Income Tax Worksheet - 2015-2016
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1INCOME TAX WORKSHEET 2015-2016
Student Name
______________________________________ Sam ID_____________________
(blue/black ink only)
Failure to submit required documentation will result in student not being awarded financial aid.
Incomplete verification packets will NOT be accepted. This includes, but is not limited to: forms, tax return
transcripts and/or any other requested documents for verification purposes or special circumstances. No
exceptions.
SECTION A: Did the student/student’s spouse file a 2014 tax return with the IRS? (Please choose one)
Already filed a tax return
Worked but will not file a tax return (must attach all W2’s)
Will file on_______
Did not work
**If you worked but did not file, please list employer’s name and total income below:
Employer’s Name
Total amount earned 2014
** If you are filing an extension on your income taxes please provide the following documents:
•
4868 Form from IRS for the 2014 tax year
•
All of student/students spouse’s W2’s, 1099’s, or Schedule C’s from the 2014 tax year
•
A written statement of total adjusted gross income, estimated amount of taxes paid, all income and wages for student
SECTION B: Did the parent(s) file a 2014 tax return with the IRS? (Please choose one)
Already filed a tax return
Worked but will not file a tax return (must attach all W2’s)
Will file on_______
Did not work
**If you worked but did not file, please list employer’s name and total income below:
Employer’s Name
Total amount earned 2014
** If you are filing an extension on your income taxes please provide the following documents:
•
4868 Form from IRS for the 2014 tax year
•
All of parent(s) W2’S, 1099’s, or Schedule C’s from the 2014 tax year
•
A written statement of total adjusted gross income, estimated amount of taxes paid, all income and wages for parent
Income tax information is required as part of the FAFSA verification process. Please submit your 2014 tax information by one of the
following methods:
1.
Go online to , to access your FAFSA, and make a correction to your application. When you complete the correction
you must use the IRS Data Retrieval Tool to fill in the income tax section. Please be sure to submit the FAFSA after successfully
using the IRS Data Retrieval Tool. ** The IRS Data Retrieval Tool will not be available until 3 weeks after you have filed your taxes
electronically. It may take longer if your tax return was mailed to the IRS OR
2.
Go online to
and print a Tax Return Transcript by selecting Get Transcript Online, or order a Tax Return Transcript by
selecting Get Transcript by Mail. Please make sure to choose the option Tax Return Transcript when
3.
Call the IRS to order a Tax Return Transcript at 1-800-908-9946.
** If you filed an amended tax return (1040X), please contact our office to confirm your documentation required for the verification process.
Note: We may require you to provide documentation from the IRS that indicates a 2014 IRS income tax return was not filed with the IRS.
WARNING: If you purposely give false or misleading information you may be fined, sentenced to jail, or both.
Each person signing below certifies that all of the information reported is complete and correct
.
Student signature ___________________________________________
Date __________________
Parent Signature ____________________________________________
Date __________________
Return completed form to: Financial Aid and Scholarships Office
Box 2328, Huntsville TX 77341-2328
Fax: 936.294.3668
RRAAREQ: ITW16
Revised 2/2015
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