Step 3 - Submitting Tax Forms and W-2s

Villanova's Office of Financial Assistance reviews 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/stepparent have reported on their tax forms.

Prospective freshmen and returning students will submit documentation to the College Board Institutional Documentation (IDOC) Service not to the Office of Financial Assistance.

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.  

New for the 2015-2016 academic year - families can electronically upload their documents on IDOC's website, which allows for a faster processing time.  Please review the email from IDOC for more information regarding this process. 

Tax Forms That are Required

Students Applying for the 2015-2016 Academic Year

All Prospective Freshman 

Form Due Date Submit To
College Board Verification Form March 1, 2015* IDOC
Parent(s)'/Stepparent's Signed 2014 Federal Tax Return March 1, 2015*
IDOC
All applicable 2014 Parents'/Stepparents' Tax Schedules March 1, 2015*
IDOC
Parent(s)'/Stepparent's 2014 Federal W-2's and/or 1099 or 1099R March 1, 2015*
IDOC
Student's Signed 2014 Federal Tax Return March 1, 2015*
IDOC
All applicable 2014 Student Tax Schedules March 1, 2015*
IDOC
Student's 2014 W2's and/or 1099 or 1099R March 1, 2015*
IDOC

*All necessary tax return documents may be sent to IDOC beginning February 3, 2015 but no later than March 1, 2015.

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 IDOCIDOC is a service offered by the College Board.

Tax Forms That are Required

Returning Undergraduate Students 

Form Due Date Submit To
Parent(s)'/Stepparent's Signed 2014 Federal Tax Return April 30, 2015
IDOC
All applicable 2014 Parent(s)'/Stepparent's Tax Schedules April 30, 2015
IDOC
Parent(s)'/Stepparent's 2014 W-2's and/or 1099 or 1099R April 30, 2015
IDOC
Student's Signed 2014 Federal Tax Return April 30, 2015
IDOC
All applicable 2014 Student Tax Schedules April 30, 2015 IDOC
Student's 2014 W2's and/or 1099 or 1099R April 30, 2015
IDOC

Tax Forms That are Required

Fall Transfer Students

Form Due Date Submit To
Parent(s)'/Stepparent's Signed 2014 Federal Tax Return June 1, 2015
IDOC
All applicable 2014 Parent(s)'/Stepparent's Tax Schedules June 1, 2015
IDOC
Parent(s)'/Stepparent's 2014 W-2's and/or 1099 or 1099R June 1, 2015
IDOC
Student's Signed 2014 Federal Tax Return June 1, 2015
IDOC
All applicable 2014 Student Tax Schedules June 1, 2015 IDOC
Student's 2014 W2's and/or 1099 or 1099R June 1, 2015
IDOC

Tax Forms That are Required

Students Applying for the 2014-2015 Academic Year

All Returning Undergraduate Students

Form Due Date Submit To
College Board Verification Form April 30, 2014 IDOC
Parent(s)'/Stepparent's Signed 2013 Federal Tax Return April 30, 2014 IDOC
All applicable 2013 Parents'/Stepparents' Tax Schedules April 30, 2014
IDOC
Parent(s)'/Stepparent's 2013 Federal W-2's and/or 1099 or 1099R April 30, 2014
IDOC
Student's Signed 2013 Federal Tax Return April 30, 2014
IDOC
All applicable 2013 Student Tax Schedules April 30, 2014
IDOC
Student's 2013 W2's and/or 1099 or 1099R April 30, 2014
IDOC

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...