Tax Transcript Decoder©

COMPARISON OF 2019 TAX RETURN AND TAX TRANSCRIPT DATA

2021-22 Award Year (Version 1.0)

© 2020 NASFAA. All rights reserved.

© 2020 by National Association of Student Financial Aid Administrators (NASFAA). All rights reserved.

NASFAA has prepared this document for use only by personnel, licensees, and members. The information contained herein is protected by copyright.
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This publication contains material related to the federal student aid programs under Title IV of the Higher Education Act and/or Title VII or Title VIII of the
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November 2020

Information in this publication is current as of November 19, 2020.

2
Tax Transcript Decoder©
Comparison of 2019 Tax Return and Tax Transcript Data
FAFSA instructions direct applicants to obtain information from certain lines on IRS income tax returns and schedules. For
the most part, the instructions identify the relevant lines on the tax form by line number. These line item numbers do not
appear on IRS tax transcripts. Instead, each item is identified by name. When verifying FAFSA data using tax transcripts, it is
important to identify the correct answer.
The following pages contain a sample tax return and corresponding tax return transcript. Relevant line items have been
highlighted as follows:
Red: information to help cross-reference tax return line items with corresponding data on the tax return transcript.

Yellow: tax return line items that are required verification data elements for the 2021-22 award year.

Blue: tax return line items listed in the FAFSA instructions, which should be reviewed for potential conflicting information.

2019 Tax Return Line Items for 2021-22 Verification

2021-22
1040 and Schedules
FAFSA Question
AGI 1040 Line 8b 36 (S) and 84 (P)

Income tax paid* 1040 Line 14 minus Schedule 2, Line 2 37 (S) and 85 (P)

Education credits 1040 Schedule 3, Line 3 43a (S) and 91a (P)

IRA deductions and payments 1040 Schedule 1, Line 15 + Line 19 44b (S) and 92b (P)

Tax-exempt interest income 1040 Line 2a 44d (S) and 92d (P)
Untaxed portions of IRA, pension, and 1040 Lines (4a + 4c) minus (4b + 4d)
44e (S) and 92e (P)
annuity distributions (withdrawals)* (exclude rollovers)

2019 Tax Return Transcript Line Items for 2021-22 Verification

2021-22
Tax Transcript
FAFSA Question
AGI “ADJUSTED GROSS INCOME PER COMPUTER” 36 (S) and 84 (P)
“INCOME TAX AFTER CREDITS PER COMPUTER”
minus
Income tax paid* 37 (S) and 85 (P)
“EXCESS ADVANCE PREMIUM TAX CREDIT
REPAYMENT AMOUNT”
Education credits “EDUCATION CREDIT PER COMPUTER” 43a (S) and 91a (P)
“KEOGH/SEP CONTRIBUTION DEDUCTION”
IRA deductions and payments plus 44b (S) and 92b (P)
“IRA DEDUCTION PER COMPUTER”
Tax-exempt interest income “TAX-EXEMPT INTEREST” 44d (S) and 92d (P)
“TOTAL IRA DISTRIBUTIONS” plus
“TOTAL PENSIONS AND ANNUITIES”
Untaxed portions of IRA, pension, and minus
“TAXABLE IRA DISTRIBUTIONS” plus 44e (S) and 92e (P)
annuity distributions (withdrawals)*
“TAXABLE PENSION/ANNUITY AMOUNT”
(exclude rollovers)
*If negative, enter zero.
© 2020 NASFAA. All rights reserved. 3
 Sample IRS Form 1040, Page 1: Marcos and Carolina Tamez

1040 U.S. Individual Income Tax Return 2019

Department of the Treasury—Internal Revenue Service (99)
Form

OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space.

Filing Status Single ✔ Married filing jointly Married filing separately (MFS) Head of household (HOH) Qualifying widow(er) (QW)
Check only If you checked the MFS box, enter the name of spouse. If you checked the HOH or QW box, enter the child’s name if the qualifying person is
one box.
a child but not your dependent. ▶
Your first name and middle initial Last name Your social security number
CAROLINA Mxxxxxxxxxxxxxxxxxxxxxxx TAMEZxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx XXX | XX | 4672
If joint return, spouse’s first name and middle initial Last name Spouse’s social security number
MARCOS Sxxxxxxxxxxxxxxxxxxxxxxxxx TAMEZxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx XXX | XX | 2230
Home address (number and street). If you have a P.O. box, see instructions. Apt. no. Presidential Election Campaign
87412 W POLTAVA WAY Check here if you, or your spouse if filing
jointly, want $3 to go to this fund.
City, town or post office, state, and ZIP code. If you have a foreign address, also complete spaces below (see instructions). Checking a box below will not change your
SPRINGFIELD, OR 99999 tax or refund. You Spouse
Foreign country name Foreign province/state/county Foreign postal code If more than four dependents,
see instructions and ✓ here ▶

Standard Someone can claim: You as a dependent Your spouse as a dependent

Deduction Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness You: Were born before January 2, 1955 Are blind Spouse: Was born before January 2, 1955 Is blind
Dependents (see instructions): (2) Social security number (3) Relationship to you (4) ✓ if qualifies for (see instructions):
(1) First name Last name Child tax credit Credit for other dependents

SAMUEL J TAMEZxxxxxxxxxxxxxxxxxxxxxxxx XXX | XX | 6772 SON ✔

AMOS J TAMEZxxxxxxxxxxxxxxxxxxxxxxxxxx XXX | XX | 8534 SON ✔

1 Wages, salaries, tips, etc. Attach Form(s) W-2 . . . . . . . . . . . . . . . . . . 1 xxxxxxx131,638 *

2a Tax-exempt interest . . . . 2a xxxxxxxx131,638 b Taxable interest. Attach Sch. B if required 2b 1,590
3a Qualified dividends . . . . 3a b Ordinary dividends. Attach Sch. B if required 3b
Standard
Deduction for— 4a IRA distributions . . . . . 4a xxxxxxxx131,638 b Taxable amount . . . . . . 4b xxxxxxxx131,638
4c xxxxxxxxx131,638
• Single or Married xxxxxxxx131,638
filing separately,
c Pensions and annuities . . . d Taxable amount . . . . . . 4d
$12,200 5a Social security benefits . . . 5a b Taxable amount . . . . . . 5b
• Married filing
jointly or Qualifying 6 Capital gain or (loss). Attach Schedule D if required. If not required, check here . . . . . . . ▶ 6
widow(er), 7a Other income from Schedule 1, line 9 . . . . . . . . . . . . . . . . . . . . 7a 8,124
$24,400
• Head of b Add lines 1, 2b, 3b, 4b, 4d, 5b, 6, and 7a. This is your total income . . . . . . . . . . . ▶ 7b xxxxxxxx141,352
household,
$18,350
8a Adjustments to income from Schedule 1, line 22 . . . . . . . . . . . . . . . . . 8a
• If you checked b Subtract line 8a from line 7b. This is your adjusted gross income . . . . . . . . . . . ▶ 8b xxxxxxxx141,352
any box under
Standard 9 Standard deduction or itemized deductions (from Schedule A) . . . . . 9 33,714
Deduction, 10 Qualified business income deduction. Attach Form 8995 or Form 8995-A . . . 10
see instructions.
11a Add lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . 11a 33,714
b Taxable income. Subtract line 11a from line 8b. If zero or less, enter -0- . . . . . . . . . . . 11b 107,638
For Disclosure, Privacy Act, and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 11320B Form 1040 (2019)

*Income earned from work: IRS Form 1040–Line 1 , Schedule 1–Lines 3 and 6 , Schedule K-1 (IRS Form 1065)–Box 14 (Code A). If any individual earning item is
negative, do not include that item in your calculation.

© 2020 NASFAA. All rights reserved. 4

 Sample IRS Form 1040, Page 2: Marcos and Carolina Tamez
Form 1040 (2019) Page 2
12a Tax (see inst.) Check if any from Form(s): 1 8814 2 4972 3 12a 15,397
b Add Schedule 2, line 3, and line 12a and enter the total . . . . . . . . . . . . . . ▶ 12b 15,397
13a Child tax credit or credit for other dependents . . . . . . . . . . 13a 4,000
b Add Schedule 3, line 7, and line 13a and enter the total . . . . . . . . . . . . . . 13b 4,059
Income Tax Paid*
▶

