University of California, Irvine

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 methods unless you/your parents file or are required to file a 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:

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:

Please be aware that from the time you request your transcript or 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:

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)