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Unusual Circumstances/Exceptions for Tax Returns
Unusual Circumstances and Exceptions for Tax Returns
1. Filing Extension Granted by the IRS - Verification will not be completed by our office until the tax return has been filed with the IRS and either the data retrieval tool (DRT) on the FAFSA or the IRS Tax Return transcript is available to confirm the tax information. No alternative documents are accepted in lieu of the IRS Tax Return Transcript. This means the student’s financial aid will be delayed until the taxes are complete. The student is responsible for any late fees incurred.
2. Amended Tax Return - If an individual filed an amended IRS income tax return for tax year 2012, provide both of the following:
- A signed copy of the original 2012 IRS income tax return that was filed with the IRS or a 2012 IRS Tax Return Transcript (signature not required) for the 2012 tax year; and
- A signed copy of the 2012 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
3. Victim of IRS Identity Theft - A victim of IRS identity theft is unable to obtain a 2012 IRS Tax Return Transcript or use the IRS DRT. The individual must provide a signed copy of the 2012 paper IRS income tax return that was filed with the IRS and a signed copy of IRS Form 14039 “Identity Theft Affidavit” if one was submitted to the IRS. If the individual did not keep a copy of Form 14039 or the IRS did not require him or her to submit one, he or she may provide one of the following:
- A statement signed and dated by the individual indicating that he or she was a victim of IRS identity theft and that the IRS is investigating the matter. The statement must also indicate that the individual submitted a Form 14039 to the IRS, but did not keep a copy of it or that he or she was not required to file the form; or
- A copy of a police report if it was filed related to the IRS identify theft.
4. Foreign Income/Non-IRS Income Tax Returns - If an individual filed or will file a 2012 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, provide a signed copy of that 2012 income tax return(s).