14 Subtract line 13b from line 12b. If zero or less, enter -0- . . . . . . . . . . . . . . . 14 xxxxxxxx11,338
15 Other taxes, including self-employment tax, from Schedule 2, line 10 . . . . . . .1040
. Line
14
. .
. . 15
16 Add lines 14 and 15. This is your total tax . . . . . . . . . . . .
minus
. . . . . . ▶ 16 xxxxxxxx11,338
Schedule 2, Line 2
17 Federal income tax withheld from Forms W-2 and 1099 . . . . . . . . . . . . . . . 17 11,291
18 Other payments and refundable credits: *If negative, enter zero
• If you have a
qualifying child, a Earned income credit (EIC) . . . . . . . . . . . . . . . 18a
attach Sch. EIC.
• If you have b Additional child tax credit. Attach Schedule 8812 . . . . . . . . . 18b
nontaxable c American opportunity credit from Form 8863, line 8 . . . . . . . . 18c
combat pay, see
instructions. d Schedule 3, line 14 . . . . . . . . . . . . . . . . . 18d
e Add lines 18a through 18d. These are your total other payments and refundable credits . . . . . ▶ 18e
19 Add lines 17 and 18e. These are your total payments . . . . . . . . . . . . . . . ▶ 19 11,291
20 If line 19 is more than line 16, subtract line 16 from line 19. This is the amount you overpaid . . . . . . 20
Refund
21a Amount of line 20 you want refunded to you. If Form 8888 is attached, check here . . . . . . ▶ 21a
Direct deposit? ▶ b Routing number ▶ c Type: Checking Savings
See instructions.
▶ d Account number
22 Amount of line 20 you want applied to your 2020 estimated tax . . . . ▶ 22
Amount 23 Amount you owe. Subtract line 19 from line 16. For details on how to pay, see instructions . . . . . ▶ 23 47
You Owe 24 Estimated tax penalty (see instructions) . . . . . . . . . . . ▶ 24
Third Party Do you want to allow another person (other than your paid preparer) to discuss this return with the IRS? See instructions. Yes. Complete below.
Designee No
(Other than Designee’s Phone Personal identification
paid preparer) name ▶ no. ▶ number (PIN) ▶

Sign Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true,
correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Here Your signature Date Your occupation If the IRS sent you an Identity
Protection PIN, enter it here
▲

Joint return? Carolina M. Tamez 04/15/2020 ADMINISTRATOR (see inst.)

See instructions. Spouse’s signature. If a joint return, both must sign. Date Spouse’s occupation If the IRS sent your spouse an
Keep a copy for Identity Protection PIN, enter it here
your records. 04/15/2020 MANAGER (see inst.)

Phone no. Email address

Preparer’s name Preparer’s signature Date PTIN Check if:
Paid 3rd Party Designee
Preparer Firm’s name ▶ Phone no. Self-employed
Use Only
Firm’s address ▶ Firm’s EIN ▶

Go to www.irs.gov/Form1040 for instructions and the latest information. Form 1040 (2019)

© 2020 NASFAA. All rights reserved. 5

Sample IRS Form 1040 Schedule 1: Marcos and Carolina Tamez
SCHEDULE 1 OMB No. 1545-0074
Additional Income and Adjustments to Income
2019
(Form 1040 or 1040-SR)
▶ Attach
to Form 1040 or 1040-SR.
Department of the Treasury Attachment
▶ Go to www.irs.gov/Form1040 for instructions and the latest information.
Internal Revenue Service Sequence No. 01
Name(s) shown on Form 1040 or 1040-SR Your social security number

At any time during 2019, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any
virtual currency? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes ✔ No
Part I Additional Income
1 Taxable refunds, credits, or offsets of state and local income taxes . . . . . . . . . . . . 1
2a Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a
b Date of original divorce or separation agreement (see instructions) ▶
3 Business income or (loss). Attach Schedule C . . . . . . . . . . . . . . . . . . . 3 xxxxxxx131,638 *
4 Other gains or (losses). Attach Form 4797 . . . . . . . . . . . . . . . . . . . . 4
5 Rental real estate, royalties, partnerships, S corporations, trusts, etc. Attach Schedule E . . . . . 5
6 Farm income or (loss). Attach Schedule F . . . . . . . . . . . . . . . . . . . . 6 xxxxxxx131,638 *
7 Unemployment compensation . . . . . . . . . . . . . . . . . . . . . . . . 7
8 Other income. List type and amount ▶ FORM 1099 MISC INCOME 8124
8 8,124
9 Combine lines 1 through 8. Enter here and on Form 1040 or 1040-SR, line 7a . . . . . . . . 9 8,124
Part II Adjustments to Income
10 Educator expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
11 Certain business expenses of reservists, performing artists, and fee-basis government officials. Attach
Form 2106 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
12 Health savings account deduction. Attach Form 8889 . . . . . . . . . . . . . . . . 12 xxxxxxx131,638
13 Moving expenses for members of the Armed Forces. Attach Form 3903 . . . . . . . . . . 13
14 Deductible part of self-employment tax. Attach Schedule SE . . . . . . . . . . . . . . 14
15 Self-employed SEP, SIMPLE, and qualified plans . . . . . . . . . . . . . . . . . . 15 xxxxxxx131,638
16 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . 16
17 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . 17
18a Alimony paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18a
b Recipient’s SSN . . . . . . . . . . . . . . . . . . . . . ▶
c Date of original divorce or separation agreement (see instructions) ▶
19 IRA deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 xxxxxxx131,638
20 Student loan interest deduction . . . . . . . . . . . . . . . . . . . . . . . 20
21 Tuition and fees. Attach Form 8917 . . . . . . . . . . . . . . . . . . . . . . 21
22 Add lines 10 through 21. These are your adjustments to income. Enter here and on Form 1040 or
1040-SR, line 8a . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71479F Schedule 1 (Form 1040 or 1040-SR) 2019

*Income earned from work: IRS Form 1040–Line 1 , Schedule 1–Lines 3 and 6, Schedule K-1 (IRS Form 1065)–Box 14 (Code A). If any individual earning item is
negative, do not include that item in your calculation.

© 2020 NASFAA. All rights reserved. 6

Sample IRS Form 1040 Schedule 2 (not filed by Carolina and Marcos)

Part I
Income Tax Paid*
1040 Line 14
minus
Schedule 2, Line 2
*If negative, enter zero

© 2020 NASFAA. All rights reserved. 7

Sample IRS Form 1040 Schedule 3: Marcos and Carolina Tamez
SCHEDULE 3 OMB No. 1545-0074
Additional Credits and Payments
2019
(Form 1040 or 1040-SR)
▶ Attach
to Form 1040 or 1040-SR.
Department of the Treasury Attachment
Internal Revenue Service ▶ Go to www.irs.gov/Form1040 for instructions and the latest information. Sequence No. 03
Name(s) shown on Form 1040 or 1040-SR Your social security number

Part I Nonrefundable Credits

1 Foreign tax credit. Attach Form 1116 if required . . . . . . . . . . . . . . . . . . 1
2 Credit for child and dependent care expenses. Attach Form 2441 . . . . . . . . . . . . 2 59
3 Education credits from Form 8863, line 19 . . . . . . . . . . . . . . . . . . . . 3 xxxxxxxxx131,638
4 Retirement savings contributions credit. Attach Form 8880 . . . . . . . . . . . . . . 4
5 Residential energy credit. Attach Form 5695 . . . . . . . . . . . . . . . . . . . 5
6 Other credits from Form: a 3800 b 8801 c 6
7 Add lines 1 through 6. Enter here and include on Form 1040 or 1040-SR, line 13b . . . . . . . 7 59
Part II Other Payments and Refundable Credits
8 2019 estimated tax payments and amount applied from 2018 return . . . . . . . . . . . 8
9 Net premium tax credit. Attach Form 8962 . . . . . . . . . . . . . . . . . . . . 9
10 Amount paid with request for extension to file (see instructions) . . . . . . . . . . . . . 10
11 Excess social security and tier 1 RRTA tax withheld . . . . . . . . . . . . . . . . . 11
12 Credit for federal tax on fuels. Attach Form 4136 . . . . . . . . . . . . . . . . . . 12
13 Credits from Form: a 2439 b Reserved c 8885 d 13
14 Add lines 8 through 13. Enter here and on Form 1040 or 1040-SR, line 18d . . . . . . . . . 14
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 71480G Schedule 3 (Form 1040 or 1040-SR) 2019

© 2020 NASFAA. All rights reserved. 8

 SCHEDULE A
(Form 1040 or 1040-SR)
Itemized Deductions OMB No. 1545-0074

(Rev. January 2020)

Department of the Treasury
▶ Go to www.irs.gov/ScheduleA for instructions and the latest information.
▶ Attach to Form 1040 or 1040-SR. 2019
Attachment
Internal Revenue Service (99) Caution: If you are claiming a net qualified disaster loss on Form 4684, see the instructions for line 16. Sequence No. 07
Name(s) shown on Form 1040 or 1040-SR Your social security number

Medical Caution: Do not include expenses reimbursed or paid by others.

