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2016-2017 Student IRS Tax Return Transcript

Financial Aid and Scholarship Services will require verification of your and your spouse's (if married) federal tax information only if it is needed to complete your financial aid file. This item holds the awarding and disbursement of financial aid if it is listed on your task list on My ASU.

Important: ASU will not accept copies of tax returns (i.e., 1040, 1040A, or 1040EZ, including copies of returns completed by tax software such as Turbo Tax ). Any tax returns received will not be processed and will be shredded, which will delay your aid file from being completed.

View the updated status of this task on your My ASU Finances page 2-3 business days after submission of your documentation.

Instructions

Please click on your tax situation below to determine what documentation to submit to Financial Aid and Scholarship Services.

Your 2015 income must be verified however, you must file your 2015 tax return first.

  • Two to three weeks after you file your 2015 tax return electronically to the IRS, please return to www.fafsa.ed.gov to make a 2016-2017 FAFSA correction by using the Student IRS Data Retrieval Tool (DRT) under the "Financial Information" tab. (Note: the bar on the left tells you if you are modifying "student" or "parent" info). See the "How to use the IRS Data Retrieval Tool (DRT) on the FAFSA" section below for instructions.
  • ASU will receive your 2016-2017 FAFSA correction in 3-5 business days. Three to five business days after you correct your FAFSA, please check your My ASU Financing Tasks for updates.

OR

  • Two to three weeks after you file your 2015 tax return electronically to the IRS, you may request a copy of your 2015 Tax Return Transcript from the IRS, which will be mailed to you. Once received by mail, submit a copy to Financial Aid and Scholarship Services. See the "How to obtain a Tax Return Transcript from the IRS" section below for instructions.

Important: ASU will not accept copies of tax returns (i.e., 1040, 1040A, or 1040EZ, including copies of returns completed by tax software such as Turbo Tax ). Any tax returns received will not be processed and will be shredded, which will delay your aid file from being completed.

If you have a tax extension, you should contact Financial Aid and Scholarship Services (FASS). You will be required to provide alternative tax documentation so that a financial aid award may be determined. The alternative documentation requested will include the IRS Form 4868. The other documentation needed will depend on the type of income you earned during the tax year. A FASS counselor will instruct you on what to submit.

You will be required to submit your actual tax information once your tax return has been filed. There are two methods for supplying actual tax information: IRS Data Retrieval, or an IRS Tax Return Transcript. Please click on either method to learn more about each process. The information submitted will be reviewed, and the financial aid award will be adjusted as necessary.

If you fail to submit actual tax information by November 30, 2016, your financial aid award will be cancelled. Reinstatement of the award (if the appropriate tax information is submitted after November 30, 2016) will be subject to funding availability. If the award cannot be reinstated, all charges owed will need to be paid by another method. Any refunds of financial aid processed to you will also need to be repaid to the school. If an additional tax extension is received by you (past the October 15 general tax extension deadline), you will need to provide proof of this to Financial Aid and Scholarship Services, who will then determine how to proceed.

Your 2015 income must be verified.

  • Please return to www.fafsa.ed.gov to make a 2016-2017 FAFSA correction by using the Student IRS Data Retrieval Tool (DRT) under the "Financial Information" tab. (Note: the bar on the left tells you if you are modifying "student" or "parent" info). See the "How to use the IRS Data Retrieval Tool (DRT) on the FAFSA" section below for instructions.
  • ASU will receive your 2016-2017 FAFSA correction in 3-5 business days. Three to five business days after you correct your FAFSA, please check your My ASU Financing Tasks for updates.

OR

  • Two to three weeks after you file your 2015 tax return electronically to the IRS, you may request a copy of your 2015 Tax Return Transcript from the IRS, which will be mailed to you. Once received by mail, submit a copy to Financial Aid and Scholarship Services. See the "How to obtain a Tax Return Transcript from the IRS" section below for instructions.

Important: ASU will not accept copies of tax returns (i.e., 1040, 1040A, or 1040EZ, including copies of returns completed by tax software such as Turbo Tax ). Any tax returns received will not be processed and will be shredded, which will delay your aid file from being completed.

To complete your 2016-2017 financial aid file, please submit the following two documents:

  1. A signed copy of your 2015 Amended Tax Return (i.e., 1040X) and
  2. A copy of your 2015 Tax Return Transcript* or Record of Account Transcript† from the IRS

* The Tax Return Transcript shows most line items from the tax return as it was originally filed including any accompanying forms and schedules. See the "How to obtain a Tax Return Transcript from the IRS" section below for instructions. Transcripts arrive by mail in 5 to 10 calendar days at the address the IRS has on file.

