Tax Transcript Decoder©
COMPARISON OF 2021 TAX RETURN AND TAX TRANSCRIPT DATA
2023-24 Award Year
© 2023 NASFAA. All rights reserved.
© 2023 by National Association of Student Financial Aid Administrators (NASFAA). All rights reserved.
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®
) is a registered trademark of the U.S. Department of Education.
NASFAA reserves the right to revise this document and/or change product features or specifications without advance notice.
January 2023
Information in this publication is current as of January 4, 2023.
2
Tax Transcript Decoder©
Comparison of 2021 Tax Return and Tax Transcript Data
FAFSA instructions direct applicants to obtain information from certain lines on IRS income tax returns and schedules. For
the most part, the instructions identify the relevant lines on the tax form by line number. These line item numbers do not
appear on IRS tax transcripts. Instead, each item is identified by name. When verifying FAFSA data using tax transcripts, it is
important to identify the correct answer.
The following pages contain a sample tax return and corresponding tax return transcript. Relevant line items have been
highlighted as follows:
Red: information to help cross-reference tax return line items with corresponding data on the tax return transcript.
Yellow: tax return line items that are required verification data elements for the 2023-24 award year.
Blue: tax return line items listed in the FAFSA instructions, which should be reviewed for potential conflicting information.
2021 Tax Return Line Items for 2023-24 Verification
1040 and Schedules
2023-24
FAFSA Question
AGI 1040 Line 11 33 (S) and 81 (P)
Income tax paid* 1040 Line 22 minus Schedule 2, Line 2 34 (S) and 82 (P)
Education credits Schedule 3, Line 3 40a (S) and 88a (P)
IRA deductions and payments Schedule 1, Line 16 + Line 20 41b (S) and 89b (P)
Tax-exempt interest income 1040 Line 2a 41d (S) and 89d (P)
Untaxed portions of IRA, pension, and
annuity distributions (withdrawals)*
1040 Lines (4a minus 4b; if negative, use zero) +
(5a minus 5b; if negative, use zero) (exclude rollovers)
41e (S) and 89e (P)
2021 Tax Return Transcript Line Items for 2023-24 Verification
Tax Transcript
2023-24
FAFSA Question
AGI “ADJUSTED GROSS INCOME PER COMPUTER” 33 (S) and 81 (P)
Income tax paid*
“INCOME TAX AFTER CREDITS PER COMPUTER”
minus
“EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT”
34 (S) and 82 (P)
Education credits “EDUCATION CREDIT PER COMPUTER” 40a (S) and 88a (P)
IRA deductions and payments
“KEOGH/SEP CONTRIBUTION DEDUCTION”
plus
“IRA DEDUCTION PER COMPUTER”
41b (S) and 89b (P)
Tax-exempt interest income “TAX-EXEMPT INTEREST” 41d (S) and 89d (P)
Untaxed portions of IRA,
pension, and annuity
distributions (withdrawals)*
(“TOTAL IRA DISTRIBUTIONS” minus “TAXABLE IRA DISTRIBUTIONS";
if negative, use zero)
plus
(“TOTAL PENSIONS AND ANNUITIES” minus
“TAXABLE PENSION/ANNUITY AMOUNT"; if negative, use zero)
(exclude rollovers)
41e (S) and 89e (P)
*If negative, enter zero.
© 2023 NASFAA. All rights reserved.
“KEOGH/SEP CONTRIBUTION DEDUCTION”
3
Sample IRS Form 1040, Page 1 – Kayce and Monica Dutton
5678
KAYCE L
MONICA K
DUTTON
DUTTON
XXX
XX
XXX
1234
XX
4230 DARBY ST
CORONA
CA
92860
TATE DUTTON
JOHN DUTTON
SON
SON
XXX
9101
XX
XXX
1121
XX
202,095
747
202,842
202,842
34,885
34,885
167,957
34,885
*Income earned from work: IRS Form 1040 Line 1 + Schedule 1, Line 3 + Schedule 1, Line 6 + Schedule K-1 (IRS Form 1065)−Box 14 (Code A).
If any individual earning item is negative, do not include that amount in your calculation.
*
4
© 2023 NASFAA. All rights reserved.
Sample IRS Form 1040, Page 2 – Kayce and Monica Dutton
8,626
28,448
28,448
28,448
17,229
17,730
2,092
2,092
1
19,822
Kayce L Dutton
CATTLE COMMISSIONER
TEACHER
04/15/22
04/15/22
*If negative, enter zero
Income Tax Paid*
1040 Line 22
minus
Schedule 2, Line 2
28,44
8
5
© 2023 NASFAA. All rights reserved.
Sample IRS Form Schedule 1, Page 1 – (not filed by Kayce and Monica)
*
*
*Income earned from work: IRS Form 1040 Line 1 + Schedule 1, Line 3 + Schedule 1, Line 6 + Schedule K-1 (IRS Form 1065)−Box 14 (Code A).
If any individual earning item is negative, do not include that amount in your calculation.
6
© 2023 NASFAA. All rights reserved.
Sample IRS Form Schedule 1, Page 2 – (not filed by Kayce and Monica)
7
© 2023 NASFAA. All rights reserved.
Sample IRS Form Schedule 2, Page 1 – (not filed by Kayce and Monica)
*If negative, enter zero
Income Tax Paid*
1040 Line 22
minus
Schedule 2, Line 2
8
© 2023 NASFAA. All rights reserved.
Sample IRS Form Schedule 2, Page 2 – (not filed by Kayce and Monica)
9
© 2023 NASFAA. All rights reserved.
Sample IRS Form Schedule 3, Page 1 – (not filed by Kayce and Monica)
10
© 2023 NASFAA. All rights reserved.
Sample IRS Form Schedule 3, Page 2 – (not filed by Kayce and Monica)
11
© 2023 NASFAA. All rights reserved.
XXX-XX-1234
KAYCE L DUTTON MONICA K DUTTON
202,842
15,213
12,902
24,370
24,370
215
300
515
15,122
28,024
10,000
10,000
24,370
34,885
12
© 2023 NASFAA. All rights reserved.
Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules or forms attached to the tax return, unless conflicting
information in the student’s file needs resolving.
XXX-XX-1234
KAYCE L DUTTON
FIRST FINANCIAL FCU
318
0
747
FIRST FINANCIAL FCU
429
747
0
Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules or forms attached to the tax return, unless conflicting
information in the student’s file needs resolving.
13
© 2023 NASFAA. All rights reserved.
XXX-XX-1234
KAYCE L DUTTON
202,842
2
2
202,842
4,550
4,550
400,000
4,550
4,550
4,550
2,458
2,092
2,092
Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules or forms attached to the tax return, unless conflicting
information in the student’s file needs resolving.
14
© 2023 NASFAA. All rights reserved.
15
© 2023 NASFAA. All rights reserved.
16
© 2023 NASFAA. All rights reserved.
XXX-XX-1234
KAYCE L DUTTON
216,995
216,995
250,000
250,000
216,995
33,005
250,000
3,147
216,995
3,146
1
1
Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules or forms attached to the tax return, unless conflicting
information in the student’s file needs resolving.
17
© 2023 NASFAA. All rights reserved.
18
© 2023 NASFAA. All rights reserved.
Sample Tax Return Transcript – Kayce and Monica Dutton
Internal Revenue Service
United States Department of the Treasury
This Product Contains Sensitive Taxpayer Data
Request Date: 08-30-2022
Response Date: 08-30-2022
Tracking Number: XXXXXXXXXXXX
Tax Return Transcript
SSN Provided: XXX-XX-1234
Tax Period Ending: Dec. 31, 2021
The following items reflect the amount as shown on the return (PR), and the amount as adjusted
(PC), if applicable. They do not show subsequent activity on the account.
SSN: XXX-XX-1234
SPOUSE SSN: XXX-XX-5678
NAME(S) SHOWN ON RETURN: KAYC L & MONI K DUTTON
ADDRESS: 4230 D
FILING STATUS: Married Filed Joint
FORM NUMBER: 1040
CYCLE POSTED: 20221405
RECEIVED DATE: Apr.15, 2022
REMITTANCE: $0.00
EXEMPTION NUMBER: 04
DEPENDENT 1 NAME CTRL: DUTT
DEPENDENT 1 SSN: XXX-XX-9101
DEPENDENT 2 NAME CTRL: DUTT
DEPENDENT 2 SSN: XXX-XX-1121
DEPENDENT 3 NAME CTRL:
DEPENDENT 3 SSN:
DEPENDENT 4 NAME CTRL:
DEPENDENT 4 SSN:
PTIN:
PREPARER EIN:
Income
WAGES, SALARIES, TIPS, ETC:...........................................................$202,095.00
TAXABLE INTEREST INCOME: SCH B:...........................................................$747.00
TAX-EXEMPT INTEREST:........................................................................$0.00
ORDINARY DIVIDEND INCOME: SCH B:............................................................$0.00
QUALIFIED DIVIDENDS:........................................................................$0.00
REFUNDS OF STATE/LOCAL TAXES:...............................................................$0.00
ALIMONY RECEIVED:...........................................................................$0.00
BUSINESS INCOME OR LOSS (Schedule C):.......................................................$0.00
BUSINESS INCOME OR LOSS: SCH C PER COMPUTER:................................................$0.00
CAPITAL GAIN OR LOSS: (Schedule D):.........................................................$0.00
CAPITAL GAINS OR LOSS: SCH D PER COMPUTER:..................................................$0.00
OTHER GAINS OR LOSSES (Form 4797):..........................................................$0.00
TOTAL IRA DISTRIBUTIONS:....................................................................$0.00
TAXABLE IRA DISTRIBUTIONS:..................................................................$0.00
TOTAL PENSIONS AND ANNUITIES:...............................................................$0.00
TAXABLE PENSION/ANNUITY AMOUNT:.............................................................$0.00
ADDITIONAL INCOME:..........................................................................$0.00
ADDITIONAL INCOME PER COMPUTER:.............................................................$0.00
REFUNDABLE CREDITS PER COMPUTER:........................................................$2,092.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER:...................................................$0.00
QUALIFIED BUSINESS INCOME DEDUCTION:........................................................$0.00
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E):...............................................$0.00
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER:..................................$0.00
1040: P1
1040: 4a
1040: 4b
1040: 5a
1040: 5b
*Income earned from work: IRS Form 1040 Line 1 + Schedule 1, Line 3 + Schedule 1, Line 6 + Schedule K-1 (IRS Form 1065)−Box 14 (Code A).
If any individual earning item is negative, do not include that amount in your calculation.
Sch 1: 3 *
1040: 1 *
1040: 2a
1040: P1
1040: P1
19
© 2023 NASFAA. All rights reserved.
