How to Send Your Tax Info for 2022-23

I filed a 1040 tax return I have an amended tax return I did not file taxes
I filed a Non-IRS Tax Return I have a filing extension I EXPERIENCED IRS DENTITY THEFT

 

I Filed a 1040 Tax Return

Provide 2020 Tax Information for yourself and parent(s) using one of the following methods below:

IRS Data Retrieval Tool (DRT) for Free Application for Federal Student Aid (FAFSA)

Certain exclusions apply and if you are unable to use DRT please use another method below.

**The data that is transferred from the IRS will not be viewable due to enhanced security of sensitive information. Once the data is transferred, “Transferred from the IRS” will be in place of any other information.** Do not correct transferred information. You will receive a letter in the mail letting you know that DRT has retrieved your tax information.

  1. Log into fafsa.gov
  2. Select “Edit FAFSA Form
  3. Select Parent and/or Student Financials Section
  4. If you or parent are eligible to use the tool, you will see a “Link to IRS” button.
  5. If the “Link to IRS” button does not appear, you will need to obtain 2020 tax information using one of the additional methods below instead.
  6. Click the “Link to IRS” button and log in with your FSA ID to be transferred to the IRS to retrieve your information.
  7. Once at the IRS site, enter your information exactly as it appears on your federal income tax return: address, city, state, and zip code.
  8. Click the “Submit” button.
  9. Check the “Transfer My Tax Information into the FAFSA form” box and click the “Transfer Now” button.
  10. Proceed to the end of the FAFSA application then submit.
  11. Make sure the confirmation page appears after clicking the submit button.

Contact IRS to Request 2020 IRS Tax Return Transcript using one of the following:

  • Online: at http://www.irs.gov/Individuals/Get-Transcript
    1. Select “Get Transcript by Mail” or “Get Transcript Online” Please note, some individuals may not be able to obtain online.
    2. Enter appropriate information
    3. Select “Return Transcript” for “2020” tax year
    4. Please be aware that it will take between 5 to 10 days for the IRS to mail
    5. Be sure to list student name and ID # on all transcripts as the IRS does not print identifying information on the transcript.
  • By Phone: Call 800-908-9946
  • By Mail: Complete and submit form 4506-T or 4506T-EZ to the IRS.  Do not return 4506-T forms to the Financial Aid Office.

**If you are unable to get a tax transcript, please submit a SIGNED copy of 2020 Federal Tax Return including Schedules 1, 2, and 3 if applicable.**

I Have an Amended Tax Return

If an individual filed an amended IRS Federal Income Tax Return for tax year 2020, provide both items:

  • 2020 IRS Tax Return Transcript or Original (not amended) 2020 SIGNED Federal Tax Return including Schedules 1, 2, and 3 if applicable.
  • A signed copy of the 2020 IRS Form 1040X (amended tax return) and any applicable amended schedules, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.

Sometimes the IRS makes adjustments to taxes on a tax filer’s behalf. If that is the case, you may not have a copy of a 1040X. If you do not have a copy of your 1040X, for whatever reason, you will need to provide a Record of Account Transcript that can be obtained at IRS.gov or by completing form 4506-T and submitting it to the IRS. Do not return 4506-T forms to the Financial Aid Office.

I Did Not File Taxes

To obtain an IRS Verification of Non-filing letter, you will need to complete IRS form 4506-T (partially completed for your convenience). Make sure to read all instructions on the form and to mail to the appropriate IRS Team on back of form.  **Be sure to check the box above the signature line that states: “Signatory attests that he/she has read the attestation clause and upon so reading declares that he/she has the authority to sign the 4506-T”.** Do not return the 4506-T form to the Financial Aid Office.  

Alternative Options:

  • If you submitted the 4506-T form to the IRS and but have not receive a response after waiting at least 10 days, you may submit this alternative statement of non-filing status form.
  • If you are unable to obtain a non-filing letter due to not having a Social Security Number, Individual Taxpayer Identification Number, or an Employer Identification Number you may submit this alternative statement of non-filing status form.  Be sure to check the box that states: “I certify that I do not have a Social Security Number, a Taxpayer Identification Number, or an Employer Identification Number, therefore am unable to request a non-filing letter from the IRS.  You must also certify that you were not required to file a 2020 tax return and provide information about income earned if applicable with W2 forms from each source of employment.
I Experienced IRS Identity Theft

If an individual was a victim of IRS Identity Theft, provide both items:

  • A copy of the Tax Return Database View (TRDBV) transcript for 2020
    • Note: A victim of IRS identify theft must contact the IRS at 1-800-908-4490. Upon authentication of the tax filer’s identity, the IRS will provide, by U.S. Postal Service, a printout of the required tax filer’s 2020 IRS income tax return information (TRDBV).
  • A signed and dated statement (by both parents, if married) indicating the individual(s) was a victim of IRS tax-related identity theft and the IRS is aware of the tax-related identity theft.

Example: I, (insert your name), was a victim of IRS tax-related identity theft and the IRS has been made aware of this tax-related identity theft.

I Have a Filing Extension

An individual who is required to file a 2020 IRS income tax return and has been granted a filing extension by the IRS, must provide:

  • A copy of the IRS’s approval of an extension beyond the automatic six-month (October 15, 2021) extension if the individual requested an additional extension of the filing time for the tax year 2020;
  • IRS Verification of Non-filing Letter (confirmation that the tax return has not yet been filed) from the IRS dated on or after October 1, 2021, obtained by completing IRS form 4506-T;
  • A copy of IRS Form W–2 for each source of employment income received for the 2020 tax year; and
  • A signed and dated statement (by both parents, if married) certifying the estimated amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for the 2020 tax year. For the AGI this would be the amount on line 11 on the IRS Form 1040. For taxes paid, this would be the amount on line 22 minus line 2 on Schedule 2 on IRS Form 1040.

Example: For the 2020 tax year, I (insert name) and my spouse (if married, insert name) have been granted an extension from the IRS. Listed below are the best estimates at this time for the following:

Parent 1 income from work:
Parent 2 income from work:
Estimated Adjusted Gross Income:
Estimated U.S. Income Taxes Paid:

I Filed a Non-IRS Tax Return

If an individual filed or will file a 2020 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country (in which a tax transcript is provided free of charge), please provide a signed copy of that 2020 income tax return. You also need to convert amounts to U.S. Currency and detail the equivalent line of the following information:

Parent 1 income from work:
Parent 2 income from work:
Adjusted Gross Income:
Income Taxes Paid: