1. My parents need to send a copy of their U.S. Income Tax Return and W2's to your office because of verification, but they have not filed yet because they got an extension. What can we do?
Please submit to the Office of Scholarships and Financial Aid (OSFA) a copy of the 4868 (income tax extension form) and your W2's at this time. Once you/your parents file, we will need a copy of the first two pages of the 1040. They must be signed and have your student ID on them. (top)
2. My parents are required to submit a copy of their U.S. Income Tax Return and W2's to your office, however, they filed electronically to the IRS. Can they send you a copy of their 1040PC?
Yes. The 1040 PC is acceptable. Be sure your parents sign the return and include a copy of their W2’s before it is sent to Office of Scholarships and Financial Aid. (top)
3. I am required to submit a copy of my U.S. Income Tax Return for verification to your office, but I used TeleFile. What can I do?
You can submit the TeleFile Tax Record to our office provided it contains the filer's six-digit IRS confirmation number in Line M and it is signed by you and your parent if you are dependent. Remember to include a copy of your W2 and be sure to put your student ID on all documents. (top)
4. I do not have a copy of my Income Tax Return, what should I do?
Contact your local IRS district office and request a copy of IRS Tax Transcript. (If you are a dependent student and you are submitting the tax transcript, both you and your parent must sign the form before you send it to us.) Remember to include a copy of your W2 and be sure to put your student ID on all documents. You may contact the IRS at 1-800-829-1040 or visit the IRS website. (top)
5. My parents live in a foreign country, and therefore, they do not file a U.S. Income Tax Return. Does their income need to be included on the FAFSA?
Yes, income earned in a foreign country is treated the same as income earned in the U.S. You need to convert all figures to U.S. dollars, using the exchange rate in effect on the day you filled out the FAFSA. Income paid to the foreign government in that country should be treated as "U.S. income tax paid." If the government of the foreign country did not tax the money, the income should be treated as untaxed income. (top)