Financial Aid Tax Information

Am I required to file a tax return? 

Need free assistance filing your taxes?

 

Important tax information for completing your FAFSA 

To reduce the likelihood that your FAFSA is selected for verification,use the IRS Data Retrieval Tool for both students and parents to answer the income information question on the FAFSA. This process will prompt you and/or your parent to enter your PIN and link to the IRS web site.
 

Please be advised that if your FAFSA is selected for verification and you are not eligible to use the IRS data retrieval tool (or choose not to use the tool), then you will need to get a Tax Transcript from the IRS. We cannot accept signed copies of federal tax returns for FAFSA verification purposes. You may also request a Wage and Income Transcript from the IRS, which includes work income information normally found on your W-2.


For more information please go to: https://www.irs.gov/Individuals/Get-Transcript. You must create an account. Do not sign in as "Guest".


Having trouble getting a Tax Transcript or using the IRS data retrieval process?

The process cannot be used if:

  • A tax return has been filed as “Married Filing Separately”
  • A tax return status is married and filed as Head of Household
  • Marital status changed after December 31st
  • An amended tax return has been filed
  • A Puerto Rican or foreign tax return has been filed
  • You currently owe taxes and have not paid the IRS in full


Re-submitting your FAFSA with the IRS data retrieval process:
You may have filed your FAFSA prior to submitting your taxes using the “Will File” status and estimated your tax information. After the appropriate amount of time after filing your taxes, you are still able to “Make a FAFSA Correction” on your FAFSA to use the IRS data retrieval tool. Click here for a video of easy instructions.