answer:  You must submit:

• • Your tax return transcript and your spouse's tax return transcript, AND
  • All your W-2 statements and all your spouse's W-2 statements