University of California, Irvine

Office of Financial Aid and Scholarships

Federal School Code 001314

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Submitting Tax and Income Information or Verification of Tax Non-filing

PLEASE NOTE: Although using the Data Retrieval Tool (DRT) when completing the FAFSA is the preferred method for you to supply tax and income information to our office, the DRT is unavailable for the remainder of the year and will not become available until the start of the 2018-19 FAFSA season.

If your financial aid file is selected for verification, you/your parent(s) must submit 2015 tax and income information (or verification of non-filing if you/your parents did not file a return for tax year 2015) using one of the following two methods unless you/your parents file or are required to file a foreign or Puerto Rican tax return.

IRS Tax Return Transcript

You/your parent(s) must request a 2015 Federal income tax return transcript from the IRS and submit it to our office.

If you/your parents filed a joint return and are now separated, divorced, widowed or remarried, you/they must submit a Federal income tax return transcript AND all W-2 forms.

If you/your parents filed an amended tax return, you/they must submit a Federal income tax return transcript AND a signed copy of the amended tax return (1040X).

Tax transcripts may be requested from the IRS in the following ways:

  1. Requesting on-line: www.irs.gov/individuals/get-transcript
  2. Calling (800) 908-9946
  3. Mailing an IRS form 4506T-EZ: www.irs.gov/pub/irs-pdf/f4506tez.pdf
  4. Using the IRS2Go mobile app

Verification of Non-Filing

If you/your parents did not file a 2015 tax return and were not required by the IRS to file one, you must request a verification of non-filing letter as proof from the IRS (must be dated on or after October 1, 2016).

A verification of non-filing letter may be requested from the IRS in the following ways:

  1. Requesting on-line: www.irs.gov/individuals/get-transcript
  2. (NOTE: only works if non-filer has filed a tax return at least once in the past)
  3. Mailing an IRS form 4506T: www.irs.gov/pub/irs-pdf/f4506t.pdf (mark Item 7 on the form and put the date "12/31/2015" for Item 9

Please be aware that from the time you request your non-filing letter from the IRS, it may take 5-10 days to receive it. Keep this in mind when planning to submit documents so you do not miss the deadline.

Once you receive your transcript/non-filing letter in the mail, fax a copy to the Office of Financial Aid and Scholarships at (949) 824-4876 or mail one to our office at:

Office of Financial Aid and Scholarships
102 Aldrich Hall
Irvine, CA 92697-2825

Please make sure to write the student's name and UCI ID# at the top of the first page of the document.

NOTE: The Office of Financial Aid and Scholarships does not accept documents as email attachments.

(Revised 4/13/2017 - BS)

 

Hours: 10am-5pm Monday to Friday
102 Aldrich Hall, Irvine, CA 92697-2825
Tel: (949) 824-8262
Fax: (949) 824-4876 (fax)

© 2017 The Regents of the University of California

About UCI
 
The State of California requires that you be told the following:
Federal student loans are available to most students regardless of income and provide a range of repayment options including income-based repayment plans and loan forgiveness benefits, which other education loans are not required to provide.