and 1 Medical and dental expenses (see instructions) . . . . . . . 1
Dental 2 Enter amount from Form 1040 or 1040-SR, line 8b 2 141,352
Expenses 3 Multiply line 2 by 7.5% (0.075) . . . . . . . . . . . . . 3 10,601
4 Subtract line 3 from line 1. If line 3 is more than line 1, enter -0- . . . . . . . . . 4
Taxes You 5 State and local taxes.
Paid a State and local income taxes or general sales taxes. You may include
either income taxes or general sales taxes on line 5a, but not both. If
you elect to include general sales taxes instead of income taxes,
check this box . . . . . . . . . . . . . . . . . ▶ 5a 6,206
b State and local real estate taxes (see instructions) . . . . . . . 5b 14,736
c State and local personal property taxes . . . . . . . . . . 5c 784
d Add lines 5a through 5c . . . . . . . . . . . . . . . 5d 21,726
e Enter the smaller of line 5d or $10,000 ($5,000 if married filing
separately) . . . . . . . . . . . . . . . . . . . 5e 10,000
6 Other taxes. List type and amount ▶
6
7 Add lines 5e and 6 . . . . . . . . . . . . . . . . . . . . . . . 7 10,000
Interest 8 Home mortgage interest and points. If you didn’t use all of your home
You Paid mortgage loan(s) to buy, build, or improve your home, see
Caution: Your instructions and check this box . . . . . . . . . . . ▶
mortgage interest
deduction may be a Home mortgage interest and points reported to you on Form 1098.
limited (see See instructions if limited . . . . . . . . . . . . . . 8a 23,169
instructions).
b Home mortgage interest not reported to you on Form 1098. See
instructions if limited. If paid to the person from whom you bought the
home, see instructions and show that person’s name, identifying no.,
and address . . . . . . . . . . . . . . . . . . .
▶
8b
c Points not reported to you on Form 1098. See instructions for special
rules . . . . . . . . . . . . . . . . . . . . . 8c
d Mortgage insurance premiums (see instructions) . . . . . . . 8d
e Add lines 8a through 8d . . . . . . . . . . . . . . . 8e 23,169
9 Investment interest. Attach Form 4952 if required. See instructions . 9
10 Add lines 8e and 9 . . . . . . . . . . . . . . . . . . . . . . . 10 23,169
Gifts to 11 Gifts by cash or check. If you made any gift of $250 or more, see
Charity instructions . . . . . . . . . . . . . . . . . . . 11 230
Caution: If you 12 Other than by cash or check. If you made any gift of $250 or more,
made a gift and
got a benefit for it, see instructions. You must attach Form 8283 if over $500 . . . . 12 315
see instructions. 13 Carryover from prior year . . . . . . . . . . . . . . 13
14 Add lines 11 through 13 . . . . . . . . . . . . . . . . . . . . . . 14 545
Casualty and 15 Casualty and theft loss(es) from a federally declared disaster (other than net qualified
Theft Losses disaster losses). Attach Form 4684 and enter the amount from line 18 of that form. See
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Other 16 Other—from list in instructions. List type and amount ▶
Itemized
Deductions 16
Total 17 Add the amounts in the far right column for lines 4 through 16. Also, enter this amount on
Itemized Form 1040 or 1040-SR, line 9 . . . . . . . . . . . . . . . . . . . . 17 33,714
Deductions 18 If you elect to itemize deductions even though they are less than your standard deduction,
check this box . . . . . . . . . . . . . . . . . . . . . . . . ▶

For Paperwork Reduction Act Notice, see the Instructions for Forms 1040 and 1040-SR. Cat. No. 17145C Schedule A (Form 1040 or 1040-SR) 2019

Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules of forms attached to the tax return, unless
there is conflicting information in the student’s file that needs to be resolved.
© 2020 NASFAA. All rights reserved. 9
SCHEDULE B OMB No. 1545-0074
Interest and Ordinary Dividends
2019
(Form 1040 or 1040-SR)
▶ Go to www.irs.gov/ScheduleB for instructions and the latest information.
Department of the Treasury ▶ Attach to Form 1040 or 1040-SR.
Attachment
Internal Revenue Service (99) Sequence No. 08
Name(s) shown on return Your social security number

Part I 1 List name of payer. If any interest is from a seller-financed mortgage and the Amount
buyer used the property as a personal residence, see the instructions and list this
Interest interest first. Also, show that buyer’s social security number and address ▶
(See instructions
CAROLINA M TAMEZ 910
and the MARCOS S TAMEZ 680
instructions for
Forms 1040 and
1040-SR, line 2b.)

Note: If you 1
received a Form
1099-INT, Form
1099-OID, or
substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the total interest
shown on that
form.
2 Add the amounts on line 1 . . . . . . . . . . . . . . . . . . . 2 1,590
3 Excludable interest on series EE and I U.S. savings bonds issued after 1989.
Attach Form 8815 . . . . . . . . . . . . . . . . . . . . . . 3 0
4 Subtract line 3 from line 2. Enter the result here and on Form 1040 or 1040-SR,
line 2b . . . . . . . . . . . . . . . . . . . . . . . . ▶ 4 1,590
Note: If line 4 is over $1,500, you must complete Part III. Amount
Part II 5 List name of payer ▶

Ordinary
Dividends
(See instructions
and the
instructions for
Forms 1040 and
1040-SR, line 3b.) 5
Note: If you
received a Form
1099-DIV or
substitute
statement from
a brokerage firm,
list the firm’s
name as the
payer and enter
the ordinary
dividends shown
on that form.
6 Add the amounts on line 5. Enter the total here and on Form 1040 or 1040-SR,
line 3b . . . . . . . . . . . . . . . . . . . . . . . . ▶ 6 0
Note: If line 6 is over $1,500, you must complete Part III.
Part III You must complete this part if you (a) had over $1,500 of taxable interest or ordinary dividends; (b) had a
Yes No
foreign account; or (c) received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Foreign 7a At any time during 2019, did you have a financial interest in or signature authority over a financial
Accounts account (such as a bank account, securities account, or brokerage account) located in a foreign
and Trusts country? See instructions . . . . . . . . . . . . . . . . . . . . . . . .
Caution: If If “Yes,” are you required to file FinCEN Form 114, Report of Foreign Bank and Financial
required, failure Accounts (FBAR), to report that financial interest or signature authority? See FinCEN Form 114
to file FinCEN and its instructions for filing requirements and exceptions to those requirements . . . . . .
Form 114 may
result in
b If you are required to file FinCEN Form 114, enter the name of the foreign country where the
substantial financial account is located ▶
penalties. See 8 During 2019, did you receive a distribution from, or were you the grantor of, or transferor to, a
instructions. foreign trust? If “Yes,” you may have to file Form 3520. See instructions . . . . . . . . .
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 17146N Schedule B (Form 1040 or 1040-SR) 2019

© 2020 NASFAA. All rights reserved. 10

 2441 Child and Dependent Care Expenses 1040
◀
OMB No. 1545-0074

2019
Form 1040-SR
..........
▶ Attach to Form 1040, 1040-SR, or 1040-NR. 1040-NR

Department of the Treasury ▶ Go to www.irs.gov/Form2441 for instructions and the 2441 Attachment
Sequence No. 21
Internal Revenue Service (99) latest information.
Name(s) shown on return Your social security number

You cannot claim a credit for child and dependent care expenses if your filing status is married filing separately unless you meet the
requirements listed in the instructions under “Married Persons Filing Separately.” If you meet these requirements, check this box.
Part I Persons or Organizations Who Provided the Care—You must complete this part.
(If you have more than two care providers, see the instructions.)
1 (a) Care provider’s (b) Address (c) Identifying number (d) Amount paid
name (number, street, apt. no., city, state, and ZIP code) (SSN or EIN) (see instructions)

1234 LINCOLN AVE.

CHILDREN'S LEARNING CTR XXXXXXXXX 294.00
EUGENE, OR 99999

Did you receive No ▶ Complete only Part II below.

dependent care benefits? Yes ▶ Complete Part III on the back next.
Caution: If the care was provided in your home, you may owe employment taxes. For details, see the instructions for Schedule 2
(Form 1040 or 1040-SR), line 7a; or Form 1040-NR, line 59a.
Part II Credit for Child and Dependent Care Expenses
2 Information about your qualifying person(s). If you have more than two qualifying persons, see the instructions.
(b) Qualifying person’s social (c) Qualified expenses you
(a) Qualifying person’s name incurred and paid in 2019 for the
security number
First Last person listed in column (a)

SAMUEL TAMEZ XXX | XX | 6772 294

AMOS TAMEZ XXX | XX | 8534 0

3 Add the amounts in column (c) of line 2. Don’t enter more than $3,000 for one qualifying person
or $6,000 for two or more persons. If you completed Part III, enter the amount from line 31 . . 3 294
4 Enter your earned income. See instructions . . . . . . . . . . . . . . . . . 4 53,688
5 If married filing jointly, enter your spouse’s earned income (if you or your spouse was a student
or was disabled, see the instructions); all others, enter the amount from line 4 . . . . . . 5 77,950
6 Enter the smallest of line 3, 4, or 5 . . . . . . . . . . . . . . . . . . . . 6 294
7 Enter the amount from Form 1040 or 1040-SR, line 8b; or Form
1040-NR, line 35 . . . . . . . . . . . . . . . . 7 141,352
8 Enter on line 8 the decimal amount shown below that applies to the amount on line 7
If line 7 is: If line 7 is:
But not Decimal But not Decimal
Over over amount is Over over amount is
$0—15,000 .35 $29,000—31,000 .27
15,000—17,000 .34 31,000—33,000 .26 8 X . 0.20
17,000—19,000 .33 33,000—35,000 .25
19,000—21,000 .32 35,000—37,000 .24
21,000—23,000 .31 37,000—39,000 .23
23,000—25,000 .30 39,000—41,000 .22
25,000—27,000 .29 41,000—43,000 .21
27,000—29,000 .28 43,000—No limit .20
9 Multiply line 6 by the decimal amount on line 8. If you paid 2018 expenses in 2019, see the
instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 59
10 Tax liability limit. Enter the amount from the Credit Limit Worksheet
in the instructions . . . . . . . . . . . . . . . . 10 15,397
11 Credit for child and dependent care expenses. Enter the smaller of line 9 or line 10 here and
on Schedule 3 (Form 1040 or 1040-SR), line 2; or Form 1040-NR, line 47 . . . . . . . . 11 59
For Paperwork Reduction Act Notice, see your tax return instructions. Cat. No. 11862M Form 2441 (2019)

Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules of forms attached to the tax return, unless
there is conflicting information in the student’s file that needs to be resolved.

