[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-302031-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-302031-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","2026-2027-required-tax-documents-for-federal-student-aid-verification","2026-2027 Required Tax Documents for Federal Student Aid Verification","","2026-2027 Federal verification materials for students selected for FAFSA verification, detailing the tax documents needed from students and (if married) a spouse. The instructions set priority return deadlines for returning and new students and explain three IRS-based document options, including consent to use IRS Direct Data Exchange (DDX), requesting an IRS tax return transcript, or submitting a signed 2024 federal return with schedules. Special cases cover non-filers, amended returns, filing extensions, and identity theft.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/2026-2027-required-tax-documents-for-federal-student-aid-verification/302031/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/2026-2027-required-tax-documents-for-federal-student-aid-verification/302031.png","ImageObject",442,249,{"name":42,"@type":43},"Sage","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",5,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What are the priority deadlines to return required tax documents for 2026-2027 verification?","Question",{"text":63,"@type":64},"Returning students must return documents by April 1, 2026, and new students by June 1, 2026 for maximum aid consideration.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What documents are required under Tax Document Option #1 (preferred) using IRS Direct Data Exchange (DDX) on the FAFSA?",{"text":68,"@type":64},"Students must consent to share and import income and tax information from the IRS to the FAFSA. If information is transferred and verified through FA-DDX, no further documentation is usually needed.",{"name":70,"@type":61,"acceptedAnswer":71},"What should a student provide if the student and spouse are not required to file a federal tax return?",{"text":72,"@type":64},"For each non-filer, provide IRS Form W-2 for each 2024 employment income source (or an equivalent such as a Wage and Income Transcript) and an IRS Verification of 2024 Non-filing Letter dated on or after October 1, 2025.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},302031,1790230668,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":55,"slug":121},21,"Paper Templates","papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":30,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},687197207057,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","| 2026-2027 Required Tax Documents to Complete Verification\u003Cbr>Please submit page 3 of this document along with tax information listed below.\u003Cbr>Priority Deadline: Returning Students: Return by April 1, 2026 for maximum aid consideration.\u003Cbr>New Students: Return by June 1, 2026 for maximum aid consideration.\u003Cbr>|  |  |  |  |  |  |  |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| |  |  |  |  |  |  | |\n|   Student & Spouse (if married) \u003Cbr>|  |  |  |  |  |  |  |\n| Student who FILED a 2024 Tax Return\u003Cbr>|  | Student who earned income for 2024 but WAS NOT required BYLAW to file taxes for the year 2024 |  |  |  |  | \u003Cbr>|\n|  | |  |  |  |  | |  |\n| 2024 IRS Tax Return Transcript\u003Cbr>OR\u003Cbr>IRS Direct Data Exchange (DDX)\u003Cbr>(See Below) OR\u003Cbr>Signed copy of filed 2024 federal Tax Return, including all schedules |  | IRS Form W-2 for each source of 2024 employment income received\u003Cbr>OR\u003Cbr>2024 Wage and Income Transcript obtained through the IRS\u003Cbr>(See Page 2)\u003Cbr>AND\u003Cbr>IRS Verification of 2024 Non-Filing Letter dated on or after October 1st, 2025\u003Cbr>(See Page 2) |  |  |  |  | Completed Federal Verification Worksheet\u003Cbr>(Page 3)\u003Cbr>AND\u003Cbr>IRS Verification of 2024 Non-Filing Letter dated on or after October 1st, 2025\u003Cbr>(See Page 2)\u003Cbr>|\n|  | |  |  |  |  | |  |\n\nTax Document – Option \\#1 (preferred) . Use IRS Direct Data Exchange (DDX) on the FAFSA:  \nAs part of Federal student aid eligibility, students will be required to consent and approve sharing and importing income and tax information from the IRS to the FAFSA form, even if the attempt to obtain or use such data is ineffective. In other words, if married students filed separate 2024 IRS income tax returns, both must provide consent and approval to share and import income and tax information from the IRS. In most cases, no further documentation is needed to verify 2024 income information that was transferred into the student’s FAFSA using income and tax information directly from the IRS via the FA-DDX.  \nTax Document – Option \\#2. Requesting a 2024 IRS Tax Return Transcript if info was not transferred via FA-DDX and considered verified:  \nIf you use this option, write the student’s name and ID on the transcript before submitting it to our office.  \n• IRS Online Tax Return Transcript Request [https://www.irs.gov/individuals/get-transcript](https://www.irs.gov/individuals/get-transcript)  \n• IRS Automated Phone Transcript Service 1-800-908-9946 (generally received within 10 business days)  \n• Get Transcript by Mail [https://www.irs.gov/individuals/get-transcript](https://www.irs.gov/individuals/get-transcript) (click get by mail)  \n• Paper Request Form IRS Form 4506T-EZ or IRS Form 4506-T  \nTax Document – Option \\#3 . Submit a signed copy of your filed 2024 federal Tax Return along with all schedules.  \nAdditional Information for Special Tax Filing Situations  \nStudent & Spouse (if married) who are not required to file a federal tax return MUST provide  \nthe following for EACH Non-filer:  \n1. A copy of IRS Form W–2 for each source of 2024 employment income received (or an equivalent document such as the Wage and Income Transcript) Wage and Income Transcripts can be obtained at [www.irs.gov/individuals/gettranscript](www.irs.gov/individuals/gettranscript) ;  \nAND  \n2. IRS Verification of 2024 Non-filing Letter dated on or after October 1, 2025.  \nAn IRS Verification of Non-filing Letter can be obtained online using the IRS Get Transcript service. If the individual cannot obtain it online, you must request it by mail. Check box 7 on the IRS Form 4506-T, Request for Transcript of Tax Return, and mail it to the IRS. If appropriate, a similar confirmation from another taxation authority (e.g., a U.S. territory or a foreign government) is also acceptable.  \nIndividuals Who Filed an Amended 2024 IRS Income Tax Return, provide:  \n1. A transcript obtained from the IRS that lists 2024 tax account information of the tax filer(s); use of the IRS DDX on the FAFSA; or a signed copy of the file","cbCaiuGB1bXCBwKy","https://ap.wps.com/l/cbCaiuGB1bXCBwKy","pdf",311222,"English","# Student & Spouse Tax Document Requirements\n## Tax Document – Option #1 (preferred)\n## Tax Document – Option #2\n## Tax Document – Option #3\n## Special Tax Filing Situations\n## Independent Student Verification Worksheet","[{\"question\":\"What are the priority deadlines to return required tax documents for 2026-2027 verification?\",\"answer\":\"Returning students must return documents by April 1, 2026, and new students by June 1, 2026 for maximum aid consideration.\"},{\"question\":\"What documents are required under Tax Document Option #1 (preferred) using IRS Direct Data Exchange (DDX) on the FAFSA?\",\"answer\":\"Students must consent to share and import income and tax information from the IRS to the FAFSA. If information is transferred and verified through FA-DDX, no further documentation is usually needed.\"},{\"question\":\"What should a student provide if the student and spouse are not required to file a federal tax return?\",\"answer\":\"For each non-filer, provide IRS Form W-2 for each 2024 employment income source (or an equivalent such as a Wage and Income Transcript) and an IRS Verification of 2024 Non-filing Letter dated on or after October 1, 2025.\"}]","2026-2027 Required Tax Documents for Federal Student Aid Verification | PDF",1789788384]