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Office of Enrollment Management

Step 3 - Submitting Tax Forms and W-2s

Villanova's Office of Financial Assistance reviews all prospective undergraduate applicants for financial assistance. Through this process, we compare information provided on the FAFSA and CSS Profile forms to that which students and (in the case of dependent students) parent(s)/stepparent have reported on their Federal Income Taxes.

Returning Undergraduate Students whose FAFSA is NOT selected for Federal Verification are NOT required to submit taxes at this time, but may be requested at a later date.  Student will receive an email if they are required to submit taxes.

Applicants will submit documentation to the College Board Institutional Documentation (IDOC) Service not to the Office of Financial Assistance.  We are unable to process any documents sent to our office via fax or postal mail at this time.

Please Note:  You will need an IDOC ID Number to upload the tax documents onto IDOC.  After the CSS Profile is processed you will receive an email from College Board with your IDOC ID Number and instructions regarding how to upload the documents.

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 filed a Foreign Tax Return, please submit a signed copy of the tax return with the information translated into English and the currency converted to US Dollars using the exchange rate from the date the FAFSA was filed.

Upon review of the  Federal Income Tax Returns, additional information may be requested.  You will be notified at that time of what is needed, and how to submit.  To ensure that you are aware of the additional information that is being requested, the student should be monitoring their Applicant Status Page (prospective students) or their MyNova account (current students and students who are offered admission and deposit) and their Villanova e-mail address on a regular basis.

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

Please view the IDOC Tutorial for the step-by-step instructions and information about key components of the IDOC process.

 

 

 Applying for the 2023-2024 Academic Year

 

        

Deadlines:

  •  November 15 for Early Decision I Applicants
  •  December 1 for Early Action Applicants
  •  January 15 for Early Decision II & Regular Decision Applicants
  •  May 1st for Returning Undergraduates Students*
  •  June 1st for Fall Transfers Applicants
  •  November 1st for Spring Transfers Applicants
*Tax Forms for Returning Undergraduate Students whose FAFSA is NOT selected for Federal Verification are NOT required at this time but may be requested at a later date.

Required Forms:
Parent(s)'/Stepparent's (custodial and noncustodial) Signed 2021 Federal Tax Return*
All applicable 2021 Parent(s)'/Stepparents' (custodial and noncustodial) Tax Schedules
Parent(s)'/Stepparent's (custodial and noncustodial) 2021 Federal W-2's and/or 1099 or 1099R
Student's Signed 2021 Federal Tax Return*
All applicable 2021 Student Tax Schedules
Student's 2021 W2's and/or 1099 or 1099R

*If you and/or your parent(s)'/stepparent were not required to file a Federal Income Tax Return, you must submit the Non-Tax Filer Form which is available through the student's IDOC dashboard.

<<Back to Step 2 || On to Step 4>>

 

 Applying for the 2022-2023 Academic Year

 

Deadlines:

  •  November 15 for Early Decision I Applicants
  •  December 1 for Early Action Applicants
  •  January 15  for Early Decision II & Regular Decision Applicants
  •  May 1st for Returning Undergraduates Students*
  •  June 1st for Fall Transfers Applicants
  •  November 1st for Spring Transfers Applicants
*Tax Forms for Returning Undergraduate Students whose FAFSA is NOT selected for Federal Verification are NOT required at this time but may be requested at a later date.

Required Forms:
Parent(s)'/Stepparent's Signed 2020 Federal Tax Return*
All applicable 2020 Parent(s)'/Stepparents' Tax Schedules
Parent(s)'/Stepparent's 2020 Federal W-2's and/or 1099 or 1099R
Student's Signed 2020 Federal Tax Return*
All applicable 2020 Student Tax Schedules
Student's 2020 W2's and/or 1099 or 1099R

<<Back to Step 2 || On to Step 4>>

Six Easy Steps!

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

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

Step 2: CSS Profile Form

Step 3: Submitting Tax Forms and W-2s

Step 4 - Federal Verification

Step 5: Receiving Your Aid Eligibility Notice

Step 6: Finishing up

IRS Data Retrieval Tool

Recently, the US 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...