VERIFICATION: TAX FILING EXTENSION INSTRUCTIONS

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "VERIFICATION: TAX FILING EXTENSION INSTRUCTIONS"

Transcription

1 VERIFICATION: TAX FILING EXTENSION INSTRUCTIONS Approximately 30% of all FAFSA applications are randomly selected for the Verification process. As part of this process, students selected and placed in either the Standard or Aggregate Verification Groups, must verify income information before aid can be awarded. Students selected for Verification and who are only interested in receiving the Hope Scholarship ($4,000) can complete the Verification Opt-Out Form. Verification can still be completed at a later date. Here is a link to the Verification Opt-Out Form: To verify income, students/parents (if dependent) must verify their income by submitting a Tax Return Transcript obtained from the IRS or by correcting the FAFSA and utilizing the IRS Data Retrieval Tool to import tax information from the IRS into the FAFSA. Income information must be verified, even if the federal tax return has not been filed. Instructions for tax filers filing an extension are detailed below. I. Tentative Award Process MTSU has implemented a Verification process to award aid tentatively based upon estimated income information. Submit the following seven items. 1. Submit the Verification: Tax Filing Extension form. Check each item (Required Information section) being submitted with this form. It is best to submit all documents at the same time. Student must initial all three statements in the Agreement Section. 2. Submit a copy of IRS Form 4868, Application of Automatic Extension of Time to File a U.S. Individual Tax Return. 3. Submit copies of all W-2s and 1099s for each source of income in 2012 for the student, spouse or parent filing an extension. 4. Submit either the Verification Worksheet/Dependent Student form or the Verification Worksheet/Independent Student form. 5. Submit the Verification of Estimated 2012 Taxable and Non-taxable income form. Do not leave any section or items blank. Place a zero in items that do not apply. Use the 2011 federal tax return as a guide to complete this form, replacing the figures with estimated 2012 figures 6. Submit a signed copy of the 2011 federal tax return, including all Schedules, W-2s and 1099s. 7. Submit the Asset Verification Worksheet. The Financial Aid Office will review the information submitted and make any necessary corrections. Aid will be awarded based upon the Financial Aid Office s normal awarding schedule. A hold will be placed on the following semester s aid until verification of the actual 2012 tax information has been submitted.. II. Finalize Verification - Required Submit a signed copy of the 2012 federal tax return and all schedules as soon as the return is filed. The Financial Aid Office will review and compare the FAFSA information with the actual 2012 tax return and make any necessary corrections. The tentative award will be adjusted, if the eligibility changes. The student is responsible to repay any funds he/she is no longer eligible to receive. Failure to submit the tax return may result in the cancellation of tentative aid already paid and the cancellation of pending disbursements. The tax return should be submitted no later than November 15 th to allow sufficient processing time to prevent the delay of future disbursements by the fee payment deadline.

2 Verification: Tax Filing Extension Your FAFSA was selected for the Verification process by the Central Processing System. As part of this process, specific items included on the FASFA must be verified. The Financial Aid Office is required to verify information reported from the federal income tax return as part of this process. By completing this form, you are requesting that financial aid be initially awarded based upon estimated federal tax information. The information you submit must document that the estimates reported on the FAFSA are reasonable. If not, the Financial Aid Office reserves the right to make corrections to the estimated income. An example would be overstating tax paid, which impacts the EFC. Incomplete information will delay the processing of financial aid. REQUIRED INFORMATION I, the student (spouse) have filed for an extension I, the parent have field for an extension Place a check by each item being submitted with this form. Submitting the required signed copy of the 2011 federal tax return, including ALL schedules, W-2s and 1099s. The 2011 federal tax return will be used to review estimated 2012 information reported on the FAFSA and to identify potential untaxed income, assets and investments that are required to be reported on the FAFSA. The tax filer who is filing an extension must submit the 2011 federal tax return, Schedules, and W-2s or the request is considered to be incomplete. Submitting a copy of IRS Form 4868, Application for Automatic Extension of Time to File U.S. Individual Tax Return with this form or the IRS s approval of an extension beyond the automatic sixmonth extension. Submitting the requested Verification Worksheet (Dependent or Independent based upon the FAFSA dependency status) Submitting the Verification of Estimated 2012 Taxable and Non-taxable Income form Submitting a copy of ALL W-2s and/or 1099s for each source of income in 2012 for the student, spouse or parent filing an extension. I (student/spouse/parent) am submitting the Asset Verification form. AGREEMENT - YOU (THE STUDENT) MUST READ AND INITIAL EACH STATEMENT After the 2012 tax return is filed, I agree to submit a signed copy of all pages (all Schedules) of the 2012 federal tax return to the MTSU Financial Aid Office. Based on the information submitted, corrections to the FAFSA may be required. I understand that corrections may result in increased or decreased eligibility. I agree to repay any funds that I am no longer eligible to receive as a result of required corrections to the FAFSA or failure to submit the 2012 signed copy of the tax return. I understand that a hold will be placed on future disbursements during the academic year until the FAFSA has been correctly updated with actual 2012 federal income tax information. Failure to comply may result in the cancellation of aid disbursed based on estimated income. Signature of both student and parent (if dependent) is required. I certify that the above information is correct. If I purposely give false or misleading information, I may be fined $20,000, sent to prison, or both.

