2025-2026 Foreign Income Exclusion and Foreign Tax Returns Form

Sep 19, 2026

Form for documenting and verifying foreign earned income exclusion and foreign tax information for 2025-2026 FAFSA processing. Student and dependent student parent sections collect names, identifiers, and tax filing status, requiring attachments such as 2023 tax return transcripts or signed returns with Schedule 1, or equivalent foreign return documentation converted to U.S. dollars. Includes employer-by-employer tables for foreign income exclusion amounts, untaxed income reporting guidance, and signature fields with non-electronic signature requirements.

LanguageEnglish

CategoryForms

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

Student Information

Foreign Income Exclusion Information

Foreign Income Tax Information

Parent Information

Foreign Income Tax Information

2025-2026 Foreign Income Exclusion and Foreign Tax Returns Form Please complete the appropriate section below, Part A or Part B. Student Information Full Name (First, MI, Last): Date ofBirth: FSU ID/EMPLID: A. Foreign Income Exclusion Information: Based on a review of your 2025-2026 FAFSA by the U.S. Department of Education, either the Student and/or Parent reported an amount in the Foreign Earned Income Exclusion field on the FAFSA. UTSA is required to verify your 2023 Foreign Earned Income Exclusion reported to the Internal Revenue Service (IRS) under the Tax Return Information sections of your FAFSA. 1. Student and Student Spouse/Partner Tax and Income Information: | The student has filed their 2023 Taxes.
• Attach the student’s 2023 tax return transcript or signed 2023 tax return, including the schedule 1, to this form.
• This will be used to verify the Foreign Earned Income Exclusion amount from your Federal Tax Return (IRS Form 1040, Schedule 1, Line 8d.)
The student did not file a 2023 tax return. | | --- | | The student’s spouse/partner has filed their 2023 Taxes.
• Attach the spouse/partner’s 2023 tax return transcript or signed 2023 tax return, including the schedule 1, to this form.
• This will be used to verify the Foreign Earned Income Exclusion amount from your Federal Tax Return (IRS Form 1040, Schedule 1, Line 8d.)
The student’s spouse/partner did not file a 2023 tax return. | | Employer’s Name | Foreign Income Exclusion | Student or Spouse | Amount of Exclusion | | --- | --- | --- | --- | | Example: Store | Yes | Student | $4,500.00 | | | | | | | | | | | | | | | | Student Signature (No Electronic Signatures): Date: Student’s Spouse Signature (No Electronic Signatures): Date: Florida State University’s Use of Social Security Number policy is available at [https://registrar.fsu.edu/bulletin/university-notices](https://registrar.fsu.edu/bulletin/university-notices) 282 Champions Way | P.O. Box 3062430 | University Center A4400 | Tallahassee, FL 32306 Phone: 850-644-0539 | Fax: 850-644-6404 | Email: financialaid@fsu.edu www.financialaid.fsu.edu 2. Parent and Parent Spouse/Partner Tax and Income Information: This step is for dependent students only. | The Parent has filed their 2023 Taxes.
• Attach the parent’s 2023 tax return transcript or signed 2023 tax return, including the schedule 1, to this form.
• This will be used to verify the Foreign Earned Income Exclusion amount from your Federal Tax Return (IRS Form 1040, Schedule 1, Line 8d.)
The student did not file a 2023 tax return. | | --- | | The parent’s spouse/partner has filed their 2023 Taxes.
• Attach the spouse/partner’s 2023 tax return transcript or signed 2023 tax return, including your schedule 1, to this form.
• This will be used to verify the Foreign Earned Income Exclusion amount from your Federal Tax Return (IRS Form 1040, Schedule 1, Line 8d.)
The student’s spouse/partner did not file a 2023 tax return. | | Employer’s Name | Foreign Income Exclusion | Parent or Parent Spouse/Partner | Amount of Exclusion | | --- | --- | --- | --- | | Example: Store | Yes | Parent | $4,500.00 | | | | | | | | | | | | | | | | | | | | | | | | | | Parent Signature (No Electronic Signatures) : Date: Parent’s Spouse or Signature (No Electronic Signatures) : Date: Florida State University’s Use of Social Security Number policy is available at [https://registrar.fsu.edu/bulletin/university-notices](https://registrar.fsu.edu/bulletin/university-notices) 282 Champions Way | P.O. Box 3062430 | University Center A4400 | Tallahassee, FL 32306 Phone: 850-644-0539 | Fax: 850-644-6404 | Email: financialaid@fsu.edu www.financialaid.fsu.edu B. Foreign Income Tax Information: • Information from the foreign tax return would be reported on the FAFSA and for verification purposes, the foreign return would be considered equivalent to an IRS Form 1040.

FAQs

What sections must be completed on the form, Part A or Part B?

Complete the appropriate section below, Part A or Part B. Part A covers Foreign Income Exclusion Information, while Part B covers Foreign Income Tax Information.

What tax documents are required to verify the Foreign Earned Income Exclusion amount?

Attach the 2023 tax return transcript or signed 2023 tax return, including Schedule 1, for the student, spouse/partner, or parent (as applicable). The form states this verifies the Foreign Earned Income Exclusion amount referenced from IRS Form 1040, Schedule 1, Line 8d.

How should foreign income and taxes be reported?

Report the value of foreign income and taxes in U.S. dollars using the exchange rate at the time of application. Foreign tax returns must be converted into USD before the campus can accept them.

Sep 19, 2026

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