EA – Posted October 23, 2013 – (Verification). Acceptable Documentation Update for 2013-2014 Award Year Verification
ED clarifies what is considered acceptable documentation for the remainder of the 2013-2014 processing cycle. Specifically, the announcement states what is considered acceptable alternative documentation when the tax filer has attempted to request an IRS Tax Return Transcript via the IRS online or paper request process, but was unsuccessful in obtaining the tax transcript. It is important to note that the tax filer must have used either the IRS online request or the paper request in order to be able to document the unsuccessful attempt to obtain the IRS Tax Return Transcript. This eliminates the telephone request option as a choice since the IRS has no documentation alternative for that method of request. Additionally, tax filers that submit a copy of the documentation of their unsuccessful attempt to get the tax transcript must also provide a copy of the IRS Form 4506T-EZ or IRS Form 4506-T with the school listed on line 5 as the third party to whom the IRS will mail the 2012 IRS Tax Return Transcript.