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2016-2017 Tax Extension Request

You or your parent(s) have filed a 2015 Tax Extension with the IRS. Financial Aid and Scholarship Services can accept certain documents in temporary lieu of the Tax Return Transcript or use of the FAFSA’s IRS Data Retrieval Tool (DRT) in order for you to be offered financial aid awards.

Instructions

  1. Notify Financial Aid and Scholarship Services of the Tax Extension
      • Print and complete the ASU 2016-2017 Tax Extension Request form.
      • Attach all of the tax filer's (and their spouse’s if married) 2015 W-2 forms AND the filed IRS Form 4868 - Application for Automatic Extension of Time to File U.S. Individual Income Tax Return. 
      • Submit all documents together to Financial Aid and Scholarship Services.
  2. You will be required to submit your (and/or your parents') actual tax information once your (and/or your parents') tax return has been filed.  The information submitted will be reviewed, and the financial aid award will be adjusted as necessary.
      • Wait the appropriate timeframe for the tax data to become available.  See the "Additional Information" below for timeframes.
      • Submit final tax data to Financial Aid and Scholarship Services by submitting a copy of the 2015 Tax Return Transcript OR making a 16-17 FAFSA correction using the IRS Data Retrieval Tool (DRT).  See the "Additional Information" section below for instructions.

Submission Dates

Your final tax data must be submitted to us by November 30, 2016. 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 issued to you and/or your parent(s) will also need to be repaid to the school. If an additional tax extension is received by you (and/or your parent(s)) (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.

Additional Information

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 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).
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 had 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.

Important Info

  • Do not submit any copies of tax returns (i.e. 1040, 1040A, or 1040EZ). Only a FAFSA correction or tax return transcripts will be accepted as documentation.
  • ASU cannot accept documentation via e-mail. Please submit documentation in-person, by mail or by fax.
  • Print your name and ASU ID on the upper right hand corner of all documents submitted.
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PDF icon 2016-2017 Tax Extension Request form281.44 KB

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