[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-302072-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-302072-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":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","dems_letter_tax_form_fafsa","Dems_Letter_Tax_Form_FAFSA","","Letter dated August 2, 2019 to the U.S. Department of Education urging action regarding changes to the 1040 federal tax form under P.L. 115-97. It warns that truncating the 1040 and adding Schedule 1 (six new schedules) will disrupt the IRS Data Retrieval Tool, preventing automatic transfer of tax information into the FAFSA. The letter highlights risks of incomplete or inaccurate FAFSA entries and potential loss of access to the FAFSA Simplified Needs Test and auto-zero Expected Family Contribution, especially for families required to file Schedule 1.",{"@graph":14,"@context":72},[15,34,55],{"@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/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/dems_letter_tax_form_fafsa/302072/",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/dems_letter_tax_form_fafsa/302072.png","ImageObject",442,249,{"name":42,"@type":43},"Kyle","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-25","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":26},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What prompted the concern described in the letter?","Question",{"text":62,"@type":63},"Passage of the 2017 tax law (P.L. 115-97) led the Treasury Department to shorten the core 1040 tax form, creating disruptions for the FAFSA process.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"How will the IRS Data Retrieval Tool be affected?",{"text":67,"@type":63},"During the upcoming financial aid cycle beginning in October 2019, it will be unable to import certain tax information into the FAFSA, including determining whether a filer submitted Schedule 1 and transferring Schedule 1 data.",{"name":69,"@type":60,"acceptedAnswer":70},"Why is the letter concerned about the FAFSA Simplified Needs Test?",{"text":71,"@type":63},"The letter argues that new self-reporting about Schedule 1 and the removal of 1040A/1040EZ may hinder the Department’s ability to determine eligibility for the Simplified Needs Test and an “auto-zero” Expected Family Contribution, potentially delaying aid.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},302072,1790373947,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"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":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"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":26,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":33,"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":26},3985741905716,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","August 2,2019  \nThe Honorable Betsy DeVosSecretary of EducationU.S.Department of Education400 Maryland Avenue,S.W.Washington,DC 20202  \nCC:The Honorable Charles P.Rettig,Commissioner,Internal Revenue Service  \nRe:Docket No.ED-2019-ICCD-0039  \nDear Secretary DeVos:  \nFollowing passage of the 2017 tax law(P.L.115-97),the U.S.Department of the Treasuryarbitrarily shortened the core 1040 tax form in an attempt to create a tax filing\"postcard.\"Absent action from the U.S.Department of Education,these tax form changes will disrupt thefederal financial aid process for students and families who rely on the Free Application forFederal Student Aid(FAFSA)to determine their federal financial aid eligibility.While weappreciate the steps that your Department has recently taken to mitigate this disruption,we urgethe Department and the Internal Revenue Service (IRS)to resolve this issue for the next financialaid cycle that begins in 2020,for the 2021-2022 academic year.we also urge your Department tooutline the specific steps that will be taken to mitigate this disruption during the upcomingfinancial aid cycle that begins in October 2019,for the 2020-2021 academic year.  \nIn June 2018,the Treasury Department truncated the 1040 tax form by moving essential taxinformation to six separate,equally complicated schedules.During this process,Treasury did notconsider how its changes to the 1040 would impact the IRS Data Retrieval Tool,which securelytransfers individual filers'tax data into the FAFSA when students and their families apply forfederal financial aid.  \nDue to these changes and lack of coordination between the Departments of Education andTreasury,the Data Retrieval Tool will no longer be able to import certain tax information intothe FAFSA during the upcoming financial aid cycle that begins in October 2019.This will notonly further complicate the FAFSA completion process for many families,but will likely resultin the submission of incomplete and inaccurate information regarding some applicants'financialaid eligibility.  \n1  \nSpecifically,during the upcoming financial aid cycle beginning this October,the IRS DataRetrieval tool will be unable to determine whether individuals who complete the FAFSA havefiled a Schedule 1,which is one of the six new tax forms created by Treasury when it shortenedthe 1040.Further,for families that must file a Schedule 1,the IRS tool will be unable transferinformation from that tax form into the FAFSA.As a result,financial aid applicants will berequired to self-report whether they filed a Schedule 1 on the FAFSA and manually input anyrequired Schedule 1 data into their FAFSA form,putting families at risk of misreporting whetherthey filed a Schedule 1,or making mistakes while manually inputting Schedule 1 tax data.  \nFurther,this new self-reporting requirement may disrupt federal financial aid for applicants whowould otherwise satisfy the FAFSA’s\"Simplified Needs Test.\"Families of financial aidapplicants earning under a certain income that meet this test can exclude certain assets-such assavings,investment,and checking account balances-in calculating their “Expected FamilyContribution\"toward higher education expenses.Low-income families that satisfy this test areeligible for an automatic Expected Family Contribution of zero.  \nPrior to the Treasury Department's changes to the 1040 tax form,satisfaction of the SimplifiedNeeds Test and eligibility for an “auto-zero”Expected Family Contribution was partly based onwhether a student's family filed a 1040A or 1040EZ tax form.Students whose families had taxreturns simple enough to be filed on these tax forms automatically satisfied the Simplified NeedsTest.In previous financial aid cycles,the IRS Data Retrieval Tool would automatically tellapplicants whether theyclid or did not file a 1040A or 1040EZ.  \nHowever,as part of its attempt to create a tax filing \"postcard,\"Treasury eliminated the 1040Aand 1040EZ forms.As a result,during the upcoming financial aid cycle beginn","cbCaifmexIYwPR3V","https://ap.wps.com/l/cbCaifmexIYwPR3V","pdf",1076595,"English","# Letter Contents\n## Request for resolution for 2020–2021 cycle\n## Impact of truncated 1040 and Schedule 1\n## Risks to FAFSA completion and eligibility","[{\"question\":\"What prompted the concern described in the letter?\",\"answer\":\"Passage of the 2017 tax law (P.L. 115-97) led the Treasury Department to shorten the core 1040 tax form, creating disruptions for the FAFSA process.\"},{\"question\":\"How will the IRS Data Retrieval Tool be affected?\",\"answer\":\"During the upcoming financial aid cycle beginning in October 2019, it will be unable to import certain tax information into the FAFSA, including determining whether a filer submitted Schedule 1 and transferring Schedule 1 data.\"},{\"question\":\"Why is the letter concerned about the FAFSA Simplified Needs Test?\",\"answer\":\"The letter argues that new self-reporting about Schedule 1 and the removal of 1040A/1040EZ may hinder the Department’s ability to determine eligibility for the Simplified Needs Test and an “auto-zero” Expected Family Contribution, potentially delaying aid.\"}]","Dems_Letter_Tax_Form_FAFSA | PDF",1789788714]