RENT/ROYALTY INCOME/LOSS PER COMPUTER:......................................................$0.00
ESTATE/TRUST INCOME/LOSS PER COMPUTER:......................................................$0.00
PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER:................................................$0.00
FARM INCOME OR LOSS (Schedule F):...........................................................$0.00
FARM INCOME OR LOSS (Schedule F) PER COMPUTER:..............................................$0.00
UNEMPLOYMENT COMPENSATION:..................................................................$0.00
TOTAL SOCIAL SECURITY BENEFITS:.............................................................$0.00
TAXABLE SOCIAL SECURITY BENEFITS:...........................................................$0.00
TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER:..............................................$0.00
OTHER INCOME:...............................................................................$0.00
SCHEDULE EIC SE INCOME PER COMPUTER:........................................................$0.00
SCHEDULE EIC EARNED INCOME PER COMPUTER:....................................................$0.00
SCH EIC DISQUALIFIED INC COMPUTER:..........................................................$0.00
EXCESS ADV CHILD TAX CREDIT PER COMPUTER:...................................................$0.00
PRIMARY ECONOMIC PAYMENT 2:.................................................................$0.00
SECONDARY ECONOMIC PAYMENT 2:...............................................................$0.00
PRIMARY ADVANCED CTC PAYMENTS:............................................................$819.50
SECONDARY ADVANCED CTC PAYMENTS:........................................................$1,638.50
ADDITIONAL CTC EARNED INCOME:...............................................................$0.00
EIC PRIOR YEAR EARNED INCOME:...............................................................$0.00
CTC PRIOR YEAR EARNED INCOME:...............................................................$0.00
QUALIFIED BUSINESS INCOME DEDUCTION:........................................................$0.00
F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER:.........................................$0.00
PRIMARY ECONOMIC IMPACT PAYMENT:........................................................$2,800.00
SECONDARY ECONOMIC IMPACT PAYMENT:......................................................$2,800.00
SCHOLARSHIP FELLOWSHIP GRANT:...............................................................$0.00
TOTAL INCOME:.........................................................................$202,842.00
TOTAL INCOME PER COMPUTER:............................................................$202,842.00
Adjustments to Income
EDUCATOR EXPENSES:..........................................................................$0.00
EDUCATOR EXPENSES PER COMPUTER:.............................................................$0.00
RESERVIST AND OTHER BUSINESS EXPENSE:.......................................................$0.00
HEALTH SAVINGS ACCT DEDUCTION:..............................................................$0.00
HEALTH SAVINGS ACCT DEDUCTION PER COMPTR:...................................................$0.00
MOVING EXPENSES: F3903:.....................................................................$0.00
SELF EMPLOYMENT TAX DEDUCTION:..............................................................$0.00
SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER:.................................................$0.00
SELF EMPLOYMENT TAX DEDUCTION VERIFIED:.....................................................$0.00
KEOGH/SEP CONTRIBUTION DEDUCTION:...........................................................$0.00
SELF-EMP HEALTH INS DEDUCTION:..............................................................$0.00
EARLY WITHDRAWAL OF SAVINGS PENALTY:........................................................$0.00
ALIMONY PAID SSN:................................................................................
ALIMONY PAID:...............................................................................$0.00
SCHOLARSHIP FELLOWSHIP EXCLUDED:............................................................$0.00
IRA DEDUCTION:..............................................................................$0.00
IRA DEDUCTION PER COMPUTER:.................................................................$0.00
STUDENT LOAN INTEREST DEDUCTION:............................................................$0.00
STUDENT LOAN INTEREST DEDUCTION PER COMPUTER:...............................................$0.00
STUDENT LOAN INTEREST DEDUCTION VERIFIED:...................................................$0.00
TUITION AND FEES DEDUCTION:.................................................................$0.00
TUITION AND FEES DEDUCTION PER COMPUTER:....................................................$0.00
OTHER ADJUSTMENTS:..........................................................................$0.00
ARCHER MSA DEDUCTION:.......................................................................$0.00
ARCHER MSA DEDUCTION PER COMPUTER:..........................................................$0.00
TOTAL ADJUSTMENTS:..........................................................................$0.00
TOTAL ADJUSTMENTS PER COMPUTER:.............................................................$0.00
ADJUSTED GROSS INCOME:................................................................$202,842.00
ADJUSTED GROSS INCOME PER COMPUTER:...................................................$202,842.00
Tax and Credits
65-OR-OVER:....................................................................................NO
BLIND:.........................................................................................NO
SPOUSE 65-OR-OVER:.............................................................................NO
SPOUSE BLIND:..................................................................................NO
STANDARD DEDUCTION PER COMPUTER:............................................................$0.00
ADDITIONAL STANDARD DEDUCTION PER COMPUTER:.................................................$0.00
TAX TABLE INCOME PER COMPUTER:........................................................$167,957.00
*Income earned from work: IRS Form 1040 Line 1 + Schedule 1, Line 3 + Schedule 1, Line 6 + Schedule K-1 (IRS Form 1065)−Box 14 (Code A).
If any individual earning item is negative, do not include that amount in your calculation.
1040: 11
Sch 1: 20
Sch 1: 16
Sch 1: 13
Sch 1: 6 *
20
© 2023 NASFAA. All rights reserved.
EXEMPTION AMOUNT PER COMPUTER:..............................................................$0.00
TAXABLE INCOME:.......................................................................$167,957.00
TAXABLE INCOME PER COMPUTER:..........................................................$167,957.00
TOTAL POSITIVE INCOME PER COMPUTER:...................................................$202,842.00
TENTATIVE TAX:.........................................................................$28,448.00
TENTATIVE TAX PER COMPUTER:............................................................$28,448.00
FORM 8814 ADDITIONAL TAX AMOUNT:............................................................$0.00
TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER:.............................................$0.00
FORM 6251 ALTERNATIVE MINIMUM TAX:..........................................................$0.00
FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER:.............................................$0.00
FOREIGN TAX CREDIT:.........................................................................$0.00
FOREIGN TAX CREDIT PER COMPUTER:............................................................$0.00
FOREIGN INCOME EXCLUSION PER COMPUTER:......................................................$0.00
FOREIGN INCOME EXCLUSION TAX PER COMPUTER:..................................................$0.00
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT:.........................................$0.00
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT:................................$0.00
CHILD & DEPENDENT CARE CREDIT:..............................................................$0.00
CHILD & DEPENDENT CARE CREDIT PER COMPUTER:.................................................$0.00
CREDIT FOR ELDERLY AND DISABLED:............................................................$0.00
CREDIT FOR ELDERLY AND DISABLED PER COMPUTER:...............................................$0.00
EDUCATION CREDIT:...........................................................................$0.00
EDUCATION CREDIT PER COMPUTER:..............................................................$0.00
GROSS EDUCATION CREDIT PER COMPUTER:........................................................$0.00
RETIREMENT SAVINGS CNTRB CREDIT:............................................................$0.00
RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER:...............................................$0.00
PRIM RET SAV CNTRB: F8880 LN6A:.............................................................$0.00
SEC RET SAV CNTRB: F8880 LN6B:..............................................................$0.00
TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR:.........................................$0.00
RESIDENTIAL ENERGY CREDIT:..................................................................$0.00
RESIDENTIAL ENERGY CREDIT PER COMPUTER:.....................................................$0.00
CHILD AND OTHER DEPENDENT CREDIT:...........................................................$0.00
CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER:..............................................$0.00
