Do I have to submit a tax return for financial aid verification if I did not need to file taxes?

Dependent students
Dependent students who were not required to file taxes will not need to submit a tax return. It may appear in the Unsatisfied Requirements section of your Financial Aid Dashboard if you indicated on your FAFSA or verification worksheet that you did or will file taxes.

Note: You may be required to submit copies of your w2s or wage & income transcript if you had earned income but did not earn enough to be required to file taxes.

Independent students and parents (of dependent students)

Independent students and parents of dependent students who were not required to file a tax return will need to complete the Confirmation of Non-Tax Filing status form to confirm how they supported their family during the tax year being reviewed. Additionally, if you, your parents, or your spouse did not file taxes but had earned income, you will need to submit copies of W-2s or Wage and Income Transcript(s). 

Wage & Income transcripts

A Wage and Income Transcript provides information reported to the IRS by employers and other payers, including W-2s, 1099s, and other income documents. To request your transcript, the fastest method is to do it online.

Online:

  1. Visit the IRS website at www.irs.gov.
  2. Select ‘Get Your Tax Record’.
  3. Choose ‘Get Transcript Online’.
  4. Sign in or create an account through ID.me.
  5. After logging in, select ‘Wage and Income Transcript’.
  6. Choose the tax year needed.
  7. View, download, or print the transcript.

Request by Mail:

  1. Visit http://www.irs.gov.
  2. Select Get Your Tax Record.
  3. Choose Get Transcript by Mail.
  4. Enter the requested information:
  5. Social Security Number (or ITIN)
  6. Date of birth
  7. Mailing address from the most recent tax return
  8. Select Wage and Income Transcript and the desired tax year.
  9. The transcript will be mailed to the address on file with the IRS.

Note: Delivery times vary and may take several business days.

Phone Request:

If you cannot obtain a Wage and Income Transcript online or by mail, contact the IRS directly at 1-800-908-9946 for additional assistance. You will receive the transcript by mail within 5-10 days, if successfully validated.

In-person request
The Wichita IRS field office is located at 555 N Woodlawn, Building #4, Wichita, KS 67208. Typically, you must call 1-844-545-5640 to schedule an appointment in advance. 

Once you receive the transcript(s), please submit it to the Office of Financial Aid & Scholarships by uploading it to your Student Drop Box on your myFinances tab of your WSU portal. Be sure all pages are included when uploading or submitting the document.

Helpful Tips

  • The name, Social Security Number, and address entered must match IRS records exactly.
  • Wage and Income Transcripts are typically available several months after employers submit tax information to the IRS.
  • A Wage and Income Transcript is different from a Tax Return Transcript. Make sure you request the correct document.

For questions regarding this process change, please contact the Office of Financial Aid.

 

 

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