Tax Returns of Parents and Students

Date due for Early Action: November 11

Date due for Regular Decision: March 15

Date due for Transfer students: March 15

Date due for Eli Whitney students: May 1

Date due for continuing students: 

Full year and fall term
Application file completed by Notified of award by
April 17, 2017 June 9*
May 10, 2017 July 5
Spring term only
Application file completed by Notified of award by
Sept 1, 2017 Oct 2
Oct 11, 2017 Nov 10

*Notifications begin on this date.

Description: 

Yale requires copies of tax returns (or, if no tax return was filed, equivalent documentation) as part of the financial aid application.

The U.S. federal government has moved the tax year used to determine financial aid awards back by one year. This means that 2015 tax information will be used again for 2017–2018 aid applications. Yale has adopted the same policy. This change will allow families to submit their aid applications earlier, using income from a completed tax return. You no longer have to wait until the most recent year’s taxes are filed before you can apply for financial aid and have your award finalized.

Please note:

Yale believes that both parents have a responsibility to contribute toward their child’s college education, even if they are divorced or separated. For this reason, we require financial information for both parents to generate a financial aid award. The Yale financial aid award letter lists one total Parent Contribution, which a student’s parents may determine how best to meet.

We understand that some families may have extenuating circumstances that would require an exception. Students may petition to have their noncustodial parent’s financial information waived in such cases by submitting a Noncustodial Parent Waiver Petition form with supporting documentation. Submission of a waiver petition form does n​ot guarantee that the noncustodial parent’s requirements will be waived.

Instructions for U.S. citizens and permanent residents: Prospective and new students: 

  • Use the College Board’s IDOC Service to submit 2015 tax forms. For more information about this service, see IDOC under Financial Aid Terminology or visit the College Board website.
  • Signed copies of 2015 federal tax returns are required, including all schedules and W-2 forms. Yale does not require state tax returns. If you submit a TeleFile Tax Record, include the taxpayer’s signature and the six-digit IRS confirmation number on the bottom of the TeleFile Tax Record.
  • If your parents are divorced, separated, or were never married, your noncustodial parent must also submit copies of his or her 2015 tax return, including all schedules and W-2 forms, to IDOC.

Parents and students who did not file a tax return must submit a Tax Nonfiling Statement instead. Please visit our Forms page for the appropriate nonfiling statement.

Instructions for U.S. citizens and permanent residents: Continuing students: 

For the 2017–2018 aid application only, continuing students receiving financial aid do not need to submit new tax returns or tax nonfiling statements. Yale will use the tax documents you submitted last year. You can check to see whether we have your required tax documents by viewing your 2017–2018 financial aid application requirements in Student Information Systems.

  • Parents and students who filed a 2015 U.S. tax return do not need to submit updated tax returns this year. We will use the 2015 tax returns you submitted last year.
  • Parents and students who did not file a 2015 U.S. tax return do not need to submit a new Tax Nonfiling Statement this year. We will use the 2015 ​nonfiling statements you submitted last year.

Please note that parents and students will need to submit updated tax documents in future years. Only the 2017–2018 aid year will use previously submitted returns.

For aid year Tax return required
2017–2018 2015 tax year
2018–2019 2016 tax year
2019–2020 2017 tax year

Instructions for Canadian citizens: Prospective and new students: 

  • Mail or fax signed copies of your 2015 tax forms directly to Student Financial Services.
  • If your parents are divorced, separated, or were never married, your noncustodial parent must also mail or fax signed copies of his or her tax return to Student Financial Services.
  • Families with a business or farm must also include the business or farm tax return.

Fax number U.S. mail address

203-436-9768

Student Financial Services
Yale University
P.O. Box 208288
New Haven, CT
06520-8288

After faxing documents, please wait at least 1 business day for processing before checking on their status.

Include the student’s name and date of birth or SID on each page.

Instructions for Canadian citizens: Continuing students: 

For the 2017–2018 aid application only, continuing students receiving financial aid do not need to submit new tax returns. Yale will use the tax documents submitted last year. You can check to see whether we have your required tax documents by viewing your 2017–2018 financial aid application requirements in Student Information Systems.

Please note that families will need to submit updated tax documents in future years. Only the 2017–2018 aid year will reuse previously submitted returns.

For aid year Tax return required
2017–2018 2015 tax year
2018–2019 2016 tax year
2019–2020 2017 tax year

Instructions for international citizens (non-Canadian): Prospective and new students: 

  • Mail or fax signed and translated copies of 2015 tax documents directly to Student Financial Services.
  • If your parents are divorced, separated, or were never married, your noncustodial parent must also mail or fax signed ​and translated copies of his or her tax return to Student Financial Services.
  • Parents who do not file a tax return should submit documentation of their income, such as a letter from their employer.

Fax number U.S. mail address

203-436-9768

Student Financial Services
Yale University
P.O. Box 208288
New Haven, CT
06520-8288

After faxing documents, please wait at least 1 business day for processing before checking on their status.

Include the student’s name and date of birth or SID on each page.

Instructions for international citizens (non-Canadian): Continuing students: 

For the 2017–2018 aid application only, continuing students receiving financial aid do not need to submit new tax/income documents. Yale will use the tax documents and income statements submitted last year. You can check to see whether we have your required tax documents by viewing your 2017–2018 financial aid application requirements in Student Information Systems.

Please note that families will need to submit updated tax documents and income statements in future years. Only the 2017–2018 aid year will reuse previously submitted tax/income documents.

For aid year Tax return required
2017–2018 2015 tax year
2018–2019 2016 tax year
2019–2020 2017 tax year

Student type: 
Prospective students, Early Action, Regular Decision, New students, Continuing students, Eli Whitney students, Transfer students
Student citizenship: 
U.S. citizens, Canadian citizens, International citizens (non-Canadian)