ADOPTION CREDIT: F8839:.....................................................................$0.00
ADOPTION CREDIT PER COMPUTER:...............................................................$0.00
FORM 8396 MORTGAGE CERTIFICATE CREDIT:......................................................$0.00
FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER:.........................................$0.00
TOTAL OTHER NON REFUNDABLE CREDIT:..........................................................$0.00
FORM 3800 GENERAL BUSINESS CREDITS:.........................................................$0.00
FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER:............................................$0.00
PRIOR YR MIN TAX CREDIT: F8801:.............................................................$0.00
PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER:................................................$0.00
F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT:.................................................$0.00
F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER:...........................................$0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT:..............................................$0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER:........................................$0.00
SICK FAMILY LEAVE CREDIT:...................................................................$0.00
NON ITEMIZED CHARITABLE CONTRIBUTION DEDUCTION:.............................................$0.00
NON ITEMIZED CHARITABLE CONTRIBUTION PER COMPUTER:..........................................$0.00
REFUNDABLE CHILD CARE CREDIT:...............................................................$0.00
SICK FAMILY LEAVE CREDIT AFTER 3-31-21:.....................................................$0.00
REFUNDABLE CHILD CARE CREDIT VERIFIED:......................................................$0.00
RECOVERY REBATE CREDIT:.....................................................................$0.00
RECOVERY REBATE CREDIT PER COMPUTER:........................................................$0.00
RECOVERY REBATE CREDIT VERIFIED:............................................................$0.00
OTHER CREDITS:..............................................................................$0.00
TOTAL CREDITS:..............................................................................$0.00
TOTAL CREDITS PER COMPUTER:.................................................................$0.00
INCOME TAX AFTER CREDITS PER COMPUTER:.................................................$28,448.00
“Income Tax After Credits Per Computer” $28,448.00 ***
‒ “Excess Advance Premium Tax Credit Repayment Amount” ‒ $0.00 **
= Income Tax Paid = $28,448.00 ****
Other Taxes
SE TAX:.....................................................................................$0.00
SE TAX PER COMPUTER:........................................................................$0.00
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS:........................................$0.00
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER:...........................$0.00
TAX ON QUALIFIED PLANS F5329 (PR):..........................................................$0.00
TAX ON QUALIFIED PLANS F5329 PER COMPUTER:..................................................$0.00
1040:
22
* **
Sch 2: 2
Sch 3: 3
Sch 2: 2 **
21
****If Income Tax Paid is negative, enter zero.
© 2023 NASFAA. All rights reserved.
IRAF TAX PER COMPUTER:......................................................................$0.00
TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER:.........................................$28,448.00
IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER:..........................................$28,448.00
TOTAL OTHER TAXES PER COMPUTER:.............................................................$0.00
UNPAID FICA ON REPORTED TIPS:...............................................................$0.00
INTEREST ON DEFERRED TAX:...................................................................$0.00
TOTAL OTHER TAXES:..........................................................................$0.00
RECAPTURE TAX: F8611:.......................................................................$0.00
HOUSEHOLD EMPLOYMENT TAXES:.................................................................$0.00
HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER:....................................................$0.00
INTEREST DUE ON INSTALLMENT:................................................................$0.00
SCH 8812 ADDITIONAL TAX COMPUTER:...........................................................$0.00
REFUNDABLE CHILD CARE COMPUTER:.............................................................$0.00
HEALTH COVERAGE RECAPTURE: F8885:...........................................................$0.00
DEFERRED TAX SCH H SE:......................................................................$0.00
MAX DEFERRED TAX PER COMPUTER:..............................................................$0.00
TOTAL ADDITIONAL TAXES:.....................................................................$0.00
TOTAL ASSESSMENT PER COMPUTER:.........................................................$28,448.00
TOTAL TAX LIABILITY TP FIGURES:........................................................$28,448.00
TOTAL TAX LIABILITY TP FIGURES PER COMPUTER:...........................................$28,448.00
Payments
FEDERAL INCOME TAX WITHHELD:...........................................................$17,730.00
SCH 8812 ADDITIONAL TAX:....................................................................$0.00
ESTIMATED TAX PAYMENTS:.....................................................................$0.00
OTHER PAYMENT CREDIT:.......................................................................$0.00
REFUNDABLE EDUCATION CREDIT:................................................................$0.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER:...................................................$0.00
REFUNDABLE EDUCATION CREDIT VERIFIED:.......................................................$0.00
REFUNDABLE CREDITS:.....................................................................$2,092.00
EARNED INCOME CREDIT:.......................................................................$0.00
EARNED INCOME CREDIT PER COMPUTER:..........................................................$0.00
EARNED INCOME CREDIT NONTAXABLE COMBAT PAY:.................................................$0.00
SCHEDULE 8812 NONTAXABLE COMBAT PAY:........................................................$0.00
EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD:.................................................$0.00
SCHEDULE 8812 TOT SS/MEDICARE WITHHELD:.....................................................$0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT:..............................................$2,092.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER:.................................$2,092.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED:.........................................$0.00
AMOUNT PAID WITH FORM 4868:.................................................................$0.00
FORM 2439 REGULATED INVESTMENT COMPANY CREDIT:..............................................$0.00
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS:..................................................$0.00
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER:.....................................$0.00
HEALTH COVERAGE TX CR: F8885:...............................................................$0.00
SEC 965 TAX INSTALLMENT:....................................................................$0.00
SEC 965 TAX LIABILITY:......................................................................$0.00
PREMIUM TAX CREDIT AMOUNT:..................................................................$0.00
PREMIUM TAX CREDIT VERIFIED AMOUNT:.........................................................$0.00
PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT:..........................................$0.00
SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT:........................................$0.00
FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT:...............................................$0.00
FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER:...................................$0.00
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER:...............................................$0.00
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2):...........................................$0.00
TOTAL OTHER PAYMENTS REFUNDABLE:............................................................$0.00
TOTAL PAYMENTS:........................................................................$19,822.00
TOTAL PAYMENTS PER COMPUTER:...........................................................$19,822.00
Refund or Amount Owed
AMOUNT YOU OWE:.........................................................................$8,626.00
APPLIED TO NEXT YEAR’S ESTIMATED TAX:.......................................................$0.00
ESTIMATED TAX PENALTY:......................................................................$0.00
TAX ON INCOME LESS STATE REFUND PER COMPUTER:...............................................$0.00
BAL DUE/OVER PYMT USING TP FIG PER COMPUTER:............................................$8,626.00
BAL DUE/OVER PYMT USING COMPUTER FIGURES:...............................................$8,626.00
FORM 8888 TOTAL REFUND PER COMPUTER:........................................................$0.00
22
© 2023 NASFAA. All rights reserved.
