Alice Lloyd College

Tax Transcript Request

Every year the Department of Education decides which items must be verified from your FAFSA during the Verification Process. You may be asked to provide proof of completing high school (copy of diploma, high school transcript that includes your graduation date, copy of your GED, etc.), re-sign the Statement of Educational Purpose, and provide a valid government issued photo I.D. (Driver’s License, State-issued I.D., Passport, etc.). The Statement of Educational Purpose must be signed in front of school personnel who will ask for your I.D. and copy it for your file. You may also present I.D. to a Notary Public and complete the “Notary Public” version of the form which can then be sent via postal mail only to the main address of the school along with a copy of your valid I.D. Note: An expired I.D. is not a valid I.D.

You may also get selected for the standard verification for which the school must verify things like gross income, untaxed income, household members, number in college, receipt of food stamps, paid child support, and other items as determined by the Department of Education.

The simplest way to provide verification of income items is to use the IRS Data Retrieval Tool within the FAFSA form. If you originally estimated your income and have since filed your 2013 taxes electronically at least a week ago, you may be able to update your income by simply pulling in your tax information through the FAFSA.

Possible Required Verification Documents

You will have received a letter from us about requested documents. Read your letter carefully! Not everyone will be required to send the same documents.

1. Dependent Students’ (as defined by the Department of Education and FAFSA) answers may have to provide:

  • 2014-2015 Dependent Student Verification Worksheet
  • 2013 IRS Tax Return Transcript for student who filed a Federal Tax Return and did not use the IRS Data Retrieval Tool in FAFSA 
  • If your parents did not use the IRS Data Retrieval Tool in FAFSA, please provide a 2013 IRS Tax Return Transcript for parent/s who filed a Federal Tax Return. If your parents filed separately but live together, you will need to provide a copy of both tax return transcripts.

2. Independent Students’ (as defined by the Department of Education and FAFSA) answers may have to provide:

  • 2014-2015 Independent Student Verification Worksheet
  • 2013 IRS Tax Return Transcript for student who filed a Federal Tax Return and did not use the IRS Data Retrieval Tool in FAFSA
  • 2013 IRS Tax Return Transcript for spouse if married and filed separately
    If you are married and filed separately, you will not be able to use the Data Retrieval Tool in FAFSA and will have to provide the Tax Return Transcript. Schools are no longer able to accept Federal Income Tax Returns for Verification except for special circumstances (e.g. Identity Theft).

If you are selected for Verification, you have two options:

1. Use the IRS Data Retrieval Tool that is part of the FAFSA on the web:

  • Go to www.fafsa.gov and log into the student’s record.
  • Select “Make FAFSA Corrections.”
  • Then, go to the Financial Information Section of the form. Follow the instructions to determine if you (and/or your parents, if applicable) are eligible to use the IRS Data Retrieval Tool to transfer IRS income tax information into the student’s FAFSA.

OR

2. Request an IRS Tax Return Transcript.

  • At www.irs.gov use the Get Your Transcript Now option to download a copy of your transcript immediately. 
  • By phone: 800-908-9946 
  • Go to www.irs.gov and click on the “Order a Return or Account Transcript” link.
  • Be sure to order the “IRS Tax Return Transcript” and NOT the “IRS Tax Account Transcript.”
  • You will need to use your Social Security Number, Date of Birth, and address on file with the IRS.
  • Complete a 4506T paper request at www.irs.gov. Under Forms and Pubs, click “4506-T.”

Upcoming Events

Calendar

December 2012
S M T W T F S
25 26 27

Catching the Entrepreneurial Spirit

CloseNovember 27, 2012 @ 1:00 pm

Event Details >>

Guest Terri Thompson shares her failures and successes as an entrepreneur.

