验证

Our office will notify you through your Cardinal email if you are selected and if any documents are required. 你也可以 申请经济援助 information through BannerWeb to view requirements needed to complete your file. Documents requested may include 验证 Worksheets, 国税局的税务文件, W2s, 身份证明表格及/或其他文件.

FAFSAs are often selected randomly by the Dept. of Education, which selects about one third of all FAFSAs each year to review. 交替, selection can be triggered by an error/conflict in the information you provided on your FAFSA, or by making a change to your FAFSA data.

Once our office receives all the required documents from you, the normal processing time is 3-5 business days. You will receive an email through Cardinal Mail when verification is complete. If any adjustments have been made to your financial aid package, you can check BannerWeb to see your adjusted package.

Please allow one week after verification is complete for final processing/disbursement of aid. Availability of tax information from the IRS is a common factor that affects when verification can be completed.  为了避免延误, we advise filing taxes as soon as possible to make sure that IRS documents will be available for verification processing.

IRS数据检索工具(DRT)

• Using the DRT on the FAFSA is the fastest and most convenient way to provide your tax information to our office. 只需重新登录到您的 FAFSA and go to the “Financial Information” tab and import student/parent tax information directly from the IRS. DRT工具使用指南
• It takes about 2-3 weeks after your return has been accepted by the IRS before you are able to use the DRT Tool.  In addition, some individuals are ineligible to use the DRT in certain circumstances, such as:
  • Filing status is “Married Filing Separately”
  • Parent/student is married, and either spouse filed as “Head of Household”
  • Parent’s marital status is “Unmarried and both parents living together”
• If you are ineligible/unable to use the DRT Tool, you are required to submit a Tax Return Transcript instead.  See below for information on obtaining a Tax Return Transcript.

联邦所得税申报表

Signed copies of the filer's 1040/1040A/1040EZ federal income tax return are acceptable.  This tax return must contain the same information that was filed with the federal government.

• Request a copy of a past tax return by using 国税局纳税表4506 (索取报税表副本)
• Contact previous tax preparer for copies (if eligible)

美国国税局纳税申报表

A Tax Return Transcript is a document that you must request directly from the IRS.  It shows a record of what was actually received and processed by the IRS when you filed your taxes. It is NOT the same thing as the 1040/1040A/1040EZ tax return that you filed.  Guide to requesting a Tax Return Transcript

扩展(4868)

• If you are asked to provide your tax return transcript, but it is not available because you filed an extension (IRS Form 4868), 您可以提供以下内容:
  • A copy of IRS Form 4868 (the form used to file for an extension)
  • A copy of all W2s (including spouse W2s if you are filing jointly)
• 其他所需文件:
  • A letter from the IRS indicating an extension beyond the standard six months
  • 核实未存档
• Your financial aid advisor will notify you if other documents are needed.

修正案(1040倍)

If you filed an amendment to your taxes (IRS Form 1040X) there are additional documents needed when you provide your tax information to our office.  一般来说，你需要提供:

• A copy of the Tax Return Transcript requested from the IRS
• A signed copy of the 1040X that you submitted to amend your original return

Our office is available for any questions you have about verification and your specific situation. 请透过电邮(finaid@uiwtx.edu), 亲自或致电(210)829-6008, and we will be happy to discuss your verification status with you.

For tax-related questions, The IRS provides an online 国税局互动税务助理 to answer common questions such as "Am I required to file?"