Office of Financial Assistance

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  • Step 3 - Submitting Tax Forms and W-2s
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Office of Financial Assistance
Villanova University
Kennedy Hall, Second Floor
Villanova, PA 19085
Telephone: (610) 519-4010
Fax: (610) 519-7599
Email: finaid@villanova.edu

Regular Office Hours: Monday to Friday 8:30 AM to 5:30 PM

Step 3 - Submitting Tax Forms and W-2s

Villanova's Office of Financial Assistance verifies all undergraduate applicants for financial assistance. Through this process, we compare information provided on the FAFSA and PROFILE forms to that which students and (in the case of dependent students) parents/stepparents have reported on their tax forms.

Starting with the 2013-2014 academic year, both prospective freshmen and returning students will submit documentation to the College Board Institutional Documentation (IDOC) Service.

The tax returns that you submit to IDOC must be the final returns that are submitted to the IRS. We cannot accept a draft or estimate.  If you and/or your parent(s)/stepparent(s) will be filing a tax extension, you must submit a copy of the IRS-4868 form that is submitted to the IRS.

Upon review of the forms listed above, additional information may be requested.  You will be notified at that time of what is needed, and how to submit.

Please allow up to 2 weeks processing time on all documents submitted to IDOC.                 

Tax Forms That are Required

Students Applying for 2013-2014

All Prospective Freshman and New Transfer Students

Form Due Date Submit To
College Board Verification Form March 1, 2013* IDOC
Parents'/Stepparents' 2012 Federal Tax Return March 1, 2013*
IDOC
All applicable 2012 Parents'/Stepparents' Tax Schedules March 1, 2013*
IDOC
Parents'/Stepparents' 2012 W-2's and/or 1099 or 1099R March 1, 2013*
IDOC
Student 2012 Federal Tax Return March 1, 2013*
IDOC
All applicable 2012 Student Tax Schedules March 1, 2013*
IDOC
Student 2012 W2's and/or 1099 or 1099R March 1, 2013*
IDOC

*All necessary tax return documents may be sent to IDOC beginning February 7, 2013 but no later than March 1, 2013.

Tax Forms That are Required

Students Applying for 2012-2013

All Prospective Freshman and New Transfer Students

Form
Due Date
Submit To
Parents'/Stepparents' 2011 Federal Tax Return
March 1, 2012
IDOC
All applicable 2011 Parents'/Stepparents' Tax Schedules March 1, 2012
IDOC
Parents'/Stepparents' 2011 W-2's and/or 1099 or 1099R March 1, 2012
IDOC
Student 2011 Federal Tax Return March 1, 2012
IDOC
All applicable 2011 Student Tax Schedules March 1, 2012
IDOC
Student 2011 W2's and/or 1099 or 1099R March 1, 2012
IDOC

 

Starting with the 2013-2014 academic year, to streamline our processes, Villanova University has changed its policy regarding the receipt of all tax documents for verification. ALL returning undergraduate students are now required to send all federal tax documents to IDOC.  IDOC is a service offered by the College Board.

 

Tax Forms That are Required

Students Applying for 2013-2014

All Returning Undergraduate Students

Form Due Date Submit To
College Board Verification Form April 30, 2013
IDOC
Parents'/Stepparents' 2012 Federal Tax Return April 30, 2013
IDOC
All applicable 2012 Parents'/Stepparents' Tax Schedules April 30, 2013
IDOC
Parents'/Stepparents' 2012 W-2's and/or 1099 or 1099R April 30, 2013
IDOC
Student 2012 Federal Tax Return April 30, 2013
IDOC
All applicable 2012 Student Tax Schedules April 30, 2013
IDOC
Student 2012 W2's and/or 1099 or 1099R April 30, 2013
IDOC

Tax Forms That are Required

Students Applying for 2012-2013

All Returning Undergraduate Students

Form
Due Date
Submit To
Parents'/Stepparents' 2011 Federal Tax Return
April 30, 2012
Villanova
All applicable 2011 Parents'/Stepparents' Tax Schedules April 30, 2012
Villanova
Parents'/Stepparents' 2011 W-2's and/or 1099 or 1099R April 30, 2012
Villanova
Student 2011 Federal Tax Return April 30, 2012
Villanova
All applicable 2011 Student Tax Schedules April 30, 2012
Villanova
Student 2011 W2's and/or 1099 or 1099R April 30, 2012
Villanova
Upon review of the forms listed above, additional information may be requested.  You will be notified at that time of what is needed, and how to submit.

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Five Easy Steps!

Click on each link to proceed to the next step in the application process.

Step 1: Federal Application for Federal Student Aid (FAFSA)

Step 2: College Board PROFILE Form

Step 3: Submitting Tax Forms and W-2s

Step 4 - IRS Data Retrieval Process

Step 5: Receiving Your Aid Eligibility Notice

Step 6: Finishing up

IRS Data Retrieval Tool

Recently, the U.S. Department of Education in conjunction with the Internal Revenue Service (IRS) introduced the IRS Data Retrieval Tool, a feature that allows students and parents to import their previous year’s tax information from their filed federal 1040 tax forms directly into the FAFSA on the Web. The IRS Data Retrieval Tool may be used when filing the initial FAFSA, or when renewing the FAFSA each academic year. read more...

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