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Frequently Asked Questions (FAQ's)

 

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Once I've sent Dartmouth a copy of the verification forms, taxes, and W-2s, I'm done, right?

What if I (or my parents) have applied for an extension to file our tax return?

What if I didn't file a federal tax return?

Why do I need to give you this information? Isn't it on the FAFSA Form?

Do I have to complete the verification process?

What is the difference between a tax transcript and a tax return?

I just filed my taxes, when will the IRS Data Retrieval Tool be available?

The IRS website offers two different types of transcripts, what is the difference between a return transcript and account transcript?

I am divorced or separated but filed a joint tax return with my spouse. What do I do?

My biological parents are divorced or separated from each other. Which parent should I use?

My current address is different from what's on my 2013 tax return. What do I do?

I tried using IRS Data Retrieval, but I am having trouble with my PIN. What should I do?

 

Once I've sent Dartmouth a copy of the verification forms, taxes, and W-2s, I'm done, right?

Not necessarily.  After reviewing the documents you submitted we may need to request additional information and/or documentation to resolve any discrepancies.  We ask you to respond promptly to these requests as this will help to finalize the verification process.

What if I (or my parents) have applied for an extension to file our tax return?

As instructed by the verification forms, provide our office with a copy of your Form 4868 (the request for an extension to file a federal return) and W-2 form(s) If you do not have W-2 form(s), please submit a statement with your estimated adjusted gross income and income taxes paid. You (and/or your parents) must submit a signed copy of the completed tax return as soon as it is available.

What if I didn't file a federal tax return?

If federal regulations did not require you (or your parents) file a return, simply indicate that you did not file on our Federal Verification Worksheet. Submit all completed verification forms along with a copy of all W-2 Forms to our office.

If you (or your parents) were required to file a federal tax return but did not, we will be unable to review your aid application until the tax return is filed.

Why do I need to give you this information? Isn't it on the FAFSA Form?

The purpose of the process is to confirm that the information reported on the FAFSA is correct.  If any information is incorrect, we must make corrections and submit them to the Department of Education for reprocessing.

You and your family agreed to provide financial information when you completed the FAFSA. Everyone who signs the FAFSA agrees to "If asked, provide information that will verify the accuracy of your completed form."

Do I have to complete the verification process?

No. However, you will be forfeiting your eligibility for financial aid including Dartmouth Scholarship.

What is the difference between a tax transcript and a tax return?

A Tax Return Transcript is a line by line summary of the actual tax return you filed with the Internal Revenue Service.  The Department of Education requires us to confirm that the information you provided on your FAFSA is the same information you filed with the IRS.                                   

I just filed my taxes, when will the IRS Data Retrieval Tool be available?

In general, tax filers can anticipate that the IRS data will be available within:

- Three weeks if the tax return has been filed electronically

- Eight weeks if the tax returns has been mailed.

The IRS website offers two different types of transcripts, what is the difference between a return transcript and account transcript?

              Tax Return Transcript:                      Tax Account Transcript:

    Tax Return Transcript    Account Transcript

The tax account transcript, which is also free, shows basic data from your return, including marital status, type of return filed, adjusted gross income and taxable income. It also includes any adjustments you made after you filed your original return. Like the tax return transcript, the tax account transcript is generally available for the current and past three years. Do not order a tax account transcript unless Dartmouth specifically requests a tax account transcript.

I am divorced or separated but filed a joint tax return with my spouse. What do I do?

You will be required to provide proof that you were separated on or before the day you completed the FAFSA. One example of acceptable documentation is court documentation that shows a separation date. Another example of acceptable documentation is proof of separate physical addresses on bills for both parties dated on or before the day you filed the FAFSA. You will also be required to provide IRS tax transcripts and all W2s for both you and your spouse.

My biological parents are divorced or separated from each other. Which parent should I use?

If your parents are divorced or separated, you should use the parent with whom you lived the most during the 12 months before filing the FAFSA. If you did not live with either parent during that time, you would use the parent who provided more financial support during the 12 months before filing the FAFSA, or the most recent year that you actually received support from a parent.

My current address is different from what's on my 2013 tax return. What do I do?
If your address has changed since you filed your tax return, you may be able to request a tax return transcript via telephone or you may need to complete the IRS Form 4506T-EZ to request a free copy of a Tax Return Transcript.

I tried using IRS Data Retrieval, but I am having trouble with my PIN. What should I do?
If you are having trouble with your PIN, you will need to apply for a new PIN number. If you continue to have problems, contact our office or FAFSA Customer Service immediately for troubleshooting solutions.

Last Updated: 3/25/14