© 2020 NASFAA. All rights reserved. 11

 Form 2441 (2019) Page 2
Part III Dependent Care Benefits
12 Enter the total amount of dependent care benefits you received in 2019. Amounts you received as
an employee should be shown in box 10 of your Form(s) W-2. Don’t include amounts reported as
wages in box 1 of Form(s) W-2. If you were self-employed or a partner, include amounts you
received under a dependent care assistance program from your sole proprietorship or partnership . 12 0
13 Enter the amount, if any, you carried over from 2018 and used in 2019 during the grace period.
See instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 0.00
14 Enter the amount, if any, you forfeited or carried forward to 2020. See instructions . . . . . 14 ( 0.00 )
15 Combine lines 12 through 14. See instructions . . . . . . . . . . . . . . . . . 15 0
16 Enter the total amount of qualified expenses incurred in 2019 for the
care of the qualifying person(s) . . . . . . . . . . . . 16 294
17 Enter the smaller of line 15 or 16 . . . . . . . . . . . . 17 0
18 Enter your earned income. See instructions . . . . . . . . 18 53,688

}
19 Enter the amount shown below that applies to you.
• If married filing jointly, enter your spouse’s
earned income (if you or your spouse was
a student or was disabled, see the
instructions for line 5). . . . . . . . 19 77,950
• If married filing separately, see
instructions.
• All others, enter the amount from line 18.
20 Enter the smallest of line 17, 18, or 19 . . . . . . . . . . 20 0
21 Enter $5,000 ($2,500 if married filing separately and you were
required to enter your spouse’s earned income on line 19) . . . 21 5,000
22 Is any amount on line 12 from your sole proprietorship or partnership?
No. Enter -0-.
Yes. Enter the amount here . . . . . . . . . . . . . . . . . . . . . . 22 0
23 Subtract line 22 from line 15 . . . . . . . . . . . . . 23 0
24 Deductible benefits. Enter the smallest of line 20, 21, or 22. Also, include this amount on the
appropriate line(s) of your return. See instructions . . . . . . . . . . . . . . . . 24 0
25 Excluded benefits. If you checked “No” on line 22, enter the smaller of line 20 or 21. Otherwise,
subtract line 24 from the smaller of line 20 or line 21. If zero or less, enter -0- . . . . . . . 25 0
26 Taxable benefits. Subtract line 25 from line 23. If zero or less, enter -0-. Also, include this amount
on Form 1040 or 1040-SR, line 1; or Form 1040-NR, line 8. On the dotted line next to Form 1040
or 1040-SR, line 1; or Form 1040-NR, line 8, enter “DCB” . . . . . . . . . . . . . . 26 0
To claim the child and dependent care
credit, complete lines 27 through 31 below.

27 Enter $3,000 ($6,000 if two or more qualifying persons) . . . . . . . . . . . . . . 27 6,000

28 Add lines 24 and 25 . . . . . . . . . . . . . . . . . . . . . . . . . . 28 0
29 Subtract line 28 from line 27. If zero or less, stop. You can’t take the credit. Exception. If you paid
2018 expenses in 2019, see the instructions for line 9 . . . . . . . . . . . . . . . 29 6,000
30 Complete line 2 on the front of this form. Don’t include in column (c) any benefits shown on line
28 above. Then, add the amounts in column (c) and enter the total here . . . . . . . . . 30 294
31 Enter the smaller of line 29 or 30. Also, enter this amount on line 3 on the front of this form and
complete lines 4 through 11 . . . . . . . . . . . . . . . . . . . . . . . 31 294
Form 2441 (2019)

Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules of forms attached to the tax return, unless
there is conflicting information in the student’s file that needs to be resolved.

© 2020 NASFAA. All rights reserved. 12

This page intentionally left blank.

13
 Sample Tax Return Transcript: Marcos and Carolina Tamez

Internal Revenue Service

United States Department of the Treasury
This Product Contains Sensitive Taxpayer Data

Request Date: 08-30-2020

Response Date: 08-30-2020
Tracking Number: XXXXXXXXXXXX
Tax Return Transcript
SSN Provided: XXX-XX-4672
Tax Period Ending: Dec. 31, 2019

The following items reflect the amount as shown on the return (PR), and the amount as adjusted
(PC), if applicable. They do not show subsequent activity on the account.

SSN: XXX-XX-4672
SPOUSE SSN: XXX-XX-2230
NAME(S) SHOWN ON RETURN: CARO MARCO TAME

ADDRESS: 8741 W

1040: p.1 FILING STATUS: Married Filed Joint

FORM NUMBER: 1040
CYCLE POSTED: 20201602
RECEIVED DATE: Apr.15, 2020
REMITTANCE: $0.00
EXEMPTION NUMBER: 04
OTHER DEPENDENT CREDIT TOTAL ELIGIBLE PER COMPUTER: 00
OTHER DEPENDENT CREDIT TOTAL ELIGIBLE VERIFIED: 00
EXEMPTION NUMBER: 4
1040: p.1 DEPENDENT 1 NAME CTRL: TAME
DEPENDENT 1 SSN: XXX-XX-6772
DEPENDENT 2 NAME CTRL: TAME
DEPENDENT 2 SSN: XXX-XX-8534
DEPENDENT 3 NAME CTRL:
DEPENDENT 3 SSN:
DEPENDENT 4 NAME CTRL:
DEPENDENT 4 SSN:
PTIN:
PREPARER EIN:

Income

1040: 1* WAGES, SALARIES, TIPS, ETC:...........................................................$131,638.00

TAXABLE INTEREST INCOME: SCH B:.........................................................$1,590.00
1040: 2a TAX-EXEMPT INTEREST:........................................................................$0.00
ORDINARY DIVIDEND INCOME: SCH B:............................................................$0.00
QUALIFIED DIVIDENDS:........................................................................$0.00
REFUNDS OF STATE/LOCAL TAXES:...............................................................$0.00
ALIMONY RECEIVED:...........................................................................$0.00
BUSINESS INCOME OR LOSS (Schedule C):.......................................................$0.00
Sch 1: 3 * BUSINESS INCOME OR LOSS: SCH C PER COMPUTER:................................................$0.00
CAPITAL GAIN OR LOSS: (Schedule D):.........................................................$0.00
CAPITAL GAINS OR LOSS: SCH D PER COMPUTER:..................................................$0.00
OTHER GAINS OR LOSSES (Form 4797):..........................................................$0.00
1040: 4a TOTAL IRA DISTRIBUTIONS:....................................................................$0.00
1040: 4b TAXABLE IRA DISTRIBUTIONS:..................................................................$0.00
1040: 4c TOTAL PENSIONS AND ANNUITIES:...............................................................$0.00
1040: 4d TAXABLE PENSION/ANNUITY AMOUNT:.............................................................$0.00
ADDITIONAL INCOME:......................................................................$8,124.00
ADDITIONAL INCOME PER COMPUTER:.........................................................$8,124.00
REFUNDABLE CREDITS PER COMPUTER:............................................................$0.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER:...................................................$0.00
*Income earned from work: IRS Form 1040–Line 1 , Schedule 1–Lines 3 and 6 , Schedule K-1 (IRS Form 1065)–Box 14 (Code A). If any individual earning item is
negative, do not include that item in your calculation.

© 2020 NASFAA. All rights reserved. 14

 QUALIFIED BUSINESS INCOME DEDUCTION:........................................................$0.00
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E):...............................................$0.00
RENT/ROYALTY/PARTNERSHIP/ESTATE (Schedule E) PER COMPUTER:..................................$0.00
RENT/ROYALTY INCOME/LOSS PER COMPUTER:......................................................$0.00
ESTATE/TRUST INCOME/LOSS PER COMPUTER:......................................................$0.00
PARTNERSHIP/S-CORP INCOME/LOSS PER COMPUTER:................................................$0.00
FARM INCOME OR LOSS (Schedule F):...........................................................$0.00
Sch 1: 6 * FARM INCOME OR LOSS (Schedule F) PER COMPUTER:..............................................$0.00
UNEMPLOYMENT COMPENSATION:..................................................................$0.00
TOTAL SOCIAL SECURITY BENEFITS:.............................................................$0.00
TAXABLE SOCIAL SECURITY BENEFITS:...........................................................$0.00
TAXABLE SOCIAL SECURITY BENEFITS PER COMPUTER:..............................................$0.00
OTHER INCOME:...........................................................................$8,124.00
SCHEDULE EIC SE INCOME PER COMPUTER:........................................................$0.00
SCHEDULE EIC EARNED INCOME PER COMPUTER:....................................................$0.00
SCH EIC DISQUALIFIED INC COMPUTER:..........................................................$0.00
QUALIFIED BUSINESS INCOME DEDUCTION:........................................................$0.00
F8995 QUALIFIED BUSINESS INCOME DEDUCTION COMPUTER:.........................................$0.00
F8995 NET CAPITAL GAINS COMPUTER:...........................................................$0.00
TOTAL INCOME:.........................................................................$141,352.00
TOTAL INCOME PER COMPUTER:............................................................$141,352.00

