Amended tax returns and the Verification process
Students or parents who amend their tax returns must provide the financial aid office with additional documentation for the Verification process. We need the following to verify the income of the student or the parent if an amended return was filed:
- A SIGNED copy of a completed and submitted IRS 1040X form. This is the form that the tax filer submitted with amended or changed data from the original IRS tax return. Please send us a SIGNED copy of the two-page form. On the student's online financial aid account, the requested form appears as "Parent Federal 1040X" for an amended parent tax. If students amended their returns, it will appear as "Student Federal 1040X." For the 2021-2022 academic year we would need the 2019 1040X form.
- A copy of the Tax Return Transcript for the tax year in question. For the 2021-2022 academic year we would need the 2019 IRS Tax Return Transcript. View the instructions on how to request a Tax Return Transcript. If you are having difficulty requesting an IRS Tax Return Transcript, you may send us a SIGNED copy of the tax filer's actual 2019 tax return. Please be sure to have the tax filer sign the form on the "Sign Here" line using a pen. Please send us the first two pages and Schedules 1, 2, and 3, if applicable.
- The 1040X form is a short form containing a lot of tax and income data. It may be difficult for the financial aid office to determine adequately what was amended. To help us review and translate the amended return data, we ask that you send us a copy of the two-page 1040 form that you used to amend the return and determine the amount of your taxes. On the student's online financial aid account, this worksheet appears as "Revised Parent 1040" or "Revised Student 1040."
Please contact the financial aid office if you have any questions about what is required for the verification process if you amended your tax return.