All photocopies of tax returns must be signed and dated
Send photocopies of tax returns to the University of Iowa Office of Student Financial Aid, not to the federal processor with your FAFSA
Do not send state tax returns or estimated tax returns
Do not send IRS Form 8453 or Federal Return Recaps
Mail the IVF and tax returns together.
University of Iowa Verification Form (IVF) and Federal Income Tax Returns
Communication from The University of Iowa Office of Student Financial Aid (UI OSFA) will be by email. You will no longer receive paper notifications [i.e., the availability of your Iowa Verification Form (IVF), requests for additional information]. Therefore, it is very important that you frequently check your University email throughout the year.
To be considered for financial aid at the University of Iowa, after filling the Free Application for Federal Student Aid (FAFSA), you must complete an IVF and submit it to the Office of Student Financial Aid (OSFA) along with photocopies of your and your parents' (if applicable) federal income tax returns.
After submitting the IVF and federal tax returns, check ISIS to see if the Office of Student Financial Aid has received them. After accessing ISIS:
- click on the heading Student Records and find the heading Financial Aid (make sure you select the correct session in the upper right corner when viewing each page, i.e. Fall 2014)
- click on the heading Application Status
Iowa Verification Form (IVF)
If you have been admitted to a degree program and The University of Iowa has received your FAFSA results from the federal processor, the UI OSFA will send you an email directing you to ISIS to print the IVF. The email also serves as confirmation that the UI OSFA has received your FAFSA information. It is very important that you frequently check your University email.
If you do not receive the email within three weeks of submitting the FAFSA, check ISIS to see if the IVF is available. Once in ISIS, click on the heading Student Records. Under the Financial Aid heading, click on Verification Form. Be sure to select the correct session (i.e., Fall 2014) in the upper right corner. You will not be able to access the IVF on ISIS until the Office of Student Financial Aid has received the results from your FAFSA and you are currently enrolled or admitted to a degree program. If you are not able to obtain the IVF from ISIS and it has been three weeks since you submitted the FAFSA, contact the Office of Student Financial Aid.
You will need to complete the IVF and submit it to the Office of Student Financial Aid as soon as possible. This form allows you to report any updated information, unusual circumstances, or changes in income.
You must submit the tax return for the calendar year prior to the academic year. (For the 2014-2015 academic year, submit the 2013 federal tax return.) Submit to the Office of Student Financial Aid a signed and dated photocopy of your own federal income tax return, if filed. Be sure to sign and date the photocopy. If your parents' income information was provided on the FAFSA, you must also submit to the Office of Student Financial Aid a signed and dated photocopy of your parents' federal income tax return. During the review process, the Office of Student Financial Aid will use the tax return(s) to verify income amounts provided on the FAFSA.
If you and/or your parents will not file a federal income tax return, you will be asked to verify this on the Iowa Verification Form (IVF).
Acceptable federal tax forms are:
- Federal (U.S.) 1040, submit the first page (line items 1-37) and the second page (line items 38-77)
- Federal (U.S.) 1040A, submit the first page (line items 1-21) and the second page (line items 22-46)
- Federal (U.S.) 1040EZ, submit single page (line items 1-12)
Electronic returns do not have a signature block, so provide your signature and date at the bottom of the form. Do not submit the Electronic Summary Page by itself, send the equivalent of the acceptable forms specified above.
Print the student's name and social security number in the upper right corner of each tax return.
If you are not able to locate a copy of your tax return, you should contact the Internal Revenue Service (IRS) and obtain a tax return transcript.
The U.S. Department of Education will be selecting certain students for verification. If you are selected, our office will contact you with details. You may be required to update your FAFSA information for the IRS retrieval or submit an IRS tax transcript.
If you are not able to file your federal tax return by the April 15th deadline and have applied for an extension, submit the following forms to the UI Office of Student Financial Aid. A preliminary award will be provided, but no financial aid will be finalized until a signed and dated copy of the 2013 federal income tax return is received.
- IRS Form 4868 Application for Extension of Time To File the U.S. Individual Tax Return
- 2012 federal income tax return(s)
- 2013 federal W-2 forms or Statement of Earnings, if applicable
- Iowa Verification Form (IVF)
- letter requesting that a preliminary financial award be made pending the submission of the 2013 federal income tax return