IRS Tax Return Information

If you have been directed to this Web page, you are required to provide a signed copy of your Federal Internal Revenue Service Tax Return (your IRS 1040 form) as part of your application for federal financial aid to the University of Michigan. This is part of the required U-M Office of Financial Aid application verification process, which confirms information students and parents provided on the Free Application for Federal Student Aid (FAFSA).

You should also provide any tax schedules (example: Schedule 1) attached to your tax returns.

Do Not File a Federal Tax Return

If you did not file or will not file a federal income tax return, you must complete a Nonfiling Statement and submit it to our office. This form is available under "Application/Verification Forms & Instructions" on our website.

Can't Find a Copy of my Tax Returns

If you are unable to locate the tax documents in question, you can request them from the IRS, either online or by mail. Visit the IRS site on Transcript Requests for more information on how to make these requests.

Special Tax Circumstances

Tax Filing Extensions

If you are required to file a income tax return and have not filed it because you were granted a filing extension by the IRS, we will need:

  • A copy of IRS Form 4868 “Application of Automatic Extension of Time of File U.S. Individual Income Tax Return for the requested year
  • A copy of the IRS approval of an extension beyond the automatic 6-month extension if you requested an additional extension of filing time for the requested year
  • Confirmation of non-filing from the IRS or other relevant taxing authority dated after Oct. 1 of the year following the requested year
  • A copy of IRS form W2 for each source of employment income received (or an equivalent document) from two years prior to the requested year
  • If self-employed, a signed statement certifying the amount of AGI and U.S. income tax paid for the requested year year

Amended Returns: If you have filed an amended return with the IRS, we will need:

  • An IRS tax return listing tax account information from the requested year
  • A signed copy of the filed IRS form 1040X

Foreign Tax Forms or Taxes in U.S. Territories: If you filed a tax return with Puerto Rico, Guam, American Samoa, the U.S. Virgin Islands or the Northern Marianas Islands or a tax form with a foreign country, provide a signed copy of that form or tax return. Currency must be converted to U.S. dollars (use a currency converter such as www.google.com/finance/converter).
Please submit this information, if applicable, to our office.