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.

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.                 

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
Parents'/Stepparents' Signed 2014 Federal Tax Return March 1, 2015*
IDOC
All applicable 2014 Parents'/Stepparents' Tax Schedules March 1, 2015*
IDOC
Parents'/Stepparents' 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 7, 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

Transfer Students Applying for Spring 2015

 

Form Due Date Submit To
College Board Verification Form November 1, 2014
IDOC
Parents'/Stepparents' Signed 2013 Federal Tax Return November 1, 2014
IDOC
All applicable 2013 Parents'/Stepparents' Tax Schedules November 1, 2014
IDOC
Parents'/Stepparents' 2013 W-2's and/or 1099 or 1099R November 1, 2014
IDOC
Student's Signed 2013 Federal Tax Return November 1, 2014
IDOC
All applicable 2013 Student Tax Schedules November 1, 2014
IDOC
Student's 2013 W2's and/or 1099 or 1099R November 1, 2014
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

Parents'/Stepparents' Signed 2013

Federal Tax Return

April 30, 2014
IDOC

All applicable 2013

Parents'/Stepparents' Tax Schedules

April 30, 2014
IDOC

Parents'/Stepparents' 2013 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...