† The Record of Account Transcript combines the information from both the tax account and tax return transcripts. If the 1040X was just recently filed, the Record of Account Transcript may not be available for 8 to 12 weeks. It can only be ordered by completing and submitting the Form 4506-T Request for Transcript of Tax Return to the IRS. Print the form at www.irs.gov. Once available, the Record of Account Transcript can take up to 30 days to arrive by mail to the address the IRS has on file.

Both your 2015 income and your spouse's 2015 income must be verified.

  • Two to three weeks after you file your 2015 tax return electronically with the IRS, you will need to request a copy of your 2015 Tax Return Transcript from the IRS, which will arrive by mail in 5-10 calendar days. See the "How to obtain a Tax Return Transcript from the IRS" section below for instructions.
  • Two to three weeks after your spouse files their 2015 tax return electronically with the IRS, your spouse will need to request a copy of their 2015 Tax Return Transcript from the IRS, which will arrive by mail in 5-10 calendar days.
  • Once both IRS Tax Return Transcripts are received by mail, please submit both transcripts to our office. Be sure to include the student name and ID number on each page.
  • If one of you filed a 2015 tax return and one of you did not file, submit a copy of the 2015 Tax Return Transcript for the person that filed 2015 taxes as well as the 16-17 Student Non Tax Filing form for the person who did not file taxes. The form is located under the "If you and/or your spouse did not file AND were not required to file a U.S. tax return" section below.
  • If your spouse filed a 2015 Puerto Rican or foreign tax return, see the sections below for what type of documentation to submit to Financial Aid and Scholarship Services.

Important: ASU will not accept copies of tax returns (i.e., 1040, 1040A, or 1040EZ, including copies of returns completed by tax software such as Turbo Tax ). Any tax returns received will not be processed and will be shredded, which will delay your aid file from being completed.

Please be aware that additional information may be requested to ensure you and your spouse used the appropriate tax filing status.

Both your 2015 income and your spouse's 2015 income must be verified.

  1. Two to three weeks after you file your 2015 tax return electronically with the IRS, you will need to request a copy of your 2015 Tax Return Transcript from the IRS, which will arrive by mail in 5-10 calendar days. See the “How to obtain a Tax Return Transcript from the IRS" section below for instructions.
  2. Two to three weeks after your spouse files their 2015 tax return electronically with the IRS, your spouse will need to request a copy of their 2015 Tax Return Transcript from the IRS, which will arrive by mail in 5-10 calendar days.
  3. Once both IRS Tax Return Transcripts are received by mail, please submit both transcripts to our office. Be sure to include the student name and ID number on each page.
  4. If one of you filed a 2015 tax return and one of you did not file, submit a copy of the 2015 Tax Return Transcript for the person that filed 2015 taxes as well as the 16-17 Student Non Tax Filing form for the person who did not file taxes. The form is located under the “If you and/or your spouse did not file AND were not required to file a U.S. tax return" section below.
  5. If your spouse filed a 2015 Puerto Rican or foreign tax return, see the sections below for what type of documentation to submit to Financial Aid and Scholarship Services.

Important: ASU will not accept copies of tax returns (i.e., 1040, 1040A, or 1040EZ, including copies of returns completed by tax software such as Turbo Tax ). Any tax returns received will not be processed and will be shredded, which will delay your aid file from being completed.

Please be aware that additional information may be requested to ensure you and your spouse used the appropriate tax filing status.

  • Two to three weeks after you file your 2015 tax return electronically to the IRS, you will need to request a copy of your 2015 Tax Return Transcript from the IRS, which will arrive by mail in 5-10 calendar days. See the “How to obtain a Tax Return Transcript from the IRS" section below for instructions.
  • Print and complete the 2016-2017 Student Marital Status Verification form.
  • Attach your 2015 W-2's, your 2015 Tax Return Transcript, and your legal separation agreement or divorce decree to the 16-17 Student Marital Status Verification form, then submit it all together to Financial Aid and Scholarship Services.

Important: ASU will not accept copies of tax returns (i.e., 1040, 1040A, or 1040EZ, including copies of returns completed by tax software such as Turbo Tax ). Any tax returns received will not be processed and will be shredded, which will delay your aid file from being completed.

