If additional information/forms are necessary to resolve conflicting information, a school user makes the request through the “Request Information” button located on the file review page.




  • There is search functionality on the additional information screen.
  • The documents can be sorted by clicking on the header of a row in the grid.
  • Forms are added by clicking add request.




  • A comment must be entered explaining what the student must provide to satisfy the request.
  • Select the save and close button.
Please Note: Comments entered into the box are visible by the student.



  • To remove a request prior to saving, click the undo add link.
  • Select the save and close button.
  • To remove a request after saving, the school user must select the additional information button, then select the delete request link for the document.

NOTE: If a student has already uploaded the document for the additional information request, the school user cannot delete the request.


Request Information - Default Documents/Tasks Available to Request

The tasks in the request information button can be upload only, webforms, and downloadable PDFs.  Some forms are award year specific and are not available in all award years. Additionally, some documents may only be requested in a specific transaction type i.e. 2019 tax documents are only available for Professional Judgment Appeals until the 2021-2022 Award Year begins. 


Upload Only Requests


Most of the documents in the Request Information button are upload only tasks.  Meaning the student receives an upload step for the documentation being requested, no document is provided from StudentForms. The student would need to obtain the documentation from an outside agency or if the school has the document provide it to the student to complete and upload into the task. 


Webforms


There are some webforms in the Request Information button that require the student to fill out a form with the option to e-sign these are indicated below in the task type column. For the documents indicated as a webform in the task type column, selecting the link opens a sample web form output document. The sample opens in the same window, to open in a new window press CTRL while clicking the link, or click on the link using the scroll wheel on your mouse. 


Please Note: The webforms are only samples, the content may vary depending on ISIR information and the information the student enters into the webform, sections may be added or removed.


Download Tasks


Download tasks are downloadable PDFs that the student can download, print, complete and then upload back into the system or if required, the school can upload on the student's behalf. These are usually documents where either the student needs to appear in person (Statement of Educational Purpose) or a third party (advisor, another school) need to complete and/or sign the document.  


Please Note: The household form (2017-2018 and prior) and Verification Form (2018-2019 and Beyond) are not available through request information.  They are only triggered by the student being selected by the U.S. Department of Education for verification or by the school manually selecting the student for verification. To see examples of the verification form, please click here.


Jump to: 


