Submit Verification & Tax Information

Submit Your Tax Information for 2018-19

If your FAFSA application is selected by the U.S. 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. You can use the IRS Data Retrieval Tool in your FAFSA online 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 2016 IRS Tax Return Transcript from the IRS and submit it to our office.

Do not forget to complete your Verification Worksheet and submit it to our Financial Aid Office at the address 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.

      1. Go to www.fafsa.gov and click "Make a correction".
      2. Enter your (the student's) FSA ID.
      3. Make sure you are on the tab for 2018-2019. Click on the "Make FAFSA Corrections" link.
      4. Click on the "Financial Information" tab. Look on the left edge of the screen to see if you are on the Parent or the Student section. If you need to submit tax information for both you and your parents, make sure you go through steps 5-8 below for both the Parent and the Student section.
      5. Click LINK TO IRS button. (If you are not able to do the IRS Data Retrieval Tool, the FAFSA will not give you the option to link to the IRS, and you must follow the directions below about requesting an IRS Tax Return Transcript.)
      6. You are informed that you are leaving your FAFSA. Click PROCEED TO IRS SITE to continue.
      7. Click the first checkbox, and then click the "Transfer Now" button. You'll automatically return to your FAFSA.
      8. Click on the "Sign & Submit" tab, and submit your FAFSA.
      9. Do not forget to complete your Verification Worksheet and mail it to our Financial Aid Office at the address below.


IRS Tax Return Transcript
You can request your IRS Tax Return Transcript online or by calling 1-800-908-9946. You can choose whether your Tax Return Transcript will be displayed to you online or mailed to you at the address on your tax return.  

        1. Click on Get Transcript ONLINE. If at any point, you cannot validate your identity (for example, you cannot provide financial information or you lack access to a mobile phone), you may use the Get Transcript by MAIL option.
        2. Enter the tax filer's Social Security Number, email address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associated with your name. Click Continue.
        3. Select Tax Return Transcript (not Tax Account Transcript) and in the Tax Year field, select 2016. However, if you have filed an amended tax return, you must ALSO request a Tax Account Transcript in addition to the Tax Return Transcript.
        4. If successfully validated, you will be able to view your IRS Tax Return Transcript online. Write the student's name and ID on it, then submit it to UW-Stout along with your completed Verification Worksheet.
        5. If you need to go back and Get Transcript by MAIL instead, you will need the address you used on your tax return. If you are having trouble with the address section, the IRS may have "standardized" your address when they processed your tax return. To find your "standardized" address, go to www.usps.com and click on Look Up a Zip Code. Enter your address and click Find.

Verification Worksheet 2018-19: Dependent Students

Verification Worksheet 2018-19: 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

 

Submit Your Tax Information for 2017-18

If your FAFSA application is selected by the U.S. 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.  You must request your 2015 IRS Tax Return Transcript from the IRS and mail it to our office.

Do not forget to complete your Verification Worksheet and submit it to our Financial Aid Office at the address below. 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. You can choose whether your Tax Return Transcript will be displayed to you online or mailed to you at the address on your tax return.  

        1. Click on Get Transcript ONLINE. If at any point, you cannot validate your identity (for example, you cannot provide financial information or you lack access to a mobile phone), you may use the Get Transcript by MAIL option.
        2. Enter the tax filer's Social Security Number, email address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associated with your name. Click Continue.
        3. Select Tax Return Transcript (not Tax Account Transcript) and in the Tax Year field, select 2015. However, if you have filed an amended tax return, you must ALSO request a Tax Account Transcript in addition to the Tax Return Transcript.
        4. If successfully validated, you will be able to view your IRS Tax Return Transcript online. Write the student's name and ID on it, then submit it to UW-Stout along with your completed Verification Worksheet.
        5. If you need to go back and Get Transcript by MAIL instead, you will need the address you used on your tax return. If you are having trouble with the address section, the IRS may have "standardized" your address when they processed your tax return. To find your "standardized" address, go to www.usps.com and click on Look Up a Zip Code. Enter your address and click Find.

Verification Worksheet 2017-18: Dependent Students

Verification Worksheet 2017-18: 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