Third Party Designee
THIRD PARTY DESIGNEE ID NUMBER:..................................................................
AUTHORIZATION INDICATOR:........................................................................0
THIRD PARTY DESIGNEE NAME:.......................................................................
Schedule A--Itemized Deductions
MEDICAL/DENTAL
MEDICAL AND DENTAL EXPENSES:................................................................$0.00
ADJUSTED GROSS INCOME PERCENTAGE:......................................................$15,213.00
ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 10 PERCENT:...................................$0.00
ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 7.5 PERCENT:.............................$15,213.00
NET MEDICAL DEDUCTION:......................................................................$0.00
NET MEDICAL DEDUCTION PER COMPUTER:.........................................................$0.00
TAXES PAID
STATE AND LOCAL INCOME OR SALES TAXES:.................................................$12,902.00
REAL ESTATE TAXES:.....................................................................$15,122.00
PERSONAL PROPERTY TAXES:....................................................................$0.00
OTHER TAXES AMOUNT:.........................................................................$0.00
SCH A TAX DEDUCTIONS:..................................................................$10,000.00
SCH A TAX PER COMPUTER:................................................................$10,000.00
INTEREST PAID
MORTGAGE INTEREST (FINANCIAL):.........................................................$24,370.00
MORTGAGE INTEREST (INDIVIDUAL):.............................................................$0.00
DEDUCTIBLE POINTS:..........................................................................$0.00
QUALIFIED MORTGAGE INSURANCE PREMIUMS:......................................................$0.00
DEDUCTIBLE INVESTMENT INTEREST:.............................................................$0.00
TOTAL INTEREST DEDUCTION:..............................................................$24,370.00
TOTAL INTEREST DEDUCTION PER COMPUTER:.................................................$24,370.00
CHARITABLE CONTRIBUTIONS
CASH CONTRIBUTIONS:.......................................................................$215.00
OTHER THAN CASH: Form 8283:...............................................................$300.00
CARRYOVER FROM PRIOR YEAR:..................................................................$0.00
SCH A TOTAL CONTRIBUTIONS:................................................................$515.00
SCH A TOTAL CONTRIBUTIONS PER COMPUTER:...................................................$515.00
CASUALTY AND THEFT LOSS
CASUALTY OR THEFT LOSS:.....................................................................$0.00
JOBS AND MISCELLANEOUS
UNREIMBURSED EMPLOYEE EXPENSE AMOUNT:.......................................................$0.00
TOTAL LIMITED MISC EXPENSES:................................................................$0.00
NET LIMITED MISC DEDUCTION:.................................................................$0.00
NET LIMITED MISC DEDUCTION PER COMPUTER:....................................................$0.00
OTHER MISCELLANEOUS
OTHER THAN GAMBLING AMOUNT:.................................................................$0.00
OTHER MISC DEDUCTIONS:......................................................................$0.00
TOTAL ITEMIZED DEDUCTIONS
TOTAL ITEMIZED DEDUCTIONS:.............................................................$34,885.00
TOTAL ITEMIZED DEDUCTIONS PER COMPUTER:................................................$34,885.00
RECOMPUTED TOTAL ITEMIZED DEDUCTIONS PER COMPUTER:..........................................$0.00
ELECT ITEMIZED DEDUCTION INDICATOR:..............................................................
SCH A ITEMIZED PERCENTAGE PER COMPUTER:.....................................................$0.00
23
© 2023 NASFAA. All rights reserved.
Interest and Dividends
GROSS SCHEDULE B INTEREST:................................................................$747.00
TAXABLE INTEREST INCOME:..................................................................$747.00
EXCLUDABLE SAVINGS FROM BOND INT:...........................................................$0.00
GROSS SCHEDULE B DIVIDENDS:.................................................................$0.00
DIVIDEND INCOME:............................................................................$0.00
FOREIGN ACCOUNTS IND:........................................................................None
REQUIRED TO FILE FINCEN FORM 114:............................................................None
Form 8863 – Education Credits (Hope and Lifetime Learning Credits)
PART III – ALLOWABLE EDUCATION CREDITS
GROSS EDUCATION CR PER COMPUTER:............................................................$0.00
TOTAL EDUCATION CREDIT AMOUNT:..............................................................$0.00
TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER:.................................................$0.00
Form 8959 Additional Medicare Tax
MEDICAL WAGES:........................................................................$216,995.00
UNREPORTED TIPS:............................................................................$0.00
WAGES FROM FORM 8919:.......................................................................$0.00
ADDITIONAL MEDICARE TAX ON MEDICARE WAGES:..................................................$0.00
ADDITIONAL MEDICARE TAX ON MEDICARE WAGES PER COMPUTER:.....................................$0.00
SELF EMPLOYMENT INCOME:.....................................................................$0.00
ADDITIONAL MEDICARE TAX ON SELF-EMPLOYMENT INCOME:..........................................$0.00
ADDITIONAL MEDICARE TAX ON SELF-EMPLOYMENT INCOME PER COMPUTER:.............................$0.00
RAILROAD RETIREMENT COMPENSATION:...........................................................$0.00
TIER I EMPLOYEE ADDITIONAL MEDICARE TAX ON RAILROAD COMPENSATION:...........................$0.00
TIER I EMPLOYEE ADDITIONAL MEDICARE TAX ON RAILROAD COMPENSATION PER COMPUTER:..............$0.00
MEDICARE TAX WITHHELD W-2 BOX 6:........................................................$3,147.00
ADDITIONAL MEDICARE TAX WITHHELD W-2 BOX 14:................................................$0.00
TOTAL ADDITIONAL MEDICARE TAX:..............................................................$0.00
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING:..................................................$1.00
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING VERIFIED:.........................................$0.00
TOTAL ADDITIONAL MEDICARE TAX WITHHOLDING PER COMPUTER:.....................................$1.00
This Product Contains Sensitive Taxpayer Data
24
© 2023 NASFAA. All rights reserved.
