V1/V5 验证 Form Instructions

A WORD FROM STUDENT FINANCIAL SERVICES:  Your application was selected for review in a process called “验证.在这个过程中, 我们会将您的申请信息与相应的联邦纳税申报表进行比较, 和/or with W2s or other financial documents.  美国.S. 部门. of Education requires us to collect this information before awarding federal aid.  如果您的申请信息与您的财务文件之间存在差异, corrections may need to be made to your FAFSA.  填写此表格并尽快将其提交给学生财务服务办公室,以确保及时处理.  警告:  If you purposely give false or misleading information on this sheet, 你可能会被罚款, 和/or be sentenced to jail by the federal government.

*Previously referred to as Household Information

家庭规模是基于联邦税务信息(FTI)通过FUTURE法案直接数据交换(FA-DDX)直接从IRS转移到FAFSA。, 这意味着家庭中受抚养人的数量现在取决于申请人(如果独立)或父母(如果受抚养)美国联邦纳税申报表上声称受抚养人的人数. For more information about who can be claimed as a dependent on a federal tax return, 请参阅国税局的文件 Overview of the Rules for Claiming a Dependent.

如果FTI被拉进来, 如果自提交适用的纳税申报表以来家庭规模发生了变化,那么FAFSA贡献者(学生和/或家长)就有机会手动更新家庭规模. 然而, the contributor cannot see what family size was reported from the FA-DDX, as the transferred FTI is masked.

当FAFSA投稿人手动输入家庭规模时,他们会得到如下提示:

Q: Were you required to provide parent information on the FAFSA?

答:没有. Then you are classified as Independent. Include the following people in the box:

  • yourself, your spouse, if applicable,
  • student's dependent children if the following are true:
    • 他们和学生住在一起 (or live apart due to college enrollment);
    • they receive more than half of their support from the student;
    • 在奖励年度,他们将继续从学生那里得到超过一半的支持
  • other persons if the following are true:
    • 他们和学生住在一起
    • they receive more than half of their support from the student;
    • 在奖励年度,他们将继续从学生那里获得一半以上的支持
注意:  提供的“受抚养子女”或“其他人”的标准符合家庭规模的要求,如果学生在完成2024-25年FAFSA时提交美国纳税申报表,则学生可以根据美国纳税申报表申报. 因此, the student should not include any unborn children in the family size.

B. 是的. Then you are classified as Dependent. Include the following people in the box:

  • 你和你的父母,
  • your parent(s)' other childrent, if the following are true:
    • 他们和学生住在一起's parents(or live apart due to college enrollment),
    • they receive more than half of their support from the student's parents,
    • 在奖励年度,他们将继续从学生家长那里获得超过一半的资助,
  • 其他的人 if the following are true:
    • 他们和学生住在一起's parents,
    • they receive more than half of their support from the student' parents,
    • 在奖励年度,他们将继续从学生家长那里获得超过一半的资助.
注意: 所提供的“受抚养子女”或“其他人”的标准符合家庭规模的要求,如果父母在完成2024-25年FAFSA时提交美国纳税申报表,则父母可以根据美国纳税申报表声称自己是受抚养人. 因此, the parent should not include any unborn children in the family size.

不确定?

要确定谁被视为本表格的父赞助人,请参阅下文:

  • If your parents are living together 和/or married to each other, include them both in the family size listing.
  • If your parent is widowed or single, list this parent. If your widowed parent is remarried as of the day you completed the FAFSA, include the person to whom your parent is married, i.e. 你的继父.
  • If your parents have divorced or separated, 在家庭规模中,只包括为你提供更多经济支持的父母. If this parent has remarried as of the day you completed the FAFSA, also include the person whom your parent married, i.e. 你的继父.

Were you required to provide parent information on the FAFSA?

NO.  Then you are classified as Independent.  Include the following people in the box:

  • yourself, your spouse if married, 和
  • 你的孩子们, if you will provide more than half of their support from July 1, 2023年至6月30日, 2024年和
  • 其他的人, 如果他们现在和你住在一起, 从7月1日起,你们将继续为他们提供一半以上的支持, 2023年至6月30日, 2024.

是的.  Then you are classified as Dependent.  Include the following people in the box:

  • yourself 和 your custodial parent(s), 和
  • your custodial parent(s)’ other children, if (a) your parent(s) will provide more than half of their support from July 1, 2023年至6月30日, 2024, 或(b)如果填写2023-24年度的FAFSA,子女将被要求提供父母信息, 和
  • 其他的人 如果他们现在和你住在一起r parent(s), 由你的父母提供一半以上的生活费,并将从7月1日起继续提供一半以上的生活费, 2023年至6月30日, 2024.

