How to Request IRS Verification of Nonfiling Letter

New to the 2017-18 FAFSA Verification Requirements

As part of the new verification process for financial aid, the Department of Education requires that people who do not file taxes submit an IRS letter of nonfiling status to the University. A nonfiling letter will be necessary for all parties in the custodial household (i.e. student, parent 1, parent 2, spouse) that did not file taxes.

What is an IRS Verification of Nonfiling Letter?

An IRS Verification of Nonfiling Letter will provide proof from the IRS that there is no record of a filed tax form (1040, 1040A, or 1040EZ) for the year you have requested. For the 2017/2018 academic year you will be requesting a verification for 2015.

Non Tax filers can request and IRS Verification of nonfiling, free of charge from the IRS in one of two ways:

Please note if you filed a Puerto Rican or Foreign Income Tax return you must submit appropriate nonfiling documentation from a relevant tax authority.

Online Request

Available at the Internal Revenue Service Website.

  • Under Tools, click “get a tax transcript”.
  • Click “Get Transcript ONLINE” (If at any point, you cannot validate your identity – for example you cannot provide financial verification information or you lack access to a mobile phone - you will need to use the Get Transcript by MAIL option, see below for instructions).
  • Enter the non filer’s Social Security Number (you can use your ITIN or EIN), e-mail address, filing status, account numbers for loan or credit card associated with your name, and mobile phone associate with your name. This information will be used to verify your identity with the IRS.
  • Click “Continue”.
  • Select “Verification of Nonfiling Letter” and in the tax year field select “2015″
  • If successfully validated, you will be able to view your IRS Verification of Nonfiling letter that can then print it out for submission.
  • Write the EOU Student ID (910 number) on the letter and submit the letter to the financial aid office.

 

Paper Request Form – IRS Form 4506-T (Request for Transcript of Tax Return)

Download IRS Form 4506-T

  • Complete Lines 1 – 4, following the instructions on page 2 of the form.
  • Line 5: provides non filers with the option to have their IRS Verification of Nonfiling Letter mailed directly to a 3rd party by the IRS.
  • Line 7: Select the checkbox on the right hand side for Verification of Nonfiling.
  • Line 9: In the year or period requested field, enter “12/31/2015″.
  • Above the signature line: Make sure that you check the signatory authority box.
  • The non filer must sign and date the form and enter their telephone number.
  • Mail or Fax the Completed IRS Form 4506-T to the address or FAX number provided on page 2 of form 4506-T.
  • If the 4506-T information is successfully validated, tax filers can expect to receive a paper IRS Verification of Nonfiling letter at the address provided on their request within 5 to 10 days.
  • Submit the letter to the financial aid office; be sure you put your student ID number (910-) on the letter.
How to fix address matching problems when ordering the Nonfiling letter online

When entering the information into the IRS address matching system, note the following:

  • The address entered must match the address already on file with the IRS exactly.
  • The address on file is typically the address on your most recent tax return.
  • Spelling out the word “street” rather than using the abbreviation “st.” can sometimes be enough to cause an error.
  • Addresses on the IRS system are auto-corrected through a United States Postal Services software and may not match what you put on your tax return.

We have the following suggestions if you run into problems:

  • Have your most recent tax return in front of you to enter the address carefully as it is on your return.
  • If you have entered your address as it appears on your return and it does not work, try using the standardized version of your address.
    • To get a standardized version of your address go to the USPS website and search by Zip Code.  Enter the address and click find.
  • If you still have problems, the IRS.gov Website help desk can be reached at 1-800-829-1040 (Monday through Friday) 7 am – 7 pm (Eastern Standard Time).
References

Verification – IRS Documentation Requests, Uses, and Messaging Table

Body of instruction largely copied from Marquette University and William and Mary’s Financial Aid pages.  Many thanks for the “wheel.”