General Documents

2020-2021 Award Year Specific Documents

2019-2020 Award Year Specific Documents

Request Information Attachment


General Documents

StudentForms Document NameTransaction Specific Request InformationTask Type
Academic Competitiveness Grant (ACG) Overpayment Resolution Letter
Upload Step Only
Active Duty Documentation
Upload Step Only
Bankruptcy Discharge Letter
Upload Step Only
Birth Certificate of Student's Child(ren)
Upload Step Only
Birth Certificate of Student's Dependent(s)
Upload Step Only
Borrower Acknowledgement Letter
Upload Step Only
Certificate of Birth Abroad
Upload Step Only
Certificate of Citizenship
Upload Step Only
Certificate of Naturalization
Upload Step Only
Child Support Documentation
Upload Step Only
Date of Birth Form
Upload Step Only
DD214 (other than dishonorable)
Upload Step Only
Dear Colleague letter GEN-95-40, dated Sept 1995
Upload Step Only
Default Clearance Letter(s)
Upload Step Only
Dependent Signed Statement
Webform
Dependent Signed Statement 1
Webform
Dependent Signed Statement 2
Webform
Dependent Signed Statement 3
Webform
Dependent Signed Statement 4
Webform
Dependent Signed Statement 5
Webform
Discharge Clearance Letter (From Physician)
Upload Step Only
Discharge Clearance Letter (From Student)
Upload Step Only
Discharge Disability Acknowledgement
Webform
Documentation of Being At Risk of Homelessness
Upload Step Only
Documentation of Emancipated Minor
Upload Step Only
Documentation of Legal Guardianship
Upload Step Only
Documentation of Name Change
Upload Step Only
Documentation of Orphan, Ward of Court, or Foster Care Status
Upload Step Only
Documentation of Parent(s)' Child Support Paid 
Upload Step Only
Documentation of Parent's Child Support Received
Upload Step Only
Documentation of Student's Child Support Paid
Upload Step Only
Documentation of Student's Child Support Received
Upload Step Only
Documentation of Support for Dependent Children (INDEPC)
Upload Step Only
Documentation of Support for Legal Dependents (Not Children)(INDEPD)
Upload Step Only
Documentation of Unaccompanied Youth (HUD)
Upload Step Only
Documentation of Unaccompanied Youth (School)
Upload Step Only
Documentation of Unborn Child Due Date (Physician)
Upload Step Only
Enclosed Worksheet Provided with Student Aid Report (SAR)
Upload Step Only
Enrollment  - Third Party Documentation of Unearned Academic Credits
Upload Step Only
Enrollment - Outstanding (Un)Official School Transcripts
Upload Step Only
Enrollment - Student Explanation of Academic Credits
Upload Step Only
Federal Direct Loan Overpayment Resolution Letter
Upload Step Only
Financial Aid Document 1
Upload Step Only
Financial Aid Document 2
Upload Step Only
Financial Aid Document 3
Upload Step Only
Financial Aid Document 4
Upload Step Only
Financial Aid Miscellaneous Document
Upload Step Only
FSEOG Overpayment Resolution Letter
Upload Step Only
I-94 Arrival-Departure Record
Upload Step Only
Identity Theft Documentation
Upload Step Only
Independent Signed Statement
Webform
Independent Signed Statement 1
Webform
Independent Signed Statement 2
Webform
Independent Signed Statement 3
Webform
Independent Signed Statement 4
Webform
Independent Signed Statement 5
Webform
Iraq/Afghanistan Service Grant Overpayment Resolution Letter
Upload Step Only
Loan Overpayment Clearance Letter
Upload Step Only
Low Income Form Parent
Upload Step Only
Low Income Form Student
Upload Step Only
Machine Readable Immigrant Visa (MRIV)
Upload Step Only
Marital Status Confirmation  
Upload Step Only
Marital Status Confirmation Form
Upload Step Only
Military/Clergy Allowance Documentation
Upload Step Only
Name Confirmation Form
Upload Step Only
National SMART Grant Overpayment Resolution Letter
Upload Step Only
Non U.S. Passport
Upload Step Only
Parent 1-2015 Federal Federal IRS Form 1040X
Upload Step Only
Parent 1-2015 Federal Federal IRS Form 1099
Upload Step Only
Parent 1-2015 Federal Federal IRS Form 4506-T
Upload Step Only
Parent 1-2015 Federal Federal IRS Form 4868
Upload Step Only
Parent 1-2015 Federal Federal IRS Tax Return Transcript
Upload Step Only
Parent 1-2015 Federal Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 1-2015 Federal Schedule C of Tax Return
Upload Step Only
Parent 1-2015 Federal W-2 Form(s)
Upload Step Only
Parent 1-2015 Federal Wage and Income Transcript
Upload Step Only
Parent 1-2015 Signed Federal IRS Form 1040
Upload Step Only
Parent 1-2015 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Parent 1-Birth Certificate
Upload Step Only
Parent 1-Driver's License
Upload Step Only
Parent 1-Passport
Upload Step Only
Parent 1-Passport Card
Upload Step Only
Parent 1-Pay Stub(s)
Upload Step Only
Parent 1-Proof of Income
Upload Step Only
Parent 1-Proof of Unemployment
Upload Step Only
Parent 1-Social Security Card
Upload Step Only
Parent 2015 Federal IRS Form 1040X
Upload Step Only
Parent 2015 Federal IRS Form 4506-T
Upload Step Only
Parent 2015 Federal IRS Form 4868
Upload Step Only
Parent 2015 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 2015 Federal W-2 Form(s)
Upload Step Only
Parent 2015 Federal Wage and Income Transcript
Upload Step Only
Parent 2015 Signed Federal IRS Form 1040
Upload Step Only
Parent 2015 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Parent 2-2015 Federal IRS Form 1040X
Upload Step Only
Parent 2-2015 Federal IRS Form 1099
Upload Step Only
Parent 2-2015 Federal IRS Form 4506-T
Upload Step Only
Parent 2-2015 Federal IRS Form 4868
Upload Step Only
Parent 2-2015 Federal IRS Tax Return Transcript
Upload Step Only
Parent 2-2015 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 2-2015 Federal Schedule C of Tax Return
Upload Step Only
Parent 2-2015 Federal W-2 Form(s)
Upload Step Only
Parent 2-2015 Federal Wage and Income Transcript
Upload Step Only
Parent 2-2015 Signed Federal IRS Form 1040
Upload Step Only
Parent 2-2015 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Parent 2-Birth Certificate
Upload Step Only
Parent 2-Driver's License
Upload Step Only
Parent 2-Passport
Upload Step Only
Parent 2-Passport Card
Upload Step Only
Parent 2-Pay Stub(s)
