Spouse 2019 Tax Information

Return to FAFSA on the Web and use the IRS DRT. Don’t forget to sign and submit your corrections.

You can not use the IRS DRT if:

• The person answered married on the FAFSA and they filed separate tax returns.
• The person is separated or no longer married and they filed a joint tax return.
• The marriage date is January 2019 or later.
• The person filed a non-U.S. tax return.
• The first three digits of the SSN are 666.

Attach in your Financial Aid Required Document a copy of your spouse’s:

• Signed 2019 income tax return and applicable schedules 1, 2, 3, C and F submitted to the IRS, or
• 2019 IRS Tax Return Transcript, or
• 2019 IRS Record of Account.
• If they filed a married filing joint return also attach 2019 W-2 forms.

Attach in your Financial Aid Required Documents a copy of your spouse’s:

• A signed copy of the 2019 income tax return and applicable schedules 1, 2, 3, C and F submitted to the IRS, or 2019 IRS Tax Return Transcript; or IRS DRT information on the FAFSA with all tax information from the original tax return; and
• A signed copy of the 2019 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” including any schedules or forms that was filed with the IRS; or
• 2019 IRS Record of Account
• If they filed a married filing joint return also attach 2019 W-2 forms.

Attach in your Financial Aid Required Documents a copy of your spouse’s:

• IRS’s approval of an extension beyond the automatic six-month extension for tax year 2019; and
• Verification of Non-filing Letter from the IRS dated on or after October 1, 2020; and
• A copy of IRS Form W–2 for each source of employment income received or an equivalent document for tax year 2019 and,
• If self-employed, a signed statement certifying the amount of the individual’s Adjusted Gross Income and the U.S. income tax paid for tax year 2019.

Attach in your Financial Aid Required Documents a copy of your spouse’s:

• A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or if unable to obtain a TRDBV, an equivalent document provided by the IRS or a copy of the signed 2019 income tax return and applicable schedules the individual filed with the IRS; and
• A statement signed and dated by the tax filer indicating that they were a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

Attach in your Financial Aid Required Documents a copy of your spouse’s:

• A tax filer who filed a 2019 income tax return with Guam, the Commonwealth of the Northern Mariana Islands, the Commonwealth of Puerto Rico and the U.S. Virgin Islands may provide a signed copy of his or her income tax return that was filed with the relevant tax authority. However, if we question the accuracy of the information on the signed copy of the income tax return, the tax filer must provide us with a copy of the tax account information issued by the relevant tax authority before verification can be completed.
• A tax filer who filed a 2019 income tax return with the tax authority for American Samoa must provide a copy of his or her tax account information.
• A tax filer who filed a 2019 income tax return with tax authorities not mentioned above, i.e. a foreign tax authority, and who indicates that he or she is unable to obtain the tax account information free of charge, must provide documentation that the tax authority charges a fee to obtain that information, along with a signed copy of his or her income tax return that was filed with the relevant tax authority.

IRS tax records may be obtained through the IRS website as indicated below. Be sure to request the correct IRS record type and year.

• Request Online – Go to irs.gov. Click “Get Your Tax Record.” Click “Get Transcript Online.” To use this online tool, the user must have (1) access to a valid email address, (2) a text-enabled mobile phone in the user’s name (pay-as-you-go plans cannot be used), and (3) specific financial account numbers such as a credit card number or an account number for a home mortgage or auto loan. Upon successful completion of the IRS’s two-step authentication, you will have immediate access to your tax documents for the past 4 tax years.

For the options below the IRS must have your current mailing address on file for you to receive the information. If they do not have your current mailing address, you must first update your address by mailing IRS Form 8822 to them. You can find this form and instructions on the IRS website. Once the IRS has updated your mailing address, you can use one of the options below:

• Request by Mail – Go to irs.gov. Click “Get Your Tax Record.” Click “Get Transcript by Mail.” Complete the online form and indicate the record type requested for the applicable tax year. The transcript is generally received within 10 business days from the IRS’s receipt of the online request.
• Automated Telephone Request – 1-800-908-9946.  Follow the phone prompts to request the record type for the applicable tax year. The transcript is generally received within 10 business days from the telephone request.

If you are unable to obtain your transcript by one of the methods above, then you will need to complete:

• Paper Request Form – IRS Form 4506-T.  Go to irs.gov, click “Forms & Instructions.” Enter the form name 4506-T in the search bar. Complete the form and mail to the IRS. (See 2^nd page of form for mailing address.) The transcript is generally received within 10 business days from the IRS’s receipt of the paper request form. Record tax year ending 12/31/2019.