3 Verification of Estimated 2012 Taxable and Non-taxable Income This form must be submitted with the Verification: Tax Filing Extension form to validate estimated 2012 income reported on the FAFSA for the student and/or parent who filed a tax extension (IRS Form 4868). Use the 2011 federal tax return to assist you with the completion of this form. The information below is applicable to the student (spouse) or parent, who filed a tax extension 1. Income: (IRS Form 1040 information) Wages, salaries, tips, etc. (total of all applicable W-2s): $ Taxable interest: (Submit Form 1099-INT)) $ Tax exempt interest: List amount here: $ XXXXXXXXXX Ordinary dividends: $ Qualified dividends: List amount here: $ XXXXXXXXXX Taxable refunds, credits, or offsets of state and local income taxes: $ Alimony received: $ Business income or (loss): $ Capital gain or (loss): $ Other gains or (losses): $ IRA distribution: Total amount of IRA distribution: $ Taxable amount: $ Pensions and annuities: Total amount of pensions/annuities: $ Taxable amount: $ Rental real estate, royalties, partnerships, S corporations, trusts, etc.: $ Farm income or (loss): $ Unemployment compensation: (Submit Form 1099-G) $ Social security benefits: Total amount: $ Taxable amount: $ Other income: List type and amount: $ Total Income $ 2. Adjusted Gross Income (IRS Form 1040 information) Educator expenses: $ Certain business expenses of reservists, performing arts and fee-basis government officials: $ Health savings account deduction: $ Moving expenses: $ Deductible part of self-employment tax: $ Self-employed SEP, SIMPLE, and qualified plans: $ Self-employed health insurance deduction: $ Penalty on early withdrawal of savings: $ Alimony paid: $ IRA deduction: $ Student loan interest deduction: $ Tuition and fees: $ Domestic production activities deduction: $ Total of Column 2: $ Adjusted Gross Income (Total Income in section 1 minus Total of Column 2): XXXXXXXXXXXX $

4 3. Tax and Credits (IRS 1040 information) Adjusted Gross Income (AGI) from Section 2: XXXXXXXXXXXX $ Itemized deductions (estimated amount to be reported from Schedule A): $ XXXXXXXXXX Exemptions (Multiply $3,800 by # of exemptions to be claimed on tax return): $ XXXXXXXXXX Estimated Taxable Income: (AGI minus deductions and exemption total): XXXXXXXXXXXX $ Foreign tax credit: $ XXXXXXXXXX Credit for child and dependent care expenses: $ XXXXXXXXXX Education credits: $ XXXXXXXXXX Retirement savings contributions credit: $ XXXXXXXXXX Child tax credit: $ XXXXXXXXXX Residential energy credits: $ XXXXXXXXXX Other credits: $ XXXXXXXXXX Total Credits: $ XXXXXXXXXX Adjusted Gross Income minus Total Credits: XXXXXXXXXXXX $ 4. Untaxed Income Child support received for ALL children included in the household on the FAFSA: $ Housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits). Don t include the value of on-base military housing or the value of basic military allowance for housing. $ Veteran s non-educational benefits, such as Disability Death Pension, or Dependency & Indemnity Compensation and/or VA Educational Work-Study allowances: $ Other untaxed income such as workers compensation, disability, first-time homebuyer tax $ credit: IMPORTANT: Do not leave any section blank. Place a zero in the item(s) that do not apply. Incomplete forms will delay the processing of Title IV aid. 5. Certification Signature of both student and parent (if dependent) is required. I certify that the above information is correct. If I purposely give false or misleading information, I may be fined $20,000, sent to prison, or both.

5 Asset Verification Worksheet This form must be submitted with the Verification: Tax Filing Extension form. It may also be required to resolve conflicting information discovered through the verification process. Fully complete the section below. Do not leave any section blank. Place a zero in the item(s) that do not apply. Incomplete forms will delay the processing of Title IV aid. Parental information is only required for dependent (as defined by the FAFSA) students. Parent Student Cash, savings and checking accounts. Enter your total balance as of the day the original FAFSA was signed. $ $ Real estate value: List the value of rental property, land, second or summer homes. Do not include the home you live in. $ $ Real estate debt: Amount owed on investment real estate. Do not include the amount you owe on the home you live in. $ $ Investments: Trust funds, UGMA and UTMA accounts (exclude if custodian and not owner of account), money market funds, mutual funds, certificates of deposit, stocks, stock options, bonds, other securities, commodities, installment and land contracts (including mortgages held). $ $ Qualified educational benefits or education savings accounts: Coverdell savings accounts, 529 college savings plans and the refund value of 529 prepaid tuition plans. $ $ Business value: Include the market value of land, buildings, machinery, equipment, inventory, etc. (value minus debt applicable to business only). Name of business: Do not include the value of a small business if your family owns and controls more than 50% AND the business has 100 or fewer employees. $ $ Farm value: Include the market value of land, buildings, machinery, equipment, inventory (value minus debt applicable to farm only). Do not include farm value, if the farm is the principal place of residence for the student and family (spouse, if applicable and parents of dependent student) AND the student (or parents of a dependent student) materially participated in the farming operation. $ $ Small business value: Percentage of family ownership: (100 or fewer employees) Number of employees: Name of business: $ $ Signature of both student and parent (if dependent) is required. I certify that the above information is correct. If I purposely give false or misleading information, I may be fined $20,000, sent to prison, or both.

