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Complete and submit the 2018-2019 Free Application for Federal Student Aid (FAFSA) to be considered for 2018-19 financial aid. We strongly recommend completing the FAFSA early (available beginning October 1, 2017).
NEW FOR 2018-2019:
1. I'VE BEEN SELECTED FOR VERIFICATION!
If you receive notice you have been selected for verification, take the following steps:
Complete the Verification Worksheet
Submit your 2016 Federal Tax Data
2. AM I ELIGIBLE TO USE THE IRS DATA RETRIEVAL TOOL (DRT)?
Step #1:
Determine whether you are eligible to use the IRS Data Retrieval Tool (IRS DRT) by considering the following:
It is important to note that to successfully use the IRS DRT, you must have both:
Also:
If Any of These Apply to you: |
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Then… |
Step #2
Once you have reviewed Step #1, navigate to the appropriate tab below:
3. IRS DATA RETRIEVAL TOOL - I AM ELIGIBLE
If you are eligible to transfer the 2016 tax data from the IRS to the 2018-2019 FAFSA, follow these instructions:
More information:
4. IRS DATA RETRIEVAL TOOL - MY DATA IS NOT AVAILABLE TO TRANSFER
When you attempt to use the IRS Data Retrieval Tool (IRS DRT) as the applicant and/or parent who recently filed 2016 federal taxes, FAFSA will inform you that the tax information (if electronically filed within the last 2 weeks or submitted by mail within the last 8 weeks) may not be available. View the the IRS Data Retrieval Tool Availability Chart.
5. APPLICANT AND/OR PARENT NOT ELIGIBLE TO TRANSFER DATA
In certain cases, FAFSA will not provide the option to 'Link to the IRS' if answers to questions determine the student and/or parent isn’t eligible to use the IRS Data Retrieval Tool (IRS DRT). It will inform the applicant, based on his or her responses, that he or she is not eligible to transfer tax data from the IRS to the FAFSA.
If you are ineligible to use the FAFSA Link to IRS feature because of your 2016 tax filing and/or marital status, and your 2018-2019 FAFSA is selected for Verification, you will be required to submit the following documentation to verify your reported FAFSA income data:
Tax Filing Status: |
Then submit the following: |
Unable to obtain an IRS Tax Return Transcript using the IRS paper or online request |
Signed copy of 2016 Federal IRS IRS Income Tax Return |
Filed Puerto Rican Tax Return |
Signed copy of the 2016 Puerto Rican Tax Return which can be ordered here: http://www.hacienda.gobierno.pr/ or by mail using Form 4506-T. |
Filed an Income Tax Return with the Tax Authority for American Samoa |
Signed copy of 2016 American Samoa Tax Account Information |
Filed Other Return: Guam, Virgin Islands, or Northern Mariana Islands Tax Return |
Signed copy of the 2016 Other Tax Return filed with the Relevant Tax Authority |
Filed Freely Associated States (Republic of the Marshall Islands, Republic of Palau, and Federated States of Micronesia) Tax Return |
Signed copy of the 2016 Other Tax Return Transcript * A signed copy of the applicable 2016 income tax return that was filed with the taxing authority is only acceptable if tax filers are unable to obtain a free copy of a transcript of their tax information **A tax filer who filed an income tax return with tax authorities and who indicates that they are unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority. |
Filed Foreign Tax Return |
Signed copy of an official English translation of the 2016 Foreign Tax Return Transcript * In cases where an individual from a foreign country, under that country's applicable government agency rules, is not required to file an income tax return, he or she can provide the institution with a signed statement certifying all of the individual's income and taxes paid for the tax year. ** A signed copy of the applicable 2016 income tax return that was filed with the taxing authority is only acceptable if tax filers are unable to obtain a free copy of a transcript of their tax information *** A tax filer who filed an income tax return with tax authorities and who indicates that they are unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority. |
Filed Married Filing Separately |
Signed copy of 2016 Federal IRS Income Tax Return for both tax filers |
Married Filed Head of Household |
Signed copy of 2016 Federal IRS Income Tax Return |
Victims of IRS Identity Theft |
Filers who believe they are victims of identity theft may call Identity Protection Specialized Unit (IPSU) toll-free number at (800) 908-4490 or go to the ID theft page on irs.gov. After the IPSU authenticates the tax filer's identify, the tax filer can request that the IRS mail to the tax filer an alternate paper tax return transcript. |
If your marital status changed for the period January 1, 2017 through May 11, 2019 or if you are unmarried, living together, and unable to file a joint tax return, see the chart that follows.
Tax Filing Status: |
Then submit the following: |
Parent on the Dependent Student’s FAFSA filed a joint income tax return and is married to someone other than the individual included on the joint income tax return |
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Parent on the Dependent Student’s FAFSA filed a joint 2016 tax return, but is now separated, divorced, or widowed. |
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Parents are unmarried, living together, and did not file a joint income tax return |
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Independent student who filed a joint income tax return and who is married to someone other than the individual included on the joint income tax return |
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Independent student who filed a joint income tax return who is separated, divorced or a widow of the individual included on the joint income tax return. |
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6. I'VE FILED AN IRS TAX EXTENSION
When the applicant’s FAFSA is selected for verification but the applicant and/or parent(s) have applied for the 2016 IRS Application for Automatic Extension of Time to File a U.S. Tax Return, submit the following documents by the requested date on the Missing Information Letter (MIL).