Appendices
Appendix A
Sample 2021 W-2 Form, Reference Guide for Box 12 Codes, and Sample Wage and Income Statement
Appendix B
Sample 2021 K-1 (Form 1065) – Box 14, Self-Employment Earnings
Appendix C
Criteria for 2023-24 Simplified Needs Formulas and Automatic Zero EFC Calculation
Appendix D
2021 IRS Form 1040 Schedules Required for Federal Verification
Appendix E
Current Year Transcript Availability
Appendix F
References, Resources and Websites – Tax Returns and Transcripts
25
© 2023 NASFAA. All rights reserved.
Appendix A
Sample 2021 W-2 Form
In addition to wages earned, the W-2 form may reveal sources of untaxed income, such as payments to tax-deferred pension and
savings plan amounts reported in boxes 12a through 12d, code D, E, F, G, H and S.
Schools are not required to review income listed in box 14, however if you are aware that a box 14 item should be reported (i.e. clergy
parsonage allowances) then you would count that amount as untaxed income.
Form W-2 Reference Guide for Box 12 Codes
A Uncollected social security or RRTA tax on tips
K
20% excise tax on excess golden parachute
payments
V
Income from exercise of nonstatutory stock
option(s)
B Uncollected Medicare tax on tips L
Substantiated employee business expense
reimbursements
W
Employer contributions (including employee
contributions through a cafeteria plan) to an
employee’s health savings account (HSA)
C
Taxable cost of group-
term life insurance over
$50,000
M
Uncollected social security or RRTA tax on
taxable cost of group-term life insurance over
$50,000 (former employees only)
Y
Deferrals under a section 409A nonqualified
deferred compensation plan
D
Elective deferrals to a section 401(k) cash or
deferred arrangement (including deferrals
under a SIMPLE 401(k) arrangement)
N
Uncollected Medicare tax on taxable cost of
group-
term life insurance over $50,000 (former
employees only)
Z
Income under a nonqualified deferred
compensation plan that fails to satisfy section
409A
E
Elective deferrals under a section 403(b)
salary reduction agreement
P
Excludable moving expense reimbursements
paid directly to a member of the U.S. Armed
Forces
AA
Designated Roth contributions under a section
401(k) plan
F
Elective deferrals under a section 408(k)(6)
salary reduction SEP
Q Nontaxable combat pay BB
Designated Roth contributions under a section
403(b) plan
G
Elective deferrals and employer contributions
(including nonelective deferrals) to a section
457(b) deferred compensation plan
R Employer contributions to an Archer MSA DD Cost of employer-sponsored health coverage
H
Elective deferrals to a section 501(c)(18)(D)
tax-exempt organization plan
S
Employee salary reduction contributions under
a section 408(p) SIMPLE plan
EE
Designated Roth contributions under a
governmental section 457(b) plan
J Nontaxable sick pay T Adoption benefits FF
Permitted benefits under a qualified small
employer health reimbursement arrangement
(For additional codes and complete descriptions, visit https://www.irs.gov/pub/irs-prior/iw2w3--2021.pdf)
26
© 2023 NASFAA. All rights reserved.
Sample 2021 Wage and Income Statement
Internal Revenue Service
United States Department of the Treasury
This Product Contains Sensitive Taxpayer Data
Request Date: 09-08-2022
Response Date: 09-08-202
2
Tracking Number: XXXXXXXXXXXX
*
Wage and Income Transcript
SSN Provided: XXX-XX-1234
Tax Period Ending: December 2021
Form W-2 Wage and Tax Statement
Employer:
Employer Identification Number (EIN):
Employee:
Employee’s Social Security Number: XXX-XX-1234
KAYC JOHN DUTT
4230 D
Submission Type:................................................Original document
Wages, Tips and Other Compensation:....................................$71,281.00 - -
- - - Box 1
Federal Income Tax Withheld:............................................$6,975.00
-
- Box 2
Social Security Wages:.................................................$79,431.00
- -
- - - Box 3
Social Security Tax Withheld:...........................................$4,924.00
-
- Box 4
Medicare Wages and Tips:...............................................$79.431.00
- -
- - - Box 5
Medicare Tax Withheld:..................................................$1,151.00
-
- Box 6
Social Security Tips:.......................................................$0.00
- -
- - - Box 7
Allocated Tips:.............................................................$0.00
-
- Box 8
Dependent Care Benefits:....................................................$0.00
- -
- - - Box 10
Deferred Compenensation:................................................$3,491.00
-
- Box 12a-d (D, E, F, G, H)
Code “Q” Nontaxable Combat Pay:.............................................$0.00
Code “W” Employer Contributions to a Health Savings Account:................$0.00
Code “Y” Deferrals under a section 409A nonqualified Deferred Compensation
plan:.......................................................................$0.00
Code “Z” Income under section 409A on a nonqualified Deferred Compensation
plan:.......................................................................$0.00
Code “R” Employer’s Contribution to MSA:....................................$0.00
Code “S” Employer’s Contribution to Simple Account:.........................$0.00
- - - - - Box 12a-d (S)
Code “T” Expenses Incurred for Qualified Adoptions:.........................$0.00
Code “V” Income from exercise of non-statutory stock options:...............$0.00
Code “AA” Designated Roth Contributions under a Section 401(k) Plan:........$0.00
Code “BB” Designated Roth Contributions under a Section 403(b) Plan:........$0.00
Code “DD” Cost of Employer-Sponsored Health Coverage:..................$12,582.00
Code “EE” Designated ROTH Contributions Under a Governmental Section 457(b)
Plan:.......................................................................$0.00
Code “FF” Permitted benefits under a qualified small employer health
reimbursement arrangement:..................................................$0.00
*Current tax year information may not be available until July.