Adjustments to Income

EDUCATOR EXPENSES:..........................................................................$0.00
EDUCATOR EXPENSES PER COMPUTER:.............................................................$0.00
RESERVIST AND OTHER BUSINESS EXPENSE:.......................................................$0.00
HEALTH SAVINGS ACCT DEDUCTION:..............................................................$0.00
Sch 1: 12 HEALTH SAVINGS ACCT DEDUCTION PER COMPTR:...................................................$0.00
MOVING EXPENSES: F3903:.....................................................................$0.00
SELF EMPLOYMENT TAX DEDUCTION:..............................................................$0.00
SELF EMPLOYMENT TAX DEDUCTION PER COMPUTER:.................................................$0.00
SELF EMPLOYMENT TAX DEDUCTION VERIFIED:.....................................................$0.00
Sch 1: 15 KEOGH/SEP CONTRIBUTION DEDUCTION:...........................................................$0.00
SELF-EMP HEALTH INS DEDUCTION:..............................................................$0.00
EARLY WITHDRAWAL OF SAVINGS PENALTY:........................................................$0.00
ALIMONY PAID SSN:................................................................................
ALIMONY PAID:...............................................................................$0.00
IRA DEDUCTION:..............................................................................$0.00
Sch 1: 19 IRA DEDUCTION PER COMPUTER:.................................................................$0.00
STUDENT LOAN INTEREST DEDUCTION:............................................................$0.00
STUDENT LOAN INTEREST DEDUCTION PER COMPUTER:...............................................$0.00
STUDENT LOAN INTEREST DEDUCTION VERIFIED:...................................................$0.00
TUITION AND FEES DEDUCTION:.................................................................$0.00
TUITION AND FEES DEDUCTION PER COMPUTER:....................................................$0.00
DOMESTIC PRODUCTION ACTIVITIES DEDUCTION:...................................................$0.00
DOMESTIC PRODUCTION ACTIVITIES DEDUCTION PER COMPUTER:......................................$0.00
OTHER ADJUSTMENTS:..........................................................................$0.00
ARCHER MSA DEDUCTION:.......................................................................$0.00
ARCHER MSA DEDUCTION PER COMPUTER:..........................................................$0.00
TOTAL ADJUSTMENTS:..........................................................................$0.00
TOTAL ADJUSTMENTS PER COMPUTER:.............................................................$0.00
ADJUSTED GROSS INCOME:................................................................$141,352.00
1040: 8b ADJUSTED GROSS INCOME PER COMPUTER:...................................................$141,352.00

Tax and Credits

65-OR-OVER:....................................................................................NO
BLIND:.........................................................................................NO
SPOUSE 65-OR-OVER:.............................................................................NO
SPOUSE BLIND:..................................................................................NO
STANDARD DEDUCTION PER COMPUTER:............................................................$0.00
ADDITIONAL STANDARD DEDUCTION PER COMPUTER:.................................................$0.00
TAX TABLE INCOME PER COMPUTER:........................................................$107,638.00
EXEMPTION AMOUNT PER COMPUTER:..............................................................$0.00
TAXABLE INCOME:.......................................................................$107,638.00
TAXABLE INCOME PER COMPUTER:..........................................................$107,638.00
TOTAL POSITIVE INCOME PER COMPUTER:...................................................$141,352.00
TENTATIVE TAX:.........................................................................$15,397.00
TENTATIVE TAX PER COMPUTER:............................................................$15.397.00
*Income earned from work: IRS Form 1040–Line 1 , Schedule 1–Lines 3 and 6 , Schedule K-1 (IRS Form 1065)–Box 14 (Code A). If any individual earning item is
negative, do not include that item in your calculation.

© 2020 NASFAA. All rights reserved. 15

 FORM 8814 ADDITIONAL TAX AMOUNT:............................................................$0.00
TAX ON INCOME LESS SOC SEC INCOME PER COMPUTER:.............................................$0.00
FORM 6251 ALTERNATIVE MINIMUM TAX:..........................................................$0.00
FORM 6251 ALTERNATIVE MINIMUM TAX PER COMPUTER:.............................................$0.00
FOREIGN TAX CREDIT:.........................................................................$0.00
FOREIGN TAX CREDIT PER COMPUTER:............................................................$0.00
FOREIGN INCOME EXCLUSION PER COMPUTER:......................................................$0.00
FOREIGN INCOME EXCLUSION TAX PER COMPUTER:..................................................$0.00
Sch 2: 2** EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT AMOUNT:.........................................$0.00
EXCESS ADVANCE PREMIUM TAX CREDIT REPAYMENT VERIFIED AMOUNT:................................$0.00
CHILD & DEPENDENT CARE CREDIT:.............................................................$59.00
CHILD & DEPENDENT CARE CREDIT PER COMPUTER:................................................$58.80
CREDIT FOR ELDERLY AND DISABLED:............................................................$0.00
CREDIT FOR ELDERLY AND DISABLED PER COMPUTER:...............................................$0.00
EDUCATION CREDIT:...........................................................................$0.00
Sch 3: 3 EDUCATION CREDIT PER COMPUTER:..............................................................$0.00
GROSS EDUCATION CREDIT PER COMPUTER:........................................................$0.00
RETIREMENT SAVINGS CNTRB CREDIT:............................................................$0.00
RETIREMENT SAVINGS CNTRB CREDIT PER COMPUTER:...............................................$0.00
PRIM RET SAV CNTRB: F8880 LN6A:.............................................................$0.00
SEC RET SAV CNTRB: F8880 LN6B:..............................................................$0.00
TOTAL RETIREMENT SAVINGS CONTRIBUTION: F8880 CMPTR:.........................................$0.00
RESIDENTIAL ENERGY CREDIT:..................................................................$0.00
RESIDENTIAL ENERGY CREDIT PER COMPUTER:.....................................................$0.00
CHILD AND OTHER DEPENDENT CREDIT:.......................................................$4,000.00
CHILD AND OTHER DEPENDENT CREDIT PER COMPUTER:..........................................$4,000.00
ADOPTION CREDIT: F8839:.....................................................................$0.00
ADOPTION CREDIT PER COMPUTER:...............................................................$0.00
FORM 8396 MORTGAGE CERTIFICATE CREDIT:......................................................$0.00
FORM 8396 MORTGAGE CERTIFICATE CREDIT PER COMPUTER:.........................................$0.00
F3800, F8801 AND OTHER CREDIT AMOUNT:.......................................................$0.00
FORM 3800 GENERAL BUSINESS CREDITS:.........................................................$0.00
FORM 3800 GENERAL BUSINESS CREDITS PER COMPUTER:............................................$0.00
PRIOR YR MIN TAX CREDIT: F8801:.............................................................$0.00
PRIOR YR MIN TAX CREDIT: F8801 PER COMPUTER:................................................$0.00
F8936 ELECTRIC MOTOR VEHICLE CREDIT AMOUNT:.................................................$0.00
F8936 ELECTRIC MOTOR VEHICLE CREDIT PER COMPUTER:...........................................$0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT AMOUNT:..............................................$0.00
F8910 ALTERNATIVE MOTOR VEHICLE CREDIT PER COMPUTER:........................................$0.00
OTHER CREDITS:..............................................................................$0.00
TOTAL CREDITS:..........................................................................$4,059.00
TOTAL CREDITS PER COMPUTER:.............................................................$4,059.00
*** INCOME TAX AFTER CREDITS PER COMPUTER:.................................................$11,338.00
1040: 14 ***“Income Tax After Credits Per Computer” $11,338.00
Sch 2: 2 ‒ **“Excess Advance Premimum Tax Credit Repayment Amount” ‒ $0.00
= **** Income Tax Paid = $11,338.00
Other Taxes

SE TAX:.....................................................................................$0.00
SE TAX PER COMPUTER:........................................................................$0.00
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS:........................................$0.00
SOCIAL SECURITY AND MEDICARE TAX ON UNREPORTED TIPS PER COMPUTER:...........................$0.00
TAX ON QUALIFIED PLANS F5329 (PR):..........................................................$0.00
TAX ON QUALIFIED PLANS F5329 PER COMPUTER:..................................................$0.00
IRAF TAX PER COMPUTER:......................................................................$0.00
TP TAX FIGURES (REDUCED BY IRAF) PER COMPUTER:.........................................$11,338.00
IMF TOTAL TAX (REDUCED BY IRAF) PER COMPUTER:..........................................$11,338.00
TOTAL OTHER TAXES PER COMPUTER:.............................................................$0.00
UNPAID FICA ON REPORTED TIPS:...............................................................$0.00
F8959-8960 OTHER TAXES:.....................................................................$0.00
TOTAL OTHER TAXES:..........................................................................$0.00
RECAPTURE TAX: F8611:.......................................................................$0.00
HOUSEHOLD EMPLOYMENT TAXES:.................................................................$0.00
HOUSEHOLD EMPLOYMENT TAXES PER COMPUTER:....................................................$0.00
HEALTH CARE RESPONSIBILITY PENALTY:.........................................................$0.00
HEALTH CARE RESPONSIBILITY PENALTY VERIFIED:................................................$0.00
HEALTH COVERAGE RECAPTURE: F8885:...........................................................$0.00
RECAPTURE TAXES:............................................................................$0.00
TOTAL ASSESSMENT PER COMPUTER:.........................................................$11,338.00
****If Income Tax Paid is negative, enter zero.