Upload Step Only
Parent 2-Proof of Income
Upload Step Only
Parent 2-Proof of Unemployment
Upload Step Only
Parent 2-Social Security Card
Upload Step Only
Parent Death Certificate
Upload Step Only
Parent Proof of Marital Separation
Upload Step Only
Parent Medicaid or Supplemental Security Income(SSI) Benefits
Upload Step Only
Parent Supplemental Security Income Benefits Documentation
Upload Step Only
Parent(s) 2015 Foreign Tax Return
Upload Step Only
Parent(s)' 2016 Foreign Tax Return
Upload Step Only
Parent(s)' Bankruptcy Filing Documentation 
Upload Step Only
Parent(s)' Documentation of Free Reduced Lunch Benefits
Upload Step Only
Parent(s) Federal Rollover Confirmation
Webform
Parent(s) Pay Stub(s)
Upload Step Only
Parent(s) Proof of Income
Upload Step Only
Parent(s) Proof of Unemployment
Upload Step Only
Parent(s)' Supplemental Nutrition Program for Women, Infants and Children (WIC) Documentation
Upload Step Only
Parent(s)' Supplemental Nutritional Assistance Program (SNAP) Documentation
Upload Step Only
Parents' 2015 Federal IRS Form 4506-T
Upload Step Only
Parents' 2015 Federal IRS Form 4868
Upload Step Only
Parents' 2015 Federal IRS Tax Return Transcript (Joint)
Upload Step Only
Parent's 2015 Federal IRS Tax Return Transcript (Individual)
Upload Step Only
Parents' 2015 Federal Wage and Income Transcript
Upload Step Only
Parents' 2015 Signed Federal IRS Form 1040
Upload Step Only
Parents' Divorce Decree
Upload Step Only
Parents' Marriage License/Certificate
Upload Step Only
Pell Overpayment Resolution Letter
Upload Step Only
Perkins Overpayment Resolution Letter
Upload Step Only
Permanent Resident Card I-551
Upload Step Only
Proof of Fraud Clearance
Upload Step Only
Proof of High School Completion
Upload Step Only
Proof of Marital Separation
Upload Step Only
Proof of Selective Service Registration
Upload Step Only
Proof of Support 
Upload Step Only
Resident Alien Card
Upload Step Only
Selective Service Exemption Confirmation
Upload Step Only
Selective Service Registration Confirmation
Upload Step Only
Selective Service Statement for Non-Registration
Upload Step Only
Selective Service Status Information Letter
Upload Step Only
Service Grant Overpayment Clearance Letter
Upload Step Only
Spouse's 2015 Federal IRS Form 1040X
Upload Step Only
Spouse's 2015 Federal IRS Form 4506-T
Upload Step Only
Spouse's 2015 Federal IRS Form 4868
Upload Step Only
Spouse's 2015 Federal IRS Tax Return Transcript
Upload Step Only
Spouse 2015 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Spouse's 2015 Federal Schedule C of Tax Return
Upload Step Only
Spouse's 2015 Federal W-2 Form(s)
Upload Step Only
Spouse's 2015 Wage and Income Transcript
Upload Step Only
Spouse's 2015 Signed Federal IRS Form 1040
Upload Step Only
Spouse's 2015 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Spouse's Death Certificate
Upload Step Only
Spouse's Pay Stub(s)
Upload Step Only
Spouse's Proof of Income
Upload Step Only
Spouse's Proof of Unemployment
Upload Step Only
Student (Spouse) 2015 Foreign Tax Return
Upload Step Only
Student and Spouse 2015 Federal IRS Form 4506-T
Upload Step Only
Student and Spouse 2015 Federal IRS Form 4868
Upload Step Only
Student and Spouse 2015 Federal IRS Tax Return Transcript
Upload Step Only
Student and Spouse 2015 Federal Wage and Income Transcript
Upload Step Only
Student and Spouse 2015 Signed Federal IRS Form 1040
Upload Step Only
Student Death Certificate
Upload Step Only
Student Federal Rollover Confirmation
Webform
Student Medicaid or Supplemental Security Income (SSI) Benefits
Upload Step Only
Student Signed Statement 1PJ Transaction OnlyWebform
Student Signed Statement 2PJ Transaction OnlyWebform
Student Signed Statement 3PJ Transaction OnlyWebform
Student Signed Statement 4PJ Transaction OnlyWebform
Student Signed Statement 5PJ Transaction OnlyWebform
Student Supplemental Security Income Benefits Documentation
Upload Step Only
Student Visa
Upload Step Only
Student's 2015 Federal IRS Form 1040X
Upload Step Only
Student's 2015 Federal IRS Form 1099
Upload Step Only
Student's 2015 Federal IRS Form 4506-T
Upload Step Only
Student's 2015 Federal IRS Form 4868
Upload Step Only
Student's 2015 Federal IRS Tax Return Transcript
Upload Step Only
Student's 2015 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Student's 2015 Federal Schedule C of Tax Return
Upload Step Only
Student's 2015 Federal W-2 Form(s)
Upload Step Only
Student's 2015 Federal Wage and Income Transcript
Upload Step Only
Student's 2015 Signed Federal IRS Form 1040
Upload Step Only
Student's Alien Registration Receipt Card I-151 (front and back)
Upload Step Only
Student's Birth Certificate
Upload Step Only
Student's Divorce Decree 
Upload Step Only
Student's Documentation of Free Reduced Lunch Benefits
Upload Step Only
Student's Driver's License
Upload Step Only
Student's Marriage License/Certificate
Upload Step Only
Student's Passport
Upload Step Only
Student's Passport Card
Upload Step Only
Student's Pay Stub(s)
Upload Step Only
Student's Proof of Income
Upload Step Only
Student's Proof of Unemployment
Upload Step Only
Student's Social Security Card
Upload Step Only
Student's Supplemental Nutrition Program for Women, Infants and Children (WIC) Documentation
Upload Step Only
Student's Supplemental Nutritional Assistance Program (SNAP) Documentation
Upload Step Only
TEACH Overpayment Resolution Letter
Upload Step Only
Texas Residency AffidavitOther Docs - School SpecificWebform
Third Party Documentation 1SAP and PJ Transactions OnlyUpload Step Only
Third Party Documentation 2SAP and PJ Transactions OnlyUpload Step Only
Third Party Documentation 3SAP and PJ Transactions OnlyUpload Step Only
Third Party Documentation 4SAP and PJ Transactions OnlyUpload Step Only
Third Party Documentation 5SAP and PJ Transactions OnlyUpload Step Only
U.S. Passport
Upload Step Only
United States Travel Document
Upload Step Only
Unusual Enrollment History Appeal
Upload Step Only
Unusual Enrollment Verification
Upload Step Only
Updated NSLDS Report
Upload Step Only
USCIS Immigration Letter
Upload Step Only
Valid Photo ID
Upload Step Only


