[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-detail-303968-en":53,"doc-seo-303968-105":74},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":5,"data":54},{"doc_id":55,"user_id":56,"nickname":57,"user_avatar":58,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":60,"doc_content":61,"file_id":62,"file_url":63,"file_type":64,"file_size":65,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":66,"language":67,"language_code":68,"site_id":69,"html_lang":68,"table_of_contents":70,"faqs":71,"seo_title":72,"seo_description":60,"update_tm":73,"read_time":9},303968,2336477974920,"Mimi","https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","2526 INDVWS - Tax Document Verification Options","Guidance for completing 2025-2026 Independent Student Verification by submitting required federal tax documentation related to 2023 tax information. Covers three main options, including FAFSA IRS Direct Data Exchange (DDX), requesting an IRS Tax Return Transcript, or submitting a signed filed federal tax return with schedules. Includes additional instructions for special tax filing cases such as non-filers, amended returns, extended filing, and identity theft, plus a completed verification worksheet for the student.","| 2025-2026 Required Tax Documents to Complete Verification\u003Cbr>Please submit page 3 of this document along with tax information listed below.\u003Cbr>\u003Cbr>|  |  |  |  | |\n| --- | --- | --- | --- | --- | --- |\n| |  |  |  |  |  |\n| \u003Cbr>Student & Spouse (if married) |  |  |  |  |  |\n| |  |  |  |  |  |\n| Student who FILED a 2023 Tax Return |  | Student who earned income for 2023 but WAS NOT required BYLAW to file taxes for the year 2023 |  | Student who DID NOT earn income for 2023 |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n|  |  |  |  |  |  |\n| |  |  |  |  |  |\n| 2023 IRS Tax Return Transcript\u003Cbr>OR\u003Cbr>IRS Direct Data Exchange (DDX)\u003Cbr>(See Below) OR\u003Cbr>Signed copy of filed 2023 federal Tax Return, including all schedules |  | IRS Form W-2 for each source of 2023 employment income received\u003Cbr>OR\u003Cbr>2023 Wage and Income Transcript obtained through the IRS\u003Cbr>(See Page 2)\u003Cbr>AND\u003Cbr>IRS Verification of 2023 Non-Filing Letter dated on or after October 1st, 2024\u003Cbr>(See Page 2) |  | Completed Federal Verification Worksheet\u003Cbr>(Page 3)\u003Cbr>AND\u003Cbr>IRS Verification of 2023 Non-Filing Letter dated on or after October 1st, 2024\u003Cbr>(See Page 2) |  |\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 2023 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 2023 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 2023 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 2023 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 2023 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 2023 Non-filing Letter dated on or after October 1, 2024.  \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 2023 IRS Income Tax Return, provide:  \n1. A transcript obtained from the IRS that lists 2023 tax account information of the tax filer(s); use of the IRS DDX on the FAFSA; or a signed copy of the filed 2023 tax return with all schedules;  \nAND  \n2. A signed copy of the 2023 IRS Form 1040X, “Amended U.S. Indi","cbCaiuhqPJdjYf4l","https://ap.wps.com/l/cbCaiuhqPJdjYf4l","pdf",263006,3,"English","en",105,"# 2025-2026 Independent Student Verification Worksheet\n## Tax document options and preferred IRS DDX\n## Transcript or signed tax return submission\n## Special tax filing situations and required documents","[{\"question\":\"What is the preferred way to submit 2023 tax information for verification?\",\"answer\":\"Use IRS Direct Data Exchange (DDX) on the FAFSA and consent to sharing/importing IRS income and tax information. In most cases, no further documentation is needed if the FAFSA data is verified through DDX.\"},{\"question\":\"If tax info was not transferred via FA-DDX, what should the student submit?\",\"answer\":\"Request a 2023 IRS Tax Return Transcript using an IRS online request, phone service, mail request, or the paper request form (IRS Form 4506T-EZ or 4506-T), and write the student’s name and ID on the transcript before submitting.\"},{\"question\":\"What documents are required when the student (and spouse, if married) are not required to file a federal tax return?\",\"answer\":\"For each non-filer, submit a copy of IRS Form W-2 for each 2023 employment income source (or an equivalent such as the Wage and Income Transcript) and an IRS Verification of 2023 Non-filing Letter dated on or after October 1, 2024.\"}]","2526 INDVWS - Tax Document Verification Options | PDF",1789808649,{"code":4,"msg":75,"data":76},"ok",{"site_id":69,"language":68,"slug":77,"title":59,"keywords":78,"description":60,"schema_data":79,"social_meta":134,"head_meta":136,"extra_data":138,"updated_unix":139},"2526-indvws-tax-document-verification-options","",{"@graph":80,"@context":133},[81,96,116],{"@type":82,"itemListElement":83},"BreadcrumbList",[84,88,91,93],{"item":85,"name":86,"@type":87,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":89,"name":10,"@type":87,"position":90},"https://docshare.wps.com/template/",2,{"item":92,"name":36,"@type":87,"position":66},"https://docshare.wps.com/template/forms/",{"item":94,"name":59,"@type":87,"position":95},"https://docshare.wps.com/template/2526-indvws-tax-document-verification-options/303968/",4,{"url":94,"name":59,"@type":97,"image":98,"author":103,"headline":59,"publisher":105,"fileFormat":108,"inLanguage":68,"description":60,"dateModified":109,"datePublished":110,"encodingFormat":108,"isAccessibleForFree":111,"interactionStatistic":112},"DigitalDocument",{"url":99,"@type":100,"width":101,"height":102},"https://docshare.wps.com/thumbnails/2526-indvws-tax-document-verification-options/303968.png","ImageObject",442,249,{"name":57,"@type":104},"Person",{"url":85,"name":106,"@type":107},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":113,"interactionType":114,"userInteractionCount":47},"InteractionCounter",{"@type":115},"ViewAction",{"@type":117,"mainEntity":118},"FAQPage",[119,125,129],{"name":120,"@type":121,"acceptedAnswer":122},"What is the preferred way to submit 2023 tax information for verification?","Question",{"text":123,"@type":124},"Use IRS Direct Data Exchange (DDX) on the FAFSA and consent to sharing/importing IRS income and tax information. In most cases, no further documentation is needed if the FAFSA data is verified through DDX.","Answer",{"name":126,"@type":121,"acceptedAnswer":127},"If tax info was not transferred via FA-DDX, what should the student submit?",{"text":128,"@type":124},"Request a 2023 IRS Tax Return Transcript using an IRS online request, phone service, mail request, or the paper request form (IRS Form 4506T-EZ or 4506-T), and write the student’s name and ID on the transcript before submitting.",{"name":130,"@type":121,"acceptedAnswer":131},"What documents are required when the student (and spouse, if married) are not required to file a federal tax return?",{"text":132,"@type":124},"For each non-filer, submit a copy of IRS Form W-2 for each 2023 employment income source (or an equivalent such as the Wage and Income Transcript) and an IRS Verification of 2023 Non-filing Letter dated on or after October 1, 2024.","https://schema.org",{"og:url":94,"og:type":135,"og:title":59,"og:site_name":106,"og:description":60},"article",{"robots":137,"canonical":94},"index,follow",{"doc_id":55,"site_id":69},1790148006]