Non-Custodial Parent Form. Last Name First Name M.I. SS# or AU Student ID#

Non-Custodial Parent Form. Last Name First Name M.I. SS# or AU Student ID# Alfred University Student (print) Non-Custodial Parent Form Student Financial Aid Office Alfred University One Saxon Drive Alfred, NY 14802 607 871 2159 fax: 607 871 2252 www.alfred.edu Last Name First

More information

2014-2015 Independent Verification Worksheet

2014-2015 Independent Verification Worksheet 2014-2015 Independent Verification Worksheet Complete and return this form with the required documentation to: Office of Financial Aid and Scholarships 102 Aldrich Hall Irvine, CA 92697-2825 Phone: 949-824-5338

More information

Financial Aid and Scholarships Office 2016-17

Financial Aid and Scholarships Office 2016-17 Financial Aid and Scholarships Office 2016-17 Verification Form Dependent Name ID Number (required) Your financial aid application for the 2016-17 academic year has been selected for a process called Verification.

More information

2015-2016 Independent Verification Worksheet

2015-2016 Independent Verification Worksheet 2015-2016 Independent Verification Worksheet Complete and return this form with the required documentation to: The Paul Merage School of Business SB1 Room 4601 Irvine, CA 92697-3125 Phone: 949-824-9585

More information

Alfred University Financial Aid Application

Alfred University Financial Aid Application Alfred University Financial Aid Application 2016-17 Student Financial Aid Office Alfred University One Saxon Drive Alfred, NY 14802 phone: 607 871 2159 fax: 607 871 2252 www.alfred.edu 1. 2. Name Last

More information

2014-2015 Dependent Verification Worksheet

2014-2015 Dependent Verification Worksheet 2014-2015 Dependent Verification Worksheet Complete and return this form with the required documentation to: Office of Financial Aid and Scholarships 102 Aldrich Hall Irvine, CA 92697-2825 Phone: 949-824-8262

More information

2015-2016 Dependent Verification Worksheet

2015-2016 Dependent Verification Worksheet 2015-2016 Dependent Verification Worksheet Complete and return this form with the required documentation to: Office of Financial Aid and Scholarships 102 Aldrich Hall Irvine, CA 92697-2825 Phone: 949-824-8262

More information

SPECIAL CIRCUMSTANCES APPEAL

SPECIAL CIRCUMSTANCES APPEAL Instructions 2012-2013 You have indicated that you and/or your family have experienced a significant change in your financial situation during 2011. We understand this may be a difficult time for you and

More information

Financial Aid Application 2008-09

Financial Aid Application 2008-09 AlfredUniversity Financial Aid Application 2008-09 Student Financial Aid Office Alfred University Saxon Drive Alfred, NY 14802 PHONE: (607) 871-2159 FAX: (607) 871-2252 www.alfred.edu 1. 2. Name Last First

More information

Independent Special Circumstance Form 2014-2015

Independent Special Circumstance Form 2014-2015 Independent Special Circumstance Form 2014-2015 Please print Students Name: Student ID # Last First M.I Address: Phone # City State Zip Please indicate all the circumstances that may apply to your situation.

More information

INDIANA UNIVERSITY SOUTHEAST INDEPENDENT STUDENT Special Circumstances Appeal Form Academic Year/Summer

INDIANA UNIVERSITY SOUTHEAST INDEPENDENT STUDENT Special Circumstances Appeal Form Academic Year/Summer INDIANA UNIVERSITY SOUTHEAST Special Circumstances Appeal Form Academic Year/Summer Office of Financial Aid Indiana University Southeast 4201 Grant Line Road University South 105 New Albany, IN 47150 (812)

More information

2016-2017 REQUEST FOR RE-EVALUATION

2016-2017 REQUEST FOR RE-EVALUATION For Office Use Only COMMKEY 9REVRQ 2016-2017 REQUEST FOR RE-EVALUATION CHECKLIST Please complete this request for a re-evaluation if you are a dependent student and you or your parent(s) financial situation

More information

*149980110000* $.00 x.20 = 2 $.00. Personal information Your social security number (SSN)

*149980110000* $.00 x.20 = 2 $.00. Personal information Your social security number (SSN) Government of the District of Columbia 2014 SCHEDULE H Homeowner and Renter Property Tax Credit Important: Read eligibility requirements before completing. Print in CAPITAL letters using black ink. Personal

More information

Number. Address (street or P.O. box number, city, state, ZIP)

Number. Address (street or P.O. box number, city, state, ZIP) University of Minnesota Crookston DEPENDANT SPECIAL CIRCUMSTANCE APPEAL Academic Year 2016-2017 Office of Financial Aid & Scholarships University of Minnesota Crookston 170 Owen Hall, 2900 University Ave.

More information

1040 U.S. Individual Income Tax Return 2013

1040 U.S. Individual Income Tax Return 2013 F or Department of the Treasury Internal Revenue Service (99) 1 U.S. Individual Income Tax Return 21 m OMB No. 155-7 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 1, 21, or

More information

2015-2016 REQUEST FOR CONSIDERATION OF SPECIAL CIRCUMSTANCES

2015-2016 REQUEST FOR CONSIDERATION OF SPECIAL CIRCUMSTANCES Financial Aid Office PO Box 359 Sheboygan, WI 53082-0359 Fax: 920-565-1070 INDEPENDENT STUDENT 2015-2016 REQUEST FOR CONSIDERATION OF SPECIAL CIRCUMSTANCES Student Name: Social Security or LC Student ID

More information

Desk Aid 56: Income and Income Deductions

Desk Aid 56: Income and Income Deductions Employee compensation: (wages, salary, tips, bonuses, awards, and fringe benefits) Interest income: (taxable and non-taxable) Count 1040 line 7 Count 1040 line 7 Count 1040 line 7 Count 1040 line 8a and

More information

1040 U.S. Individual Income Tax Return 2013

1040 U.S. Individual Income Tax Return 2013 F or Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 23 m OMB No. 55-7 IRS Use Only Do not write or staple in this space. For the year Jan. Dec. 3, 23, or other