2020-2021 Documents 


StudentForms Document NameTransaction Specific Request InformationTask Type
2018 Business Tax Assessment
Upload Step Only
2018 Business Tax Return
Upload Step Only
2018 Business Verification Wrksht
Upload Step Only
2018 Federal Partnership Return (1065)
Upload Step Only
2018 Federal S-Corporation Return (1120s)
Upload Step Only
2018 Foreign Tax Return
Upload Step Only
2018 IRS Tax Schedules
Upload Step Only
2018 Mortgage Assmt. All Properties
Upload Step Only
2018 Mortgage Statement (rental)
Upload Step Only
2018 Mortgage Statement Bus. Prop.
Upload Step Only
2018 NJ Untaxed Info Form
Upload Step Only
2018 Parent(s)' Bank Statements
Upload Step Only
2018 Parent(s)' Investment Statements
Upload Step Only
2018 Proof of Separate Residence
Upload Step Only
2018 Schedule A of Tax Return
Upload Step Only
2018 Schedule B of Tax Return
Upload Step Only
2018 Schedule C of Tax Return
Upload Step Only
2018 Schedule D of Tax Return
Upload Step Only
2018 Schedule E of Tax Return
Upload Step Only
2018 Schedule F of Tax Return
Upload Step Only
2018 Schedule K-1
Upload Step Only
2018 Signed Federal IRS Form 1040
Upload Step Only
2018 Spouse's Bank Statements
Upload Step Only
2018 Spouse's Investment Statements
Upload Step Only
2018 Student's Bank Statements
Upload Step Only
2018 Student's Investment Statements
Upload Step Only
2018 Tax Assess- Business Property
Upload Step Only
2018 Tax Assessment (Rental)
Upload Step Only
2018 Trust Fund Statements
Upload Step Only
2018 Value of Estate Statement
Upload Step Only
2019 Federal Partnership Return (1065)PJ Transaction OnlyUpload Step Only
2019 Business Tax AssessmentPJ Transaction OnlyUpload Step Only
2019 Business Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Business Verification WrkshtPJ Transaction OnlyUpload Step Only
2019 Federal S-Corporation Return (1120s)PJ Transaction OnlyUpload Step Only
2019 Foreign Tax ReturnPJ Transaction OnlyUpload Step Only
2019 IRS Tax SchedulesPJ Transaction OnlyUpload Step Only
2019 Mortgage Assmt. All PropertiesPJ Transaction OnlyUpload Step Only
2019 Mortgage Statement (rental)PJ Transaction OnlyUpload Step Only
2019 Mortgage Statement Bus. Prop.PJ Transaction OnlyUpload Step Only
2019 NJ Untaxed Info FormPJ Transaction OnlyUpload Step Only
2019 Parent(s)' Bank StatementsPJ Transaction OnlyUpload Step Only
2019 Parent(s)' Investment StatementsPJ Transaction OnlyUpload Step Only
2019 Proof of Separate ResidencePJ Transaction OnlyUpload Step Only
2019 Schedule A of Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Schedule B of Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Schedule D of Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Schedule E of Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Schedule F of Tax ReturnPJ Transaction OnlyUpload Step Only
2019 Schedule K-1PJ Transaction OnlyUpload Step Only
2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
2019 Spouse's Bank StatementsPJ Transaction OnlyUpload Step Only
2019 Spouse's Investment StatementsPJ Transaction OnlyUpload Step Only
2019 Student's Bank StatementsPJ Transaction OnlyUpload Step Only
2019 Student's Investment StatementsPJ Transaction OnlyUpload Step Only
2019 Tax Assess- Business PropertyPJ Transaction OnlyUpload Step Only
2019 Tax Assessment (Rental)PJ Transaction OnlyUpload Step Only
2019 Trust Fund StatementsPJ Transaction OnlyUpload Step Only
2019 Value of Estate StatementPJ Transaction OnlyUpload Step Only
2020-2021 Dependent Asset Web FormComment Code 150, Reject 1Webform
2020-2021 Dependent Untaxed Income and Benefits Form
Webform
2020-2021 Drug Eligibility WorksheetC Code 053, 054, 056, 058Webform
2020-2021 Independent Asset Web FormComment Code 151, Reject 1Webform
2020-2021 Independent Untaxed Income and Benefits Form
Webform
2020-2021 Parents' Additional Financial Information Form400Webform
2020-2021 Parents' Untaxed Information Form400Webform
2020-2021 Qualifying Veteran Status
Webform
2020-2021 Statement of Educational Purpose
Download/Print/Complete PDF,  Upload only by School User
2020-2021 Student's Additional Financial Information Form400/401Webform
2020-2021 Student's Untaxed Information Form400/401Webform
Dependent 2018 Tax Information
Webform
Independent 2018 Tax Information
Webform
Parent 1-2018 Federal Federal IRS Form 1099
Upload Step Only
Parent 1-2018 Federal Federal IRS Form 2350
Upload Step Only
Parent 1-2018 Federal Federal IRS Form 4506-T
Upload Step Only
Parent 1-2018 Federal Federal IRS Form 4868
Upload Step Only
Parent 1-2018 Federal Federal IRS Tax Return Transcript
Upload Step Only
Parent 1-2018 Federal Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 1-2018 Federal Schedule C of Tax Return
Upload Step Only
Parent 1-2018 Federal W-2 Form(s)
Upload Step Only
Parent 1-2018 Federal Wage and Income Transcript
Upload Step Only
Parent 1-2018 NYS Resident Income Tax Return IT-201
Upload Step Only
Parent 1-2018 Signed Federal IRS Form 1040
Upload Step Only
Parent 1-2018 Signed Federal Federal IRS Form 1040X
Upload Step Only
Parent 1-2018 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Parent 1-2018 Statement of Nonfiling-Extension
Download/Print/Complete PDF, Upload
Parent 1-2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal IRS Form 4506-TPJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal IRS Verification of Nonfiling LetterPJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal W-2 Form(s)PJ Transaction OnlyUpload Step Only
Parent 1-2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Parent 1-2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Parent 1-2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Parent 1-2019 Signed Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Parent 1-2019 Statement of NonfilingPJ Transaction OnlyUpload Step Only
Parent 1-2019 Statement of Nonfiling-ExtensionPJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Form 1099
Upload Step Only
Parent 2018 Federal IRS Form 2350
Upload Step Only
Parent 2018 Federal IRS Form 4506-T
Upload Step Only
Parent 2018 Federal IRS Form 4868
Upload Step Only
Parent 2018 Federal IRS Tax Return Transcript
Upload Step Only
Parent 2018 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 2018 Federal Schedule C of Tax Return
Upload Step Only
Parent 2018 Federal W-2 Form(s)
Upload Step Only
Parent 2018 Federal Wage and Income Transcript
Upload Step Only
Parent 2018 NYS Resident Income Tax Return IT-201
