Submit Verification & Tax Information

If your FAFSA application is selected by the US Department of Education to be verified, UW-Stout is required to confirm your tax information and will send you a Verification Worksheet in the mail. You can also see if you are selected for verification in your To-Do List in AccessStout. We are no longer able to accept a copy of your federal tax return (i.e. your IRS Form 1040, 1040A, or 1040EZ) as we have in the past. Instead, you can use the IRS Data Retrieval Tool in your FAFSA by selecting Link to IRS to automatically transfer your tax information to UW-Stout. If you are not eligible to use the IRS Data Retrieval Tool, you must request your IRS Tax Return Transcript from the IRS and mail it to our office. If you are not required to file a US or Puerto Rican Income Tax Return, you must report any income earned for the calendar year on the Verification Worksheet.

These three scenarios are described in more detail below:

IRS Data Retrieval Tool
Using the IRS Data Retrieval Tool is the simplest way to transfer your tax information to UW-Stout because you do not need to request paperwork to be mailed to you from the IRS. To use the IRS Data Retrieval Tool, watch this 2-minute video on navigating the screens in your FAFSA. Do not forget to complete your Verification Worksheet and mail it to our Financial Aid Office at the address below.
You'll notice there are reasons why you may not be eligible to use the IRS Data Retrieval Tool (i.e. married filing separately, filed an amended tax return, applied for a filing extension, tax return was recently filed). If you are not able to do the IRS Data Retrieval Tool, the FAFSA will not give you the option to Link to IRS, and you must follow the directions below about requesting an IRS Tax Return Transcript.

IRS Tax Return Transcript
You can request your IRS Tax Return Transcript online or by calling 1-800-908-9946. It takes up to two weeks after you e-file for your IRS income information to be available, and up to eight weeks after you mail in a paper return. You can request to get your transcript as a PDF online or a hard copy through the mail. When completing your request online, make sure to indicate that you need it for "Higher Education/Student Aid" purposes, which will suggest you to request a Return Transcript. However, if you have filed an amended tax return, you must ALSO request an Account Transcript in addition to the Return Transcript. You will need your Social Security Number, date of birth, and the address you used on your return. Once you have your Tax Return Transcript from the IRS, you must mail it along with your completed Verification Worksheet to our Financial Aid Office at the address below. 

Not required to file a Federal tax return
If you and/or your parents are not required to file a Federal tax return, you need to indicate this by checking the appropriate box on the Verification Worksheet. You also need to list any employers and income you earned during the calendar year. If you received income, you must also attach a copy of your W-2 from each employer.

Verification Worksheet 2013-14: Dependent Students

Verification Worksheet 2013-14: Independent Students 

Verification Worksheet 2014-15: Dependent Students

Verification Worksheet 2014-15: Independent Students

(if you're unsure which worksheet you need, your To-Do List in AccessStout will tell you)

Mailing address:
UW-Stout Financial Aid Office
802 S Broadway St, 210 Bowman Hall
Menomonie WI 54751