2025-2026 Dependent Verification Worksheet - Completion Guide

Sep 19, 2026

Upload by Mabel

2025-2026 Dependent Verification Worksheet - Completion Guide provides step-by-step instructions for students and supporting parents to complete required verification information. It covers student and household data, supporting parent details, and verification paths based on whether the student or parents filed 2023 federal tax returns. Special sections address filing extensions, amended returns, IRS identity theft, and non-IRS tax returns, including required supporting documents and certification/signature requirements.

LanguageEnglish

CategoryForms

FormatPDF

Pages7

Reading Time3 min

AccessFree to download

Step 1: Student Information

Step 2: Household Information

Step 3: Verification of 2023 Income Information for Student Tax Filers

Step 4: Verification of 2023 Income Information for Student Non-tax Filers

Step 5: Supporting Parent(s) Information

Step 6: Verification of 2023 Income Information for Parent Tax Filers

Step 7: Verification of 2023 Income Information for Parent Non-tax Filers

Step 8: Certifications and Signatures

Unique individual tax-filing scenarios

Individuals Granted a Filing Extension by the IRS

Individuals Who Filed an Amended IRS Income Tax Return

Individuals Who Were Victims of IRS Tax-Related Identity Theft

Individuals Who Filed Non-IRS Income Tax Returns

# 2025-2026 Dependent Verification Worksheet – Completion GuidePlease use this guide to help you complete the required 2025-2026 Verification Worksheet. ## Step 1: Student Information Fill in personal information as directed. ## Step 2: Household Information Use the table to indicate all members of your family household. This should include your supporting parent(s)*, siblings, and anyother members of the household for which your supporting parent(s) provides more than 50% of their monetary support. *The supporting parent isthe parent who has provided more than 50% of the student’s financial support in the last 12 months. - If the student is supported by both biological parents in the same household, both parents should include theirinformation on this form. - If the student is primarily supported by only one biological parent, the student should includeonly this parent’sinformation. - If the student is primarily supported by one biological parent anda stepparent, both the biological parent and stepparent’s information should be included. ## Step 3: Verification of 2023 Income Information for Student Tax Filers If the student filed a 2023 federal tax return, they should read and complete this section and skip Step 4. If the student did not file a2023 federal tax return, they should skip this section and complete Step 4. ## Step 4: Verification of 2023 Income Information for Student Non-tax Filers If the student did not file a 2023 federal tax return, they should skip Step 3 and should read and complete Step 4. ## Step 5: Supporting Parent(s) Information Provide the name(s) of the supporting parent(s) with whom the student lives. If the supporting parent is married to someone otherthan the student’s other biological parent, include their information as well. (See asterisk in Step 2 for further clarification.) Ifsupporting parents are not married, do not include marital status date. Only select “Never Married/Single” if the student’s biologicalparents were never married andthe student currently resides with only one supporting parent. ## Step 6: Verification of 2023 Income Information for Parent Tax Filers If the supporting parent(s) filed a 2023 federal tax return, they should read and complete this section and skip Step 7. If thesupporting parent(s) did not file a 2023 federal tax return, they should skip this section and complete Step 7. ## Step 7: Verification of 2023 Income Information for Parent Non-tax Filers If the supporting parent(s) did not file a 2023 federal tax return, they should skip Step 6 and should read and complete Step 7. ## Step 8: Certificationsand Signatures Sign and date. Both the student and one custodial parent will need to sign and date the form. Do not submit anyadditional documents containing Personally Identifiable Information, such asa social security number, via email. DO NOT SUBMIT THIS PAGE TO THE OFFICE OF STUDENT FINANCIAL SERVICES ## 2025-2026 Dependent Verification Worksheet – Completion Guide (continued)Unique individual tax-filing scenarios Individuals Granted a Filing Extension by theIRS An individual whois required tofilea 2023 IRS income tax return and has been granted a filing extension by the IRSbeyond the automatic six-month extension for tax year 2023 must provide: • A signed statement listing the sources of any 2023 income andthe amount of income from each source; • A copy of the IRS's approval of an extension beyond the automatic six-month extension for tax year 2023; • A copy of IRS Form W–2 for each source of employment income receivedoran equivalent document for tax year2023; and • If self-employed, a signed statement certifying the amount of the individual’s adjusted gross income (AGI) andthe U.S. income tax paid for tax year 2023. ## Individuals Who Filed an Amended IRS Income Tax Return An individual who filed an amended IRS income tax return for tax year 2023 must provide a signed copy of the 2023 IRSForm 1040X, “Amended U

FAQs

When should the student complete Step 3 versus Step 4?

If the student filed a 2023 federal tax return, complete Step 3 and skip Step 4. If the student did not file a 2023 federal tax return, skip Step 3 and complete Step 4.

What supporting documents are needed when an individual received a filing extension beyond the automatic six-month extension?

Provide a signed statement of 2023 income sources and amounts, IRS approval for the extension, copies of IRS W–2s (or equivalent employment documents) for 2023, and if self-employed, a signed statement certifying AGI and U.S. income tax paid for 2023.

What requirements apply if the student or parent was a victim of IRS tax-related identity theft?

Provide a copy of the signed 2023 income tax return and applicable schedules (or an equivalent IRS document), plus an IRS 4674C letter or a signed and dated statement from the tax filer confirming the identity theft and IRS awareness.

Sep 19, 2026

Upload by Mabel