Use the same information on both applications. You will use your 2015 tax information for BOTH the 2016-2017 & the 2017-2018 FAFSA. See Step 4 for Instructions on obtaining Tax Transcript. It is OK to answer this question either way, although if you have not yet filed a tax return, and are imputing estimated figures into the fields, you will need to come back to your FAFSA to update or confirm these figures after you do filed your tax return. In some cases, you may be required to submit an IRS Tax Return Transcript. Tax Transcript Lines. The IRS will mail the transcript to the address of record entered on the. Complete your FREE Application for Federal Student Aid (FAFSA) at www. Option 1: The IRS Data Retrieval Tool We strongly encourage students/parents to use Option 1. This transcript does not meet the requirements of verification for financial aid purposes. determine if you are eligible to use the IRS DRT to transfer 2017 IRS income tax information into the FAFSA. Mar 15, 2017 · Filing for Federal College Aid Without an I. The Fafsa is the gateway not only to federal. Copies of Tax Return Transcript AND a signed copy of the 1040X form are attached to this form. )Separated, divorced or widowed, or B) married to someone other than the individual included on the joint return. When a tax return filer who…. FAFSA OR request a 2017 IRS Tax Return Transcript. It will be mailed to you. information into your FAFSA once the 2017 IRS income tax return has been filed. Check here if an IRS tax return transcript(s) is attached to this worksheet. If you cannot link your tax information or choose not to do so you must request an IRS Tax Return Transcript. Make sure to request the "IRS Tax Return Transcript" and NOT the "IRS Tax Account Transcript. All tax filers who did not use the IRS Data Retrieval Tool when filing or updating the FASFA must submit a 2017 IRS tax return transcript. IRS Tax Return Transcript Line. If the student is selected for verification, they can submit a signed copy of the 2015 IRS Federal Tax Return or 2015 IRS Tax Return Transcript. The IRS will mail the transcript to the address of record entered on the. of your 1040 Tax Return to verify your FAFSA information. An IRS Tax Return transcript is not a photocopy of your IRS income tax. If you choose to request a tax RETURN transcript by Mail you will be asked to provide your Social Security number and address that was used to submit your tax information. Using DRT speeds up the verification process! If you are ineligible to use the IRS Data Retrieval Tool or do not choose to use it, you may also submit a tax RETURN transcript. *If you cannot answer "no" or get the IRS information to load, then you will need to order an IRS tax return transcript instead. By doing this the verification process will go much quicker and a tax return transcript will not be required. Tax Return. 2019-2020 Parent Tax Information Verification Form This form is listed as a requirement because you were placed in verification for the 1920 award year. 4) Sign and date the bottom of the form. IRS Data Retrieval Tool (DRT) for FAFSA The IRS Data Retrieval Tool (DRT) allows students and parents to transfer tax return information directly into the FAFSA. Service (IRS) permission to transfer all 2017 tax information directly to the FAFSA through the IRS Data Retrieval Tool (DRT), or submit a 2017 Federal Tax Return Transcript, or a signed copy of the 2017 Federal Tax Return. Federal Student Aid (FAFSA) to help meet higher education expenses. 2016 IRS Tax Return Transcript If you DID NOT FILE 2016 Taxes with IRS: Student was not employed and did not have income and am not required to file 2016 Tax Return. FAFSA OR request a 2017 IRS Tax Return Transcript. federal tax return. Tax return information that's entered manually will be visible on fafsa. the “IRS Tax Account Transcript. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript. (Check UAonline) The student and/or parent(s) filed taxes for 2016, but did not use or were unable to use the FAFSA-IRS data retrieval option. Students and families who need to complete the 2017-18 FAFSA form should manually enter their tax return information into the form. Requesting an IRS Tax Return Transcript, IRS Tax Account Transcript, and an IRS Record of Account Request. To use Get Transcript by Mail, pu need your SSN or an Individual Tax Identification Number (TIN), date of birth and address from your latest tax return. If the 4506T-EZ information is successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address provided on their request within 5 to 10 days. Download Transcript or Letter Online (www. Avoid