<p>I have mentioned it before, but I wanted to share what the guidance is for verification of tax return information for 2012-13. This refers to students whose FAFSA is selected for verification by the federal processor:</p>
<p>IRS Tax Return Transcript Required</p>
<p>Under certain conditions, some applicants who were selected for verification will need to submit to their institution an IRS Tax Return Transcript of 2011 tax year information for the applicant, his or her spouse, and his or her parents, as applicable. These conditions are as follows -</p>
<pre><code>When the applicant (or parent) did not use the IRS Data Retrieval Process - either at initial FAFSA filing or though the FOTW correction process.
When information included on the FAFSA using the IRS Data Retrieval Process was subsequently changed.
When a married independent applicant and spouse filed separate tax returns.
When the parents of a dependent student filed separate tax returns.
When an applicant or applicant’s parent had a change in marital status after the end of the tax year on December 31, 2011.
When the applicant, or parent or spouse, as applicable, filed an amended tax return.
<p>Personally, I like the changes. They minimize the ability to "game" the system.</p>
<p>There has been a lot of discussion about the tax retrieval tool on this forum, and this illustrates the point that using the retrieval tool can make verification a whole lot easier.</p>
<p>As always ... never send your school any information unless it is requested (but watch your student email for those requests!).</p>