Upload Step Only
Parent 2018 Signed Federal IRS Form 1040
Upload Step Only
Parent 2018 Signed Federal IRS Form 1040X
Upload Step Only
Parent 2018 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Parent 2018 Statement of Nonfiling-Extension
Download/Print/Complete PDF, Upload
Parent 2018 Tax Information
Webform
Parent 2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Parent 2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Parent 2019 Federal IRS Form 4506-TPJ Transaction OnlyUpload Step Only
Parent 2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Parent 2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Parent 2019 Federal IRS Verification of Nonfiling LetterPJ Transaction OnlyUpload Step Only
Parent 2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent 2019 Federal W-2 Form(s)PJ Transaction OnlyUpload Step Only
Parent 2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Parent 2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Parent 2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Parent 2019 Signed Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Parent 2019 Statement of NonfilingPJ Transaction OnlyUpload Step Only
Parent 2019 Statement of Nonfiling-ExtensionPJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Form 1099
Upload Step Only
Parent 2-2018 Federal IRS Form 2350
Upload Step Only
Parent 2-2018 Federal IRS Form 4506-T
Upload Step Only
Parent 2-2018 Federal IRS Form 4868
Upload Step Only
Parent 2-2018 Federal IRS Tax Return Transcript
Upload Step Only
Parent 2-2018 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 2-2018 Federal Schedule C of Tax Return
Upload Step Only
Parent 2-2018 Federal W-2 Form(s)
Upload Step Only
Parent 2-2018 Federal Wage and Income Transcript
Upload Step Only
Parent 2-2018 NYS Resident Income Tax Return IT-201
Upload Step Only
Parent 2-2018 Signed Federal IRS Form 1040
Upload Step Only
Parent 2-2018 Signed Federal IRS Form 1040X
Upload Step Only
Parent 2-2018 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Parent 2-2018 Statement of Nonfiling-Extension
Download/Print/Complete PDF, Upload
Parent 2-2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal IRS Form 4506-TPJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal IRS Verification of Nonfiling LetterPJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal W-2 Form(s)PJ Transaction OnlyUpload Step Only
Parent 2-2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Parent 2-2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Parent 2-2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Parent 2-2019 Signed Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Parent 2-2019 Statement of NonfilingPJ Transaction OnlyUpload Step Only
Parent 2-2019 Statement of Nonfiling-ExtensionPJ Transaction OnlyUpload Step Only
Parent(s)' 2018 Federal Form 1120S (S-Corporation Return)
Upload Step Only
Parent(s)' 2018 Federal Schedule 1 of Tax Return
Upload Step Only
Parent(s)' 2018 Federal Schedule 2 of Tax Return
Upload Step Only
Parent(s)' 2018 Federal Schedule 3 of Tax Return
Upload Step Only
Parent(s)' 2018 Federal Schedule 4 of Tax Return
Upload Step Only
Parent(s)' 2018 Federal Schedule 5 of Tax Return
Upload Step Only
Parent(s)' 2018 Federal Schedule 6 of Tax Return
Upload Step Only
Parent(s)' 2018 Federal Schedule K-1
Upload Step Only
Parent(s)' 2018 Foreign Tax Return
Upload Step Only
Parent(s)' 2018 Federal Form 1065 (Partnership Return)
Upload Step Only
Parent(s)' 2019 Federal Form 1120S (S-Corporation Return)PJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule 1 of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule 2 of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule 3 of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule 4 of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule 5 of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule 6 of Tax ReturnPJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Federal Schedule K-1PJ Transaction OnlyUpload Step Only
Parent(s)' 2019 Foreign Tax ReturnPJ Transaction OnlyUpload Step Only
Parents' 2018 Federal IRS Form 1099
Upload Step Only
Parents' 2018 Federal IRS Form 2350
Upload Step Only
Parents' 2018 Federal IRS form 4506-T
Upload Step Only
Parents' 2018 Federal IRS Form 4868
Upload Step Only
Parents' 2018 Federal IRS Tax Return Transcript
Upload Step Only
Parents' 2018 Federal Schedule C of Tax Return
Upload Step Only
Parents' 2018 Federal Wage and Income Transcript
Upload Step Only
Parents' 2018 NYS Resident Income Tax Return IT-201
Upload Step Only
Parents' 2018 Signed Federal IRS Form 1040 (joint)
Upload Step Only
Parents' 2018 Signed Federal IRS Form 1040X
Upload Step Only
Parents' 2019 Federal IRS Form 4506-TPJ Transaction OnlyUpload Step Only
Parents' 2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Parents' 2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Parents' 2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Parents' 2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Parents' 2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Parents' 2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Parents' 2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Parents' 2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Parents' Signed 2019 Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal Form 1065 (Partnership Return)
Upload Step Only
Spouse's 2018 Federal Form 1120S (S-Corporation Return)
Upload Step Only
Spouse's 2018 Federal IRS Form 1099
Upload Step Only
Spouse's 2018 Federal IRS Form 2350
Upload Step Only
Spouse's 2018 Federal IRS Form 4506-T
Upload Step Only
Spouse's 2018 Federal IRS Form 4868
Upload Step Only
Spouse's 2018 Federal IRS Tax Return Transcript
Upload Step Only
Spouse 2018 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Spouse's 2018 Federal Schedule C of Tax Return
Upload Step Only
Spouse's 2018 Federal W-2 Form(s)
Upload Step Only
Spouse's 2018 Federal Wage and Income Transcript
Upload Step Only
Spouse's 2018 NYS Resident Income Tax Return IT-201
Upload Step Only
Spouse's 2018 Signed Federal IRS Form 1040
Upload Step Only
Spouse's 2018 Signed Federal IRS Form 1040X
Upload Step Only
Spouse's 2018 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Spouse's 2018 Statement of Nonfiling-Extension
Download/Print/Complete PDF, Upload
