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

If your financial aid file is selected for verification, you/your parent(s) must submit 2016 tax and income information using one of the two options below if you/they were required by the IRS to file one (unless a Puerto Rican tax return was filed).

Dependent Students: If your parents did not file a 2016 tax return and were not required by the IRS to file one, they must instead request a verification of non-filing letter as proof from the IRS (must be dated on or after October 1, 2017).

Independent Students: If you did not file a 2016 tax return and were not required by the IRS to file one, you must instead request a verification of non-filing letter as proof from the IRS (must be dated on or after October 1, 2017).

NOTE TO CALIFORNIA DREAM APPLICANTS:

If you filed a California Dream Application, you cannot use OPTION 1 below to submit tax information. Rather, you must use OPTION 2 further down this page to request and submit a tax return transcript.

OPTION 1 - IRS Data Retrieval from FAFSA

We strongly recommend your parents import their tax information using the IRS Data Retrieval Tool on FAFSA on the Web. This is the preferred method for you to supply tax and income information to our office and will speed the processing of your financial aid.

This video tutorial will help you update your FAFSA using the DRT:


OPTION 2 - IRS Tax Return Transcript

If you/your parents are not eligible to use the IRS Data Retrieval Tool, or choose not to use it, you/your parent(s) must request a 2016 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.

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

If you/your parents filed an amended tax return, you/they must ALSO submit a signed copy of the amended tax return (1040X) in addition to providing tax information using one of the two options above.


Tax Extensions:

If you/your parent(s) are unable to submit 2016 federal tax information by the deadline because you/they were approved by the IRS for an extension beyond the automatic six-month extension date of October 1, 2017, please contact our office.

Please note that if you submit an extension in lieu of your/your parent(s)' federal tax information, you will only be considered for federal financial aid. You will only be considered for institutional funds if you submit the required federal tax information to our office by the original due date.



Verification of Non-Filing

Dependent Students: If your parents did not file a 2016 tax return and were not required by the IRS to file one, they must request a verification of non-filing letter as proof from the IRS (must be dated on or after October 1, 2017).

Independent students: If you did not file a 2016 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, 2017).

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 "12/31/2016" for Item 9

We strongly recommend you start the process of obtaining your tax and income information or verification of non-filing at least a week before the deadline. This is because you may discover you are ineligible to use the Data Retrieval Tool and/or unable to instantly obtain a tax transcript or verification of non-filing online. If this occurs, you may need to have the IRS mail you your information and it can take 5-10 days to receive it.

Once you receive your transcript/non-filing letter, 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 12/13/2017 - BS)

 

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

© 2018 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.