Tax Return Transcripts

Source: https://www.sfa.ufl.edu/process/additional-information/tax-return-transcripts/ Parent: https://www.sfa.ufl.edu/process/financial-aid-basics/

To request a tax return transcript, call the IRS at 1-800-905-9946 or go online to www.irs.gov.

Student Tax Return Transcript

• If you reported grant, scholarship, and/or fellowship aid, including Americorps awards, to the IRS in your adjusted gross income, please indicate the amount reported on your tax return transcript.
• If you were married at the time of filing your FAFSA application for aid, and you and your spouse filed separate tax returns, please attach a complete copy of BOTH tax return transcripts.
• If you reported any IRA distributions, pensions, or annuities on your tax return that were rolled over into a qualified plan, please write  “Rollover” next to this amount on your tax return transcript.

Parent Tax Return Transcript

• If you reported grant, scholarship, and/or fellowship aid, including AmeriCorps awards, to the IRS in your adjusted gross income, please indicate the amount reported on your tax return transcript.
• If you were married at the time your son/daughter filed the FAFSA application for aid, and you and your spouse filed separate tax returns, please attach a complete copy of BOTH tax return transcripts.
• If you reported any IRA distributions, pensions, or annuities on your tax return that were rolled over into a qualified plan, please write “Rollover” next to this amount on your tax return transcript.