© 2020 NASFAA. All rights reserved. 16

 TOTAL TAX LIABILITY TP FIGURES:........................................................$11,338.00
TOTAL TAX LIABILITY TP FIGURES PER COMPUTER:...........................................$11,338.00

Payments

FEDERAL INCOME TAX WITHHELD:...........................................................$11,291.00

HEALTH CARE: INDIVIDUAL RESPONSIBILTY:......................................................$0.00
HEALTH CARE FULL-YEAR COVERAGE INDICATOR:.......................................................0
ESTIMATED TAX PAYMENTS:.....................................................................$0.00
OTHER PAYMENT CREDIT:.......................................................................$0.00
REFUNDABLE EDUCATION CREDIT:................................................................$0.00
REFUNDABLE EDUCATION CREDIT PER COMPUTER:...................................................$0.00
REFUNDABLE EDUCATION CREDIT VERIFIED:.......................................................$0.00
REFUNDABLE CREDITS:.........................................................................$0.00
EARNED INCOME CREDIT:.......................................................................$0.00
EARNED INCOME CREDIT PER COMPUTER:..........................................................$0.00
EARNED INCOME CREDIT NONTAXABLE COMBAT PAY:.................................................$0.00
SCHEDULE 8812 NONTAXABLE COMBAT PAY:........................................................$0.00
EXCESS SOCIAL SECURITY & RRTA TAX WITHHELD:.................................................$0.00
SCHEDULE 8812 TOT SS/MEDICARE WITHHELD:.....................................................$0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT:..................................................$0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT PER COMPUTER:.....................................$0.00
SCHEDULE 8812 ADDITIONAL CHILD TAX CREDIT VERIFIED:.........................................$0.00
AMOUNT PAID WITH FORM 4868:.................................................................$0.00
FORM 2439 REGULATED INVESTMENT COMPANY CREDIT:..............................................$0.00
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS:..................................................$0.00
FORM 4136 CREDIT FOR FEDERAL TAX ON FUELS PER COMPUTER:.....................................$0.00
HEALTH COVERAGE TX CR: F8885:...............................................................$0.00
SEC 965 TAX INSTALLMENT:....................................................................$0.00
SEC 965 TAX LIABILITY:......................................................................$0.00
PREMIUM TAX CREDIT AMOUNT:..................................................................$0.00
PREMIUM TAX CREDIT VERIFIED AMOUNT:.........................................................$0.00
PRIMARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT:..........................................$0.00
SECONDARY NAP FIRST TIME HOME BUYER INSTALLMENT AMT:........................................$0.00
FIRST TIME HOMEBUYER CREDIT REPAYMENT AMOUNT:...............................................$0.00
FORM 5405 TOTAL HOMEBUYERS CREDIT REPAYMENT PER COMPUTER:...................................$0.00
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER:...............................................$0.00
SMALL EMPLOYER HEALTH INSURANCE PER COMPUTER (2):...........................................$0.00
FORM 2439 AND OTHER CREDITS:................................................................$0.00
TOTAL PAYMENTS:........................................................................$11,291.00
TOTAL PAYMENTS PER COMPUTER:...........................................................$11,291.00

Refund or Amount Owed

AMOUNT YOU OWE:............................................................................$47.00

APPLIED TO NEXT YEAR’S ESTIMATED TAX:.......................................................$0.00
ESTIMATED TAX PENALTY:......................................................................$0.00
TAX ON INCOME LESS STATE REFUND PER COMPUTER:...............................................$0.00
BAL DUE/OVER PYMT USING TP FIG PER COMPUTER:...............................................$47.00
BAL DUE/OVER PYMT USING COMPUTER FIGURES:..................................................$47.00
FORM 8888 TOTAL REFUND PER COMPUTER:........................................................$0.00

Third Party Designee

THIRD PARTY DESIGNEE ID NUMBER:..................................................................

AUTHORIZATION INDICATOR:........................................................................0
THIRD PARTY DESIGNEE NAME:.......................................................................

Schedule A--Itemized Deductions

MEDICAL/DENTAL

MEDICAL AND DENTAL EXPENSES:................................................................$0.00

ADJUSTED GROSS INCOME PERCENTAGE:......................................................$10,601.00
ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 10 PERCENT:...................................$0.00
ADJUSTED GROSS INCOME PERCENTAGE PER COMPUTER 7.5 PERCENT:.............................$10,601.00
NET MEDICAL DEDUCTION:......................................................................$0.00
NET MEDICAL DEDUCTION PER COMPUTER:.........................................................$0.00

© 2020 NASFAA. All rights reserved. 17

 TAXES PAID

STATE AND LOCAL INCOME OR SALES TAXES:..................................................$6,206.00

STATE INCOME OR SALES TAX:..................................................................$0.00
REAL ESTATE TAXES:.....................................................................$14,736.00
PERSONAL PROPERTY TAXES:..................................................................$784.00
OTHER TAXES AMOUNT:.........................................................................$0.00
SCH A TAX DEDUCTIONS:..................................................................$10,000.00
SCH A TAX PER COMPUTER:................................................................$10,000.00

INTEREST PAID

MORTGAGE INTEREST (FINANCIAL):.........................................................$23,169.00

MORTGAGE INTEREST (INDIVIDUAL):.............................................................$0.00
DEDUCTIBLE POINTS:..........................................................................$0.00
QUALIFIED MORTGAGE INSURANCE PREMIUMS:......................................................$0.00
DEDUCTIBLE INVESTMENT INTEREST:.............................................................$0.00
TOTAL INTEREST DEDUCTION:..............................................................$23,169.00
TOTAL INTEREST DEDUCTION PER COMPUTER:.................................................$23,169.00

CHARITABLE CONTRIBUTIONS

CASH CONTRIBUTIONS:.......................................................................$230.00
OTHER THAN CASH: Form 8283:...............................................................$315.00
CARRYOVER FROM PRIOR YEAR:..................................................................$0.00
SCH A TOTAL CONTRIBUTIONS:................................................................$545.00
SCH A TOTAL CONTRIBUTIONS PER COMPUTER:...................................................$545.00

CASUALTY AND THEFT LOSS

CASUALTY OR THEFT LOSS:.....................................................................$0.00

JOBS AND MISCELLANEOUS

UNREIMBURSED EMPLOYEE EXPENSE AMOUNT:.......................................................$0.00

TOTAL LIMITED MISC EXPENSES:................................................................$0.00
NET LIMITED MISC DEDUCTION:.................................................................$0.00
NET LIMITED MISC DEDUCTION PER COMPUTER:....................................................$0.00

OTHER MISCELLANEOUS

OTHER THAN GAMBLING AMOUNT:.................................................................$0.00

OTHER MISC DEDUCTIONS:......................................................................$0.00

TOTAL ITEMIZED DEDUCTIONS

TOTAL ITEMIZED DEDUCTIONS:.............................................................$33,714.00

TOTAL ITEMIZED DEDUCTIONS PER COMPUTER:................................................$33,714.00
RECOMPUTED TOTAL ITEMIZED DEDUCTIONS PER COMPUTER:..........................................$0.00
ELECT ITEMIZED DEDUCTION INDICATOR:..............................................................
SCH A ITEMIZED PERCENTAGE PER COMPUTER:.....................................................$0.00

Interest and Dividends

GROSS SCHEDULE B INTEREST:..............................................................$1,590.00

TAXABLE INTEREST INCOME:................................................................$1,590.00
EXCLUDABLE SAVINGS FROM BOND INT:...........................................................$0.00
GROSS SCHEDULE B DIVIDENDS:.................................................................$0.00
DIVIDEND INCOME:............................................................................$0.00
FOREIGN ACCOUNTS IND:........................................................................None
REQUIRED TO FILE FINCEN FORM 114:............................................................None

© 2020 NASFAA. All rights reserved. 18

 Form 2441--Child and Dependent Care Expenses

PROV NAME CNTRL:.............................................................................CHIL

CARE PROV SSN:........................................................................XXX-XX-2619
DEPENDENT CARE EMPLOYER BENEFITS AMT:.......................................................$0.00
QUALIFIED EXPENSES EMPLOYER INCURRED AMT:.................................................$294.00
DEPENDENT CARE EXCLUSION AMOUNT:............................................................$0.00

PART II CREDIT FOR CHILD AND DEPENDENT CARE EXPENSES

NUMBER OF QUALIFYING PERSONS:...................................................................2

SSNS NOT REQ’D IND:.............................................................................0
CHILD 1 NAME CONTROL:........................................................................TAME
CHILD 1 SSN:..........................................................................XXX-XX-6772
CHILD 1 QUALIFIED EXPENSE:................................................................$294.00
CHILD 2 NAME CONTROL:........................................................................TAME
CHILD 2 SSN:..........................................................................XXX-XX-8534
CHILD 2 QUALIFIED EXPENSE:..................................................................$0.00
AMOUNT OF QUALIFIED EXPENSES:.............................................................$294.00
EARNED INCOME-PRIMARY:.................................................................$53,688.00
EARNED INCOME-SECONDARY:...............................................................$77,950.00
PRIOR YEAR CHILD CARE EXPENSES:.............................................................$0.00
PRIOR YEAR CHILD CARE EXPENSES PER COMPUTER:................................................$0.00
CHILD AND DEPENDENT CARE BASE AMOUNT PER COMPUTER:........................................$294.00