Note: Payments to tax-deferred pension and retirement savings plans under “Deferred Compensation” and “Code ‘S’ Employer’s Contribution to Simple
Account” are not required to be verified unless there is conflicting information. “Deferred Compensation” is assumed to include W-2 Box 12a to 12d,
Codes D, E, F, G, and H. If the total for this line plus the line for Code ‘S’ do not match the amount reported on the FAFSA, the school will need to collect
additional documentation from the student or parent, as applicable. Schools may obtain a signed statement indicating the correct amounts or some
other documentation the school deems appropriate to resolve the conflict.
27
© 2023 NASFAA. All rights reserved.
Appendix B
Sample 2021 K-1 (Form 1065) – Box 14, Self-Employment Earnings
*Income earned from work: IRS Form 1040 Line 1 + Schedule 1, Line 3 + Schedule 1, Line 6 + Schedule K-1 (IRS Form 1065)−Box 14 (Code A).
If any individual earning item is negative, do not include that amount in your calculation.
28
© 2023 NASFAA. All rights reserved.
Appendix C
Criteria for 2023-24 Simplified Needs Formulas and Automatic Zero EFC Calculation
The following criteria is used to determine if students qualify to have their EFCs calculated using a simplified formula.
Simplified
(assets not considered)
Automatic Zero EFC
Formula A
Dependent student
Parents had a 2021 AGI of $49,999 or less (for tax
filers), or if non-filers, income earned from work in
2021 is $49,999 or less; and
Either
- Parents filed a 2021 IRS Form 1040, but did not
file a Schedule 1
1
, filed a tax form from a Trust
Territory
2
, or were not required to file any
income tax return or
- Anyone in the parents’ household size (as
defined on the FAFSA) received any designated
means-tested federal benefits
3
during 2021 or
2022, or
- Parent is a dislocated worker.
Parents had a 2021 AGI of $29,000 or less (for tax
filers), or if non-filers, income earned from work in
2021 is $29,000 or less; and
Either
- Parents filed a 2021 IRS Form 1040, but did not
file a Schedule 1
1
, filed a tax form from a Trust
Territory
2
, or were not required to file any
income tax return or
- Anyone in the parents’ household size (as
defined on the FAFSA) received any designated
means-tested federal benefits
3
during 2021 or
2022, or
- Parent is a dislocated worker.
Formula B
Independent student
without dependents
(other than a spouse)
Student (and spouse, if any) had a 2021 AGI of
$49,999 or less (for tax filers), or if non-filers,
income earned from work in 2021 is $49,999 or
less; and
Either
- Student (and spouse, if any) filed a 2021 IRS
Form 1040, but did not file a Schedule 1
1
, filed a
tax form from a Trust Territory
2
, or were not
required to file any income tax return or
- Anyone in the student’s household size (as
defined on the FAFSA) received any designated
means-tested federal benefits
3
during 2021 or
2022, or
- Student (or spouse, if any) is a dislocated worker.
Not applicable.
Formula C
Independent student
with dependents
(other than a spouse)
Student (and spouse, if any) had a 2021 AGI of
$49,999 or less (for tax filers), or if non-filers,
income earned from work in 2021 is $49,999 or
less; and
Either
- Student (and spouse, if any) filed a 2021 IRS
Form 1040, but did not file a Schedule 1
1
, filed a
tax form from a Trust Territory
2
, or were not
required to file any income tax return or
- Anyone in the student’s household size (as
defined on the FAFSA) received any designated
means-tested federal benefits
3
during 2021 or
2022, or
- Student (or spouse, if any) is a dislocated worker.
Student (and spouse, if any) had a 2021 AGI of
$29,000 or less (for tax filers), or if non-filers,
income earned from work in 2021 is $29,000 or
less; and
Either
- Student (and spouse, if any) filed a 2021 IRS
Form 1040, but did not file a Schedule 1
1
, filed a
tax form from a Trust Territory
2
, or were not
required to file any income tax return or
- Anyone in the student’s household size (as
defined on the FAFSA) received any designated
means-tested federal benefits
3
during 2021 or
2022, or
- Student (or spouse, if any) is a dislocated worker.
1
May also qualify if Schedule 1 was only filed to report the following additions or adjustments to income: unemployment compensation (line 7),
Alaska Permanent Fund dividend (line 8f – may not be a negative value), educator expenses (line 11), IRA deduction (line 20), or student loan interest
deduction (line 21).
2
Trust Territory: Commonwealth of Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands, the Republic of the Marshall Islands, the Federated
States of Micronesia, or Palau.
3
Benefits include Medicaid, Supplemental Security Income (SSI), Supplemental Nutrition Assistance (SNAP), Free or Reduced Price School Lunch,
Temporary Assistance for Needy Families (TANF), and Special Supplemental Nutrition Program for Women, Infants and Children (WIC).
29
© 2023 NASFAA. All rights reserved.
Appendix D
2021 IRS Form 1040 Schedules Required for Federal Verification
Many taxpayers will only need to file Form 1040 and no schedules; those with more complicated tax returns will need to
complete one or more of the 2021 Form 1040 Schedules along with their Form 1040. These taxpayers include people
claiming certain deductions or credits or owing additional taxes.
Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules or forms attached to the tax
return unless conflicting information in the student’s file needs resolving. Absent conflicting information, federal
verification requires the collection of schedules only for the three highlighted line items below (lines 10, 17, and 20).
