2024-2025 Student amended tax return verification

If this item is listed under your Financing Tasks in My ASU, your financial aid disbursement will be placed on hold until you provide the information requested.

Why this is needed

To complete your financial aid file, your and your spouse's (if married) amended 2022 federal tax return must be verified.

Instructions

  1. Collect the necessary 2022 amended tax return documents for you and your spouse (if married) as listed below.
  2. Click on the eForm below and follow the instructions provided.
  3. Upload the necessary documents and submit the eForm to ASU Financial Aid and Scholarship Services.

The required documentation depends on whether or not you successfully used the FUTURE Act Direct Data Exchange (FA-DDX), formerly known as the IRS Data Retrieval Tool, on the 2024-2025 FAFSA and who initiated the change to your 2022 tax return (i.e., you/your spouse, the IRS or ASU).

  • ASU identified an error on your/your spouse's 2022 tax return that must be amended with the IRS. Submit one of the following:
    1. A signed copy of your/your spouse's 2022 amended tax return (i.e., 1040X).
    2. A copy of your/your spouse's 2022 IRS Record of Account Transcript.

The U.S. Department of Education does not require financial aid administrators to have special knowledge or expertise regarding the U.S. tax code; however, financial aid administrators are required to have basic knowledge of those tax issues that could constitute conflicting information and substantially affect the expected family contribution.

Financial aid administrators are obligated to know:

  • If someone is required to file a tax return.
  • The correct filing status for a tax filer (i.e., single, head of household, married filing jointly, married filing separately, widowed).

All federal student aid recipients, their spouses (if married), and their parents (if dependent) are expected to comply with published tax laws. When conflicting information is found, it must be resolved before the financial aid file can be completed and processed.

There are several ways to request a tax return transcript from the IRS.

  1. Instantly retrieve an online TRT at the IRS Get Transcript website by clicking the Get Transcript Online button. The online tool requires the user to register before submitting a transcript request. The user must have the following:
    • Access to a valid email address.
    • A Social Security number.
    • Their filing status and address from the last-filed tax return.
    • A text-enabled mobile phone in the user's name (pay-as-you-go plans cannot be used).
    • Their personal account number from one of the following: credit card, home mortgage loan, home equity line of credit or car loan.
    If the tax filer has a credit security freeze with Equifax, they must request a temporary freeze lift until they have successfully registered, or the IRS will not be able to verify their identity. They will need to contact Equifax to resume the freeze unless they scheduled it to resume automatically. For more information, visit IRS Get Transcript FAQs.
  2. Request a transcript to be mailed to them by visiting the IRS Get Transcript website and clicking Get Transcript by Mail.
  3. Call 1-800-908-9946 and use the IRS automated phone system to request one to be mailed to you.
  4. Submit an IRS Form 4506T-EZ Short Form Request for Individual Tax Return Transcript to the IRS by printing the form at www.irs.gov. Complete lines 1 through 4. Enter your 10-digit ASU ID number on line 5 (customer file number). Enter the tax year 2022 on line 6. Finally, sign and submit to the IRS.

You can view your document status on My ASU under the Finances tab. Please allow two to three business days after you submit the form for our receipt to show in your Financing Tasks.

Complete and submit online.

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