A student, spouse, or parent(s) who file an amended tax return (IRS Form 1040X) will need to submit the following documents:
- A physically signed copy of the 1040X form by the tax filer or one of the tax filers, AND
- Complete the ISR DRT information on the FAFSA, OR
- Request an IRS tax return transcript (does not have to be signed) by going to www.irs.gov, Get A Tax Record.
NOTE: If line 15 on the 1040X form has form 8962 checked, you will also need to attach form 8962 with the 1040X form.
Remember for the 22-23 FAFSA you need 2020 tax information.