{"id":10051,"date":"2020-05-28T11:33:24","date_gmt":"2020-05-28T15:33:24","guid":{"rendered":"https:\/\/www.ucf.edu\/financial-aid\/?page_id=10051"},"modified":"2022-07-25T12:00:26","modified_gmt":"2022-07-25T16:00:26","slug":"tax-requirements-for-verification","status":"publish","type":"page","link":"https:\/\/www.ucf.edu\/financial-aid\/forms\/tax-requirements-for-verification\/","title":{"rendered":"Tax Requirements for Verification"},"content":{"rendered":"<p>There are 3 options for Satisfying Tax Requirements for Verification<\/p>\n<ol>\n<li>IRS Data Retrieval Tool (DRT) from FAFSA<\/li>\n<li>Request a copy of your IRS Tax Return Transcript<\/li>\n<li>Print and sign your Federal Tax Return<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h3>How to use IRS Data Retrieval Tool (DRT):<\/h3>\n<ul>\n<li>Return to the\u00a0<a href=\"https:\/\/studentaid.gov\/h\/apply-for-aid\/fafsa\"><strong>FAFSA website<\/strong><\/a>and login to the FAFSA you wish to correct (2019-2020 or 2020-2021).<\/li>\n<li>In the finances section of the online form, you will see a \u201cLink to IRS\u201d button if you are eligible to use the IRS DRT.<\/li>\n<li>Click the \u201cLink to IRS\u201d button and log in with your\u00a0<em>FSA ID<\/em>to be transferred to the IRS to retrieve your info.<\/li>\n<li>Pop-up windows will notify you that you are leaving the FAFSA site.<\/li>\n<li>Once at the IRS site, enter your information exactly as it appears on your federal income tax return and click the \u201cSubmit\u201d button.<\/li>\n<li>Check the \u201cTransfer My Tax Information into the FAFSA form\u201d box and click the \u201cTransfer Now\u201d button.<\/li>\n<li>You will know that your federal tax return information has been successfully transferred because the words \u201cTransferred from the IRS\u201d will display in place of the IRS information in your FAFSA form.\u00a0\u00a0For your protection, your tax information will not be displayed on either the IRS site or FAFSA.gov.<\/li>\n<\/ul>\n<p><strong>\u00a0You may be ineligible to use DRT if:<\/strong><\/p>\n<ul style=\"list-style-type: square\">\n<li>You filed married filing separately<\/li>\n<li>You are married and you filed as Head of Household<\/li>\n<li>You filed an amended tax return<\/li>\n<li>You filed an electronic tax return less than two weeks ago<\/li>\n<li>You filed a paper tax return less than six weeks ago<\/li>\n<li>Your address on the FAFSA is different from the address on your\u00a0Tax Return<\/li>\n<li>Your current marital status is different than it was on your Tax Return<\/li>\n<li>You filed a Puerto Rico or foreign tax return<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3>How to Request a copy of your IRS Tax Return Transcript<\/h3>\n<p>Go to the <a href=\"https:\/\/www.irs.gov\/\"><strong>IRS.gov<\/strong><\/a><\/p>\n<p><strong>To register and use this service, you need:<\/strong><\/p>\n<ol>\n<li style=\"list-style-type: none\">\n<ul>\n<li>your\u00a0SSN, date of birth, filing status and mailing address from latest tax return,<\/li>\n<li>access to your email account,<\/li>\n<li>your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan, and a mobile phone with your name on the account.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p><strong>What You Get<\/strong><\/p>\n<ul>\n<li>All\u00a0<a href=\"https:\/\/www.irs.gov\/individuals\/tax-return-transcript-types-and-ways-to-order-them\">transcript types<\/a> are available online<\/li>\n<li>View, print or download your transcript<\/li>\n<li>Username and password to return later<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h3>How to print and sign your Federal Tax Return<\/h3>\n<p>If you are unable to utilize Options 1 and 2, you (student and\/or parent) will be required to print and sign your federal tax return.\u00a0 You will need to have access to a printer\/scanner in order to print your federal tax return and provide the appropriate signature.<\/p>\n<p>We understand the COVID-19 pandemic has limited students and families ability to complete this task.\u00a0 We ask all students\/families to continue following all COV-ID guidelines within their state and county and to follow social distancing rules.\u00a0 However, when it is possible and safe for students and\/or families to step out of their homes, we suggest identifying local businesses such as FedEx, Office Depot, or public libraries that offer computers, printers, and\/or scanners for the purpose of printing your federal tax returns.\u00a0 Once printed, you may provide the appropriate signature and upload them to your Verification Worksheet.<\/p>\n","protected":false},"excerpt":{"rendered":"There are 3 options for Satisfying Tax Requirements for Verification IRS Data Retrieval Tool (DRT) from FAFSA Request a copy of your IRS Tax Return Transcript Print and sign your Federal Tax Return &nbsp; How to use IRS Data Retrieval Tool (DRT): Return to the\u00a0FAFSA websiteand login to the FAFSA you wish to correct (2019-2020&hellip;","protected":false},"author":14,"featured_media":0,"parent":6499,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-10051","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tax Requirements for Verification | UCF Office of Student Financial Assistance<\/title>\n<meta name=\"description\" content=\"There are 3 options for Satisfying Tax Requirements for Verification IRS Data Retrieval Tool (DRT) from FAFSA Request a copy of your IRS Tax Return\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ucf.edu\/financial-aid\/forms\/tax-requirements-for-verification\/\" \/>\n<meta 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