2014-2015 Verification Worksheet (Page 3 of 4) in pdf

Student’s Name: ______________________________________________

ID: __________________________

D. Parent’s Income Information to be Verified

1. Parent Tax Filers

Instructions: Complete this section if the parents 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:

**Parents now include both of a dependent student’s legal (biological or adoptive) parents if the parents live together, regardless

of the marital status or gender of the parents.

The student’s parent(s) have used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2013 IRS income information

into the student’s FAFSA.

The student’s parent(s) were unable or choose not to use the IRS Data Retrieval Tool in FAFSA on the Web, and the student’s

parents are attaching a 2013 IRS tax return transcript—not a photocopy of the income tax return

The student’s parent(s) filed an amended tax return. The parents 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.

The student’s parent(s) filed an Extension. The parents 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. Parent Non-tax Filers

The instructions and certifications below apply to each parent included in the household. Complete this section if the parent(s) will

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

Check the box that applies:

The student’s parent(s) was not employed and had no income earned from work in 2013.

The student’s parent(s) was employed in 2013 and has listed below the names of all the parent’s 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

parent(s) by employer(s). Your parent(s) may request a “wage statement” which will list all of their W2’s by following the

instructions for the IRS listed above. If your parent(s) were not eligible to receive W2’s, they 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 3

Related Articles

Related forms

Related Categories