Spouse's 2019 Federal Form 1065 (Partnership Return)PJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal Form 1120S (S-Corporation Return)PJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal IRS Form 4506-TPJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal IRS Verification of Nonfiling LetterPJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal W-2 Form(s)PJ Transaction OnlyUpload Step Only
Spouse's 2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Spouse's 2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Spouse's 2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Spouse's 2019 Signed Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Spouse's 2019 Statement of NonfilingPJ Transaction OnlyUpload Step Only
Spouse's 2019 Statement of Nonfiling-ExtensionPJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal IRS Form 1099
Upload Step Only
Student and Spouse 2018 Federal IRS Form 2350
Upload Step Only
Student and Spouse 2018 Federal IRS Form 4506-T
Upload Step Only
Student and Spouse 2018 Federal IRS Form 4868
Upload Step Only
Student and Spouse 2018 Federal IRS Tax Return Transcript
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Student and Spouse 2018 Federal Schedule C of Tax Return
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Student and Spouse 2018 Federal Wage and Income Transcript
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Student and Spouse 2018 Foreign Tax Return
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Student and Spouse 2018 NYS Resident Income Tax Return IT-201
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Student and Spouse 2018 Signed Federal IRS Form 1040
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Student and Spouse 2018 Signed Federal IRS Form 1040X
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Student and Spouse 2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Federal IRS Form 4506-TPJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Foreign Tax ReturnPJ Transaction OnlyUpload Step Only
Student and Spouse 2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Student and Spouse 2019 Signed Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Student and-or Spouse 2018 Federal Schedule 1 of Tax Return
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Student and-or Spouse 2018 Federal Schedule 2 of Tax Return
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Student and-or Spouse 2018 Federal Schedule 3 of Tax Return
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Student and-or Spouse 2018 Federal Schedule 4 of Tax Return
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Student and-or Spouse 2018 Federal Schedule 5 of Tax Return
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Student and-or Spouse 2018 Federal Schedule 6 of Tax Return
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Student and-or Spouse 2019 Federal Schedule 1 of Tax Return
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Student and-or Spouse 2019 Federal Schedule 2 of Tax Return
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Student and-or Spouse 2019 Federal Schedule 3 of Tax Return
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Student and-or Spouse 2019 Federal Schedule 4 of Tax Return
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Student and-or Spouse 2019 Federal Schedule 5 of Tax Return
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Student and-or Spouse 2019 Federal Schedule 6 of Tax Return
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Student's 2018 Federal Form 1065 (Partnership Return)
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Student's 2018 Federal Form 1120S (S-Corporation Return)
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Student's 2018 Federal IRS Form 1099
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Student's 2018 Federal IRS Form 2350
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Student's 2018 Federal IRS Form 4506-T
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Student's 2018 Federal IRS Form 4868
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Student's 2018 Federal IRS Tax Return Transcript
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Student's 2018 Federal IRS Verification of Nonfiling Letter
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Student's 2018 Federal Schedule C of Tax Return
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Student's 2018 Federal W-2 Form(s)
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Student's 2018 Federal Wage and Income Transcript
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Student's 2018 NYS Resident Income Tax Return IT-201
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Student's 2018 Signed Federal IRS Form 1040
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Student's 2018 Signed Federal IRS Form 1040X
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Student's 2018 Statement of Nonfiling
Download/Print/Complete PDF, Upload
Student's 2018 Statement of Nonfiling-Extension
Download/Print/Complete PDF, Upload
Student's 2019 Federal Form 1065 (Partnership Return)PJ Transaction OnlyUpload Step Only
Student's 2019 Federal Form 1120S (S-Corporation Return)PJ Transaction OnlyUpload Step Only
Student's 2019 Federal IRS Form 1099PJ Transaction OnlyUpload Step Only
Student's 2019 Federal IRS Form 2350PJ Transaction OnlyUpload Step Only
Student's 2019 Federal IRS Form 4868PJ Transaction OnlyUpload Step Only
Student's 2019 Federal IRS Tax Return TranscriptPJ Transaction OnlyUpload Step Only
Student's 2019 Federal IRS Verification of Nonfiling LetterPJ Transaction OnlyUpload Step Only
Student's 2019 Federal Schedule C of Tax ReturnPJ Transaction OnlyUpload Step Only
Student's 2019 Federal W-2 Form(s)PJ Transaction OnlyUpload Step Only
Student's 2019 Federal Wage and Income TranscriptPJ Transaction OnlyUpload Step Only
Student's 2019 NYS Resident Income Tax Return IT-201PJ Transaction OnlyUpload Step Only
Student's 2019 Signed Federal IRS Form 1040PJ Transaction OnlyUpload Step Only
Student's 2019 Signed Federal IRS Form 1040XPJ Transaction OnlyUpload Step Only
Student's 2019 Statement of NonfilingPJ Transaction OnlyUpload Step Only
Student's 2019 Statement of Nonfiling-ExtensionPJ Transaction OnlyUpload Step Only
Student's and/or Spouse's 2018 Schedule K-1
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Student's and/or Spouse's 2019 Schedule K-1PJ Transaction OnlyUpload Step Only


