{"id":10054,"date":"2020-05-28T11:33:14","date_gmt":"2020-05-28T15:33:14","guid":{"rendered":"https:\/\/www.ucf.edu\/financial-aid\/?page_id=10054"},"modified":"2025-09-23T10:43:17","modified_gmt":"2025-09-23T14:43:17","slug":"satisfying-tax-requirements-for-verification","status":"publish","type":"page","link":"https:\/\/www.ucf.edu\/financial-aid\/forms\/satisfying-tax-requirements-for-verification\/","title":{"rendered":"Signing Tax Documents for Verification"},"content":{"rendered":"<h2 class=\"h3\">There are 3 options for Satisfying Tax Requirements for Verification<\/h2>\n<ol class=\"section-list icon-list icon-list-numbered\"><li class=\"icon-list-item\">\n\t\t<span class=\"icon-list-bullet icon-list-bullet-number bg-primary\" aria-hidden=\"true\"><\/span>\n\t\n\t<div class=\"icon-list-item-content\"><p>IRS Data Direct Exchange (DDX) from FAFSA<\/p>\n<\/div><\/li><li class=\"icon-list-item\">\n\t\t<span class=\"icon-list-bullet icon-list-bullet-number bg-primary\" aria-hidden=\"true\"><\/span>\n\t\n\t<div class=\"icon-list-item-content\"><p>Request a copy of your IRS Tax Return Transcript<\/p>\n<\/div><\/li><li class=\"icon-list-item\">\n\t\t<span class=\"icon-list-bullet icon-list-bullet-number bg-primary\" aria-hidden=\"true\"><\/span>\n\t\n\t<div class=\"icon-list-item-content\"><p>Print and sign your Federal Tax Return<\/p>\n<\/div><\/li><\/ol>\n<section id=\"irs-drt\" class=\"auto-section\" data-section-link-title=\"IRS Data Direct Exchange (DDX)\">\t\t\t<div class=\"jumbotron jumbotron-fluid bg-faded p-4 p-sm-5\">\n\t\t\t\t\n<h2 class=\"h3\">How to use IRS Data Direct Exchange (DDX):<\/h2>\n<ul>\n<li>Return to the&nbsp;<a href=\"https:\/\/studentaid.gov\/h\/apply-for-aid\/fafsa\"><strong>FAFSA website<\/strong><\/a> and login to the FAFSA you wish to correct.<\/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&nbsp;<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.&nbsp;&nbsp;For your protection, your tax information will not be displayed on either the IRS site or FAFSA.gov.<\/li>\n<\/ul>\n<p><strong>&nbsp;You may be ineligible to use DDX 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&nbsp;Tax 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\t\t\t<\/div>\n\t\t\n<section id=\"tax-return-transcript\" class=\"auto-section\" data-section-link-title=\"Tax Return Transcript\">\t\t\t<div class=\"row my-4 my-sm-1\">\n\t\t\t\t\n\t\t\t<div class=\"jumbotron jumbotron-fluid p-4 p-sm-5\" style=\"background-color:#ffffff\">\n\t\t\t\t\n<h2 class=\"h3\">How to Request a copy of your IRS Tax Return Transcript<\/h2>\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<ul>\n<li>your&nbsp;SSN, 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<p><strong>What You Get<\/strong><\/p>\n<ol>\n<li>All&nbsp;<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<\/ol>\n\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\t\t\n<section id=\"sign-1040\" class=\"auto-section\" data-section-link-title=\"Federal Tax Return 1040\">\t\t\t<div class=\"row my-4 my-sm-5\">\n\t\t\t\t\n\t\t\t<div class=\"jumbotron jumbotron-fluid bg-faded p-4 p-sm-5\">\n\t\t\t\t\n<h2 class=\"h3\">How to print and sign your Federal Tax Return &#8211; Form 1040<\/h2>\n<p>If you are unable to utilize <strong>IRS Data Direct Exchange (DDX) from FAFSA<\/strong> or <strong>request a copy of your IRS Tax Return Transcript<\/strong>, you (student and\/or parent) will be required to print and sign your federal tax return.&nbsp; You will need to have access to a printer in order to print your federal tax return and provide the appropriate signature.<\/p>\n<h3 class=\"h4\">To qualify as a \u2018signed tax return\u2019 the document&nbsp;must either:<\/h3>\n<ul>\n<li>Be&nbsp;<strong>signed&nbsp;<\/strong>by at least one of the tax filers. The signature must be on the line on the tax return designated for the signature of the tax filer.<\/li>\n<li>Or, include the&nbsp;<strong>tax preparer\u2019s<\/strong>&nbsp;stamped, typed, signed, or printed name and SSN, EIN (Employer Identification Number), or PTIN (Preparer Tax Identification Number).<\/li>\n<\/ul>\n<div class=\"bg-inverse p-2\" style=\"text-align: center\"><strong>If your tax return does not include the signature of at least one of the tax filers nor the preparer&#8217;s certification, it does not qualify as a \u2018signed tax return\u2019<\/strong>.<\/div>\n<p><strong><br>\nTax filer&#8217;s signature<\/strong> or <strong>tax preparer<\/strong> information must be located in the portion of the tax return shown<\/p>\n<p><a href=\"https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes.png\"><noscript><img decoding=\"async\" width=\"952\" height=\"288\" class=\" img-fluid alignnone wp-image-13183 size-full\" src=\"https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes.png\" alt srcset=\"https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes.png 952w, https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes-300x91.png 300w, https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes-768x232.png 768w, https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes-360x109.png 360w\" sizes=\"(max-width: 952px) 100vw, 952px\"><\/noscript><img decoding=\"async\" width=\"952\" height=\"288\" class=\" img-fluid alignnone wp-image-13183 size-full lazyload\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%20952%20288%22%3E%3C%2Fsvg%3E\" alt srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%22http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%22%20viewBox%3D%220%200%20952%20288%22%3E%3C%2Fsvg%3E 952w\" sizes=\"(max-width: 952px) 100vw, 952px\" data-srcset=\"https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes.png 952w, https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes-300x91.png 300w, https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes-768x232.png 768w, https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes-360x109.png 360w\" data-src=\"https:\/\/www.ucf.edu\/financial-aid\/wp-content\/uploads\/sites\/2\/2025\/09\/1040_Signature-for2023-Taxes.png\"><\/a><\/p>\n\t\t\t<\/div>\n\t\t\n\t\t\t<\/div>\n\t\t\n<\/section>\n<\/section>\n<\/section>\n","protected":false},"excerpt":{"rendered":"There are 3 options for Satisfying Tax Requirements for Verification","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-10054","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Signing Tax Documents for Verification | UCF Office of Student Financial Assistance<\/title>\n<meta name=\"description\" content=\"There are 3 options for Satisfying Tax Requirements for Verification\" \/>\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\/satisfying-tax-requirements-for-verification\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta 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