Academic Catalog 2020-2021
• V5 Aggregate Verification Group – Student must verify high school completion sta- tus and identity/statement of educational purpose, in addition to items in the Standard verification group. * We recommend for all students (and parents when applicable) to use the IRS Data Re- trieval Tool (IRS DRT) to submit tax and income information through the FAFSA. If unable to use this tool through the FAFSA process, a tax return transcript can be requested. Please review the documents needed above to determine if this information is required since this manual process takes much longer than DRT’s automated interface. **There are a few cases where a student, parent, or spouse cannot utilize the IRS Data Retrieval option or obtain a copy of a tax transcript. Examples of these situations and ac- ceptable documentation are listed below: Students or Parents Filing an Amended Return: • Submit a signed copy of the IRS Form 1040X that was filed. • Submit a signed copy of the original return that was filed, a tax return transcript, or complete the IRS DRT. • Students or Parents who are Victims of Identity Theft: • Contact the IRS Identity Protection Specialized Unit at 800.908.4490. • Request an alternative tax return transcript TRDVB (Transcript DataBase View). • A statement signed and dated that indicates that the tax filer is a victim of IRS tax-relat- ed identity theft and that the IRS has been made aware of the tax-related identity theft. An individual required to file an IRS income tax return and granted a filing extension by the IRS: • A copy of IRS Form 4868, “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return” that was filed with the IRS for the appropriate tax year; • A copy of the IRS’s approval of an extension beyond the automatic six-month ex- tension if the individual requested an additional extension of the filing time for that specific tax year; • Verification of non-filing letter (confirmation that the tax return has not yet been filed) from the IRS or other relevant tax authority dated on or after October 1, 2018; and • A copy of IRS Form W-2 for each source of employment income received for tax year and, if self-employed, a signed statement certifying. Income tax return filed with the relevant taxing authority of a U.S. territory, commonwealth, or with a foreign central government: • A transcript that was obtained at no cost from the relevant taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer’s income and tax information required to be verified for the appropriate tax year; or • If a transcript cannot be obtained at no cost from the relevant taxing authority, a signed copy of the income tax return(s).
34
Made with FlippingBook Ebook Creator