2014-2015 Verification Worksheet (Page 2 of 4) in pdf

Student’s Name: ______________________________________________

ID: __________________________

C. Dependent Student’s Income Information to be Verified

1. Student Tax Filers

Instructions: Complete this section if, you, the student filed or will file a 2013 IRS income tax return(s). The best way to verify

income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no

further documentation is needed to verify 2013 IRS income tax return information that was transferred into the student’s FAFSA

using the IRS DRT if that information was not changed.

In most cases, for electronic filers, 2013 IRS income tax return information for the IRS DRT is available within 2–3 weeks after the

2013 electronic IRS income tax return has been accepted by the IRS. Generally, for filers of 2013 paper IRS income tax returns, the

2013 IRS income tax return information is available for the IRS DRT within 8–11 weeks after the 2013 paper IRS income tax

return has been received by the IRS. Contact the financial aid office if more information is needed about using the IRS DRT.

Check the box that applies:

I, the student have used the IRS Data Retrieval Tool in FAFSA on the Web to retrieve and transfer 2013 IRS income

information into the student’s FAFSA.

I, the student is unable or chooses not to use the IRS Data Retrieval Tool in FAFSA on the Web, and the student will submit to

the school a 2013 IRS tax return transcript—not a photocopy of the income tax return

I, the student, filed an amended tax return. I will provide a 2013 IRS Tax Return Transcript(s) and a signed copy of the 2013

IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.

I, the student, filed an Extension. I will provide a copy of the IRS Form 4868, ‘‘Application for Automatic

Extension of Time to File U.S. Individual Income Tax Return,’’ that was filed with the IRS for tax year 2013;

a copy of the IRS's approval of an extension beyond the automatic six-month extension if the individual requested an additional

extension of the filing time for tax year 2013; and a copy of IRS Form W–2 for each source of employment income received

for tax year 2013. If self-employed, a signed statement certifying the amount of the individual’s AGI and the U.S. income tax

paid for tax year 2013.

To obtain a 2013 IRS Tax Return Transcript or Verification of Non-filing Letter go to Get your transcript

online. View and print your transcript immediately. Choose Tax Return or a Verification of Non-filing Letter. Use the Social

Security Number and date of birth of the first person listed on the 2013 IRS income tax return, and the address on file with the IRS

(normally this will be the address used on the 2013 IRS income tax return). In most cases, for electronic filers, a 2013 IRS Tax

Return Transcript may be requested from the IRS within 2–3 weeks after the 2013 IRS income tax return has been accepted by

the IRS. Generally, for filers of 2013 paper IRS income tax returns, the 2013 IRS Tax Return Transcript may be requested

within 8–11 weeks after the 2013 paper IRS income tax return has been received by the IRS. A Verification of Non-filing letter

will not be issued by the IRS until after June 15, 2014.

2. Student Non-tax Filers

The instructions and certification below apply to you, the student. Complete this section if you, the student will not file and are

not required to file a 2013 income tax return with the IRS.

Check the box that applies:

I, the student was not employed and had no income earned from work in 2013.

I, the student was employed in 2013 and have listed below the names of all employers, the amount earned from each employer

in 2013, and whether an IRS W-2 form is attached. Attach copies of all 2013 IRS W-2 forms issued to the student by

employers. You may request a “wage statement” which will list all of your W2’s by following the instructions for the IRS

listed above. If you were not eligible to receive W2’s, you will need to provide a signed statement explaining the reason the

form is not available and listing the amount and sources of income earned form work. List every employer even if the employer

did not issue an IRS W-2 form. If more space is needed, attach a separate page with your name and SSN at the top.

Employer’s Name

2013 Amount Earned

IRS W-2 Attached?

Suzy’s Auto Body Shop (example)

$2,000.00(example)

Yes(example)

2014-2015 Verification Worksheet Page 2

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