Verification and Tax Information

• 2023-2024 Dependent Student Verification Worksheet
• 2021 IRS Tax Return Transcript for student who filed a Federal Tax Return and did not use the IRS Data Retrieval Tool in FAFSA
• 2021 IRS Tax Return Transcript for parent/s who filed a Federal Tax Return if your parents did not use the IRS Data Retrieval Tool in FAFSA.  If parents filed separately but live together, you will need to provide a copy of both tax return transcripts

• 2023-2024 Independent Student Verification Worksheet
• 2021 IRS Tax Return Transcript for student who filed a Federal Tax Return and did not use the IRS Data Retrieval Tool in FAFSA
• 2021 IRS Tax Return Transcript for Spouse if married and filed separately
• ***If you are married and filed separately, you will not be able to use the Data Retrieval Tool in FAFSA and will have to provide the Tax Return Transcript

Use the IRS Data Retrieval Tool that is part of the FAFSA on the web.  Go to FAFSA.gov, log into the students record and select “Make FAFSA Corrections” then go to the Financial Information Section of the form.  Follow the instructions to determine if you (and/or your parents if applicable) are eligible to use the IRS Data Retrieval Tool to transfer IRS income tax information into the student’s FAFSA.

A 2021 IRS Tax Return Transcript may be obtained through: 

• Get Transcript by Mail – Go to www.irs.gov, click "Get Your Tax Record.” Click “Get 
  Transcript by Mail.” Make sure to request the “Return Transcript” and NOT the “Account 
  Transcript.” The transcript is generally received within 10 business days from the IRS’s
  receipt of the online request.
• Get Transcript Online – Go to www.irs.gov, click "Get Your Tax Record." Click “Get 
  Transcript Online.” Make sure to request the “Return Transcript” and NOT the “Account 
  Transcript.” To use the Get Transcript Online tool, the user must have (1) access to a 
  valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be 
  used) in the user’s name, and (3) specific financial account numbers (such as a credit 
  card number or an account number for a home mortgage or auto loan). The transcript 
  displays online upon successful completion of the IRS’s two-step authentication. 
• Automated Telephone Request – 1-800-908-9946. Transcript is generally received within 
  10 business days from the IRS’s receipt of the telephone request.
• Paper Request Form – IRS Form 4506T-EZ or IRS Form 4506-T. The transcript is 
  generally received within 10 business days from the IRS’s receipt of the paper request 
  form.