Contents
Catalog Links

Income Information for Tax Filers with Special Circumstances

For an individual who is required to file a U.S. income tax return and has been granted a filing extension by the Internal Revenue Service (IRS), we will need:

  1. A copy of IRS Form 4868, “Application for Automatic Extension of Time to File U.S. Individual Income Tax Return” that the individual filed with the IRS for the tax year in question or a copy of the IRS’s approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of the filing time for the tax year in question.
  2. A signed statement by a self-employed individual certifying the amount of the Adjusted Gross Income (AGI) and taxes paid for the tax year in question.

For an individual who has requested a transcript that lists tax account information for the tax year in question and the IRS, a government of a U.S. territory or commonwealth or a foreign central government cannot provide or locate a transcript that lists tax account information.

  1. A copy of the letter from the IRS, indicated that you have filed but they are unable to provide a tax return transcript
  2. Copy of the return filed (translated into English if a foreign return)*
  3. A signed statement certifying the amount of AGI and taxes paid for the tax year in question

For an individual who has not filed and, under IRS rules or other applicable government agency rules, is not required to file an income tax return.

  1. A signed statement certifying that you have not filed and are not required to file an income tax return for the tax year in question
  2. The sources of income earned from work as reported on the FAFSA and amounts of income from each source for the tax year in question that is not reported on IRS Form W-2.

You may be requested to retrieve an IRS Verification of Non-filing from the IRS in addition to the documents above.