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2017-2018 Application Requirements: Student Federal Tax Documents

Students who are dependent for financial aid purposes, or who receive a request on their SIS To Do List, should submit the tax documents listed here. Please note that the University of Virginia does not participate in the College Board’s Institutional Documentation Service (IDOC). Students who are unable to submit the application requirements should contact SFS as soon as possible.

Documents may be uploaded through your SIS Student Center, faxed to (434) 924-7636, attached as a .pdf to an email to sfs@virginia.edu, or mailed to Student Financial Services P.O. Box 400204 Charlottesville, VA 22904.

Select the link(s) that best describes your (and your spouse’s) tax filing status for 2015.

If none of these statuses describes your (and your spouse’s) tax filing status, please contact our office.

 

U.S. Income Tax Return

If you will file or filed a U.S. income tax return, submit a signed copy of the complete tax return (Form 1040, Form 1040A or 1040EZ) including all Schedules and Forms (i.e. Schedule A, Schedule C, Schedule E, Schedule SE). Tax returns submitted without all Schedules and Forms may results in a delay to your application review.

If you and your spouse filed separate U.S. income tax returns, submit a copy of each complete tax return.

 

Non-U.S. Income Tax Return

If you and/or your spouse will file or filed a non-U.S. income tax return, submit a copy of the complete return. The return must be translated into English and the currency on the return must be notated. If the country’s tax year does not follow the U.S. calendar year, submit the tax return with more months that fall in calendar year 2015.

If you and your spouse filed a tax return in two different countries, submit a copy of each complete tax return.

 

Not Required to File a Tax Return

If you will not or did not file a U.S. or non-U.S. income tax return and are not required to file an income tax return, submit the Student Non-Tax Filer Form. Note that generally, single dependents under the age of 65 who earned more than $6100 are required to file a U.S. income tax return according to the Internal Revenue Service (IRS). Check with a tax advisor for additional information about whether you are required to file a U.S. income tax return.

If you are married and your spouse filed an income tax return even though you did not and were not required to file, submit a copy of your spouse’s complete tax return and a Student Non-Tax Filer Form.

 

Business Tax Returns for 2015

If you and/or your spouse own, partly own, or hold interest in a business or tax exempt organization, submit a signed copy of the complete tax return including the corresponding Schedule K-1 for each business. These returns include but are not limited to:

  • S-Corporation: Submit Form 1120S, U.S. Income Tax Return for an S-Corporation, including Form 8825 if applicable
  • Partnership: Submit Form 1065, U.S. Return of Partnership Income, including Form 8825 if applicable
  • U.S. Corporation: Submit Form 1120, U.S. Corporation Income Tax Return
  • Tax Exempt Organization: Submit Form 990, Return of Organization Exempt From Income Tax
  • Limited Liability Company (LLC) with multiple partners: Submit Form 1065 or Form 1120S depending on the LLC’s designation.

If you are unable to submit the business tax return, submit the Schedule K-1 and a signed statement to explain why the business return is unable to be submitted. Please note that submitting a statement and the Schedule K-1 is not an automatic exemption from submitting a business tax return. SFS will make the final determination.

To ensure more timely review, submit all business tax returns along with the Federal Income Tax Return. Your application review may be delayed if the business tax return is not submitted with the income tax return.

 

 Amended Tax Returns, Tax Extension, or Victim of IRS Identity Theft

Please contact our office for instructions if your (or your spouse’s) income tax filing status is one of these.

 

Amended Tax Returns for 2015

If you and/or your spouse filed an amended U.S. income tax return, submit the following:

  • A signed copy of the original and complete tax return filed
  • A signed copy of Form 1040X, Amended U.S. Individual Income Tax Return
  • A signed copy of a complete and corrected tax return

These documents will allow SFS to correctly determine your income and tax paid.

 

Tax Extensions for 2015

If you and/or your spouse requested an extension to file an income tax return, submit a signed copy of the draft of the complete tax return including Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return. The draft may be sufficient to provide a preliminary financial aid award. Please be advised of the following:

  • An official financial aid award will not be offered until the final tax return filed with the IRS is submitted to SFS.
  • The preliminary award is subject to change pending review of the final tax return. Changes include increases and decreases to federal, state and institutional aid.

 

Victims of Identity Theft for 2015

If you or your spouse is a victim of identity theft, contact the IRS at 1-800-908-4490. Upon authentication of the tax filer’s identity, the IRS will provide, by the U.S. Postal Service, a printout of the tax filer’s 2015 IRS income tax return. Submit this income tax return along with a signed and dated statement to confirm that you or your spouse has been or is a victim of identity theft.