Women's Basketball versus UPike

CloseNovember 27, 2012 @ 5:30 pm

Men's Basketball versus Montreat College

CloseNovember 27, 2012 @ 7:30 pm
28 29 30 1

Eagle Day Saturday

CloseDecember 1, 2012 @ N/A

SAT Test Date

CloseDecember 1, 2012 @ N/A

Men's Basketball @ Kentucky Christian University

CloseDecember 1, 2012 @ 1:00 pm

Women's Basketball versus Ohio Christian University

CloseDecember 1, 2012 @ 2:00 pm
2

Christmas Pretties Dinner

CloseDecember 2, 2012 @ N/A

The Voices of AppalachiaChristmas Concert

CloseDecember 2, 2012 @ N/A

Voices of Appalachia Christmas Concert

CloseDecember 2, 2012 @ 7:30 pm

Event Details >>

Under the direction of Richard Bowers, the Voices of Appalachia will present their Christmas Concert.
3

Men's Basketball @ Milligan College

CloseDecember 3, 2012 @ 7:00 pm
4

Luncheon for Graduates

CloseDecember 4, 2012 @ 11:30 am

Event Details >>

Optional. For December 2012 and May 2013 graduates ONLY.

Celebration of Graduates

CloseDecember 4, 2012 @ 1:00 pm

Event Details >>

For December 2012 and May 2013 graduates ONLY. This will be an afternoon of great fun, food, and prizes. Attendees will receive convocation credit. PLEASE NOTE: Everything kicks off at 11:30 AM in the Cushing Hall auditorium!

Women's Basketball @ Kentucky Christian University

CloseDecember 4, 2012 @ 6:00 pm
5

Men's Basketball @ Virginia Intermont

CloseDecember 5, 2012 @ N/A

Men's Basketball @ Virginia Intermont

CloseDecember 5, 2012 @ 7:00 pm
6 7

ALC Last Day of Classes

CloseDecember 7, 2012 @ N/A

JBS Christmas Program

CloseDecember 7, 2012 @ N/A

Last Day of Classes

CloseDecember 7, 2012 @ N/A
8

Eagle Day Saturday

CloseDecember 8, 2012 @ N/A

SAT Test Date

CloseDecember 8, 2012 @ N/A

Women's Basketball versus Brescia University

CloseDecember 8, 2012 @ 1:00 pm

Men's Basketball versus Brescia University

CloseDecember 8, 2012 @ 3:00 pm
9 10

ALC Final Exams

CloseDecember 10, 2012 @ N/A

Final Exams Week

CloseDecember 10, 2012 @ N/A

JBS Final Exams

CloseDecember 10, 2012 @ N/A
11

ALC Final Exams

CloseDecember 10, 2012 @ N/A

Final Exams Week

CloseDecember 10, 2012 @ N/A

JBS Final Exams

CloseDecember 10, 2012 @ N/A
12

ALC Final Exams

CloseDecember 10, 2012 @ N/A

Final Exams Week

CloseDecember 10, 2012 @ N/A

JBS Final Exams

CloseDecember 10, 2012 @ N/A
13

ALC Final Exams

CloseDecember 10, 2012 @ N/A

Final Exams Week

CloseDecember 10, 2012 @ N/A

JBS Final Exams

CloseDecember 10, 2012 @ N/A
14

ALC Semester Ends

CloseDecember 14, 2012 @ N/A

JBS 2nd Semester Grades Due

CloseDecember 14, 2012 @ N/A

JBS Classes Dismiss

CloseDecember 14, 2012 @ 11:40 am
15
16 17

JBS Faculty In-Service

CloseDecember 17, 2012 @ N/A

Women's Basketball versus UPike

CloseDecember 17, 2012 @ 4:00 pm
18 19 20 21 22
23 24 25 26 27 28 29
30 31 1

Begin Filling Out Your FAFSA

CloseJanuary 1, 2013 @ N/A
2

JBS First Day of Second Semester

CloseJanuary 2, 2013 @ N/A
3 4

Women's Basketball versus Point Park (PA)

CloseJanuary 4, 2013 @ 2:00 pm

Men's Basketball versus Point Park (PA)

CloseJanuary 4, 2013 @ 4:00 pm
5

Women's Basketball versus Carlow University (PA)

CloseJanuary 5, 2013 @ 2:00 pm

Men's Basketball versus IU Southeast

CloseJanuary 5, 2013 @ 4:00 pm