            不确定?  要确定谁被视为本表格的监护人,请参见下文:

  • If your parents are living together 和/or married to each other, include them both in the household listing.
  • If your parent is widowed or single, list this parent.  If your widowed parent is remarried as of the day you completed the FAFSA, also include the person whom your parent married, i.e. 你的继父.
  • If your parents have divorced or separated, only include in the household listing the parent with whom you live the most.
  • If you did not live with one parent more than the other, only include the parent who provides more financial support to you.  If this parent has remarried as of the day you completed the FAFSA, also include the person whom your parent married, i.e. 你的继父.

1.      验证 of 2022 Income Information for Student Tax Filers

As part of federal student aid eligibility, students 和 spouses (as appropriate), 是否需要同意和批准从IRS向FAFSA表格共享和导入收入和税务信息, even if the attempt to obtain or use such data is ineffective. 换句话说, if the student 和 spouse filed separate 2022 IRS income tax returns, 双方都必须同意和批准从美国国税局分享和进口收入和税务信息.

If 2022 income tax return information for the student or spouse, (if applicable) was not available or could not be used, the student should provide the 机构 附上2022年美国国税局纳税申报表或2022年所得税申报表和适用附表的签名副本.

A 2022 IRS 报税表 may be obtained at 报税表 online or by calling 1-800-908-9946 和 requesting a copy to be mailed. You may also need to submit copies of all W-2s 和/or 1099 forms for 2022.

2.      验证 of 2022 Income Information for Parent Tax Filers

As part of federal student aid eligibility, 家长需要同意和批准从IRS向FAFSA表格共享和导入收入和税收信息, even if the attempt to obtain or use such data is ineffective. 换句话说, if the parents filed separate 2022 IRS income tax returns, 双方都必须同意和批准从美国国税局分享和进口收入和税务信息.

如果父母的2022年所得税申报表信息不可用或无法使用, 家长应向机构提供2022年美国国税局纳税申报表或2022年所得税申报表和适用时间表的签名副本.

A 2022 IRS 报税表 may be obtained at 报税表 online or by calling 1-800-908-9946 和 requesting a copy to be mailed. You may also need to submit copies of all W-2s 和/or 1099 forms for 2022.

3.      Individuals Granted a Filing Extension by the IRS

被要求提交2022年美国国税局所得税申报表的个人,并已被美国国税局批准在2022纳税年度自动延期六个月后提交申报表, 必须提供:

  • 一份签署的声明,列出2022年的收入来源和每个收入来源的金额
  • 美国国税局批准的2022纳税年度自动延期6个月的延期副本.
  • 收到的每个就业收入来源的IRS W-2表格副本或2022纳税年度的同等文件;
  • 如果自由职业者, a copy of IRS form 1099s for each source of income received, 一份签署的声明,证明个人调整后总收入(AGI)的金额和2022纳税年度的美国所得税.

FOREIGN, US TERRITORY, OR COMMONWEALTH RESIDENTS: Please submit a copy of your 2022 tax transcript. If no taxes were filed, we can accept a Wage & 每个雇主的纳税申报表或同等文件,说明2022年1月至12月期间的总收入和缴纳的税款.

Your application requires IRS tax data. 我们建议您使用FAFSA上的IRS数据检索工具(IRS DRT)直接链接到IRS数据库. 解决安全问题, 您从美国国税局转移的纳税申报表信息将不再显示在 联邦 学生援助网站 或IRS DRT网页. Instead you will see “转移red from the IRS” in the appropriate fields on the 联邦学生援助网站. 如果您和/或您的监护父母或配偶提交了纳税申报表,但没有提供直接链接到国税局数据库的选项, 您必须提供您和您的监护父母或配偶的2021年所得税申报表(1040表)的签名副本. You may also try to download a free 报税表 online or call 1-800-908-9946 和 request a copy to be mailed. You may also need to submit copies of all W-2s 和/or 1099 forms for 2021.

Foreign, US territory, or commonwealth residents: Please submit a copy of your 2021 tax transcript. If no taxes were filed, we can accept a Wage & 每个雇主的纳税申报表或同等文件,说明2021年1月至12月期间的总收入和缴纳的税款.