27 Student Spouse Tax Filing Status
- Did or will the student spouse file a 2022 IRS Form 1040 or 1040-NR?
Yes
No - Did the student spouse earn income in a foreign country in 2022, or were they employed by an international organization that did not require them to file a tax return?
If the student spouse filed or will file a tax return with Puerto Rico or another U.S. territory, select “Yes.”
International organizations include, for example, the United Nations, World Bank, and International Monetary Fund.
If the answer is “No” question 28 can be skipped.
28 Student Spouse 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.
- Filing status
Single
Head of household
Married filing jointly
Married filing separately
Qualifying surviving spouse
- Income earned from work
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
- Adjusted gross income
IRS Form 1040: line 11
- Income tax paid
IRS Form 1040: line 25d
- IRA deductions and payments to self-employed
SEP, SIMPLE, and qualified plans
IRS Form 1040 Schedule 1: total of lines 16 + 20
- Education credits
(American Opportunity and Lifetime Learning credits)
IRS Form 1040 Schedule 3: line 3
- Did the student spouse file a Schedule A, B, D, E, F, or H
with their 2022 IRS Form 1040?
Yes
No
Don’t know
- Net profit or loss from IRS Form 1040 Schedule C
IRS Form 1040 Schedule C: line 31
- Foreign earned income exclusion
IRS Form 1040 Schedule 1: line 8d
29 Student Spouse Consent and Signature
Refer to the consent terms on page 4. By filling in the answer circle below and signing this form, the student spouse agrees to the terms set forth on page 4. If the student spouse does not provide consent by filling in the circle and providing their signature, we cannot process this FAFSA form.
Consent to transfer federal tax information from the Internal Revenue Service (IRS)
Student spouse signature
Date signed
MM/DD/YYYY