Processing Delays of Your Application: Read these frequently asked questions to assist you in completing your FAFSA Frequently asked Questions: Q: I was unable to locate a copy of my (or my parents) 2018 Federal Income tax return. Filing a foreign tax return That means you’ll need to update your information manually, using a copy of your completed 2018 tax return and any supporting documents. In most cases, for electronic tax return filers, 2017 IRS income tax return information for the IRS DRT is. It's the fastest, most accurate way to enter your tax return information into the FAFSA form, so if you're given the option to "LINK TO IRS. selected for verification of income, you must provide a copy of your tax return transcript or your parents’ tax return transcript directly from the IRS office. How to request an IRS Letter of Non-Filing:. Please note that only a Tax Return Transcript will be sufficient for this process; do not request or submit any other type of transcript. Note: While you still can, print a copy of your current year tax return and save it as a pdf, too. Do not submit tax worksheets or tax year comparison reports. sure to order the IRS Tax “Return” Transcript. Additional considerations. An IRS Record of Account can only be requested using Get Transcript ONLINE or by submitting an IRS Form 4506-T, Request for Transcript of Tax Return. The easiest way to complete your FAFSA with accurate tax information is by using the IRS Data Retrieval Tool (DRT) on the online application. States, schools, and the federal government each have their own FAFSA deadlines. Select option “2” to request a Tax Return Transcript. Complete your FREE Application for Federal Student Aid (FAFSA) at www. For approved tax extensions, you must provide Form 4868 in lieu of the transcripts. To streamline the application process parents and students may transfer required federal tax data from the IRS to their FAFSA by using the IRS Data Retrieval Tool (DRT). It's a quick and easy process! If you are a dependent student, both you and your parents will need to use the IRS data match. Please sign and send to the KWU Student Financial Planning Office. On that page you can find other useful information regarding protecting your information. As a returning FAFSA filer, select the “Login” button. The DRT allows parents or students to access IRS tax return information and transfer it directly to their FAFSA. As of January 9th, 2019, a signed copy of a tax return may be acceptable in place of a tax return transcript. • This is an online process at FAFSA. Employer’s Name. 2018-19 Award Year Edition. How to use the IRS Data Retrieval Tool These step by step instructions assume that you have already submitted a FAFSA and are intended to assist you in updating your FAFSA using the online IRS Data Retrieval Tool. The information we need is different than a copy of your tax return. Some Finer Points. When completing your FAFSA application, you will need your tax return and W2's for the request year on the FAFSA. If you did not use the IRS Data Retrieval Tool (DRT) to complete your FAFSA, request a 2016 IRS tax transcript for yourself (if taxes filed for 2016), your parent(s) (if dependent and if parent(s) filed taxes for 2016) and your spouse (if married). I have either at tached a copy of my signed 2017 Tax Return or I will request the 2017 Return Transcript and submit to the office at a later date. Official IRS tax return transcript for 1040/l040A/. gov or by calling 1 (800) 908-9946. Or IRS Tax Return Transcript(s): A 2017 IRS Tax Return Transcript may be obtained through: Online Request - Go to www. FAFSA or the Financial Aid Office has a copy of the Tax Return Transcript. Print Tax Return Transcript Now Visit www. Generally tax returns are accepted by the IRS within a day or two of the return having been electronically filed with the IRS. Student or Parent who filed a foreign (or Puerto Rico) tax return. Get Transcript Online or Form 4506-T. I have enclosed a copy of my 2017 IRS Tax Return Transcript from the IRS. o if you were attempting to use the DRT to fulfill a verification requirement, see the next page for instructions on how to get an IRS Tax Return Transcript. FOR TAX FILERS-- If you and/or your parent(s) FILED or WILL FILE a 2017 IRS Income Tax Return, please verify your 2017 tax information one of these ways: 1) Use the IRS Data Retrieval Tool through the FAFSA (preferred method) --OR— 2) Provide a signed copy of your 2017 Federal Income Tax Return (1040) --OR--. *If you cannot answer "no" or get the IRS information to load, then you will need to order an IRS tax return transcript instead. or call 1-800-908-9946. Select the appropriate tax year *To order a Tax Return/Transcript by phone: (800) 908-9946 WARNING: If you purposely give false or misleading information on this worksheet, you may be fined, be sentenced to jail, or both. If you're filling out the 2019-20 FAFSA form, you'll need your 2017 tax information. Relevant line items have been highlighted as follows: Red: Information to help cross-reference tax return line items with corresponding data on the tax return transcript. You can expect to receive a paper IRS Tax Return Transcript at the address that was used in your telephone request within 5. 