20 Student 2022 Tax Return Information
Convert all currency to U.S. dollars. If the answer is zero or the question does not apply, enter 0.
If the answer is negative, completely fill the circle ( – ) after the answer box.
Head of household
Married filing jointly
Married filing separately
Qualifying surviving spouse
IRS Form 1040—line 1 (or IRS Form 1040-NR—line 1a) +
Schedule 1—lines 3 + 6
- Tax exempt interest income
IRS Form 1040: line 2a
- Untaxed portions of IRA distributions
IRS Form 1040: line 4a minus 4b
- IRA rollover into a qualified plan
IRS Form 5498
- Untaxed portions of pensions
IRS Form 1040: line 5a minus 5b
- Pension rollover into a qualified plan
IRS Form 5498
IRS Form 1040: line 11
IRS Form 1040: line 25d
- Did the student receive the earned income tax credit (EITC)?
IRS Form 1040: line 27a
- IRA deductions and payments to self-employed
SEP, SIMPLE, and qualified plans
IRS Form 1040 Schedule 1: total of lines 16 + 20
(American Opportunity and Lifetime Learning credits)
IRS Form 1040 Schedule 3: line 3
- Did the student file a Schedule A, B, D, E, F, or H
with their 2022 IRS Form 1040?
- Net profit or loss from IRS Form 1040
IRS Form 1040 Schedule C: line 31
- Amount of college grants, scholarships, or AmeriCorps benefits reported as income to the IRS (Optional)
The student paid taxes on these grants, scholarships, or benefits. These usually apply to those renewing their FAFSA form, not to first-time applicants.
- Foreign earned income exclusion
IRS Form 1040 Schedule 1: line 8d