Verification is a process initiated either by the U.S. Department of Education or by the Financial Aid office requiring you to submit a Verification Worksheet and other tax documents. If your application is selected for verification, you will not be eligible for federal aid until this process is finalized. To avoid unnecessary delays, please submit all required documents promptly. You will see the required documents on your To Do list in e-Campus.
There are 2 options for submitting the required tax information to Enrollment Services. You may either submit a tax transcript or a signed paper copy of the federal tax return filed with all schedules attached.
- Submit IRS Tax Return Transcripts – Visit http://www.irs.gov/Individuals/Get-Transcript
How to fix address matching problems when ordering online
When entering the information into the IRS address matching system note the following:
- The address entered must match the address already on file with the IRS exactly.
- The address on file is typically the address on your most recent tax return.
- Spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error.
- Addresses on the IRS system are auto-corrected through a post office program and may not match what you put on your tax return.
We suggest the following if you run into problems:
- Have your taxes in front of you and enter the address carefully as it is on your return.
- If you entered your address as it appears on your return and it doesn’t work, try using the standardized version of your address.
- To get a standardized version of your address: 1) go to www.usps.com 2) Click Look Up a Zip Code 3) Enter Street Address, City, State 4) Click Find
- If you still have problems, the IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday – Friday 8:00 a.m. – 8:00 p.m. (Eastern Time).
Amended Tax Return
Students or parents who file an amended return (IRS Form 1040X) cannot use the IRS DRT, and if they amend the return after using the DRT to fill out the FAFSA, you cannot rely on that data. Instead, you will need to use information from the following documents to complete verification:
- An IRS tax return transcript that includes information from the original tax return OR any other IRS tax transcript that includes all income and tax information from the original tax return required for verification (neither of which has to be signed) signed copy of the original tax return that was filed, or a tax return transcript (which does not have to be signed); and
- A signed copy of the 1040X form that was filed with the IRS.
Update August 2016 — For updated information, please see Secure Access: How to Register for Certain Online Self-Help Tools.
The IRS recently enhanced its e-authentication procedures required to register and use certain self-help tools on IRS.gov. This is a more rigorous e-authentication process than IRS has used in the past. It is in line with federal information security standards and the latest industry practices used by major financial institutions as well as many other large businesses.
We continue to support multiple options for those taxpayers who may be unable to access online features, and will continue to look for ways to expand options for all taxpayers.
The new e-authentication procedures currently are being applied to Get Transcript Online. The new procedures are scheduled to be applied to some other tools, such as Get an Identity Protection PIN, later this year.
Here’s what new users need to get started:
- A readily available email address;
- Your Social Security number;
- Your filing status and address from your last-filed tax return;
- Access to certain account numbers for either:
- credit card, or
- home mortgage loan, or
- home equity (second mortgage) loan, or
- home equity line of credit (HELOC), or
- car loan
- A readily available mobile phone. Only U.S-based mobile phones may be used. Your name must be associated with the mobile phone account. Landlines, Skype, Google Voice or similar virtual phones as well as phones associated with pay-as-you-go plans cannot be used;
- If you have a “credit freeze” on your credit records through Equifax, it must be temporarily lifted before you can successfully complete this process.
Because this process involves verification using financial records, there may be a “soft notice” placed on your credit report. This notice does not affect your credit score.
To securely access Get Transcript Online, first-time users must:
- Submit their name and email address to receive a confirmation code;
- Enter the emailed confirmation code;
- Provide their SSN, date of birth, filing status and address on the last filed tax return;
- Provide some financial account information for verification such as the last eight digits of their credit card number or car loan number or home mortgage account number or home equity (second mortgage) loan number;
- Enter a mobile phone number to receive a six-digit activation code via text message;
- Enter the activation code;
- Create username and password, create a site phrase and select a site image.
Returning taxpayers who have not completed the new secure access process:
- Log in with an existing username and password;
- Submit financial account information for verification, for example, the last eight digits of a credit card number or car loan number or home mortgage account number or home equity (second mortgage) loan account number;
- Submit a mobile phone number to receive an activation code via text;
- Enter the activation code.
Returning taxpayers who have completed the new secure access process:
- Log in with an existing username and password;
- Receive a security code text via mobile phone provided with account set up;
- Enter the security code into secure access.
If at any point, you cannot validate your identity – for example, you cannot provide financial verification information or you lack access to a mobile phone – you may use Get Transcript by Mail.
Get Transcript by Mail allows you to go online and select a return or account transcript type to be mailed to your address of record and delivered within five to 10 days. You may also call 1-800-908-9946 to order these transcripts by phone.
When the IRS determines that a tax filer has been, or likely was, a victim of identity theft, it will not allow that tax filer to obtain tax information through the use of the IRS Data Retrieval Tool or to receive an IRS Tax Return Transcript until the matter has been resolved by the IRS. Resolution could take up to a year, depending on the complexity of the case.
Therefore, in instances when the tax filer has been the victim of identity theft, the institution may accept for verification purposes:
- A Tax Return DataBase View (TRDBV) transcript obtained from the IRS; and
- A statement signed and dated by the tax filer indicating that they were victims of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.
- If the tax filer had submitted to the IRS an IRS Form 14039 “Identity Theft Affidavit,” a copy of that signed form must be submitted to the institution with the signed copy of the paper tax return.