Tax Filers

For the 2018-2019 FAFSA, all tax documents submitted should be from 2016.

U.S. Tax Filers

Submit a FAFSA correction at fafsa.ed.gov — use the IRS Data Retrieval Tool to populate tax information and make no changes to the IRS data provided. For instructions on how to use the FAFSA IRS Data Retrieval tool, watch the following step-by-step tutorial. Video courtesy of University of California, Santa Barbara (UCSB).

OR

Provide a copy of a Federal Tax Return Transcript. How to request a Federal Tax Return Transcript

Non-Tax Filers

If the student (or student’s spouse) was not required to file taxes under federal regulations, provide:

  • All W-2 forms
  • IRS proof of non-filing letter. How do I request an IRS proof of non-filing letter?
  • Earnings/income statements (taxed and untaxed, including disability statements, Social Security benefits statements, etc.) and/or
  • Completed Student IVF (see above)
  • Signed Foreign Tax Return (Translated to English), if applicable
  • If the parent was not required to file taxes under federal regulations, provide:
  • All W-2 forms
  • IRS proof of non-filing letter. How do I request an IRS proof of non-filing letter?
  • Earnings/income statements (taxed and untaxed, including disability statements, Social Security benefits statements, etc.) and/or
  • Signed Foreign Tax Return (Translated to English), if applicable

Puerto Rico Tax Filers

Provide a copy of a Puerto Rico Federal 1040 Tax Return – must be signed, by the filer or preparer

Victims of IRS Tax-Related Identity Theft

Beginning with the 2013 tax year, tax filers who because of IRS Tax-Related Identity Theft are denied an IRS Tax Return Transcript, will be referred to the Identity Protection Specialized Unit (IPSU) at toll-free number at 800-908-4490. Filers who believe they are victims of identity theft do not need to be referred to the IPSU; they may call the number directly or go to the identity theft website on IRS.GOV. Tax filers can request that the IRS mail to them an alternate paper tax return transcript called a TRDBV (Transcript Database View). It will look different from the regular IRS Tax Return Transcript.Additionally, the tax filer will need to provide a completed Verification of IRS Identity Theft Form.