Financial Aid and Scholarship Services will request this documentation only if it is needed to complete your financial aid file.
If this item is listed under your Financing Tasks on My ASU, your financial aid awarding and disbursement will be placed on hold until the form is completed. Even if you did not earn income or file taxes, you are still required to complete this form with that information.
Once you’ve completed the form, please allow 2-3 business days for the form to show it has been received on your Financing Tasks on My ASU.
Determining the required income documents to collect
ASU recommends you make a correction to your 2020–2021 FAFSA and use the IRS Data Retrieval Tool to import your 2018 tax data because it is the fastest, most accurate and secure way to complete this task.
There are certain conditions where the IRS DRT will not be available.
If you are unable to use the IRS DRT on the FAFSA, upload a signed copy of your 2018 Federal Tax Return into the eForm below. You must include the first 2 pages as well as all federal schedules (1, 2 and/or 3) of your 2018 Federal Tax Return. The first 2 pages must be signed or contain the tax preparer EIN/PTIN.
If you are married, collect the following documents based on your spouse's 2018 income and tax filing status:
There are two ways to request a 2018 Verification of Non-tax Filing Letter from the IRS. Before choosing an option, please read the following important information:
Option 1: Online VONF Letter request
If the tax filer has a credit security freeze with Equifax, they must request a temporary freeze lift until they have successfully registered or the IRS will not be able to verify their identity. They will need to contact Equifax to resume the freeze unless they scheduled it to resume automatically. For more information, visit IRS Get Transcript FAQs.
Option 2: Paper VONF Letter request
Use one of the following methods to replace your 2018 W-2 forms:
Use one of the following methods to request a Tax Return Transcript. Before choosing the first option, please read the IRS user requirements to see if it is a viable option.
If the tax filer has a credit security freeze with Equifax, they must request a temporary freeze lift until they have successfully registered or the IRS will not be able to verify their identity. They will need to contact Equifax to resume the freeze unless they scheduled it to resume automatically. For more information, visit IRS Get Transcript FAQs.
ASU will compare your date of marriage or divorce listed on the FAFSA to your and your spouse's tax filing status on the 2018 Federal Tax Returns (i.e., single, head of household, married filing jointly, married filing separately) to ensure no conflicting information exists.
If your or your spouse's 2018 tax filing status conflicts with your marital status on Dec. 31, 2018, you will need to provide ASU with documentation that shows you and your spouse used the proper tax filing status or you and your spouse will have to amend the 2018 Federal Tax Returns with the IRS and submit a signed copy of the 2018 amended tax documents to ASU.
All federal student aid recipients and their spouses are expected to comply with published tax laws.
The necessary documentation needed depends on the foreign country or U.S. territory in which you or your spouse is a citizen. You must also attach an English translation of the document and provide the type of currency on the documentation.
Residents of Puerto Rico, American Samoa, Guam, the Commonwealth of the Northern Mariana Islands or the U.S. Virgin Islands: Upload all of your and your spouse's (if married) foreign W-2 forms (or equivalent) for each source of employment income received and list all your and your spouse's employers and amounts earned for 2018 in the eForm below.
Residents of the Republic of the Marshall Islands, the Republic of Palau or the Federated States of Micronesia: Upload all of your and your spouse's (if married) 2018 wage and tax statements from each employer and list all your and your spouse's employers and amounts earned for 2018 in the eForm below.
Residents of other foreign nations not mentioned above: Upload all of the following:
*If the foreign tax authority does not provide confirmation of non-filing, please include that information in the signed and dated letter in step 2 along with proof of the foreign taxing authority’s filing requirements (i.e., copy of the foreign tax authority's website which states who is exempt from filing tax returns).
The necessary documentation needed depends on the foreign country or U.S. territory in which you or your spouse is a citizen. You must also attach an English translation of the document and provide the type of currency on the foreign tax return.
Residents of Puerto Rico: Upload your or your spouse's signed 2018 Puerto Rican tax return (equivalent to the IRS 1040) into the eForm below.
Residents of the Republic of the Marshall Islands, the Republic of Palau or the Federated States of Micronesia: Upload copies of all your or your spouse's 2018 wage and tax statements from each employer and identify all of your or your spouse's income sources and amounts for 2018 in the eForm below.
Residents of American Samoa: Upload your or your spouse's 2018 American Samoa tax transcript, which is free of charge from the American Samoa Tax Office, into the eForm below.
Residents of Guam, the Commonwealth of the Northern Mariana Islands or the U.S. Virgin Islands: Upload your or your spouse's signed 2018 tax return from Guam, the Commonwealth of the Northern Mariana Islands or the U.S. Virgin Islands (equivalent to the IRS 1040) into the eForm below.
Residents of other foreign nations not mentioned above: Upload your or your spouse's 2018 foreign tax transcript* into the eForm below. A tax transcript is a document you or your spouse request from the foreign tax authority (e.g., Canada Revenue Agency, Servico de Administracion Tribtaria). It confirms the foreign income reported to the foreign tax authority.
*Per the U.S. Department of Education, only in situations where you are unable to obtain a free copy of your foreign tax transcript from your foreign tax authority, can you submit a signed copy of your foreign tax return (equivalent to the IRS 1040) along with proof that your foreign tax authority charges a fee.
The TRDBV will be requested to verify the 2018 federal tax information for victims of IRS-related identity theft who are selected for verification. The student and/or spouse may no longer have their 2017 federal tax return and cannot obtain a 2018 Tax Return Transcript (TRT) from the IRS or use the IRS Data Retrieval Tool (DRT) on the 2020-2021 FAFSA on the web.