UACCM Financial Aid Forms & Resources

IRS Documenation

2024-2025 IRS Documenation

Your file has been chosen for verification, and we have to verify the tax information you submitted on the FAFSA.

Tax Return Filers

The instructions below apply to the student and to each parent included in the family. Notify the Financial Aid Office if the parents filed separate IRS income tax returns for 2022 or had a change in marital status after December 31, 2022.

Instructions

Complete this section if the student, filed or will file a 2022 income tax return with the IRS. As part of federal student aid eligibility, students and parents will be required to consent and approve sharing and importing income and tax information from the IRS to the FAFSA form, even if the attempt to obtain or use such data is ineffective. In other words, if the student’s parents listed in the family filed separate 2022 IRS income tax returns, both must provide consent and approval to share and import income and tax information from the IRS. If the 2022 income tax return information for the student and/or parent(s) was not available or could not be used, the student and/or parent(s) should provide the institution with a 2022 IRS Tax Return Transcript or a signed copy of the 2022 income tax return and applicable schedules. 

A 2022 IRS Tax Return Transcript may be obtained through:

  • Get Transcript by Mail – 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 – 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.
Individuals Granted a Filing Extension by the IRS

An individual who is required to file a 2022 IRS income tax return and has been granted a filing extension by the IRS beyond the automatic six-month extension for the tax year 2022, must provide:

  • A signed statement listing the sources of any 2022 income and the amount of income from each source;
  • A copy of the IRS’s approval of an extension beyond the automatic six-month extension for the tax year 2022;
  • A copy of IRS Form W2 for each source of employment income received or an equivalent document for tax year 2022; and
  • If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income (AGI) and the U.S. income tax paid for the tax year 2022.
Individuals Who Filed an Amended IRS Income Tax Return

An individual who filed an amended IRS income tax return for tax year 2022 must provide a signed copy of the 2022 IRS Form 1040X, “Amended U.S. Individual Income Tax Return”, that was filed with the IRS or documentation from the IRS that include the change(s) made by the IRS, in addition to one of the following:

  • Updated income and tax information from the IRS on the FAFSA record with all tax information from the original tax return;
  • A 2022 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed); or
  • A signed copy of the 2022 IRS Form 1040 and the applicable schedules that were filed with the IRS.
Individuals Who Were Victims of IRS Tax-Related Identity Theft

An individual who was the victim of IRS tax-related identity theft must provide:

  • A Tax Return Data Base View (TRDBV) transcript obtained from the IRS or, if unable to obtain a TRDBV, an equivalent document provided by the IRS or a copy of the signed 2022 income tax return and applicable schedules the individual filed with the IRS; and
  • A statement signed and dated by the tax filer indicating that they are a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.
Individuals Who Filed Non-IRS Income Tax Returns

A tax filer who filed an income tax return with a tax authority other than the IRS may provide a signed copy of their income tax return that was filed with the relevant tax authority.  However, if we question the accuracy of the information on the signed copy of the income tax return, the tax filer must provide us with a copy of the tax account information issued by the relevant tax authority before verification can be completed. 

NON-TAX FILERS

The instructions below apply to the student and/or parent(s) that did not file and are not required to file a 2022 income tax return with the IRS.

  • The student and/or one or both parent(s) were not employed and had no income earned from work in 2022.
  • The student and/or one or both parent(s) were employed in 2022 and have listed below the names of all employers, the amount earned from each employer in 2022, and whether an IRS W2 form or an equivalent document is provided.  [Provide copies of all 2022 IRS W2 forms issued to the student and/or parent(s) by their employer(s)].  List every employer even if the employer did not issue and IRS W2 form.
  • Provide a signed and dated statement certifying that the individual has not filed and is not required to file a 2022 income tax return, as well as the sources of 2022 income earned from work and the amount of income from each source.