Guidelines for the Verification Process, 2024-25

What is Verification? 

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1. SELECTED FOR VERIFICATION?

2. ELIGIBILITY REQUIREMENTS FOR THE FUTURE ACT - DIRECT DATA EXCHANGE (FA-DDX)

3. APPLICANT AND/OR PARENT ELIGIBLE FOR THE FUTURE ACT - DIRECT DATA EXCHANGE

4. TAX RETURN(S) RECENTLY FILED / TAX DATA NOT AVAILABLE TO TRANSFER

5. APPLICANT AND/OR PARENT NOT ELIGIBLE TO TRANSFER DATA

6. FILED A 2022 FEDERAL IRS TAX EXTENSION

7. VERIFICATION OF IRA AND/OR PENSION ROLLOVERS

8. I HAD TO AMEND MY 2022 TAX RETURN, FILED A 1040X

9. HOW TO REQUEST A TAX RETURN TRANSCRIPT, 2024-25

10. TIMELINE OF AVAILABILITY OF THE 2024-2025 Future Act - Direct Data Exchange

11. HOW TO ORDER REPLACEMENT W-2's/1099s (WAGE AND INCOME TRANSCRIPT)

12. HOW TO OBTAIN A DUPLICATE SUPPLEMENTAL INFORMATION REQUEST FORM