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form Department of the Treasury - Internal Revenue Service (99) 040 U.S. Individual Income Tax Return OMB No. 545-0074 For the year Jan. -Dec. 3,, or other tax year beginning,, ending, 20 Your first name

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form - (99) 1040 U.S. Individual Tax Return For the year Jan. 1-Dec. 31,, or other tax year beginning,, ending, 20 Your first name and initial Last name If a joint return, spouse's first name and initial

More information

Answering Questions about Your Family s Income When Applying for Health Insurance

Answering Questions about Your Family s Income When Applying for Health Insurance What You Need to Know about Health Insurance Applying for Health Insurance Answering Questions about Your Family s Income When Applying for Health Insurance About this fact sheet You may be able to get

More information

The Planner s Guide to the 1040 Form!

The Planner s Guide to the 1040 Form! The Planner s Guide to the 1040 Form! Unlocking the annuity and life insurance planning opportunities that other financial advisors are out of position to pursue. PLAN Noun - \plan\ Definition - A program

More information

2015 2016 Verification Worksheet Independent Student- Group 6

2015 2016 Verification Worksheet Independent Student- Group 6 Student Financial Services 1200 East Colton Avenue, Redlands, CA 92373-0999 Telephone: (909) 748-8047 Email: sfs@redlands.edu Fax: (909) 335-5399 Web site: www.redlands.edu/financialaid.asp 2015 2016 Verification

More information

STUDENT INFORMATION FAMILY INFORMATION

STUDENT INFORMATION FAMILY INFORMATION Your 2015-2016 Free Application for Federal Student Aid (FAFSA) was selected by the U.S. Department of Education for a review process called Verification. In this process, we are required by federal regulations

More information

Family Income and Expense Form 2016-2017

Family Income and Expense Form 2016-2017 Purpose of Form Generally, the is requested to provide a more detailed picture of your family s financial strength. This form collects information about income received in 2015 as well as some of the most

More information

D Approved for Exemption on: D 60% of value but not less than $60,000. D Approved for Refund by Assessor: D Aooroved for Refund by Treasurer:

D Approved for Exemption on: D 60% of value but not less than $60,000. D Approved for Refund by Assessor: D Aooroved for Refund by Treasurer: Senior Citizen and Disabled Persons Exemption from Real Property Taxes Chapter 84.36 RCW Complete both sides of this form and file the application packet with your County Assessor. For assistance, contact

More information

COVER PAGE. Filing Checklist for 2013 Tax Return Filed On Standard Forms. Prepared on: 01/30/2014 09:52:47 am

COVER PAGE. Filing Checklist for 2013 Tax Return Filed On Standard Forms. Prepared on: 01/30/2014 09:52:47 am COVER PAGE Filing Checklist for 23 Tax Return Filed On Standard Forms Prepared on: /3/24 9:52:47 am Return: C:\Users\Smokey\Desktop\Tax\23 Whittenburg\Ch. 8\Robert Ramos 23 Tax Return.T3 To file your 23

More information

UNIVERSITY OF VIRGINIA FINANCIAL AID APPLICATION PRE-APPLICATION WORKSHEET FOR ENTERING AND TRANSFER UNDERGRADUATE STUDENTS

UNIVERSITY OF VIRGINIA FINANCIAL AID APPLICATION PRE-APPLICATION WORKSHEET FOR ENTERING AND TRANSFER UNDERGRADUATE STUDENTS UNIVERSITY OF VIRGINIA FINANCIAL AID APPLICATION PRE-APPLICATION WORKSHEET FOR ENTERING AND TRANSFER UNDERGRADUATE STUDENTS To apply for Financial Aid at the University of Virginia, students must complete

More information

Instructions for Form 5329

Instructions for Form 5329 2014 Instructions for Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Department of the Treasury Internal Revenue Service Section references are to the Internal

More information

Discussion Topics. Funding Your Education Wisely Taking A Closer Look at the Various Types of Aid and the Financial Aid Process 1/6/15. !

Discussion Topics. Funding Your Education Wisely Taking A Closer Look at the Various Types of Aid and the Financial Aid Process 1/6/15. ! Funding Your Education Wisely Taking A Closer Look at the Various Types of Aid and the Financial Aid Process Discussion Topics! Financial Aid Overview ª Types and sources of aid ª Federal and state programs

More information

CHIP Health Insurance Renewal Form

CHIP Health Insurance Renewal Form CHIP Health Insurance Renewal Form 1. Household Information. First: MI: Last: Suffix: Head of Household : Street: Apt #: Address: Phone: City: State: Zip: Email: Primary: Alternate: Best time to call:

More information

2007-08 PROFILE Application Instructions

2007-08 PROFILE Application Instructions CSS/Financial Aid PROFILE 2007-08 PROFILE Application Instructions Table of Contents General Instructions... 2 Registration... 2 Student's Data (SD)... 4 Student's 2006 Income & Benefits (SI)... 4 Student's

More information

2015 2016 Verification Worksheet Independent Student

2015 2016 Verification Worksheet Independent Student 2015 2016 Verification Worksheet Independent Student Your 2015 2016 Free Application for Federal Student Aid (FAFSA) may be selected for review in a process called verification. The law says that before

More information

I look forward to receiving your application materials. If you have any questions, please contact me at pchapma1@fairview.org or 612-672-7715.

I look forward to receiving your application materials. If you have any questions, please contact me at pchapma1@fairview.org or 612-672-7715. Fairview Foundation 2344 Energy Park Drive Saint Paul, MN 55108 fairview.org/giving Dear Scholarship Applicant: Thank you for your interest in The Mark Cavanaugh Memorial Pediatric Nurse Practitioner Scholarship.

More information

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO 80203 (0) Organizer Mailing Slip Denver Tax Group, LLC CHADWICK ELLIOTT Sherman Street SUITE 0 DENVER, CO 00, (0) Organizer Mailing Slip TAX ORGANIZER TO:, FROM: Denver Tax Group, LLC Sherman Street SUITE 0 DENVER CO 00 (0) -0 Enclosed

More information

Professional Judgment Request for the 2015-2016 Academic Year

Professional Judgment Request for the 2015-2016 Academic Year Professional Judgment Request for the 2015-2016 Academic Year Please print clearly: Student Name: Student ID or SSN: Phone: Address/City/Zip: Email: The FAFSA is used to estimate a family s ability to

More information

1040 Review Guide: MARKETS ADVANCED. Using Your Clients 1040 to Identify Planning Opportunities

1040 Review Guide: MARKETS ADVANCED. Using Your Clients 1040 to Identify Planning Opportunities 1040 Review Guide: Using Your Clients 1040 to Identify Planning Opportunities ADVANCED MARKETS Producers Guide to a 1040 Review At Transamerica, we re committed to providing you and your clients with the

More information

STUDENT INFORMATION SECTION 1 SECTION 2

STUDENT INFORMATION SECTION 1 SECTION 2 STUDENT INFORMATION If you filed a Federal Tax Return with the IRS, complete SECTION 1 If you filed and amended your taxes, complete SECTION 2 If you did not file taxes and were NOT required to file taxes,

More information

Instructions for Form 8606

Instructions for Form 8606 2014 Instructions for Form 8606 Nondeductible IRAs Department of the Treasury Internal Revenue Service Section references are to the Internal Revenue Code unless otherwise noted. General Instructions Future

More information

Counting Income for MAGI What Counts as Income

Counting Income for MAGI What Counts as Income Counting Income for MAGI What Counts as Income Wages, salaries, tips, gratuities, bonuses, commissions (before taxes are taken out). Form(s) W 2. Alimony received Annuities Awards and Prizes (In addition

More information

2008-09 PROFILE Registration and Application Instructions

2008-09 PROFILE Registration and Application Instructions CSS/Financial Aid PROFILE 2008-09 PROFILE Registration and Application Instructions Table of Contents Introduction... 2 Registration... 2 Student's Data (SD)... 3 Student's 2007 Income and Benefits (SI)...

More information

Instructions for Form 8606

Instructions for Form 8606 2001 Instructions for Form 8606 Nondeductible IRAs and Coverdell ESAs Section references are to the Internal Revenue Code unless otherwise noted. Department of the Treasury Internal Revenue Service You

More information

Instructions for Form 5329

Instructions for Form 5329 2010 Instructions for Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts Department of the Treasury Internal Revenue Service Section references are to the Internal

More information

How to Complete the FAFSA 2009 2010

How to Complete the FAFSA 2009 2010 How to Complete the FAFSA 2009 2010 Admissions & Enrollment Center 734-462-4426 Office of Financial Aid 734-462-4433 www.schoolcraft.edu Why complete a FAFSA? The FAFSA is required for all federal and

More information

2015 2016 Household Resources Verification Worksheet. V6-Dependent Student

2015 2016 Household Resources Verification Worksheet. V6-Dependent Student 2015 2016 Household Resources Verification Worksheet V6-Dependent Student Your 2015 2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called Verification. The Financial

More information

2015-16 Noncustodial PROFILE Pre-Application Worksheet

2015-16 Noncustodial PROFILE Pre-Application Worksheet 2015-16 Noncustodial PROFILE Pre-Application Worksheet This worksheet contains all of the questions found on the Noncustodial PROFILE Application. Use it to help collect your family's financial information

More information

5 Qualifying widow(er) with dependent child 6a X Yourself. If someone can claim you as a dependent, do not check box 6a...

5 Qualifying widow(er) with dependent child 6a X Yourself. If someone can claim you as a dependent, do not check box 6a... Form 1040 Department of the Treasury Internal Revenue Service (99) U.S. Individual Income Tax Return 2014 OMB No. 1545-0074 IRS Use Only Do not write or staple in this space. For the year Jan. 1 Dec. 31,

More information

Instructions for Form 8606 Nondeductible IRAs

Instructions for Form 8606 Nondeductible IRAs 2008 Instructions for Form 8606 Nondeductible IRAs Department of the Treasury Internal Revenue Service Section references are to the Internal Revenue Code unless otherwise noted. General Instructions Tax

More information

Slide 1 NTC4M 2014-15

Slide 1 NTC4M 2014-15 Slide 1 And the Number Is Slide 2 Agenda How the expected family contribution (EFC) is calculated Appropriate use of professional judgment Role of high school counselors and mentors in need analysis and

More information

Individual Retirement Arrangements (IRAs)

Individual Retirement Arrangements (IRAs) Department of the Treasury Internal Revenue Service Publication 590 Cat. No. 15160x Individual Retirement Arrangements (IRAs) (Including Roth IRAs and Education IRAs) For use in preparing 1999 Returns

More information

Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide.

Thank you for choosing our firm to prepare your income tax returns for tax year 2014. This letter confirms the services we will provide. Deborah Wright Keystone Management Services, LLC P.O. Box 965564 Marietta, GA 30066 January 19, 2015 Dear Taxpayer, Thank you for choosing our firm to prepare your income tax returns for tax year 2014.

