IRS verification of parents’ and students’ tax information or tax-nonfiling status is required by the U.S. government for all U.S. citizens and permanent residents to check a student’s eligibility for federal aid. There are three different ways to complete the verification requirement:
- Use the IRS Data Retrieval Tool, available in the FAFSA for eligible tax filers.
If you can, we strongly encourage you to use this tool that allows parents and students to provide consent to the IRS to upload data from their federal tax returns at the time they complete the FAFSA.
You will not be able to use IRS Data Retrieval and must complete the verification requirement using method 2 or 3 below if any of the following applies:
- You are married but filed separate returns for the 2016 tax year
- Your marital status changed after the end of the tax year on December 31, 2016
- You did not file a 2016 tax return
If you filed an amended 2016 tax return, you may need to complete the verification requirement using method 2 below instead of using Data Retrieval.
- Submit an IRS Tax Return Transcript. If you filed a 2016 tax return but are unable to use IRS Data Retrieval, you must request a copy of your Tax Return Transcript from the IRS and submit the transcript as part of your financial aid application materials. For more information on IRS transcripts, see the IRS Transcript Types Web page.
- NEW for 2018–2019! Submit an IRS Verification of Nonfiling Letter. The federal government now requires U.S. citizens and permanent residents to have the IRS verify if no tax return was filed. If you did not file a 2016 tax return, you must request a Verification of Nonfiling Letter from the IRS and submit the nonfiling letter as part of your financial aid application materials. For more information on nonfiling letters, see the IRS Transcript Types Web page.
DO NOT list Yale as a third-party recipient when requesting your nonfiling letter. You should have the IRS send the document directly to you; then you should submit a copy to SFS.
- If you filed a 2016 tax return and are eligible to use the IRS Data Retrieval Tool, please complete Data Retrieval in the FAFSA.
Note: You must submit IRS Data Retrieval in addition to submitting copies of your 2016 tax returns.
- If you filed a 2016 tax return but are ineligible to use IRS Data Retrieval, request to have a 2016 Tax Return Transcript mailed directly to you. You can order a Tax Return Transcript on the IRS Web site or by submitting Form 4506-T to the IRS. After you receive your transcript, fax or mail a copy directly to Student Financial Services.
Note: You must submit a 2016 Tax Return Transcript in addition to submitting copies of your 2016 tax returns.
- If you did not file a 2016 tax return, request to have a Verification of Nonfiling Letter mailed directly to you. The letter provides confirmation that the IRS has no record of your filing a tax return for the year requested. You can order a Verification of Nonfiling Letter on the IRS Web site or by submitting Form 4506-T to the IRS. After you receive your verification letter, fax or mail a copy directly to Student Financial Services.
Note: You must submit a 2016 Verification of Nonfiling Letter in addition to submitting a Tax Nonfiling Statement.
|Fax number||U.S. mail address|
After faxing documents, please wait at least 1 business day for processing before checking on their status.
Student Financial Services
Please do not staple or bind documents.
Include the student’s name and birthdate or SID on each page submitted.
Also note: SFS does not have control over problems that arise with IRS transcript requests. Please contact the IRS if you are experiencing difficulties.