2019-2020 Documents


StudentForms Document NameTransaction Specific Request InformationTask Type
2017 Business Tax Assessment
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2017 Business Tax Return
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2017 Business Verification Wrksht
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2017 Federal IRS Form 1040
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2017 Federal Partnership Return (1065)
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2017 Federal S-Corporation Return (1120s)
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2017 Foreign Tax Return
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2017 IRS Tax Schedules
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2017 Mortgage Assmt. All Properties
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2017 Mortgage Statement (rental)
Upload Step Only
2017 Mortgage Statement Bus. Prop.
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2017 NJ Untaxed Info Form
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2017 Parent(s)' Bank Statements
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2017 Parent(s)' Investment Statements
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2017 Proof of Separate Residence
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2017 Schedule A of Tax Return
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2017 Schedule B of Tax Return
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2017 Schedule C of Tax Return
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2017 Schedule D of Tax Return
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2017 Schedule E of Tax Return
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2017 Schedule F of Tax Return
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2017 Schedule K-1
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2017 Signed Federal IRS Form 1040
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2017 Spouse's Bank Statements
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2017 Spouse's Investment Statements
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2017 Student's Bank Statements
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2017 Student's Investment Statements
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2017 Tax Assess- Business Property
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2017 Tax Assessment (Rental)
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2017 Trust Fund Statements
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2017 Value of Estate Statement
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2018 Business Tax Assessment2019-2020 PJ Transaction OnlyUpload Step Only
2018 Business Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Business Verification Wrksht2019-2020 PJ Transaction OnlyUpload Step Only
2018 Federal Partnership Return (1065)2019-2020 PJ Transaction OnlyUpload Step Only
2018 Federal S-Corporation Return (1120s)2019-2020 PJ Transaction OnlyUpload Step Only
2018 Foreign Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 IRS Tax Schedules2019-2020 PJ Transaction OnlyUpload Step Only
2018 Mortgage Assmt. All Properties2019-2020 PJ Transaction OnlyUpload Step Only
2018 Mortgage Statement (rental)2019-2020 PJ Transaction OnlyUpload Step Only
2018 Mortgage Statement Bus. Prop.2019-2020 PJ Transaction OnlyUpload Step Only
2018 NJ Untaxed Info Form2019-2020 PJ Transaction OnlyUpload Step Only
2018 Parent(s)' Bank Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Parent(s)' Investment Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Partnership Return (1065)2019-2020 PJ Transaction OnlyUpload Step Only
2018 Proof of Separate Residence2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule A of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule B of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule D of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule E of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule F of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
2018 Schedule K-12019-2020 PJ Transaction OnlyUpload Step Only
2018 S-Corporation Return (1120s)2019-2020 PJ Transaction OnlyUpload Step Only
2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
2018 Spouse's Bank Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Spouse's Investment Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Student's Bank Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Student's Investment Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Tax Assess- Business Property2019-2020 PJ Transaction OnlyUpload Step Only
2018 Tax Assessment (Rental)2019-2020 PJ Transaction OnlyUpload Step Only
2018 Trust Fund Statements2019-2020 PJ Transaction OnlyUpload Step Only
2018 Value of Estate Statement2019-2020 PJ Transaction OnlyUpload Step Only
2019-2020 Dependent Asset Web Form
Webform
2019-2020 Dependent Untaxed Income and Benefits Form
Webform
2019-2020 Drug Eligibility Worksheet
Webform
2019-2020 Independent Asset Web Form
Webform
2019-2020 Independent Untaxed Income and Benefits Form
Webform
2019-2020 Parents' Additional Financial Information Form
Webform
2019-2020 Parents' Untaxed Information Form
Webform
2019-2020 Qualifying Veteran Status
Webform
2019-2020 Statement of Educational Purpose
Download/Print/Complete PDF,  Upload only by School User
2019-2020 Student's Additional Financial Information Form
Webform
2019-2020 Student's Untaxed Information Form
Webform
Parent 1-2017 Signed Federal Federal IRS Form 1040X
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Parent 1-2017 Federal Federal IRS Form 1099
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Parent 1-2017 Federal Federal IRS Form 2350
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Parent 1-2017 Federal Federal IRS Form 4506-T
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Parent 1-2017 Federal Federal IRS Form 4868
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Parent 1-2017 Federal IRS Tax Return Transcript
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Parent 1-2017  Federal IRS Verification of Nonfiling Letter
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Parent 1-2017 Federal Schedule C of Tax Return
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Parent 1-2017 Federal W-2 Form(s)
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Parent 1-2017 Federal Wage and Income Transcript
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Parent 1-2017 Signed Federal IRS Form 1040
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Parent 1-2017 Statement of Nonfiling
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Parent 1-2018 Signed Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal IRS Verification of Nonfiling Letter2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal W-2 Form(s)2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Parent 1-2018 Statement of Nonfiling2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2017 Signed Federal IRS Form 1040X
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Parent 2017 Federal IRS Form 1099
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Parent 2017 Federal IRS Form 2350
Upload Step Only
Parent 2017 Federal IRS Form 4506-T
Upload Step Only
Parent 2017 Federal IRS Form 4868
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Parent 2017 Federal IRS Tax Return Transcript
Upload Step Only
Parent 2017 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Parent 2017 Federal Schedule C of Tax Return
Upload Step Only
Parent 2017 Federal W-2 Form(s)
Upload Step Only
Parent 2017 Federal Wage and Income Transcript
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Parent 2017 Signed Federal IRS Form 1040
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Parent 2017 Statement of Nonfiling
