Tax Information

Tax Transcripts and Forms

 The FASFA Simplification Act requires that the FAFSA use data imported directly from the IRS to calculate the Student Aid Index (SAI) which determines eligibility for the Pell grant award. The FUTURE Act requires that all contributors (students, parents and/or spouses) consent to the exchange of their Federal Tax Information (FTI). If the FTI data is received successfully, then the tax information is considered verified. However, in some cases, the data does not transfer successfully, or verification of actual tax documents may be needed.

A secure document upload form with links should be in your requirements. Either use this link or bring the form to any campus. To protect your identity, DO NOT EMAIL TAX INFORMATION.

All documentation must be complete and legible. Once reviewed, if additional information is requested, please submit it as soon as possible as we process all paperwork in the order received.

Option 1: IRS Tax Return Transcript

Student and Parent IRS Tax Return Transcripts should be submitted to the Financial Aid office on the main campus. Do not submit copies of the IRS Tax Account Transcript as this is not an acceptable document. Please be sure to include the student name and ID on each page of the transcript. If you owe the IRS, you may not be able to receive a transcript until your obligation is paid in full. Please note that the IRS will not submit transcripts directly to the institution.

Transcripts for other Unusual Circumstances

• Amended IRS Income Tax Return
• Victims of Tax Administration Identity Theft
• Non-IRS (or foreign) Income Tax Returns
• Tax Extensions Beyond Automatic 6-Month Extension
• Non-US Citizens

How to Verify Income Information

Option 2: IRS Tax Return (Form 1040)

Contributors may submit a SIGNED copy of their IRS 1040 Tax Return which includes pages 1 and 2 of the 1040, Schedule 1, Schedule 3, Schedule C or any other submitted Schedules. (Please do not submit 100 pages from a tax preparer.) Please do not submit originals as they may not be returned. Please include the student's name and WID on all pages.

W-2 Information available from the IRS

If you failed to keep a copy or lost your W-2 forms for the requested tax year, you may request a Wage and Income Transcript from the IRS. Please include the student’s name and WID on all pages submitted.