2023-2024 验证 Information

如果学生以电子方式表示同意，我们的办公室将通过AP通知学生 电子邮件和/或AP一站式，如果(1)选择进行验证，(2)我们的办公室 需要额外的信息，(3)我们的办公室做出FAFSA更正，或(4)任何奖励 提出修改.

处理时间在高峰期间(7月、8月和1月)显著增加。. 处理时间通常为7至10个工作日，但也可能超过10个工作日 during peak processing times.

2023-2024 Dependent and Independent Student Requirements

• 验证表单
  • Select the appropriate form as indicated in the student’s AP 万仕达. 去 验证表单 and complete the form electronically. If required, '验证 of Identity and “教育目的”和“公民身份宣誓书/移民文件原创性” forms must be printed, completed, and submitted 去我们的办公室.
  • Household Size and Number in College: 家庭人数是指你或你的父母(如受抚养)所抚养的人数。 will provide over 50% support during the school year. The number in college includes household members enrolled in a program that leads to a college degree or certificate at least half-time during the academic year.
    • 注意: Dependent students claim parents as household members. However, if parents are enrolled in college, students may not include parents in number in college.
• 2021 Signed Tax Return or IRS Tax Return Transcript
• A tax return must be signed by at least one filer.
• IRS tax information should be submitted 去我们的办公室. If you do not have a signed copy of your tax return, tax return transcripts can be obtained by following 这些指令.
  • Student and/or spouse, if married
  • Parent(s), if parental information was required when completing the FAFSA
• 2021 W-2’s and/or 1099 forms or wage and 收入 statements from IRS
  • Required if employed/worked but did not and will not file a 2021 Tax Return
• 验证 of Non-Filing
  • 表示不需要提交2021年纳税申报表的独立学生 必须向国税局申请一份非申报证明函，并提交给我们的 办公室.
  • 没有提交的受抚养学生不需要为自己提供这封信.
  • 受抚养学生的父母表示他们不需要提交2021年的税收 报税表必须要求国税局出具非申报函并提交 去我们的办公室.
  • 验证 of Nonfiling Letter must be dated on or after October 1, 2022.
• Identity/Statement of Educational Purpose
  • If requested, students may complete this requirement in one of two ways. (1)提供 政府颁发的带照片的身份证件与表格一起亲自到我们的办公室，或(2)出示 政府颁发的带照片的身份证和签名表格在公证人面前发送 along with the affidavit signed by the notary public.
• Other Documentation if requested

重要提示:经常检查您的AP电子邮件和AP一站式通知 additional needed documentation.

IRS and the 验证 of Income

If required, IRS tax information must be submitted 去我们的办公室. 遵循这些 指令 to request an IRS Tax Return Transcript.

2021年纳税申报状态

已婚但2021年单独报税，或者父母未婚但住在一起

• 如果你是已婚人士，但提交了单独的纳税申报表，我们的办公室将需要一份 both your and your spouse’s 2021 IRS Tax Return Transcripts. 
• 如果您在填写FAFSA时被要求提供父母数据，那么这些父母 filed separate returns, they too must submit both of their 2021 IRS Tax Return Transcripts. 

经修订的报税表

• 如果您提交了修改后的纳税申报表，我们的办公室将需要一份签名的副本 IRS Form 1040X and the original IRS Tax Return Transcript.
• 如果IRS数据检索显示，这些要求将加载到学生的帐户中 无论学生的FAFSA是否被选中进行验证，都要提交修正案.

国外纳税申报单

• 如果您提交了国外纳税申报表，例如但不限于:波多黎各，维尔京 美属萨摩亚、关岛和北马里亚纳群岛联邦， our 办公室 will need a signed copy of the Tax Return.
• 如果您从美国自由联合州(共和国)提交了国外纳税申报表 马绍尔群岛、帕劳共和国和密克罗尼西亚联邦)，我们的办事处 将需要每名雇主提供一份个人的工资及税单副本，以及 a signed statement identifying all 收入 and taxes for the tax year.

税收扩展

• A copy of IRS Form 4868, ‘‘Application for Automatic Extension of Time to File U.S. 个人所得税申报表，即个人向国税局提交的纳税申报表 (国税局 Record of Account transcript can be used in lieu of Form 4868); 
• 一份国税局批准的未到期的自动延期6个月的复印件 如果个人要求额外延长申请时间 纳税年度;
• A copy of the tax filer's IRS Form W–2 and/or 1099 forms for each source of employment 收入 received for the tax 一年; 和
• If self-employed, a signed statement certifying the amount of AGI and U.S. 收入 tax paid for the tax year.

身份盗窃

• 税务相关身份盗窃的受害者必须提供一份签名和注明日期的声明，表明 the tax filer was a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft.
• 还需要成绩单数据库视图(TRDBV)替代成绩单的副本. 税务申报人可以获得TRDBV记录，并告知国税局与税务有关的身份 请致电1-800-908-4490国税局身份保护专门部门(IPSU)进行盗窃.

相互矛盾的信息

如果一个或多个数据元素似乎不正确，则存在冲突信息. If 数据冲突是在验证过程中确定的，必须加以解决. 不准确的信息将被更正并传送给联邦处理器. If a correction is processed, an email will be sent to you.

400/401码

Our 办公室 reviews 400/401 codes to determine if further review is required. 这 review is completed via an electronic process. If the reason for the code requires 进一步审查，根据需要加载适当的文档，并将发送给您 邮件通知. If the reason for the code does not require review, the requirement 将被放弃.

滚动

2023-2024年FAFSA允许学生/家长在以下情况下包括展期金额 使用IRS DRT. If IRS DRT was utilized, and the IRS Distributions flag indicates a 发生了变化，我们的办公室要求你提供一份关于展期的声明 or your parent (if dependent). The statement must include the amount of the rollover and indicate the rollover was IRS authorized.

判定留置权

如果学生拥有以下财产，则没有资格获得联邦学生援助 is subject to a judgment lien for a debt owed to the United States. 父母不能 如果学生或家长中有任何一方的财产受贷款限制，则可获得PLUS贷款 judgment lien for a debt owed to the United States. If it is determined a judgment lien exists and aid has already been processed, it will be canceled.

最后期限

根据联邦法律，2023年至2024年的验证可以在最后一天起120天内完成 学生在奖励年度的注册或官方出版的联邦公报 deadline, whichever is earlier. If students fail to submit the requested documentation by the deadline, they forfeit any eligibility for the award year. 学生贷款不能 在学生入学的学期或学期结束后处理，除非 certain criteria are met for a late disbursement.

请注意: The above deadline is for verification paperwork purposes only. 所有其他的 截止日期 保持不变.