More information

2016 2017 Dependent Student Verification Reference Sheet

2016 2017 Dependent Student Verification Reference Sheet 2016 2017 Dependent Student Verification Reference Sheet Keep for your Records - Do not Send P.O. Box 26170 723 Kenilworth St. Greensboro, NC 27402 6170 Phone: 336-334-5702 Fax: 336-334-3010 finaid@uncg.edu

More information

V6-Independent Student

V6-Independent Student 2015 2016 Household Resources Verification Worksheet V6-Independent Student Your 2015 2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called Verification. The

More information

Albany Law School LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP) Application Deadline: March 31, 2015

Albany Law School LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP) Application Deadline: March 31, 2015 Albany Law School LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP) Application Deadline: March 31, 2015 Part A - Applicant Information : Last, First, MI SS#: Previous : (if applicable) Address: DOB: Telephone

More information

3 ELIGIBLE BORROWERS

3 ELIGIBLE BORROWERS 3 ELIGIBLE BORROWERS NON DISCRIMINATION All applicants must be considered irrespective of age, race, color, religion, national origin, sex, marital status or physical handicap. IRS TAX CODE COMPLIANCE

More information

Aquinas Institute of Rochester

Aquinas Institute of Rochester Aquinas Institute of Rochester 2015-2016 STUDENT FINANCIAL AID APPLICATION Information needed to complete your application: * Copies of your complete 2014 IRS Federal Form 1040, 1040A or 1040 EZ U.S. Individual

More information

Lamar University Verification Policy 2015-2016 Financial Aid Office

Lamar University Verification Policy 2015-2016 Financial Aid Office Lamar University Verification Policy 2015-2016 Financial Aid Office New FAFSA verification, updating, and corrections requirements for all students receiving federal and state financial aid Overview To

More information

Assessing Eligibility for Financial Aid

Assessing Eligibility for Financial Aid CHAPTER 1 To assess a student s eligibility for financial aid and determine how much aid is reasonable, the institution must verify the accuracy of the information in the student s application. This chapter

More information

Christian Brothers Academy

Christian Brothers Academy Christian Brothers Academy Syracuse, NY 2016-2017 STUDENT FINANCIAL AID APPLICATION This form must be postmarked on or before 1/31/16 Information needed to complete your application: * Copies of your complete

More information

Personal Information. Name Soc. Sec. No. Date of Birth Occupation Work Phone Taxpayer: Spouse: Street Address City State Zip

Personal Information. Name Soc. Sec. No. Date of Birth Occupation Work Phone Taxpayer: Spouse: Street Address City State Zip Paid to Taxpayer Paid to Spouse Client Tax Organizer Please complete this Organizer before your appointment. Prior year clients should use a personalized Organizer. To request a personalized Organizer,

More information

2015 2016 Independent (V6) Verification Form

2015 2016 Independent (V6) Verification Form 2015 2016 Independent (V6) Verification Form Your 2015 2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law states that before awarding

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form Department of the Treasury - Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2015 OM. 1545-0074 For the year Jan. 1-Dec. 31, 2015, or other tax year beginning, 2015, ending, 20

More information

Individual Retirement Arrangements (IRAs)

Individual Retirement Arrangements (IRAs) Department of the Treasury Internal Revenue Service Publication 590 Cat. No. 15160x Individual Retirement Arrangements (IRAs) (Including Roth IRAs and Education IRAs) For use in preparing 2000 Returns

More information

TAX DEFERRAL INFORMATION AND INSTRUCTION SHEET

TAX DEFERRAL INFORMATION AND INSTRUCTION SHEET CECIL COUNTY, MARYLAND OFFICE OF FINANCE 200 CHESAPEAKE BLVD, STE. 1100 ELKTON, MARYLAND 21921 TAX DEFERRAL INFORMATION AND INSTRUCTION SHEET The Annotated Code of Maryland, Tax-Property Article 10-204

More information

General Information. Nonresident Step-by-Step Instructions

General Information. Nonresident Step-by-Step Instructions Illinois Department of Revenue Schedule NR IL-1040 Instructions 2014 General Information What is the purpose of Schedule NR? Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax,

More information

UPMC Financial Assistance Application Information

UPMC Financial Assistance Application Information UPMC Financial Assistance Application Information UPMC offers financial assistance for medical care provided by UPMC facilities and UPMC affiliated physicians to eligible individuals and families. Based

More information

General Information. Illinois Department of Revenue Schedule NR IL-1040 Instructions

General Information. Illinois Department of Revenue Schedule NR IL-1040 Instructions Illinois Department of Revenue Schedule NR IL-1040 Instructions What is the purpose of Schedule NR? Schedule NR, Nonresident and Part-Year Resident Computation of Illinois Tax, allows you, a nonresident

More information

CITI FUND SERVICES, INC. CUSTODIAL ACCOUNT DISCLOSURE STATEMENT. MERK FUNDS Custodial Account Disclosure Statement. Part One: Traditional IRAs

CITI FUND SERVICES, INC. CUSTODIAL ACCOUNT DISCLOSURE STATEMENT. MERK FUNDS Custodial Account Disclosure Statement. Part One: Traditional IRAs MERK FUNDS Custodial Account Disclosure Statement This Custodial Account Disclosure Statement ( Disclosure Statement ) applies to Traditional Individual Retirement Accounts ( IRAs ), Roth IRAs and Coverdell

