Special Tax Filing Status

Please see instructions below on how to submit 2017 tax information under uncommon circumstances.

Married Filing Separate or Unmarried - Both Living Together

If your 2017 tax filing status was Married Filing Separate OR a parents' marital status was listed as "Unmarried - Both Living Together" on the FAFSA, submit:

If one or both parents did NOT file taxes in 2017, an IRS letter of non-filing must be provided for each parent.

 

Change in marital status after 2017 taxes were filed

If your tax filing status was Married Filing Jointly and have since separated, submit:

 

Amended Tax Filers

An individual who filed an amended IRS income tax return for tax year 2017 must submit:

  • 2017 Tax Account Transcript, in addition to one of the following:
  • Completed the IRS Data Retrival Tool on the FAFSA with all tax information from the original tax return; or
  • A 2017 IRS Tax Return Transcript (that will only include information from the original tax return and does not have to be signed), or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified.
 

Foreign Tax Filers

Those who filed taxes in another country must submit the following:

  • Foreign Tax Return reflecting 2017 Adjusted Gross Income (AGI) and taxes paid and
  • A translated copy of the foreign tax return

Those who lived in another country but did not file taxes in 2017 must submit:

  • Non-filing documentation from their relevant tax authority 
 

Victims of Identity Theft

An individual who was the victim of IRS tax-related identity theft must provide:

  • A Tax Return DataBase View (TRDBV) transcript obtained from the IRS, or any other IRS tax transcript(s) that includes all of the income and tax information required to be verified; and
  • A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.

To request aTax Return DataBase View (TRDBV) you may contact the IRS Identity Protection Specialized Unit at 1-800-908-4490