31, 2011 The following items reflect the amount as shown on the return (PR), and the. If you are not given the option to link, and you are required to provide an IRS Tax Transcript or Tax Returns, you may need to request one by mail. Once you have completed the additional questions, you may be selected for State Verification. • This is an online process at FAFSA. You can access it from within the Free Application for Federal Student Aid form. If your parent(s) did not file taxes; they are obligated to provide an IRS Verification of non-filing status letter, please make sure to check the. to use the FAFSA’s transfer my income information. (Click here for instructions. I was not employed and had no income earned from work in 2017. ) (See instructions on last page. IRS documentation may include a Tax Return Transcript or a Tax Account Transcript that includes a message such as “no. IRS Transcript Codes. 2017-2018 Dependent Student Verification Worksheet. or a foreign tax return. Tax Account Transcript - do not request. Make your best effort to get your Tax Return Transcript If you made reasonable effort and struggle to get your TRT, notify the school and request to submit your signed/prepared with EIN 1040. ____ have requested an IRS Tax Return Transcript (See instructions on page 3). A 2017 IRS Tax Return Transcript may be obtained through: Get Transcript by Mail – Go to www. 1040 a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. If getting a paper or digital version of your tax returns is not an option, don't wait for the IRS Data Retrieval Tool to return. A signed copy of the 2017 tax return(s) or tax transcripts are attached. Click on the “Order a Return or Account Transcript” link. It has been. You could do that by visiting IRS. identity, the tax filer can request that the IRS mail to the tax filer an alternate paper tax return transcript called Transcript Database View (TRDBV). Tax transcripts were not requested by the Financial Aid Office. Before you request a Tax Return Transcript from the IRS, you can attempt to use the Data Retrieval Tool in the online FAFSA application (fafsa. • If you will not file and are not requiredto a 2017 income tax return with the IRS or with foreign country’s government, please proceed with completing this form. Individuals Who Filed an Amended IRS Tax Return If an individual filed an amended IRS income tax return. o If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request, within 5 to 10 days from the time the IRS receives the request. It will take you back to the FAFSA with the transferred information in the income fields. Your 2018-2019 financial aid application has been selected for a review process called verification. Tax Return Filers- Complete this section if you, the student, have filed or will file a 2017 tax return with the IRS. this transcript type. If you need your prior year Adjusted Gross Income (AGI) to e-file, choose the tax return transcript type when making your request. The IRS DRT remains the fastest, most accurate way to input your tax return information into the FAFSA form. Department of Education. You will use your 2015 tax information for BOTH the 2016-2017 & the 2017-2018 FAFSA. If the student, parent(s) and/or spouse is unable or chooses not to use the IRS Data Retrieval Tool in FAFSA on the Internet, the student, parent(s) and/or spouse must submit a 2017 IRS tax return transcript—not a photocopy of the income tax return. You have the option to update data on the FAFSA or provide an IRS Tax Return Transcript. Students selected for verification will be notified via email. Only submit the 2 page 1040 form with at least one signature at the bottom of page 2. Free Application for Federal Student Aid (FAFSA) You can get various Form 1040-series transcript types online or by mail. gov, and click on Get Transcript of Your Tax Records and follow the steps or call the IRS at 1-800-908-9946. It will take you back to the FAFSA with the transferred information in the income fields. Login to fafsa. tax return. ) A 