Amended Tax Return

Amended Tax Return Filers

When the school is aware that an individual has filed an amended tax return, the school needs to collect the following documents to complete verification for that individual:

  • An IRS Tax Return Transcript that includes information from the original tax return OR any other IRS tax transcript that includes all income and tax information from the original tax return required for verification (neither of which has to be signed); and
  • A signed copy of the IRS Form 1040X that was filed with the IRS.