To complete your 16-17 financial aid file, please submit one of the following based on your circumstances:

  1. If you were required to file both a U.S. tax return and a Puerto Rican tax return, please submit a copy of your 2015 U.S. Tax Return Transcript to Financial Aid and Scholarship Services. See the “How to obtain a Tax Return Transcript from the IRS" section below for instructions.
  2. If you were only required to file a Puerto Rican tax return, please submit a copy of your 2015 Puerto Rican tax transcript from the Puerto Rican taxing authority, if a transcript is available at no charge (i.e., equivalent to the Tax Return Transcript that the IRS issues to U.S. tax filers).*

    *Only in situations where you are unable to obtain a free copy of your Puerto Rican tax transcript, can you submit a signed copy of the Puerto Rican tax return (equivalent to the IRS 1040, 1040A, or 1040EZ) that was filed with the Puerto Rican taxing authority.
  3. If you were not required to file a Puerto Rican tax return under Puerto Rican taxing authority's rules, please submit a copy of your and your spouse's (if married) 2015 W-2 (or equivalent) for each source of employment income received and a signed statement identifying all of your and your spouse's (if married) 2015 income (i.e., child support received).

The student name and ASU ID number must appear on each page.

To complete your 16-17 financial aid file, please submit one of the following based on your circumstances:

  1. If you were required to file both a U.S. tax return and a foreign tax return, please submit a copy of your 2015 U.S. Tax Return Transcript to Financial Aid and Scholarship Services. See the “How to obtain a Tax Return Transcript from the IRS" section below for instructions.
  2. If you were only required to file a foreign tax return, please submit a copy of your 2015 foreign tax return transcript from the foreign taxing authority, if a transcript is available at no charge (equivalent to the Tax Return Transcript that the IRS issues to tax filers).*

    *Only in situations where you are unable to obtain a free copy of your foreign tax transcript, can you submit a signed copy of the foreign tax return (equivalent to the IRS 1040, 1040A, 1040EZ) that was filed with the foreign taxing authority.
  3. If you were not required to file a 2015 foreign tax return under the foreign taxing authority's rules, please submit a copy of your and your spouse's (if married) 2015 W-2 (or equivalent) for each source of employment income received AND a signed statement identifying all of your and your spouse's (if married) 2015 income (i.e., child support received).

The student name and ASU ID number must appear on each page.

Please submit a copy of all your and your spouse's (if married) 2015 “Wage and Tax Statements" from each employer and a signed statement identifying all of your and your spouse's (if married) 2015 income to Financial Aid and Scholarship Services. The student name and ASU ID number must appear on each page.

Click on the Following Topics for Additional Information

The Federal government publishes guidelines each year with tax filing requirements (see tables below or IRS Publication 17). All Federal aid recipients are expected comply with published tax laws. Any conflicting information will need to be resolved before a financial aid can be awarded.

Filing requirements table 1-1

Filing requirements table 1-2

Filing requirements table 1-3

Please view the section above “Who is required to file a U.S. tax return?" to ensure you and/or your spouse (if married) are not required to file a U.S. tax return.

If you and/or your spouse did not file and were not required to file a U.S. tax return, please complete and submit the 2016-2017 Student Non-Tax Filing form to Financial Aid and Scholarship Services.

The IRS tax return processing times and the availability of the IRS DRT and Transcripts reflected in the chart below are merely guides to help tax filers estimate when they will be able to retrieve their IRS tax return information. Specific questions related to the processing of your IRS tax return should be directed to the IRS at 1-800-829-1040.

WHEN A TAX RETURN FILER... IF TAX RETURN FILED ELECTRONICALLY... IF TAX RETURN IS FILED MANUALLY...
Has no amount owed to the IRS or has an expected refund at the time their tax return was submitted to the IRS Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been accepted by the IRS.
Generally tax returns are accepted by the IRS when the tax return is received by mail at the IRS office.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 6 to 8 weeks after the tax return has been accepted by the IRS.
Has an amount owed and makes a full payment on that amount at the time their tax return was submitted to the IRS Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been accepted by the IRS.
IRS will process the tax return in June.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been processed by the IRS (i.e., mid to late June).
Has an amount owed and after submitting the tax return to the IRS, pays the full amount due Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 3 to 4 weeks after the tax return has been accepted by the IRS.
IRS will process the tax return in June.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been processed by the IRS (i.e., mid to late June).
At the time the tax return was submitted to the IRS, has an amount owed and has not paid in full Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS. However, IRS will not process the return until May.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the return has been processed in May (i.e., mid to late May).
IRS will process the tax return in June.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been processed by the IRS (i.e., mid to late June).

Keep in mind that an amended return or identity theft will delay access to tax information.

Watch the video or follow the step by step instructions below.