2017 IRS Tax Return Transcript may be obtained. Check here if you filed a 2016 Federal Tax Return. Please read the instructions carefully. Select “LINK TO IRS”. You can expect to receive a paper IRS Tax Return Transcript at the address that was used in your telephone request within 5. Attached is a copy of my 2017 IRS tax return transcript. St will not match. To find the 14039 form: Go to www. Please select one option for the student and one for the parent. What is the IRS Data Retrieval Tool? The IRS Data Retrieval Tool allows students and parents to access the IRS tax return information needed to complete the Free Application for Federal Student Aid (FAFSA), and transfer the data directly into their FAFSA from the IRS Web site. Federal Income Tax Transcripts, or with W -2 forms or other financial documents. So in many cases, the IRS will tell you that ordering a Tax Transcript can not help you get your refund any faster. The following pages contain sample tax returns for Sam Lee (IRS Form 1040-EZ), Cam Larson (IRS Form 1040-A), and Michael and Brooke Davis (IRS Form 1040), as well as sample IRS Tax Return Transcripts for these. The DOE no longer allows copies of tax returns to be accepted. A tax return transcript shows. o Attach a copy of your 2016 Tax Return Transcript. You can access it from within the Free Application for Federal Student Aid form. Directions can be found on the other side of this document. I have either attached a copy of my 2016 Tax Return Transcript or I will request the transcript and submit to the office at a later date. )Separated, divorced or widowed, or B) married to someone other than the individual included on the joint return. IRS Tax Return Transcript Request Instructions Tax filers and Non-filers can request a transcript or Verification of Nonfiling, free of charge, of their 2017 tax return for the 2019-2020 FAFSA from the IRS in one of three ways. Note: Tax filers who filed separately cannot use the IRS Data Retrieval Tool. sure to order the IRS Tax “Return” Transcript. Once you obtain the Tax Return Transcript return it to Lenoir Community College by Mail, Fax, or In Person. tax return transcript. Do not forget to SUBMIT your FAFSA; you will be asked to input your FSA ID (and your parents if applicable) once again. Tax filers can request from the Internal Revenue Service (IRS) an IRS Tax Return Transcript of their 2014 IRS tax return information, free of charge, in one of six ways. If you are eligible to use the tool, you will click on the 'Link to IRS' button. Because transcripts are masked by obscuring names and Social Security numbers, the IRS has set up a program to help third parties match transcripts to individual taxpayers. ” In this process, SPU will be comparing information from your FAFSA with information from your 2012 Federal tax return and/or your parent(s)’ 2012 Federal tax return. You can expect to receive a paper IRS Tax Return Transcript at the address that was used in your telephone request within 5. Options via the IRS2Go App. Filing a foreign tax return That means you’ll need to update your information manually, using a copy of your completed 2018 tax return and any supporting documents. Students who are selected for verification must have income and tax information verified directly by the IRS. when you completed your FAFSA (IRS Tax Return Transcript not required). The Financial Aid Office will not accept documents via fax or email. Note: While you still can, print a copy of your current year tax return and save it as a pdf, too. Im not sure where to find it. In lieu of using the IRS Data Retrieval Tool you will manually enter you and/or your family’s 2015 tax information. A 2017 IRS Tax Return Transcript may be obtained through: • Online Request - Go to www. I filed taxes and am unable to use the IRS Data Retrieval Tool on my FAFSA. Select “Higher Education/Student Aid” as your reason for requesting the Tax Return Transcript; Select the “year” Tax Return Transcript; When the Tax Return Transcript displays you may use your browser’s tools to print a copy or to save the file. 2) On question 6, write the tax form number for the form you filed in 2015. I need my tax transcript from 2015. The student was previously selected for verification for. These line item numbers do not appear on IRS tax transcripts. The DRT allows parents or students to access IRS tax return information and transfer it directly to their FAFSA. Understand question 37 on your FAFSA and how to correctly fill with information on your income tax and / or your spouse's income tax information, if married. I understand that a hold will be placed on future disbursements