More information

2015-2016 Household V1-Veri ication Worksheet McMurry University

2015-2016 Household V1-Veri ication Worksheet McMurry University 2015-2016 Household V1-Veri ication Worksheet Your 2015-2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says that before awarding

More information

2015-2016 Independent Verification

2015-2016 Independent Verification V6- IND FORM 2015-2016 Independent Verification Your 2015-2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called Aggregate Verification. Northern is required

More information

2014 2015 Student Information Worksheet Instructions

2014 2015 Student Information Worksheet Instructions 2014 2015 Student Information Worksheet Instructions This worksheet represents the standard questions that are asked on the Need Access application. When you log in to complete the application online,

More information

PEDRICK & COMPANY, LLC 103 CENTRAL AVENUE HINESVILLE, GA 31313. Organizer

PEDRICK & COMPANY, LLC 103 CENTRAL AVENUE HINESVILLE, GA 31313. Organizer PEDRICK & COMPANY, LLC 103 CENTRAL AVENUE HINESVILLE, GA 31313 Organizer 2013 Tax Organizer ORG0 This Tax Organizer is designed to help you collect and report the information needed to prepare your 2013

More information

Mike Johnson, Director of Financial Aid Pacific University

Mike Johnson, Director of Financial Aid Pacific University Mike Johnson, Director of Financial Aid Pacific University Community Colleges $ 4,200 tuition, $16,000 total Public Colleges and Universities $ 8,300 tuition, $22,800 total Private Colleges and Universities

More information

1040 U.S. Individual Income Tax Return 2015

1040 U.S. Individual Income Tax Return 2015 Form Department of the Treasury - Internal Revenue Service (99) 1040 U.S. Individual Income Tax Return 2015 OMB. 1545-0074 For the year Jan. 1-Dec. 31, 2015, or other tax year beginning, 2015, ending,

More information

Please complete this Organizer before your appointment. Street Address City State ZIP Home Phone

Please complete this Organizer before your appointment. Street Address City State ZIP Home Phone Womack Tax Prep LLC Client Tax Organizer Please complete this Organizer before your appointment. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Taxpayer Spouse Street Address

More information

Office of Financial Aid 2015 2016 Independent Student Verification Worksheet

Office of Financial Aid 2015 2016 Independent Student Verification Worksheet Office of Financial Aid 2015 2016 Independent Student Verification Worksheet Your 2015 2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The

More information

Caution: Special rules apply to certain distributions to reservists and national guardsmen called to active duty after September 11, 2001.

Caution: Special rules apply to certain distributions to reservists and national guardsmen called to active duty after September 11, 2001. Thorsen Clark Tracey Wealth Management 301 East Pine Street Suite 1100 Orlando, FL 32801 407-246-8888 407-897-4427 thorsenclarktraceywealthmanagement@raymondjames.com tctwealthmanagement.com Roth IRAs

More information

This Product Contains Sensitive Taxpayer Data

This Product Contains Sensitive Taxpayer Data Tax Return Transcript Sample SSN Provided: 123-45-6789 Tax Period Ending: Dec. 31, 2011 This Product Contains Sensitive Taxpayer Data The following items reflect the amount as shown on the return (PR),

More information

INCOME AND DEDUCTIBLE ITEMS, SUMMARY CHART

INCOME AND DEDUCTIBLE ITEMS, SUMMARY CHART ICOME AD DEDUCTIBLE ITEMS, SUMMAR CHART otes: = ot included = Included = Adjusted Gross = Total Household Resources = Household (2011 and prior years only) Items Alimony received Awards, prizes (in excess

More information

CASH FLOW ANALYSIS (FORM 1084)

CASH FLOW ANALYSIS (FORM 1084) CASH FLOW ANALYSIS (FORM 1084) Form 1040 Individual Income Tax Return Line 1 - Total Income: Begin with Total Income, which represents the borrower's gross income before adjustments. Line 2 Wages, Salaries,

More information

Tax Return Questionnaire - 2013 Tax Year

Tax Return Questionnaire - 2013 Tax Year Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

3. If you received any interest from a "Seller Financed" mortgage, provide: Name and Address of Payer Social Security Number Amount

3. If you received any interest from a Seller Financed mortgage, provide: Name and Address of Payer Social Security Number Amount Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return Questionnaire

More information

FOR ASSISTANCE PLEASE CALL 703-222-8234 TTY 703-222-7594

FOR ASSISTANCE PLEASE CALL 703-222-8234 TTY 703-222-7594 2014 Desiree M. Baltimore, Manager, Tax Relief Section Department of Tax Administration 703-222-8234 taxrelief@fairfaxcounty.gov TTY: 703-222-7594 APPLICATION FOR TAX RELIEF COUNTY OF FAIRFAX DEPARTMENT

More information

EVALUATING the Self-Employed Borrower

EVALUATING the Self-Employed Borrower tax year EVALUATING the Self-Employed Borrower and other sources of income OUR ONLINE PROGRAM MAKES ANALYZING THE SELF-EMPLOYED BORROWER FASTER AND EASIER. AVAILABLE NOW FOR TAX YEAR 2014! GO TO WWW.MGIC.COM

More information

We are committed to providing accuracy in reporting tax information related to your mutual fund account(s) and help in understanding how it is used.

