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 CSS Profile forms to that which students and (in the case of dependent students) parent(s)/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.

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 will be filing a tax extension, you MUST submit a copy of the IRS-4868 form that is submitted to the IRS. They must also submit a copy of all W-2s or, if they are self-employed, a signed statement with the amount of their AGI and their US income taxes paid.
  •  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 forms listed above, 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.

 

Tax Forms That are Required

 

Students Applying for the 2020-2021

Academic Year

 

Early Decision Applicants

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

November 1, 2019* IDOC
Parent(s)'/Stepparent's Signed 2018 Federal Tax Return* November 1, 2019
IDOC
All applicable 2018 Parent(s)'/Stepparents' Tax Schedules November 1, 2019
IDOC
Parent(s)'/Stepparent's 2018 Federal W-2's and/or 1099 or 1099R November 1, 2019
IDOC
Student's Signed 2018 Federal Tax Return* November 1, 2019
IDOC
All applicable 2018 Student Tax Schedules November 1, 2019
IDOC
Student's 2018 W2's and/or 1099 or 1099R November 1, 2019
IDOC

*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.

 

 

Early Action Applicants

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

January 15, 2019* IDOC
Parent(s)'/Stepparent's Signed 2017 Federal Tax Return* January 15, 2019
IDOC
All applicable 2017 Parent(s)'/Stepparents' Tax Schedules January 15, 2019
IDOC
Parent(s)'/Stepparent's 2017 Federal W-2's and/or 1099 or 1099R January 15, 2019
IDOC
Student's Signed 2017 Federal Tax Return* January 15, 2019
IDOC
All applicable 2017 Student Tax Schedules January 15, 2019
IDOC
Student's 2017 W2's and/or 1099 or 1099R January  15, 2019
IDOC
Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

December 1, 2019* IDOC
Parent(s)'/Stepparent's Signed 2018 Federal Tax Return* December 1, 2019
IDOC
All applicable 2018 Parent(s)'/Stepparents' Tax Schedules December 1, 2019
IDOC
Parent(s)'/Stepparent's 2018 Federal W-2's and/or 1099 or 1099R December 1, 2019
IDOC
Student's Signed 2018 Federal Tax Return* December 1, 2019
IDOC
All applicable 2018 Student Tax Schedules December 1, 2019
IDOC
Student's 2018 W2's and/or 1099 or 1099R December 1, 2019
IDOC

*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.

 

 

Regular Decision Applicants

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

January 15, 2020* IDOC
Parent(s)'/Stepparent's Signed 2018 Federal Tax Return* January 15, 2020
IDOC
All applicable 2018 Parent(s)'/Stepparents' Tax Schedules January 15, 2020
IDOC
Parent(s)'/Stepparent's 2018 Federal W-2's and/or 1099 or 1099R January 15, 2020
IDOC
Student's Signed 2018 Federal Tax Return* January 15, 2020
IDOC
All applicable 2018 Student Tax Schedules January 15, 2020
IDOC
Student's 2018 W2's and/or 1099 or 1099R January  15, 2020
IDOC

*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.

 

 

 

Students Applying for the 2019-2020

Academic Year

 

Early Decision Applicants

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

November 1, 2018* IDOC
Parent(s)'/Stepparent's Signed 2017 Federal Tax Return November 1, 2018
IDOC
All applicable 2017 Parent(s)'/Stepparents' Tax Schedules November 1, 2018
IDOC
Parent(s)'/Stepparent's 2017 Federal W-2's and/or 1099 or 1099R November 1, 2018
IDOC
Student's Signed 2017 Federal Tax Return November 1, 2018
IDOC
All applicable 2017 Student Tax Schedules November 1, 2018
IDOC
Student's 2017 W2's and/or 1099 or 1099R November 1, 2018
IDOC

Early Action and Regular Decision Applicants

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

January 15, 2019* IDOC
Parent(s)'/Stepparent's Signed 2017 Federal Tax Return January 15, 2019
IDOC
All applicable 2017 Parent(s)'/Stepparents' Tax Schedules January 15, 2019
IDOC
Parent(s)'/Stepparent's 2017 Federal W-2's and/or 1099 or 1099R January 15, 2019
IDOC
Student's Signed 2017 Federal Tax Return January 15, 2019
IDOC
All applicable 2017 Student Tax Schedules January 15, 2019
IDOC
Student's 2017 W2's and/or 1099 or 1099R January  15, 2019
IDOC

 

All Returning Undergraduate Students

 

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

April 1, 2019 IDOC
Parent(s)'/Stepparent's Signed 2017 Federal Tax Return April 1, 2019
IDOC
All applicable 2017 Parent(s)'/Stepparents' Tax Schedules April 1, 2019
IDOC
Parent(s)'/Stepparent's 2017 Federal W-2's and/or 1099 or 1099R April 1, 2019
IDOC
Student's Signed 2017 Federal Tax Return April 1, 2019
IDOC
All applicable 2017 Student Tax Schedules April 1, 2019
IDOC
Student's 2017 W2's and/or 1099 or 1099R April 1, 2019
IDOC

All Fall 2019 Transfer Students 

 

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

June 1, 2019 IDOC
Parent(s)'/Stepparent's Signed 2017 Federal Tax Return June 1, 2019
IDOC
All applicable 2017 Parent(s)'/Stepparents' Tax Schedules June 1, 2019
IDOC
Parent(s)'/Stepparent's 2017 Federal  W-2's and/or 1099 or 1099R June 1, 2019
IDOC
Student's Signed 2017 Federal Tax Return June 1, 2019
IDOC
All applicable 2017 Student Tax Schedules June 1, 2019
IDOC
Student's 2017 W2's and/or 1099 or 1099R June 1, 2019
IDOC

All Spring 2020 Transfer Students 

 

Form Due Date Submit To

College Board Verification Form*

*Only if selected for Federal Verification

November 1, 2019 IDOC
Parent(s)'/Stepparent's Signed 2017 Federal Tax Return November 1, 2019
IDOC
All applicable 2017 Parent(s)'/Stepparents' Tax Schedules November 1, 2019
IDOC
Parent(s)'/Stepparent's 2017 Federal  W-2's and/or 1099 or 1099R November 1, 2019
IDOC
Student's Signed 2017 Federal Tax Return November 1, 2019
IDOC
All applicable 2017 Student Tax Schedules November 1, 2019
IDOC
Student's 2017 W2's and/or 1099 or 1099R November 1, 2019
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.

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...