during the 2016-2017 academic year until the FAFSA has been correctly updated with actual 2015 federal income tax information. Select Higher Education/Student Aid from the drop down list and click Go. Skipping questions may prevent you from being able to submit your FAFSA or later require you to return to your FAFSA to make corrections. Additional instructions can be found on our forms page using the "Order a Tax Return Transcript" link. (Student signature) I completed a 2017 federal tax return. There is a little play in the joints that can lead to one status on the federal income tax return and another status on the FAFSA. • You can print the document and/or save as a PDF. After your FAFSA is filed, you should request an Official IRS tax return transcript using a Form 4506-T in preparation for verification of your financial information. verification. Submit a signed copy of your 2017 IRS form 1040, or your parent’s 2017 IRS form 1040. How to Request a 2016 IRS Tax Return Transcript or Transfer Tax Info into Your FAFSA. You have the option to update data on the FAFSA or provide an IRS Tax Return Transcript. If the information from your application and your financial documents. Students, this is the web site to apply for Pell Grants and other federal aid programs. I filed a foreign tax return and have submitted that return with the Earnings, AGI, and Taxes Paid translated to US dollars, along with wage statements. Check here if you are attaching a copy of your 2017 IRS Tax Return Transcript or a signed copy of your 2017 Federal Tax Return. In this process, we compare information you provide on this form and your 2015 federal tax form with the information provided on your Free Application for Federal Student Aid (FAFSA). ISIR Field - Student. Option 2 – Check here if you and/or your spouse are submitting the 2016 tax transcripts to our office with this verification worksheet form Filed a 2016 Foreign Tax Return – You must. EXCEPTIONS: Individuals who filed an amended 2015 tax return must provide the IRS 2015 tax return transcript and a signed copy of the 2015 IRS form 1040X. This method will likely cause major delays in disbursing your financial aid, and we strongly recommend using the IRS Data Retrieval Tool if possible. The IRS does not charge a fee for transcripts. You can also request an IRS Tax Transcript be mailed to you by calling 1. gov) To use this service, you will need: Your SSN, date of birth, filing status and mailing address from latest tax return. An IRS Record of Account can only be requested using Get Transcript ONLINE or by submitting an IRS Form 4506-T, Request for Transcript of Tax Return. The tax filer (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Department of Education no longer accepts a tax return for verification purposes. Signing and Submitting the FAFSA ® Form Before your FAFSA form can be processed, you'll need to sign and submit the application. The tool will ask you to log in by providing your name and other information exactly as you provided it on your tax return. Make sure to request the “IRS tax return transcript” and NOT the “IRS tax account transcript. FAFSA on the Web, and instead will provide the school a. It usually takes 5-10 business to receive the transcript. Before financial information, click on blue rectangle that says “Link to IRS”. Verification. Tax filers can request from the IRS, free of charge, their Tax Return Transcript, Wage & Income Statement or Verification of Non-filing Letter. How to Obtain an IRS Tax Return Transcript Federal regulations require financial aid offices to collect IRS tax return transcripts for verification of FAFSA data. They can do this by using the IRS DRT, or by referring to a copy for their 2018 tax return that they have in their possession. 2018-19 Award Year Edition. This tool allows you to submit accurate responses to tax-related questions. (Remember: The 2019–20 FAFSA form requires your 2017 tax data. gov and click on the “Order a Return or Account Transcript” link, or call 1-800-908-9946. transferred make sure to re-submit the FAFSA. Getting Your 2018 Tax Return Information For the 2020-21 FAFSA Applicants filing a 2020-21 FAFSA form must use federal tax information from their 2018 tax returns. Avoid Processing Delays of Your Application: Read these frequently asked questions to assist you in completing your FAFSA Frequently asked Questions: Q: I was unable to locate a copy of my (or my parents) 2018 Federal Income tax return. the “Get Transcript Online” function. Contact the tax preparer or provider who filed their 2017 return. Documentation Required: Copy of parent(s)’ 2015 IRS Tax Return