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Parent 2018 Signed Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal IRS Verification of Nonfiling Letter2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal W-2 Form(s)2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2017 Signed Federal IRS Form 1040X
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Parent 2-2017 Federal IRS Form 1099
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Parent 2-2017 Federal IRS Form 2350
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Parent 2-2017 Federal IRS Form 4506-T
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Parent 2-2017 Federal IRS Form 4868
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Parent 2-2017 Federal IRS Tax Return Transcript
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Parent 2-2017 Federal IRS Verification of Nonfiling Letter
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Parent 2-2017 Federal W-2 Form(s)
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Parent 2-2017 Federal Wage and Income Transcript
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Parent 2-2017 Signed Federal IRS Form 1040
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Parent 2-2017 Statement of Nonfiling
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Parent 2-2018 Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal IRS Verification of Nonfiling Letter2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal W-2 Form(s)2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Parent 2-2018 Statement of Nonfiling2019-2020 PJ Transaction OnlyUpload Step Only
Parent(s)' 2017 Federal Form 1065 (Partnership Return)
Upload Step Only
Parent(s)' 2017 Federal Form 1120S (S-Corporation Return)
Upload Step Only
Parent(s)' 2017 Federal Schedule K-1
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Parent(s)' 2017 Foreign Tax Return
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Parent(s)' 2018 Federal Form 1120S (S-Corporation Return)2019-2020 PJ Transaction OnlyUpload Step Only
Parent(s)' 2018 Federal Schedule K-12019-2020 PJ Transaction OnlyUpload Step Only
Parent(s)' 2018 Foreign Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Parent(s)' 2018 Federal Form 1065 (Partnership Return)2019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2017 Signed Federal IRS Form 1040X
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Parents' 2017 Federal IRS Form 1099
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Parents' 2017 Federal IRS Form 2350
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Parents' 2017 Federal IRS form 4506-T
Upload Step Only
Parents' 2017 Federal IRS Form 4868
Upload Step Only
Parents' 2017 Federal IRS Tax Return Transcript
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Parents' 2017 Federal Schedule C of Tax Return
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Parents' 2017 Federal Wage and Income Transcript
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Parents' 2017 Signed Federal IRS Form 1040 (joint)
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Parents' 2018 Signed Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Parents' 2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2017 Federal Form 1065 (Partnership Return)
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Spouse's 2017 Federal Form 1120S (S-Corporation Return)
Upload Step Only
Spouse's 2017 Signed Federal IRS Form 1040X
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Spouse's 2017 Federal IRS Form 1099
Upload Step Only
Spouse's 2017 Federal IRS Form 2350
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Spouse's 2017 Federal IRS Form 4506-T
Upload Step Only
Spouse's 2017 Federal IRS Form 4868
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Spouse's 2017 Federal IRS Tax Return Transcript
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Spouse 2017 Federal IRS Verification of Nonfiling Letter
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Spouse's 2017 Federal Schedule C of Tax Return
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Spouse's 2017 Federal W-2 Form(s)
Upload Step Only
Spouse's 2017 Federal Wage and Income Transcript
Upload Step Only
Spouse's 2017 Signed Federal IRS Form 1040
Upload Step Only
Spouse's 2017 Statement of Nonfiling
Upload Step Only
Spouse's 2018 Federal Form 1065(Partnership Return)2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal Form 1120S (S-Corporation Return)2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Signed Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal IRS Verification of Nonfiling Letter2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal W-2 Form(s)2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Spouse's 2018 Statement of Nonfiling2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2017 Signed Federal IRS Form 1040X
Upload Step Only
Student and Spouse 2017 Federal IRS Form 1099
Upload Step Only
Student and Spouse 2017 Federal IRS Form 2350
Upload Step Only
Student and Spouse 2017 Federal IRS Form 4506-T
Upload Step Only
Student and Spouse 2017 Federal IRS Form 4868
Upload Step Only
Student and Spouse 2017 Federal IRS Tax Return Transcript
Upload Step Only
Student and Spouse 2017 Federal Schedule C of Tax Return
Upload Step Only
Student and Spouse 2017 Federal Wage and Income Transcript
Upload Step Only
Student and Spouse 2017 Foreign Tax Return
Upload Step Only
Student and Spouse 2017 Signed Federal IRS Form 1040
Upload Step Only
Student and Spouse 2018 Signed Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Foreign Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Student and Spouse 2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Student's 2017 Federal Form 1065 (Partnership Return)
Upload Step Only
Student's 2017 Federal Form 1120S (S-Corporation Return)
Upload Step Only
Student's 2017 Signed Federal IRS Form 1040X
Upload Step Only
Student's 2017 Federal IRS Form 1099
Upload Step Only
Student's 2017 Federal IRS Form 2350
Upload Step Only
Student's 2017 Federal IRS Form 4506-T
Upload Step Only
Student's 2017 Federal IRS Form 4868
Upload Step Only
Student's 2017 Federal IRS Tax Return Transcript
Upload Step Only
Student's 2017 Federal IRS Verification of Nonfiling Letter
Upload Step Only
Student's 2017 Federal Schedule C of Tax Return
Upload Step Only
Student's 2017 Federal W-2 Form(s)
Upload Step Only
Student's 2017 Federal Wage and Income Transcript
Upload Step Only
Student's 2017 Signed Federal IRS Form 1040
Upload Step Only
Student's 2017 Statement of Nonfiling
Upload Step Only
Student's 2018 Federal Form 1065 (Partnership Return)2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal Form 1120S (S-Corporation Return)2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Signed Federal IRS Form 1040X2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal IRS Form 10992019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal IRS Form 23502019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal IRS Form 4506-T2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal IRS Form 48682019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal IRS Tax Return Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal IRS Verification of Nonfiling Letter2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal Schedule C of Tax Return2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal W-2 Form(s)2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Federal Wage and Income Transcript2019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Signed Federal IRS Form 10402019-2020 PJ Transaction OnlyUpload Step Only
Student's 2018 Statement of Nonfiling2019-2020 PJ Transaction OnlyUpload Step Only
Student's and/or Spouse's 2017 Schedule K-1
Upload Step Only
Student's and/or Spouse's 2018 Schedule K-12019-2020 PJ Transaction OnlyUpload Step Only

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