PART III DEPENDENT CARE BENEFITS

DEPENDENT CARE EMPLOYER BENEFITS:...........................................................$0.00

QUALIFIED EXPENSES EMPLOYER INCURRED:.....................................................$294.00
DEPENDENT CARE EXCLUDED BENEFITS:...........................................................$0.00
GROSS CHILD CARE CREDIT PER COMPUTER:......................................................$58.80
TOTAL QUALIFYING EXPENSES PER COMPUTER:...................................................$294.00

Form 8863 – Education Credits (Hope and Lifetime Learning Credits)

PART III – ALLOWABLE EDUCATION CREDITS

GROSS EDUCATION CR PER COMPUTER:............................................................$0.00
TOTAL EDUCATION CREDIT AMOUNT:..............................................................$0.00
TOTAL EDUCATION CREDIT AMOUNT PER COMPUTER:.................................................$0.00
This Product Contains Sensitive Taxpayer Data

© 2020 NASFAA. All rights reserved. 19

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20
Appendices
Appendix A
Sample 2019 W-2 Form, Reference Guide for Box 12 Codes, and Sample Wage and Income Statement

Appendix B
Criteria for 2021-22 Simplified Needs Formulas and Automatic Zero EFC Calculation

Appendix C
2019 IRS Form 1040 – Indicators That Schedule 1, 2 or 3 was Required

Appendix D
Current Year Transcript Availability

Appendix E
Current, Resources and Websites – Tax Returns and Transcripts

21
Appendix A
Sample 2019 W-2 Form
In addition to wages earned, the W-2 form may reveal sources of untaxed income, such as payments to tax-deferred pension and
savings plan amounts reported in boxes 12a through 12d, code D, E, F, G, H and S.

Schools are not required to review income listed in box 14, however if you are aware that a box 14 item should be reported (i.e. clergy
parsonage allowances) then you would count that amount as untaxed income.

Form W-2 Reference Guide for Box 12 Codes

20% excise tax on excess golden parachute Income from exercise of nonstatutory stock
A Uncollected social security or RRTA tax on tips K V
payments option(s)
Employer contributions (including amounts
Substantiated employee business expense
B Uncollected Medicare tax on tips L W employee elected to contribute using a cafeteria
reimbursements
plan) to employee’s health savings account
Uncollected social security or RRTA tax on
Taxable cost of group-term life insurance over Deferrals under a section 409A nonqualified
C M taxable cost of group-term life insurance over Y
$50,000 deferred compensation plan
$50,000 (former employees only)
Elective deferrals to a section 401(k) cash or Uncollected Medicare tax on taxable cost of Income under a nonqualified deferred
D deferred arrangement (including deferrals N group-term life insurance over $50,000 (former Z compensation plan that fails to satisfy section
under a SIMPLE 401(k) arrangement) employees only) 409A
Excludable moving expense reimbursements
Elective deferrals under a section 403(b) Designated Roth contributions under a section
E P paid directly to a member of the U.S. Armed AA
salary reduction agreement 401(k) plan
Forces
Elective deferrals under a section 408(k)(6) Designated Roth contributions under a section
F Q Nontaxable combat pay BB
salary reduction SEP 403(b) plan
Elective deferrals and employer contributions
G (including nonelective deferrals) to a section R Employer contributions to an Archer MSA DD Cost of employer-sponsored health coverage
457(b) deferred compensation plan
Elective deferrals to a section 501(c)(18)(D) Employee salary reduction contributions under Designated Roth contributions under a
H S EE
tax-exempt organization plan a section 408(p) SIMPLE plan governmental section 457(b) plan
Permitted benefits under a qualified small
J Nontaxable sick pay T Adoption benefits FF
employer health reimbursement arrangement
(For additional codes and complete descriptions, visit https://www.irs.gov/pub/irs-pdf/fw2_19.pdf)

© 2020 NASFAA. All rights reserved. 22

Sample 2019 Wage and Income Statement

Internal Revenue Service

United States Department of the Treasury

This Product Contains Sensitive Taxpayer Data

Request Date: 08-30-2020 *

Response Date: 08-30-2020
Tracking Number: XXXXXXXXXXXX

Wage and Income Transcript

SSN Provided: XXX-XX-4672
Tax Period Ending: December 2019

Form W-2 Wage and Tax Statement

Employer:
Employer Identification Number (EIN):

Employee:
Employee’s Social Security Number: XXX-XX-4672
CARO MARY TAME
1234 W

Submission Type:................................................Original document

Wages, Tips and Other Compensation:....................................$47,355.00 - - - - - Box 1
Federal Income Tax Withheld:............................................$4,072.00 - - Box 2
Social Security Wages:.................................................$54,206.00 - - - - - Box 3
Social Security Tax Withheld:...........................................$3,360.00 - - Box 4
Medicare Wages and Tips:...............................................$54,206.00 - - - - - Box 5
Medicare Tax Withheld:....................................................$786.00 - - Box 6
Social Security Tips:.......................................................$0.00 - - - - - Box 7
Allocated Tips:.............................................................$0.00 - - Box 8
Dependent Care Benefits:....................................................$0.00 - - - - - Box 10
Deferred Compenensation:................................................$3,491.00 - - Box 12a-d (D, E, F, G, H)
Code “Q” Nontaxable Combat Pay:.............................................$0.00
Code “W” Employer Contributions to a Health Savings Account:................$0.00
Code “Y” Deferrals under a section 409A nonqualified Deferred Compensation
plan:.......................................................................$0.00
Code “Z” Income under section 409A on a nonqualified Deferred Compensation
plan:.......................................................................$0.00
Code “R” Employer’s Contribution to MSA:....................................$0.00
Code “S” Employer’s Contribution to Simple Account:.........................$0.00 - - - - - Box 12a-d (S)
Code “T” Expenses Incurred for Qualified Adoptions:.........................$0.00
Code “V” Income from exercise of non-statutory stock options:...............$0.00
Code “AA” Designated Roth Contributions under a Section 401(k) Plan:........$0.00
Code “BB” Designated Roth Contributions under a Section 403(b) Plan:........$0.00
Code “DD” Cost of Employer-Sponsored Health Coverage:...................$8,850.00
Code “EE” Designated ROTH Contributions Under a Governmental Section 457(b)
Plan:.......................................................................$0.00
Code “FF” Permitted benefits under a qualified small employer health
reimbursement arrangement:..................................................$0.00

* Current tax year information may not be available until July.

Note: Payments to tax-deferred pension and retirement savings plans under “Deferred Compensation” and “Code ‘S’ Employer’s Contribution to Simple
Account” are not required to be verified unless there is conflicting information. “Deferred Compensation” is assumed to include W-2 Box 12a to 12d,
Codes D, E, F, G, and H. If the total for this line plus the line for Code ‘S’ do not match the amount reported on the FAFSA, the school will need to collect
additional documentation from the student or parent, as applicable. Schools may obtain a signed statement indicating the correct amounts or some
other documentation the school deems appropriate to resolve the conflict.

© 2020 NASFAA. All rights reserved. 23

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24
Appendix B
Criteria for 2021-22 Simplified Needs Formulas and Automatic Zero EFC Calculation
The following criteria is used to determine if students qualify to have their EFCs calculated using a simplified formula.
Simplified
Automatic Zero EFC
(assets not considered)
 Parents had a 2019 AGI of $49,999 or less (for tax  Parents had a 2019 AGI of $27,000 or less (for tax
filers), or if non-filers, income earned from work in filers), or if non-filers, income earned from work in
2019 is $49,999 or less; and 2019 is $27,000 or less; and
 Either  Either
- Parents filed a 2019 IRS Form 1040, but did not - Parents filed a 2019 IRS Form 1040, but did not
Formula A file a Schedule 11, filed a tax form from a Trust file a Schedule 11, filed a tax form from a Trust
Territory2, or were not required to file any Territory2, or were not required to file any
Dependent student income tax return or income tax return or
- Anyone in the parents’ household size (as - Anyone in the parents’ household size (as
defined on the FAFSA) received any designated defined on the FAFSA) received any designated
means-tested federal benefits3 during 2019 or means-tested federal benefits3 during 2019 or
2020, or 2020, or
- Parent is a dislocated worker. - Parent is a dislocated worker.
 Student (and spouse, if any) had a 2019 AGI of
$49,999 or less (for tax filers), or if non-filers,
income earned from work in 2019 is $49,999 or
less; and
 Either
Formula B - Student (and spouse, if any) filed a 2019 IRS
Independent student Form 1040, but did not file a Schedule 11, filed a
Not applicable.
without dependents tax form from a Trust Territory2, or were not
(other than a spouse) required to file any income tax return or
- Anyone in the student’s household size (as
defined on the FAFSA) received any designated
means-tested federal benefits3 during 2019 or
2020, or
- Student (or spouse, if any) is a dislocated worker.
 Student (and spouse, if any) had a 2019 AGI of  Student (and spouse, if any) had a 2019 AGI of
$49,999 or less (for tax filers), or if non-filers, $27,000 or less (for tax filers), or if non-filers,
income earned from work in 2019 is $49,999 or income earned from work in 2019 is $27,000 or
less; and less; and
 Either  Either
Formula C - Student (and spouse, if any) filed a 2019 IRS - Student (and spouse, if any) filed a 2019 IRS
Independent student Form 1040, but did not file a Schedule 11, filed a Form 1040, but did not file a Schedule 11, filed a
with dependents tax form from a Trust Territory2, or were not tax form from a Trust Territory2, or were not
(other than a spouse) required to file any income tax return or required to file any income tax return or
- Anyone in the student’s household size (as - Anyone in the student’s household size (as
defined on the FAFSA) received any designated defined on the FAFSA) received any designated
means-tested federal benefits3 during 2019 or means-tested federal benefits3 during 2019 or
2020, or 2020, or
- Student (or spouse, if any) is a dislocated worker. - Student (or spouse, if any) is a dislocated worker.
1May also qualify if Schedule 1 was only filed to report the following additions or adjustments to income: unemployment compensation (line 7),