  1. Go to https://fafsa.ed.gov
  2. Click the "Login" button and enter your name, social security number, and date of birth.
  3. Select the application year (i.e., 2016-2017).
  4. Select “Make a Correction" link; in blue at the bottom of the screen.
  5. Enter the password you created when you filed your original FAFSA and hit the "next" button.
  6. Click on the “Financial Information" tab at the top of the screen (Note: the bar on the left tells you if you are modifying “student" or “parent" info).
  7. The first question in this section will ask you if you filed an IRS income tax return. Select “Already Completed".
  8. You will be presented with a series of questions that determine your eligibility to use the Data Retrieval Tool. Examples:
    What is your tax filing status according to your return? Select the filing status that appears on your tax return (i.e., single, head of household, married-filed joint return, etc.)
    Did you file an amended tax return?
    Did you file a Puerto Rican or Foreign tax return?
    Did you file taxes electronically in the last 3 weeks?
  9. If you select “no" to each of the questions, the option to enter your FSA ID and link to the IRS will appear.
  10. Enter your FSA ID and click the link to the IRS; a message will display stating that you are leaving the FAFSA on the Web, click "OK".
  11. Once on the IRS website, enter the requested information EXACTLY as it appears on your Federal Tax Return, then click "SUBMIT" button.
  12. If the IRS is able to validate your identification, your IRS tax information will display.
  13. Click “Transfer My Tax Information into the FAFSA" box and hit "TRANSFER NOW" button and then return to the FAFSA website using the links provided.
  14. Once IRS data has been transferred to your FAFSA, do not make any changes to the data.
  15. Continue to the “sign and submit" section and submit your FAFSA corrections.

In general, the IRS Data Retrieval Tool (DRT) becomes available on the FAFSA early to mid-February each year.

The IRS Data Retrieval Tool (DRT) will be delayed if:

  • On the FAFSA, you indicated that your current tax return filing status is "will file".
  • You filed a Tax Extension request with the IRS (IRS Form 4868).
  • You have an amount owed to the IRS and paid the full amount due after filing the tax return.
  • You have an amount owed to the IRS and have not paid in full.
  • You are a victim of IRS-related identity theft.

The IRS Data Retrieval Tool (DRT) will not work if:

  • Your marriage date is January 1, 2016 or later (for the 16-17 year).
  • You amended (i.e., corrected) your tax return (i.e., filed a 1040X).
  • You are married but you and your spouse filed separate tax returns.
  • You filed a Puerto Rican or foreign tax return.
  • You do not have a social security number.
  • The first three digits of your social security number are 666 (for persons from the Republic of the Marshall Islands, the Federated States of Micronesia, or the Republic of Palau).

There are four ways to request a Tax Return Transcript from the IRS.

  1. Order online at http://www.irs.gov/Individuals/Get-Transcript by clicking on the "get transcript by mail" button. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file.
  2. Call 1-800-908-9946 and use the IRS automated phone system to request one to be mailed to you. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file.
  3. Use the IRS2Go smartphone app to request one to be mailed to you. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file. For Apple iPhone, iPad, or iPad Touch, download the free IRS2Go app by visiting the iTunes app store. For Android devices, you can visit Google Play to download the free IRS2Go app.
  4. Mail or fax Form 4506T-EZ Short Form Request for Individual Tax Return Transcript to the IRS. You can print the form at www.irs.gov and the address and fax number are listed on the form. Request can take up to 30 days.

If you are a victim of IRS-related identity theft, access to your tax information generally occurs 8-11 weeks after the IRS has received your tax return; however, resolution of IRS-related identity theft can take 120-180 days. Please visit https://www.irs.gov/Individuals/Identity-Protection for more information.

In some cases, victims of IRS-related identity theft may not be able to use the FAFSA's IRS Data Retrieval Tool (DRT) or request a Tax Return Transcript from the IRS after 8-11 weeks. However, ASU suggests that you try to those methods first to verify your 2015 income. If those methods do not work, please utilize the alternative method below.

  • You may call the Identity Protection Specialized Unit (IPSU) toll free number at 1-800-908-4490. After the IPSU authenticates your identity, you can request that the IRS mail you an alternate paper tax return transcript, known as the “Transcript Database View" (TRDBV).
  • Once you receive the TRDBV by mail, please submit a copy to Financial Aid and Scholarship Services as well as a signed and dated letter indicating that you were a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft. The student name and ASU ID number must appear on each page.
  • If you cannot obtain a TRDBV, you may submit another official IRS transcript or equivalent document provided by the IRS if it includes all of the income and tax information required to be verified.

 

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