If you link your tax information from the IRS directly to the FAFSA, thereby ensuring the figures are accurate, and if no changes are made to the imported information, the requirement to supply tax information to the University will be waived.
However, if you are unable to link your IRS data to the FAFSA (you filed taxes as “married filing separately,” “head of household,” or some other reason) or you adjust the data that is imported, you will be required to obtain a “TAX TRANSCRIPT” directly from the IRS. We will not accept copies of your individual returns from your tax preparer or accounting software.
Watch the YouTube tutorial to learn how to link your taxes prior to attempting this update on the FAFSA.
Further, if you file the FAFSA prior to filing your taxes with the IRS (the PHEAA State Grant deadline is May 1), you may file stating that you “will file” your taxes and use estimated income figures. HOWEVER, it will be your responsibility to update the FAFSA once your taxes are filed. If you wish to link with the IRS, please wait until your refund has been received (or debt paid) to import your IRS data to the FAFSA. This will ensure the IRS has processed your return in order for it to be imported to the FAFSA.
Failure to comply with verification will result in no federal or state aid being funded to you.