We are committed to providing accuracy in reporting tax information related to your mutual fund account(s) and help in understanding how it is used. Guide To Your USAA nvestment Management Company Forms 1099-R (mutual fund RAs), 1099-Q (mutual fund Coverdell ESAs), USAA 529 College Savings Plan accounts and 1099-SA For Tax Year We are committed to

More information

Military Personnel Instructions

Military Personnel Instructions tax.utah.gov Publication Revised 8/15 Military Personnel Instructions Taxation of military compensation and benefits Filing requirements and deadlines Utah State Tax Commission 210 North 1950 West Salt

More information

Federal Taxes and Verification. Mary Condon Sr. Student Services Coordinator University of WI Madison April 8, 2015

Federal Taxes and Verification. Mary Condon Sr. Student Services Coordinator University of WI Madison April 8, 2015 Federal Taxes and Verification Mary Condon Sr. Student Services Coordinator University of WI Madison April 8, 2015 Regulations require us to know Whether a person was required to file a federal tax return,

More information

2015-2016 Dependent Verification

2015-2016 Dependent Verification V6- DEP FORM 2015-2016 Dependent Verification Your 2015-2016 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. Northern must compare information

More information

Roth Individual Retirement Account Disclosure Statement (Pursuant to Treasury Regulation 1.408-6)

Roth Individual Retirement Account Disclosure Statement (Pursuant to Treasury Regulation 1.408-6) 2721 North Central Avenue Phoenix, Arizona 85004-1172 investorsclub@oxfordlife.com Roth Individual Retirement Account Disclosure Statement (Pursuant to Treasury Regulation 1.408-6) Right to Revoke Your

More information

Fleming, Tawfall & Company, P.C. 2015 Tax Questionnaire

Fleming, Tawfall & Company, P.C. 2015 Tax Questionnaire Fleming, Tawfall & Company, P.C. 2015 Tax Questionnaire COMPLETION OF THIS TAX QUESTIONNAIRE, ALONG WITH YOUR SIGNATURE, IS MANDATORY FOR THE 2015 TAX SEASON. Date of Spouse s Date of Name Birth Name Birth

More information

2014 INCOME TAX DATA ORGANIZER PLEASE ATTACH A VOIDED CHECK TO RECEIVE YOUR REFUND

2014 INCOME TAX DATA ORGANIZER PLEASE ATTACH A VOIDED CHECK TO RECEIVE YOUR REFUND 2014 INCOME TAX DATA ORGANIZER PLEASE ATTACH A VOIDED CHECK TO RECEIVE YOUR REFUND NAME: IF WE DO NOT HAVE THE FOLLOWING ON FILE: (1) Please provide a picture ID such as a drivers license, passport, military

More information

Federal Student Aid Programs 2013-2014 VERIFICATION WORKSHEET [V5]

Federal Student Aid Programs 2013-2014 VERIFICATION WORKSHEET [V5] Federal Student Aid Programs 2013-2014 VERIFICATION WORKSHEET [V5] Your application was selected for review by the U.S. Department of Education in a process called verification. This process requires Xavier

More information

2015 2016 Student Information Worksheet Instructions

2015 2016 Student Information Worksheet Instructions 2015 2016 Student Information Worksheet Instructions This worksheet represents the standard questions that are asked on the Need Access application. When you log in to complete the application online,

More information

FULLER LANDAU LLP. Tax Return Questionnaire - 2014 Tax Year. Name and Address: Social Security Occupation Number:

FULLER LANDAU LLP. Tax Return Questionnaire - 2014 Tax Year. Name and Address: Social Security Occupation Number: FULLER LANDAU LLP Print this form out, take some time to fill it out, and bring it with you when you come to the office. This will save you time and money, and help us help you more effectively. Tax Return

More information

Client Tax Organizer If you have rental property or are self-employed, please request additional organizers.

Client Tax Organizer If you have rental property or are self-employed, please request additional organizers. Client Tax Organizer If you have rental property or are self-employed, please request additional organizers. 1. Personal Information Name Soc. Sec.. Date of Birth Occupation Work Phone Taxpayer Spouse

More information

2013 LANSING INDIVIDUAL INCOME TAX FORMS AND INSTRUCTIONS

2013 LANSING INDIVIDUAL INCOME TAX FORMS AND INSTRUCTIONS 2013 LANSING INDIVIDUAL INCOME TAX FORMS AND INSTRUCTIONS Form L-1040 For use by individual residents, part-year residents and nonresidents ALL PERSONS HAVING LANSING TAXABLE INCOME IN 2013 MUST FILE A

More information

Lay Ministry MA in Theology and Literature. (not seeking ordination) MA in Religion and Environment

Lay Ministry MA in Theology and Literature. (not seeking ordination) MA in Religion and Environment The School of Theology Application for Financial Aid 2016-17 Returning Student Deadline February 5, 2016 New Student Deadline May 2 for those accepted by April 15 Two weeks after acceptance for those accepted

More information

Sample Only. Grant & Aid Application For the School Year Beginning Fall 2012. Save Time Apply Online. Information needed to complete your application:

Sample Only. Grant & Aid Application For the School Year Beginning Fall 2012. Save Time Apply Online. Information needed to complete your application: 10000028406 Save Time Apply Online. Apply online at www.factstuitionaid.com - Applying online is the fastest and most direct method of submitting your application. It allows your institution to view your

More information

Effective Until 6/7/2015

Effective Until 6/7/2015 Page 1 of 6 Medical Assistance (MA) Chapter 600 Income Eligibility >> 609 Income Deductions >> C Income Deductions for MAGI Groups C Income Deductions for MAGI Groups Policy Policy 1) Pre-tax Deductions

More information

FNMA Self-Employed Income Calculations

FNMA Self-Employed Income Calculations FNMA Self-Employed Income Calculations FNMA considers any individual that has a 25% or more ownership interest in a business to be self-employed. BUSINESS STRUCTURES Knowledge of the structure of the business

More information