IRS Data Retrieval Tool & FAFSA

ordinarylives
Wed, 28 Mar 2012 10:24:45 +0000

Am becoming a big fan of the retrieval tool. Got my verification worksheet in the mail yesterday. Because we were able to use the tool, all I had to do was check “no” on the child support and federal assistance boxes, list the members of my household, sign, and return. Easy Peasy.

FWIW, the verification worksheet only allowed us to list household members who were claimed as exemptions on our federal tax return. A non-issue for my family, but I’ve seen a lot of quesitons about household size this year on this forum-does one include other relatives who live with you, etc. Looks like, at d’s school anyway, you don’t count them in the household unless you claim them on your taxes.