Transcript(s). Step 3 – Student’s Tax Filing Status Did you /spouse (if applicable) file a 2017 U. 1040 a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. Because transcripts are masked by obscuring names and Social Security numbers, the IRS has set up a program to help third parties match transcripts to individual taxpayers. If for the 2019-20 academic year, you will need a 2017 Tax Return. FAFSA on the Web, and instead will provide the school a. W-2 form from 2015 and other records of taxed or untaxed income; Current bank statements. Additionally, using the IRS DRT to enter your tax information into the FAFSA form may reduce the amount of paperwork you need to provide to your school later. Submit a signed copy of your 2017 IRS form 1040, or your parent’s 2017 IRS form 1040. from the IRS. Amended Returns: If you, your parent and/or spouse (for independent students) filed an amendment to your tax return, you cannot use the IRS Data Retrieval Tool. • Filed a joint return and are either A. IRS Tax Return Transcript and Verification of Non-Filing Request Process If your FAFSA is selected for verification, and you did not use the IRS Data Retrieval option, or you changed the IRS data, you will be required to request a tax transcript from the IRS and submit it to the financial aid office. Wage and Income Transcript. IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS. Please read the section "WHAT YOU NEED. Don’t delay completing your FAFSA. For a faster alternative: You can correct your FAFSA online by going to www. What is a Tax Account Transcript? While ordering, you may notice the option to request a tax account transcript. Students who are selected for verification must have income and tax information verified directly by the IRS. Complete your Federal Tax returns prior to completing the FAFSA. Then select "Submit My FAFSA" at the bottom of the page. IRS Tax Return Transcript Request Process For FAFSA applicants who did not/were not able to use the IRS Data Retrieval Tool to import their 2017 Tax Information into the 2019-2020 FAFSA, IRS Tax Return Transcripts must be requested from the IRS. Enter only one tax form the IRS. FAFSA-IRS data retrieval option when first submitting the FAFSA. How to Read an IRS Account Transcript Instructions. Carefully read the instructions, and use the actual information from your tax return and other financial documents. If you have filed taxes, use the IRS Data Retrieval Tool option to transfer IRS data directly into your FAFSA. Options via the IRS2Go App. How to Request an IRS Tax Return Transcript/ Verification of Non-Filing Letter The office of Student Financial Aid Services recommends that students and parents use the IRS Data Retrieval Tool when completing or correcting the FAFSA as it is the easiest way to verify income information. gov, under the Tools heading, click "Get a tax transcript. For the most part, the instructions are able to identify the relevant lines on the tax return by line number. Federal regulations require that before your Federal Student Aid may be processed, you need to confirm information you, your spouse (if married) and your. Get Transcript by MAIL – Go to www. This document provides the information that lenders and financial aid officers are likely looking for, including your adjusted gross income. completing the FAFSA online, a tax return transcript is required. Do not submit unrequested documents. Check here if the student’s IRS tax return transcript is attached to this worksheet. Check here if you filed a 2016 Federal Tax Return. Click here for a helpful graphic on the DRT. Tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request within 5 to 10 days from the time the IRS receives the request. To request a. (Remember: Both the 2016-17 and 2017-18 FAFSA forms require your 2015 tax data. Additional documents/actions may include verification worksheets, using the IRS Data Retrieval Tool to update your FAFSA, tax return transcripts, and resolving FAFSA processing holds indicated on your Student Aid Report. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. If the IRS Data Retrieval tool was not used, either with the original FAFSA submission or when the family goes back and makes corrections to the original FAFSA, then you will be required to submit federal tax return documents or a federal tax transcript to complete the verification process. They can download their Federal Tax Return Transcript online at. If we ask for copies of your federal tax return and W-2 earning statements, these should be sent to our office as. Be prepared to provide information about you and your family’s income and assets using federal tax returns and other income information. " => You will be re-directed back to FAFSA. If you have filed an amended tax return, please notify the financial aid office and supply: An IRS Tax Return Transcript or signed IRS Form 1040 for either 2016 (1819) or 2017 (1920) that includes information from the original tax return; AND. submit to the school a 2016 IRS tax return transcript. It will take you back to the FAFSA with the transferred information in the income fields. The following pages contain sample tax returns for Sam Lee (IRS Form 1040-EZ), Cam Larson (IRS Form 1040-A), and Michael and Brooke Davis (IRS Form 1040), as well as sample IRS Tax Return Transcripts for these. If you are not able to successfully register,. Click on “Make FAFSA Corrections. You may request the document online at www. Once the tax return. If you need a copy of your return, use. As per federal regulations, we can no longer accept copies of the filed federal ta return unless it is specifically. If your parent(s) did not file taxes; they are obligated to provide an IRS Verification of non-filing status letter, please make sure to check the. Purpose of form. A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; and A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is. The instructions. Victim of IRS Identity Theft. Use income records for the tax year prior to the academic year for which you are applying: for instance, if you are filling out the 2017-2018 FAFSA, you will need 2016 tax information. Important Notes on Providing Tax Return Information: If parent filed separately, 2017 signed Federal Income Tax Returns or 2017 IRS Tax Return Transcripts must be provided for both individuals. It usually takes 5-10 business to receive the transcript. This means you must obtain a Tax Return. Select “LINK TO IRS”. HOW TO GET A COPY OF YOUR IRS TAX TRANSCRIPT rEQUEST bY pHONE rEQUEST oNLINE rEQUEST by paper You can request an IRS Transcript by calling 1-800-908-9946. Your 2019-20 FAFSA was selected for review in a process called. Congratulations! Your tax return transcript will appear in a new window. Federal Tax Return and: Used the IRS Data Retrieval Tool (DRT) (FAFSA only); Or Am attaching a copy of my 2016 IRS Tax Return Transcript or a signed copy of my 2016 tax return. Select option "2" to request a Tax Return Transcript. o If you are not eligible to the use the tool, go here for instructions on how to order a Tax Return Transcript. FAFSA results received after April 1st will be considered as funding allows. If selected for verification, you will be asked to provide a 2015 Tax Return Transcript. dollars on a U. If you change your IRS data on the FAFSA after using the retrieval tool you will also be required to provide the Financial Aid Office a copy of the IRS Tax Return Transcript. The page will read: “Leaving FAFSA on the Web” read the information and click OK. The Tax Return Transcript and 2. Sample Tax Transcript 1040A: Cam E. For approved tax extensions, you must provide Form 4868 in lieu of the. All tax filers who did not use the IRS Data Retrieval Tool when filing or updating the FASFA must submit a 2017 IRS tax return transcript. Request an account transcript by calling the IRS directly at (800) 829-1040, or by filing Form 4506T, Request for Transcript of Tax Return. If you cannot use the IRS Data Retrieval Tool in the FAFSA, then you must order a tax return transcript from IRS. Click here for a helpful graphic on the DRT. Enter your nine-digit SSU I. Sample IRS Tax Transcript Comes in three versions: 1040/1040A/1040EZ Can be several pages in length depending on the version so be sure to submit all pages Tax Period Ending: Dec. IRS income tax returns, the 2016 IRS income tax return information is available from the IRS within 8–11 weeks after the 2016 paper IRS income tax return has been received by the IRS. Tips for Filing FAFSA The FAFSA asks for financial information, including balances of savings and checking accounts and information from tax forms. When completing your FAFSA application, you will need your tax return and W2's for the request year on the FAFSA. If you are unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, you must submit a 2014 IRS tax return transcript—not a photocopy of the income tax return. Most families will have finalized their 2015 federal taxes needed to complete the 2017-18 FAFSA. Verification is a process wherein your tax information is compared to the information you put on the Free Application for Federal Student Aid (FAFSA). Department of Education. Obtaining a Tax Return Transcript. Have copies of your 2015 tax returns handy. To request a.