Which Irs Transcripts Does Idoc Want Us to Upload?

Verification

Frequently educatee applications for fiscal aid are selected for review in a process called "Verification." In this process, your financial assist analyst will compare information from your awarding with signed copies of tax documents (1040s) and W-2 forms. That law (CFR Title 34, Role 668) states that we have the right to ask you lot for this information earlier awarding Federal aid. If there are differences between your application information and your fiscal documents, you must complete a verification worksheet and ship the needed tax documents to the states immediately. We will send the corrections to the U.s. Section of Educational activity's processing center to accept your information reprocessed.

HOW DO I SUBMIT VERIFICATION DOCUMENTS?

There are two options in which you may submit required documentation. The requested documentation possibly submitted online or by mail service.

If you are submitting online:

• Sign in to idoc.collegeboard.org with the student'south Social Security Number and Date of Birth. Yous should meet the Document Management Dashboard after yous've signed in. *Notation if the student is logging into IDOC for the first fourth dimension they will need to add a primary parent onto the IDOC account under Principal Parent household.
• View documents to be uploaded nether section Required Documents.
• Make certain documents are saved in an accessible place on your computer or device.
• Click Upload Documents (Check to come across if Parent Info or Family unit Info is right)
• Click Next if all parent and family unit info is correct.
• Navigate to File. Scan Desktop for your file.
• In one case you accept establish the file click on Upload Files.
• Click Submit and add together More Files.
• When you have finished uploading files, your files will appear under My Uploads. (Uploaded documents may all the same appear as Required Documents, it will accept 2-3 concern days for the validation process to be completed).

If yous are submitting by mail:

• Sign in to idoc.collegeboard.org with the educatee's Social Security Number and Date of Birth. You should run across the Document Management Dashboard subsequently y'all have signed in. *Annotation if the student is logging into IDOC for the first time they volition demand to add a primary parent onto the IDOC account under Master Parent household.
• View documents to be mailed under department Required Documents.
• To admission and impress encompass canvass, scroll over to What do I need to Do click on Through the Mail and click on IDOC Cover Sail.

• Print Cover Sheet. (Materials mailed without a Comprehend Sheet will non exist candy)
• Gather required documents.
• Postal service Required Documentation to: Higher Board Processing Center P.O. Box 8570 Portsmouth, NH 03802

HOW Exercise I Request AN IRS TAX TRANSCRIPT?

Online Request

1. Available on the IRS website at www.irs.gov
2. Click on File on the homepage (superlative left under IRS logo)
3. Under Other Resources click on Tax Record
4. Click Become Transcript Online
5. Follow the prompts to request a transcript

Telephone Request

1. Available from the IRS past calling 1-800-908-9946.
2. Tax filers must follow prompts to enter their Social Security Number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed.
3. Select the pick to asking an IRS Tax Render Transcript and then enter the year you are requesting.
4. If successfully validated, tax filers tin expect to receive a paper IRS Tax Return Transcript at the address included in their telephone request within 5 to 10 business organization days from the time the IRS receives the asking.

Note: If requesting transcript via online or phone, a paper transcript will be mailed to the requestor. The transcript CANNOT be sent directly to College Board (IDOC). The tax filer must sign the tax transcript and send it to Higher Board IDOC.

IRS Course 4506T-EZ

1. IRS Form 4506T-EZ should be used when requesting an IRS Tax Return Transcript.
2. Complete lines ane - 4, following the instructions on Page 2 of the form.
3. Line five provides tax filers with the pick to have their IRS Tax Render Transcript mailed directly to a third party by the IRS. Transcripts tin can exist mailed directly to College Board (IDOC).
4. On Line vi, enter "2017" to receive tax information for the 2017 revenue enhancement year.
5. The tax filer must sign and date the form and enter his/her phone number.
6. When requesting a transcript using the paper process, either spouse may submit the request and just 1 signature is required to request a transcript for a joint return.
7. Mail or fax the completed IRS Course 4506T-EZ to the appropriate address (or FAX number) provided on Page 2 of Form 4506T-EZ.
8. Revenue enhancement filers can expect to receive their transcript within ten business days from the time the IRS receives and processes their signed asking.

IRS Data AVAILABILITY

In general, revenue enhancement filers can anticipate that the IRS data will exist available within two weeks if the revenue enhancement return was filed electronically and 8 weeks if mailed. If the tax filer made changes or corrections to the federal income taxation return, the amended information may non be available through the IRS data retrieval process. In this instance, the tax filer will be required to submit both the original IRS tax transcript as well as the amended IRS tax transcript.

IF AN IRS 1040 WILL Not AND IS NOT REQUIRED TO BE FILED

The filers must attest that an IRS 1040 has not and will not exist filed and that the IRS 1040 is non required to exist filed. Copies of all Westward-‐2 forms from all employers must be submitted to the Part of Financial Aid. Applicants filing a Puerto Rico tax return or a foreign tax return may not utilize the IRS Tax Retrieval and must send a signed re-create of their tax documents.

CHILD SUPPORT DOCUMENTATION

Individuals who indicated that child support was paid by the filer must confirm the amounts of child support paid, to whom the payments were made, and the names and address of the children receiving the child support.

Lead THE WAY

In club to view PDF files on your computer, you must take a PDF reader program installed. If y'all do non already have such a reader, y'all can download a free reader at Adobe's website: Download Adobe Acrobat Reader Software

Atomic number 82 the way

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Source: https://www.aamu.edu/admissions-aid/financial-aid/verification.html

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