INDICATORS THAT SCHEDULE 1, 2, OR 3 WAS FILED:
IF YOU… THEN USE…
Have additional income, such as business or farm income or loss, unemployment compensation, prize or
award money, or gambling winnings.
Have any deductions to claim, such as student loan interest deduction, self-employment tax, or educator
expenses.
1040 Line 8 is not blank and not zero*, or 1040 Line 10 is not blank and not zero*
2023-24 FAFSA questions #35 (S) and #82 (P) ask if Schedule 1 was (or will be) filed with a 2021 tax
return. A note on p. 9 of the FAFSA reads:
Answer “No” if you (and if married, your spouse) did not file a Schedule 1.
Answer “No” if you (and if married, your spouse) did or will file a Schedule 1 to report only one or more
of the following items:
1. Unemployment compensation (line 7)
2. Alaska Permanent Fund dividends (line 8f – may not be a negative value)
3. Educator expenses (line 11)
4. IRA deduction (line 20)
5. Student loan interest deduction (line 21)
Answer “Yes” if you (or if married, your spouse) filed or will file a Schedule 1 and reported additional
income or adjustments to income on any lines other than or in addition to the five exceptions listed
above.
Schedule 1
Owe alternative minimum tax or need to make an excess advance premium tax credit repayment.
Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or
other qualified retirement plans and tax-favored accounts.
1040 Line 17 is not blank and not zero*, or 1040 Line 23 is not blank and not zero*
Schedule 2
Can claim a nonrefundable credit other than the child tax credit or the credit for other dependents, such
as the foreign tax credit, education credits, or general business credit.
Can claim a refundable credit other than the earned income credit, American Opportunity Credit, or
additional child tax credit, such as the net premium tax credit or health coverage tax credit.
Have other payments, such as an amount paid with a request for an extension to file or excess social
security tax withheld.
1040 Line 20 is not blank and not zero*, or 1040 Line 31 is not blank and not zero*
Schedule 3
*Zero is not an amount for this purpose because zero would be ignored in the calculation of the AGI. Blank, “None” or “N/A” also is
not an amount. A positive or negative figure is an amount indicating there was additional income or income adjustments that are
included in the calculation of the AGI, even if it is negative income.
© 2023 NASFAA. All rights reserved.
30
Sample 2021 IRS Form 1040 – Page 1
Sample 2021 IRS Form 1040 – Page 2
*Zero is not an amount for this purpose because zero would be ignored in the calculation of the AGI. Blank, “None” and “N/A” also is
not an amount. A positive or negative figure is an amount indicating there was additional income on Schedule 1, Line 9, that is
included in the calculation of the AGI, even if it is negative income.
Note: There are instances when Schedule 1, 2, or 3 was filed, but you do not need a copy of that schedule for federal
verification purposes unless there is conflicting information. If any of the following line items are the sole reason the
taxpayer filed the schedule, you do not need to collect a copy of that schedule:
Schedule 1, Line 8
Schedule 2, Line 23
Schedule 3, Line 31
Line 17 not blank, and not zero
2
Line 23 not blank, and not zero
1,
2
Line 10 is not blank, and not zero
*
Collect Schedule 1 if…
Line 17 is not blank, and not zero
*
Collect Schedule 2 if…
Line 20 is not blank, and not zero
*
Collect Schedule 3 if…
© 2023 NASFAA. All rights reserved.
31
Appendix E
Current Year Transcript Availability
Use the table below to determine the general timeframe when you can request a transcript for a current
year Form 1040 return filed on or before the April due date. Availability varies based on the method you
used to file your return and whether you have a refund or balance due.
Note: If you made estimated tax payments and/or applied your overpayment from a prior year tax return
to your current year tax return, you can request a tax account transcript to confirm these payments or
credits a few weeks after the beginning of the calendar year prior to filing your current year return.
When your original return
shows a …
and you filed electronically,
then
and you filed on paper, then
refund amount or no balance
due,
allow 2-3 weeks after return
submission before you request
a transcript.
allow 6-8 weeks after you
mailed your return before you
request a transcript.
balance due and you paid in full
with your return,
allow 2-3 weeks after return
submission before you request
a transcript.
we process your return in June
and you can request a transcript
in mid to late June.
Note: we process all payments
upon receipt.
balance due and you paid in full
after submitting the return,
allow 3-4 weeks after full
payment before you request a
transcript.
balance due and you didn’t pay
in full,
we process your return in mid-
May and you can request a
transcript by late May.
https://www.irs.gov/individuals/transcript-availability
© 2023 NASFAA. All rights reserved.
32
Appendix F
References, Resources and Websites – Tax Returns and Transcripts
U.S. DEPARTMENT OF EDUCATION
Federal Register
Free Application for Federal Student Aid (FAFSA®) Information to be Verified for the 2023-24 Award Year
Dear Colleague Letter
2023-2024 Suggested Verification Text (GEN-22-09)
2023-24 Free Application for Federal Student Aid (FAFSA®) and FAFSA on the Web Worksheet
ENGLISH
Final 2023-24 Free Application for Federal Student Aid (FAFSA®)
Final 2023-24 FAFSA on the Web Worksheet
SPANISH
Final 2023-24 Free Application for Federal Student Aid (FAFSA®)
Final 2023-24 FAFSA on the Web Worksheet
2022-23 Federal Student Aid Handbook
Application and Verification Guide
- Chapter 2: Filling Out the FAFSA
- Chapter 3: Expected Family Contribution (EFC)
- Chapter 4: Verification, Updates, and Corrections
Program Integrity Questions and Answers – Verification
Glossary – Federal Student Aid Handbook Glossary
INTERNAL REVENUE SERVICE
Current Year Transcript Availability
Secure Access: How to Register for Certain Online Self-Help Tools
Transcript Types and Ways to Order Them
Get Transcript FAQs
4506T-EZ: Short Form Request for Individual Tax Return Transcript
4506-T: Request for Transcript of Tax Return (transcript and other return information)
2021 IRS Publication 17, p. 1: What’s New
© 2023 NASFAA. All rights reserved.
33