Alaska Permanent Fund dividend (line 8 – may not be a negative value), educator expenses (line 10), IRA deduction (line 19), student loan interest
deduction (line 20), or virtual currency (‘Yes’ box checked).
2Trust Territory: Commonwealth of Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands, the Republic of the Marshall Islands, the

Federated States of Micronesia, or Palau.

3Benefits include Medicaid, Supplemental Security Income (SSI), Supplemental Nutrition Assistance (SNAP), Free or Reduced Price School Lunch,

Temporary Assistance for Needy Families (TANF), and Special Supplemental Nutrition Program for Women, Infants and Children (WIC).

© 2020 NASFAA. All rights reserved. 25

Appendix C
2019 IRS Form 1040 – Indicators That Schedule 1, 2 or 3 was Required
Many taxpayers will only need to file Form 1040 and no schedules. Those with more complicated tax returns will need to
complete one or more of the 2019 Form 1040 Schedules along with their Form 1040. These taxpayers include people
claiming certain deductions or credits or owing additional taxes. Below is a general guide indicating whether Schedules
1, 2, or 3 need to be filed based on specific circumstances. Under these conditions, the school should receive a copy of
that schedule to complete verification.

IF YOU… THEN USE…

Have additional income, such as business or farm income or loss, unemployment compensation, prize or
award money, or gambling winnings.
Have any deductions to claim, such as student loan interest deduction, self-employment tax, or educator
expenses.
 1040 Line 7a is not blank and not zero*, or 1040 Line 8a is not blank and not zero*
--------------------------------------------------------------------------------------------------
2021-22 FAFSA questions #35 (S) and #82 (P) ask if Schedule 1 was (or will be) filed with a 2019 tax
return. A note on p. 9 of the FAFSA reads:
Answer “No” if you (and if married, your spouse) did not file a Schedule 1.
Answer “No” if you (and if married, your spouse) did or will file a Schedule 1 to report only one or more of
the following items: Schedule 1
1. Unemployment compensation (line 7)
2. Other income to report an Alaska Permanent Fund dividend (line 8 – may not be a negative value)
3. Educator expenses (line 10)
4. IRA deduction (line 19)
5. Student loan interest deduction (line 20)
6. Receiving, selling, sending, exchanging, or otherwise acquiring any financial interest in any virtual
currency (‘Yes’ box is checked)
Answer “Yes” if you (or if married, your spouse) filed or will file a Schedule 1 and reported additional
income or adjustments to income on any lines other than or in addition to the six exceptions listed above.

Owe alternative minimum tax or need to make an excess advance premium tax credit repayment.
Owe other taxes, such as self-employment tax, household employment taxes, additional tax on IRAs or
other qualified retirement plans and tax-favored accounts.
Schedule 2
 1040 Line 12b is different than the amount in Line 12a, or there is an amount in Line 15
Can claim a nonrefundable credit other than the child tax credit or the credit for other dependents, such
as the foreign tax credit, education credits, or general business credit.
Can claim a refundable credit other than the earned income credit, American Opportunity Credit, or
additional child tax credit, such as the net premium tax credit or health coverage tax credit. Schedule 3
Have other payments, such as an amount paid with a request for an extension to file or excess social
security tax withheld.
 1040 Line 13b is different than the amount in Line 13a
*Zero is not an amount for this purpose because zero would be ignored in the calculation of the AGI. “None” and “N/A” is not an
amount. A positive or negative figure is an amount indicating there was additional income on Schedule 1, Line 9, that is included
in the calculation of the AGI, even if it is negative income.
Note: Besides Schedules 1, 2, and 3, the school does not need to collect copies of IRS schedules of forms attached to the tax return,
unless there is conflicting information in the student’s file that needs to be resolved.

Adapted from: https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

© 2020 NASFAA. All rights reserved. 26

Sample 2019 IRS Form 1040 – Page 1

Sched. 1 is filed if…

Line 7a not blank, and not zero*
or
Line 8a not blank, and not zero*

Sample 2019 IRS Form 1040 – Page 2

Sched. 2 is filed if…

Line 12b is different f/ Line 12a
or
Line 15 has an amount
Sched. 3 is filed if…
Line 13b is different f/ Line 13a

*Zero is not an amount for this purpose because zero would be ignored in the calculation of the AGI. “None” and “N/A” is not an
amount. A positive or negative figure is an amount indicating there was additional income on Schedule 1, Line 9, that is included
in the calculation of the AGI, even if it is negative income.

© 2020 NASFAA. All rights reserved. 27

Appendix D
Current Year Transcript Availability

Use the table below to determine the general timeframe when you can request a transcript for a current
year Form 1040 return filed on or before the April due date. Availability varies based on the method you
used to file your return and whether you have a refund or balance due.

Note: If you made estimated tax payments and/or applied your overpayment from a prior year tax return
to your current year tax return, you can request a tax account transcript to confirm these payments or
credits a few weeks after the beginning of the calendar year prior to filing your current year return.

When your original return and you filed electronically,

and you filed on paper, then
shows a … then
allow 2-3 weeks after return allow 6-8 weeks after you
refund amount or no balance
submission before you request mailed your return before you
due,
a transcript. request a transcript.
allow 2-3 weeks after return
balance due and you paid in full
submission before you request
with your return, we process your return in June
a transcript.
and you can request a transcript
allow 3-4 weeks after full
balance due and you paid in full in mid to late June.
payment before you request a
after submitting the return,
transcript.
Note: we process all payments
we process your return in mid-
balance due and you didn’t pay upon receipt.
May and you can request a
in full,
transcript by late May.

https://www.irs.gov/individuals/transcript-availability

© 2020 NASFAA. All rights reserved. 28

Appendix E
References, Resources and Websites – Tax Returns and Transcripts

U.S. Department of Education

Federal Registers
 Subject: FAFSA Information to be Verified for the 2021-22 Award Year
https://ifap.ed.gov/federal-registers/FR090320
Electronic Announcements
 Subject: 2021-22 Verification Suggested Text Package
https://ifap.ed.gov/electronic-announcements/092520VerificationSuggestedTextPackage2122AY

Student Aid Eligibility Worksheets

 Subject: 2021-22 Free Application for Federal Student Aid (FAFSA®), FAFSA on the Web Worksheet, and the
Student Aid Eligibility Worksheet for Question 23
https://ifap.ed.gov/electronic-announcements/091020FAFSA2122FOTWWkshtStudAidEligWksht4Quest23

2020-21 Federal Student Aid Handbook

 Application and Verification Guide
- Chapter 2: Filling Out the FAFSA
- Chapter 4: Verification, Updates, and Corrections
https://ifap.ed.gov/federal-student-aid-handbook/2021FSAHbkAVG

Program Integrity Questions and Answers – Verification

https://www2.ed.gov/policy/highered/reg/hearulemaking/2009/verification.html

Federal Student Aid Glossary and Acronyms – Appendix A

https://ifap.ed.gov/federal-student-aid-handbook/1920fsahbkappendices

Internal Revenue Service

 Current Year Transcript Availability
https://www.irs.gov/individuals/transcript-availability
 Secure Access: How to Register for Certain Online Self-Help Tools
https://www.irs.gov/individuals/secure-access-how-to-register-for-certain-online-self-help-tools
 Transcript Types and Ways to Order Them
https://www.irs.gov/individuals/transcript-types-and-ways-to-order-them
 Get Transcript FAQs
https://www.irs.gov/individuals/get-transcript-faqs
 4506T-EZ: Short Form Request for Individual Tax Return Transcript
https://www.irs.gov/pub/irs-pdf/f4506tez.pdf
 4506-T: Request for Transcript of Tax Return (transcript and other return information)
https://www.irs.gov/pub/irs-pdf/f4506t.pdf
 2019 IRS Publication 17, p. 1: What’s New
https://www.irs.gov/pub/irs-pdf/p17.pdf

© 2020 NASFAA. All rights reserved. 29