Revised January 2021
Note: If two parents were reported in Section B of this worksheet, the instructions and certifications below
refer and apply to both parents.
1. TAX RETURN FILERS—Important Note: If the student’s parent(s), filed or will file, an amended 2019 IRS
tax return the student’s financial aid administrator must be contacted before completing this section.
INSTRUCTIONS: Complete this section if the student’s parent(s) filed or will file a 2019 income tax return with the IRS.
The best way to verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the Web. If you have
not already used the tool, go to FAFSA.gov, log in to your FAFSA record, select “Make FAFSA Corrections,” and
navigate to the Financial Information section of the form. From there, follow the instructions to determine if you
are eligible to use the IRS Data Retrieval Tool to transfer 2019 IRS income tax information into your FAFSA. It takes
up to two weeks for IRS income information to be available for the IRS Data Retrieval Tool for electronic IRS tax
return filers, and up to eight weeks for paper IRS tax return filers. If you need more information about when, or
how to use the IRS Data Retrieval Tool see your financial aid administrator.
Check the box that applies:
The student’s parent(s) has used the IRS Data Retrieval Tool in FAFSA on the Web to transfer 2019 IRS income
information into the student’s FAFSA, either on the initial FAFSA or when making a correction to the FAFSA. The
student’s school will use the IRS information transferred into the student’s FAFSA to complete the verification process.
The student’s parent(s) has not yet used the IRS Data Retrieval Tool, but will use the tool to transfer 2019 IRS
income information into the student’s FAFSA once the parent(s’) IRS tax return has been filed. See instructions
above for information on how to use the IRS Data Retrieval Tool. The student’s financial aid administrator cannot
complete verification until the parent(s’) has transferred IRS information into the student’s FAFSA.
The parent(s) is unable or chooses not to use the IRS Data Retrieval Tool, and the parent(s) will submit to the
student’s school a copy of their 2019 IRS Tax Return Transcript—not a photocopy of the income tax return.
To obtain an IRS Tax Return Transcript, go to www.IRS.gov and click on the “Get a Tax Transcript” link under
Tools, or call 1-800-908-9946. Then Click on “Get Transcript by MAIL”. Make sure to request the “IRS Tax Return
Transcript” and not the “IRS Tax Account Transcript.” Please use the address on file with the IRS (normally this
will be the address used when your 2019 IRS tax return was filed).
Check here if the parent(s’) IRS Tax Return Transcript is attached to this worksheet.
Check here if the parent(s’) IRS Tax Return Transcript will be submitted to the student’s school later.
Verification cannot be completed until the IRS Tax Return Transcript has been submitted to the
student’s school.
2. TAX RETURN NONFILERS—Complete this section if the student’s parent(s) will not file and is not required to file a
2019 income tax return with the IRS.
Check the box that applies:
The parent(s) was not employed and had no income earned from work in 2019.
The parent(s) was employed in 2019 and has listed on the next page the names of all the parent(s’) employers,
the amount earned from each employer in 2019, and whether an IRS W-2 form is attached. Attach copies of all
2019 IRS W-2 forms issued to the parent(s) by employer(s). List every employer even if they did not issue an IRS
W-2 form. If more space is needed, attach a separate page with the student’s name and student ID number at the
top.
E. Parent’s Other Information to be Verified