Federal Tax Return – how to request a copy of your 1040 or W-2 form
Although the IRS Data Retrieval Tool (DRT) may be used to import certain federal tax information to the Free Application for Federal Student Aid (FAFSA), the Cummings School Financial Aid Office requires those who are applying for institutional financial aid to submit a signed copy of the required 1040 tax forms and W-2 forms filed by the student and his/her parents in addition to entering tax information on the FAFSA. There is additional information the aid office requires that is not included on the FAFSA.
If you do not have a copy of the required tax return and/or W-2 Form(s) to submit with your aid application, the IRS offers guidance on its web site: https://www.irs.gov/individuals/get-transcript.
Tax Return Signature Requirement
When submitting tax returns to the Financial Aid Office, please note the following: The IRS e-file Signature Authorization – Form 8879, is NOT an acceptable substitute for a signature on the tax return. The IRS e-file Signature Authorization applies to the IRS e-file process, but is not acceptable by the Department of Education for financial aid purposes.
Please sign your 1040 on the appropriate signature line, which is on page 1 of the 1040-EZ and on page 2 of the 1040-A and 1040 (example below).
1040: Sign on page 2
W-2 Wage and Tax Statement: If you earned from work, the following form must be included with the copy of your federal tax return that you submit to the Financial Aid Office. You should have a W-2 from each employer you worked for in the calendar year.