When Your FAFSA is Selected for Verification... |
But you and/or your Parent(s) |
Submit this: |
Fully completed and signed 2018-19 Verification Worksheet |
And: |
Copy of 2016 IRS Form 4868: Application for Automatic Extension of Time to File U.S. Individual Income Tax Return |
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And: |
If you apply for and are approved for an extension beyond the automatic six-month extension deadline (October 15, 2017), you must submit a copy of the unexpired IRS approval of an additional extension of filing time for tax year 2016. |
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And: |
Signed statement certifying that the individual—
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And one, or both of these: |
Copy of IRS Form W-2 for each source of employment income and/or Signed statement by a self-employed individual certifying the amount of the AGI and the U.S. Income Tax Paid for tax year 2016 |
Interim Verification
Verification is temporarily completed when the above documentation has been received.
Final Verification
Verification is not complete until the FAFSA reflects the actual 2016 Federal IRS Tax Return data. Final Verification is required once the tax return has been filed or before the end of the enrollment period, whichever comes first, or 2018-19 financial aid must be cancelled.
Visit studentaid.gov and follow the instructions found on the IRS Data Retrieval Tool - I am eligible, tab 3.
If ineligible for the Link to IRS feature, submit a signed copy of your 2016 Federal IRS Tax Return and follow instruction on the IRS Data Retrieval Tool - I am NOT eligible, tab 5.
7. WHAT TO DO ABOUT IRA AND/OR PENSION ROLLOVERS
The IRS Data Retrieval Tool (IRS DRT) does not identify and exclude tax return IRA and/or Pension distributions that have been rolled over into another account. If you have an IRA and/or Pension Rollover on your 2016 Federal IRS Income Tax Return, review this chart to learn what happens and how to update the FAFSA information.
Tax Return IRA and Pension Rollovers and IRS DRT |
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What Happens with Your 2016 IRA and/or Pension Rollover when you use the IRS Data Retrieval Tool (DRT)? |
If you use the IRS Data Retrieval Tool (DRT) to complete your FAFSA, the following will happen: If an amount greater than $0 is transferred from the IRS into the Untaxed Portions of IRA Distributions field or the Untaxed Portions of Pensions field in the FAFSA form, you will be required to answer a new question about whether or not that amount includes a rollover. If you answer “yes,” you will be required to provide the amount of the rollover in a new entry field. The amount you report as the rollover amount will then be subtracted from the amount of the IRA or Pension distribution that was transferred from the IRS. |
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What Should You Do If You Have a 2016 IRA or Pensions Rollover when you did not/could not use the IRS Data Retrieval Tool (DRT)? |
Step #1: Do not attempt to correct the information yourself. Enter the tax information exactly as it is shown on your IRS Form 1040/1040A |
Step #2: Provide the following to Marquette Central: A written notice/request for correction to your FAFSA Untaxed IRA and/or Pension Rollover; A copy of Page 1 of your Federal 2016 IRS Federal Income Tax Return; A copy of IRS Form 1099-R for all IRA or Pension distributions. |
Result: Once your documentation is received, it will be reviewed and processed. |
8. I HAD TO AMEND MY 2016 TAX RETURN; FILED A 1040X
If you (or your parents) had to make corrections to the original 2016 Federal Income Tax Return that you filed and had to file a 1040X, Amended U.S. Individual Income Tax Return, submit the following documents by the requested date on the Missing Information Letter (MIL):
Or if you did not amend your 2016 IRS tax returns but are being asked to submit an amended return to our office:
9. HOW TO REQUEST A TAX RETURN TRANSCRIPT
As of January 9th, 2019, a signed copy of a Federal IRS Income Tax Return may be acceptable in place of a Tax Return Transcript, check your to-dos in CheckMarq for more information.
Tax filers can request a transcript of their 2016 tax return, free of charge, from the IRS in one of three ways:
If you have trouble entering your street address into an online form, try these address matching suggestions below.
2017 Tax Return Transcript Availability Timeframes
Available at www.irs.gov
OR
Available from the IRS by calling (800) 908-9946
Download IRS Form 4506T-EZ at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf
Zilber Hall, Suite 121
P.O. BOX 1881
MILWAUKEE, WI 53201-1881Fax (414) 288-1718
When entering the information into the IRS address matching system note the following:
We suggest the following if you run into problems:
10. HOW TO REQUEST IRS VERIFICATION OF NON-FILING LETTER
What is an IRS Verification of Non-filing Letter?
An IRS Verification of Non-filing Letter provides proof that the IRS has no record of a filed Form 1040, 1040A or 1040EZ for the year you requested.
Note: If the individual is unable to obtain a Verification of Non-filing letter from the IRS or other tax authorities the following are acceptable: Nontax filers - For independent students, and parents of dependent students who did not file and are not required to file an income tax return for the applicable tax year and are not able to obtain a Verification of Non-filing letter from the IRS, submit the following:
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Non Tax filers can request an IRS Verification of Non-filing of their 2016 tax return status, free of charge, from the IRS in one of two ways:
Note: If you typically would have filed a Puerto Rican or Foreign Income Tax Return you must submit appropriate non-filing documentation from a relevant tax authority.
Information on acceptable forms from the IRS as documentation of non-filing status can be found here.
Available at www.irs.gov
Note: This is typically not available if you have never filed taxes before in prior years. If this is the case, please use the paper request process detailed below.
Download IRS Form 4506-T at https://www.irs.gov/pub/irs-pdf/f4506t.pdf
When entering the information into the IRS address matching system note the following:
We suggest the following if you run into problems: