Where To Find Untaxed Income And Benefits On Tax Return? (Perfect answer)

Untaxed portions of IRA distributions from IRS Form 1040–lines (lines 4a + 5a) minus (lines 4b + 5b). Exclude rollovers. If negative, enter a zero here. Housing, food and other living allowances paid to members of the military, clergy and others (including cash payments and cash value of benefits).

Do you report a 401(k) on the FAFSA?

  • You do not report the value of the 401k anywhere on the FAFSA. This is not a reportable asset. The instructions do state this. Any payments your parents make to their 401k during the year, though, are reported as untaxed income.

What is my untaxed income and benefits?

What is parents untaxed income and benefits? Untaxed income can be identified as any income that has been earned by a student or parent which does not appear on a Federal tax return. Even if not reported to the IRS via a tax return, these untaxed earnings still must be reported on the FAFSA.

What line is untaxed income?

Tax exempt interest income from IRS Form 1040 – line 2A. Untaxed portions of IRA distributions and pensions from IRS Form 1040 line 4a minus line 4b. Exclude rollovers. If negative, enter a zero.

Where can I find parents untaxed income on 1040?

Also include the untaxed portions of health savings accounts from IRS Form 1040 Schedule 1-line 25.

How do I find out if my income is non taxable?

The lender must verify that the particular source of income is nontaxable. Documentation that can be used for this verification includes award letters, policy agreements, account statements, or any other documents that address the nontaxable status of the income.

How do I report untaxed income?

How to Report Untaxed Income

  1. Determine if the untaxed money is taxable income.
  2. Report investment earnings on Line 8a through 9b on your Form 1040.
  3. Report alimony using Line 11 of your 1040.
  4. Submit a Schedule C to report any self-employment earnings.
  5. Report IRA distribution and pension amounts on lines 15a through 16b.

Is untaxed income the same as gross income?

Gross income includes all income you receive that isn’ t explicitly exempt from taxation under the Internal Revenue Code (IRC). Taxable income is the portion of your gross income that’s actually subject to taxation. Deductions are subtracted from gross income to arrive at your amount of taxable income.

Where do I find adjusted gross income?

On your 2020 tax return, your AGI is on line 11 of the Form 1040.

Is 401k untaxed income?

A 401(k) is a tax-deferred account. That means you do not pay income taxes when you contribute money. As you choose investments within your 401(k) and as those investments grow, you also do not need to pay income taxes on the growth. Instead, you defer paying those taxes until you withdraw the money.

How do you answer 44a on FAFSA?

This is question 44a on the Free Application for Federal Student Aid (FAFSA®) PDF. Enter the total amount you paid to your (and, if you are married, your spouse’s) tax-deferred pension and retirement savings plans (paid directly or withheld from your earnings).

Where can I find parents untaxed income and benefits on 1040 2020?

Enter your parents’ untaxed portions of IRA distributions. This amount can be calculated from IRS Form 1040 (line 15a minus 15b) or 1040A (line lla minus 11b).

Where do I find income tax on 1040?

Income tax paid is the total amount of IRS Form 1040-line 14 minus Schedule 2-line 2.

What is untaxed income on CSU application?

Untaxed income is income not reported on a tax return, such as: Child support. Untaxed portions of pensions. Housing, food, and other allowances paid to military, clergy, and others, including cash and cash value.

Where do you find taxable income on w2?

Box 1 “Wages, tips, other compensation “: This is federal, taxable income for payments in the calendar year. The amount is calculated as YTD earnings minus pre- tax retirement and pre-tax benefit deductions plus taxable benefits (i.e., certain educational benefits).

What is untaxed income mean?

The term “untaxed income” means any income excluded from federal income taxation under the IRS code.

Is Social Security considered untaxed income?

If you file as an individual, your Social Security is not taxable only if your total income for the year is below $25,000. Half of it is taxable if your income is in the $25,000–$34,000 range. If your income is higher than that, then up to 85% of your benefits may be taxable.

How to Answer FAFSA Question #44: Student Untaxed Income

Version on paperVersion on the internet

44. Student’s 2020 Untaxed Income (Enter the combined amounts for you and your spouse.)
  1. Payments to tax-deferred pension and retirement savings plans (made directly or withheld from earnings), including, but not limited to, amounts reported on W-2 forms in Boxes 12a through 12d, codes D, E, F, G, H, and S. Payments to tax-deferred pension and retirement savings plans (made directly or withheld from earnings), including, but not limited to, amounts reported on W-2 forms in Boxes 12a through 12d, codes D, E, F, G, IRA deductions and payments to self-employed SEP, SIMPLE, Keogh, and other eligible plans reported on IRS Form 1040 Schedule 1 – total of lines 15 and 19
  2. Child support paid for any of your children
  3. And amounts reported in code DD (employer contributions toward employee health insurance). Don’t include payments for foster care or adoption
  4. Tax-exempt interest income from IRS Form 1040–line 2
  5. Untaxed portions of IRA distributions from IRS Form 1040–lines (lines 4a + 5a) minus (lines 4b + 5b)
  6. Or untaxed sections of IRA payouts from IRS Form 1040–line 2. Rollovers are not included. If the answer is negative, insert a zero here
  7. Members of the military, clergy, and others get housing, food, and other living expenses as part of their compensation (including cash payments and cash value of benefits). Nontaxable income does not include: the value of on-base military housing and/or the value of the basic military allowance for housing
  8. Veterans’ noneducational benefits such as Disability, Death Pension, or Dependency Indemnity Compensation (DIC) and/or VA Educational Work-Study allowances
  9. And any other untaxed income not reported in items 44a through 44g such as workers’ compensation, disability benefits, and so forth. Include the untaxed parts of health savings accounts from IRS Form 1040 Schedule 1 -line 12 in your calculations. Extended foster care benefits, student aid, the earned income credit, the additional child tax credit, welfare payments, untaxed Social Security benefits, Supplemental Security Income, Workforce Innovation and Opportunity Act educational benefits, on-base military housing or a military housing allowance, combat pay, benefits from flexible spending arrangements (such as cafeteria plans), the foreign income exclusion, or the federal tax credit on special fuels are not included in this calculation. Money received or paid on your behalf also includes payouts to you (the students beneficiary) from a 529 plan that is not owned by you or your parents but is held by someone else (such as your grandparents, aunts, uncles, and non-custodial parents). You must include the amounts from these distributions in question 44.
Return To FAFSA Guide

The deadline for applications is December 31, 2021.

Why are they asking this information?

This inquiry, which inquires about a student’s untaxed income, is divided into six categories, each of which is addressed separately.

How to answer this question / fill out this section

Any untaxed income that a student received in any of the following categories during the previous year must be indicated by checking each of the corresponding boxes that relate to them:

  • If you (and your spouse) made contributions to a tax-deferred pension and/or retirement savings plan out of your earnings, select this option. These numbers may be found on your W-2 statement in Boxes 12a through 12d, Items D, E, G, H, and S, which are located in Boxes 12a through 12d. Item DD should not be included. Calculate the total of these elements
  • Child support was received in the amount of: If you (or your spouse) received child support from a noncustodial parent, please check the box next to the question. After that, input the amount that was received. Housing, food, and other living allowances provided to military personnel, clergy, and others include the following: Whether you were a member of the military, a member of the clergy, or a member of any other profession or cause, check this box if you (and your spouse) received housing payments or benefits (including cash). This does not include accommodation for military personnel on post. After that, input the amount that was received. Do not check this option unless you (and your spouse) received Disability (for veterans), Death Pension, DependencyIndemnity Compensation (DIC), and/or VA Educational Work-Study allowances during your military service. After that, input the amount that was received. Do not include the Post-9/11 GI Bill or the Montgomery GI Bill. Additional untaxed income not previously reported, such as workers’ compensation or disability benefits: Select this option if you have any other untaxed income that has not previously been declared, such as worker’s compensation, disability payments, or other similar benefits. After that, input the amount that was received. Money that has been received or paid on your behalf includes: This box should be filled out if you have received money in any form to assist you in paying for costs (including school) that has not been disclosed anywhere else on the FAFSA. You will need to declare any money that has been handed to you by a parent or relative, or by a third person whose financial information was not included on this application and who is not a party to any sort of legal support contract. If someone other than your parents has set up a 529 Plan (a deferred savings for education plan) for you and you are getting funds from that plan to assist pay for your educational expenditures, you will be required to declare the amount of money received. Fill in the blanks with the amount(s) you got.

Additional considerations

All of the cases described above call for students who are married and have a spouse to report their spouse’s information on the FAFSA along with their own information on the form.

What is Untaxed Income?

Untaxed income can be defined as any money received by a student or parent that does not appear on the student’s or parent’s federal tax return. In many cases, students take part-time jobs with little pay (for example, babysitting) and are not obliged to submit a tax return as a result. This is regarded as untaxed due to the fact that these profits are not reported to the Internal Revenue Service and do not have Federal or state taxes taken from them. Even if these untaxed profits are not disclosed to the IRS through a tax return, they must still be declared on the FAFSA form.

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Examples of Untaxed Income

The following types of untaxed income may be received by students and/or their parents in a given year, in addition to the example provided above: military housing, food, and other living allowances paid to members of the military, clergy, and others, including both cash payments and the cash value of benefits, child support received, veterans’ non-educational benefits, and any money received or paid on the student’s behalf (not by a parent).

Choose the FAFSA Questions You Would Like Help With:

There were no matches found. Step 2: Financial Information about the student

Verifying Untaxed Income and Benefits

AwardYear: 1998 – 1998 ChapterNumber: 2 ChapterTitle: Required Verification Items And Acceptable Documentation Section: Verifying Untaxed Income and Benefits PageNumber: 1The term “untaxed income” means any income excluded from federal income taxation under the IRS code. For an application selected for verification, you must verify up to six types of untaxed income and benefits as shown to the left. Except for Social Security benefits and child support, the required items can be verified using the tax return or alternative tax documents (see the previous section).6 In addition to these types of untaxed income and benefits, you must verify all other untaxed income reported on the U.S. individual income tax return (excluding schedules). The 1998-99Counselor’s Handbook for Postsecondary Schoolsprovides a complete discussion of untaxed income and benefits that must be reported on the FAFSA.You are not required to verify any untaxed income and benefits received from a federal, state, or local government agency on the basis of a financial need assessment. Further, certain types of income are considered “in-kind” income and should not be reported on the FAFSA and do not have to be verified.Verifying Untaxed Social Security BenefitsYou are not required to verify Social Security benefits unless you have reason to believe that benefits were received and either were not reported or were reported incorrectly. If you believe verification is necessary, the following documentation is acceptable:documentation from the Social Security Administration showing the total amount of benefits received by the applicant and/or the applicant’s spouse (if applicable) and/or the dependent applicant’s parents, anda statement signed by the applicant (and/or spouse and/or parents) certifying that the amount of Social Security benefits reported on the application is correct.Verifying Child Support ReceivedYou must verify child support if the applicant and/or spouse and/or parents report receiving it, or if you have reason to believe it was received. This requirement does not apply if the applicant and/or spouse and/or parents report the same amount for child support that you verified in the previous award year. If you must verify this item, a completed verification worksheet is sufficient documentation. In lieu of a worksheet, you must require a statement confirming the amount of child support received for all children in the household. The applicant—and, for dependent students, the applicant’s parent— must sign this statement. If child support is paid through a government agency, a statement from that agency would be acceptable. If you have reason to doubt the statement provided, youshould request at least one of the following documentation items:a copy of the divorce decree or separation agreement showing the amount of child support to be provided,a signed statement from the parent who provided the support showing the amount of child support provided, orcopies of the canceled checks or money order receipts.Verifying Deductions for IRA and/or Keogh PlansDeductible payments to IRA and/or Keogh plans can be verified using the tax return. The deducted amounts are reported on lines 23 and 28 of IRS Form 1040, or line 15 of IRS Form 1040A.Verifying Foreign Income Excluded from U.S. TaxationUnder the IRS code, certain U.S. citizens and residents living in foreign countries are allowed to deduct some excessive foreign living expenses or to exclude a limited amount of income received for personal services rendered abroad. Though deducted for tax purposes, this amount is considered untaxed income for federal student aid purposes. It should be reported on the FAFSA, and you must verify it. Excluded foreign income can be verified by using IRS Forms 2555 (line 43) or 2555EZ (line 18). Note that the final total for Form 2555 shouldnotbe reported as untaxed income, because it contains other exclusions.Verifying Earned Income Credit (EIC)EIC is available to certain eligible workers and must be reported and verified. The amount can be verified from line 56a of the 1040, line 29c of the 1040A, or line 8a of the 1040EZ. Note that if parents file a joint tax return and qualify for EIC but then separate or divorce before the student files the FAFSA, the parent with whom the student lived most in the last 12 months would determine his or her portion of the EIC by using the tax rate schedule or proportional distribution calculations.Verifying Interest on Tax-Free BondsInterest on tax-free bonds can be verified using the tax return. Refer to line 8b of IRS Form 1040 or to line 8b of IRS Form 1040A.

The most recent modification was made on February 3, 1999.

Common FAFSA Errors – Office of Student Financial Planning

1) Apply as soon as possible: Do not wait until your taxes have been submitted. Fill out your tax return now using income estimates from the previous tax year. 2) Make use of accurate student and parent information: Check your name, date of birth, and social security number to be sure they are correct. 3) Keep in mind that the Student is always listed as the applicant on the FAFSA. 4) Pay close attention to the directions for the dependent questions (46-58):

  • These questions decide whether or not parent information is required, as well as whether or not the student is deemed “independent” for the purposes of financial assistance. Providing inaccurate answers to these questions may result in FAFSA on the web skipping questions regarding parent income and causing your application to be delayed in being processed by your financial aid advisor. Information for the parent with whom you reside and for your step-parent, if that parent has remarried, should be included. More information can be found in the FAFSA application instructions. Your biological parents are not always deemed to be your legal guardians
  • For example, It is appropriate to report the information and income of your Step-Parent on the FAFSA if your biological parents are divorced but your custodial parent has remarried. If your biological parents are divorced but your custodial parent has remarried, their current marital status is’remarried,’ and you should report the information and income of your Step-Parent on the FAFSA.

These questions decide whether or not parent information is required, as well as whether or not the student is deemed “independent” for financial assistance reasons. Providing inaccurate answers to these questions may result in FAFSA on the web skipping questions regarding parent income and causing your application to be delayed in processing by your financial aid consultant. If your parent has remarried, provide the details for the parent with whom you reside as well as the step-parent. More information can be found in the FAFSA application guidelines.

It is necessary to report the information and income of your Step-Parent on the FAFSA if your biological parents are divorced but your custodial parent has remarried.

If your biological parents are divorced but your custodial parent has remarried, their current marital status is’remarried,’ and you must report the information and income of your Step-Parent on the FAFSA.

  • The IRS Data Retrieval Tool may be used to automatically complete the FAFSA with your tax information if you are qualified to do so. The IRS Data Retrieval Tool streamlines the application process and helps eliminate mistakes. It should be noted, however, that the IRS Data Retrieval Tool does not automatically update reported income gained from labor. Please remember to edit the following things if you are unable or do not choose to use the IRS Data Retrieval Tool:
  • Change the answer to the question about whether or not you will file your tax return from “Will File” to “Filed.” Revise your W2 forms to reflect any changes in earned income from wages. Income tax has been paid in full! question 37 (for the student) or question 86 (for the parent). Adapted from an IRS form:
  • The 1040 minus line 46, or the 1040A minus line 36, or the 1040EZ minus line 10 are the correct answers.
  • Update any untaxed income that has been recorded on your tax return as well as your W-2 form. (Question 45 (for the kid) or Question 94 (for the parent). Please pay particular attention to the following items:
  • Untaxed income shown on both your tax return and W-2 form should be updated as necessary. (Question 45 (for the kid) or Question 94 (for the parent) Please pay great attention to the following points:
  • Remember to declare any income exclusions that you may have! (Choose between Question 44 (student) and Question 93 (parents)!) Please pay particular attention to the following items:
  • Fill out Form W-2 to report federal work-study earnings from 2014. Combat pay or special combat pay are two terms used to describe combat compensation. Only the amounts that were taxable and were included in your adjusted gross income should be entered. Do not include combat pay that has not been taxed. It is important for parents to declare any Education Credits that may show on their tax return (1040: Line 50)(1040A: line 33).

You may always get in touch with the FAFSA helpdesk at 800-433-3243 if you have any questions or concerns.

Where to find untaxed income and benefits on tax return

IRS Form 1040 — (lines 4a + 5a) minus (lines 4b + 5b) represents the amount of untaxed IRA distributions and pensions that are not subject to tax. Rollovers are not included. If the answer is negative, write a zero here. Members of the military, clergy, and others get housing, food, and other living expenses as part of their compensation (including cash payments and cash value of benefits). What exactly are untaxed Social Security benefits, and how do they work?

  • Supplemental Security Income (SSI) provides disability payments based on a person’s financial need and is completely tax-free. Social Security Disability Insurance (SSDI) distributes payments based on the Social Security taxes you’ve paid over the course of your working life. Benefits from Social Security that serve as your sole source of income are normally not taxed.
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Where do you find the untaxed income on 1040?

Interest income that is exempt from taxation is reported on IRS Form 1040–line 8b or 1040A–line 8b. Provisions of IRA withdrawals from IRS Form 1040–lines (15a minus 15b) or 1040A–lines (15a minus 15b) that are not subject to tax (11a minus 11b). Rollovers are not included. If the answer is negative, write a zero here.

What are examples of untaxed income?

Included among these forms of untaxed income are:housing, food, and other living allowances provided to military personnel, clergy, and other government employees (including cash payments and cash value of benefits). Include neither the cost of on-base military accommodation nor the cost of a basic military stipend for housing in your calculations.

What is untaxed Social Security benefits?

Social Security payments received, which were not taxed, for all household members as stated in this estimate, based on IRS Form 1040 line 20a minus 20b, 1040A line 14a minus 14b, and 1040A line 14a minus 14b, as well as income from other sources. Those who do not file taxes are required to record the amount on their 2018 Form 1099-INT. Earned Income Credit plus untaxed Social Security benefits equals the total amount.

Where can I find untaxed parents income?

Fill in the blanks with the untaxed amounts of your parents’ IRA distributions. This sum may be determined using IRS Form 1040 (line 15a minus line 15b) or IRS Form 1040A (line 15a minus line 15b) (line lla minus 11b).

Is 401k untaxed income?

The value of your retirement plans should not be included on the FAFSA application in the majority of circumstances. 401k plans, pension funds, annuities, non-education IRAs, and Keogh plans are examples of retirement assets that should not be shown as assets on your tax return. … According to Section 94 of the FAFSA, this is regarded as untaxed income.

Is Social Security untaxed income?

1. What information should be included on the Free Application for Federal Student Aid (FAFSA) if an applicant receives Supplemental Security Income (SSI) or Social Security Disability Income (SSDI)? No, untaxed Social Security benefits do not qualify as reportable income for the purposes of the FAFSA.

Will fafsa know if I lie?

In the event that you were awarded student financial assistance as a result of lying on the FAFSA, you must return it. After a school audits your FAFSA, the Inspector General at the Department of Education will be notified that you have committed fraud.

What is income tax on fafsa mean?

There are two options for answering question 37 on the paper Free Application for Federal Student Aid (FAFSA®).

The total amount of income tax paid is equal to the sum of IRS Form 1040-line 13 minus Schedule 2-line 46. Look at the graphics below to see where you may locate Form 1040-line 13 and Schedule 2-line 46 on your tax return.

How does housing allowance affect fafsa?

When you fill out the FAFSA, you are reporting your adjusted gross income (AGI), which is calculated based on your tax return. The housing allowance is not included in your adjusted gross income. Cash housing and parsonage allowances must be recorded in the Untaxed Income portion of the income tax return. So, sure, the housing allowance is considered income for the purposes of the FAFSA.

What is the untaxed income and benefits?

Employers should include untaxed income such as workers’ compensation, disability, Black Lung Benefits, untaxed components of health savings accounts from IRS Form 1040 Line 25, Railroad Retirement Benefits, and other similar types of benefits. Do not include any of the items listed in A – D above that were reported or excluded.

Does financial aid affect Social Security benefits?

When determining your eligibility for SSI, Social Security will disregard any financial help, scholarships, or tuition donations you receive. It is possible that you will be allowed to remove money from your countable resources (assets) while applying for SSI if you get financial aid, grants, or gifts to help you pay for college or vocational school.

Does disability count as income on fafsa?

A: According to Mark Kantrowitz, a senior vice president and publisher at Edvisors.com in Las Vegas, disability compensation is included in the Free Application for Federal Student Aid (FAFSA) as untaxed income and benefits. … Learn more about student aid and the Free Application for Federal Student Aid (FAFSA) at the U.S. Education Department’s website.

Where can I find untaxed income?

Interest income that is exempt from taxation is reported on IRS Form 1040–line 8b or 1040A–line 8b. Provisions of IRA withdrawals from IRS Form 1040–lines (15a minus 15b) or 1040A–lines (15a minus 15b) that are not subject to tax (11a minus 11b).

Do you include HSA on fafsa?

Health Savings Accounts are classified as “retirement” assets, and as such, they are excluded from the assessment of parental assets. Withdrawals from health savings accounts (HSAs) to cover previously incurred medical expenditures are not included as income on the Free Application for Federal Student Aid.

Completing the FAFSA

IMPORTANT: The FAFSA for the academic year 2021-2022 will be accessible on October 1, 2020. FAFSA priority filing deadlines are as follows:

  • On February 1, 2022, all incoming 2022-2023 freshmen students will be enrolled
  • On April 1, 2022, all incoming 2022-2023 transfer students will be enrolled
  • On February 1, 20122, all existing continuing students will be enrolled

The Office of Financial Aid strives to make the FAFSA (Free Application for Federal Student Aid) process as simple as possible for UMW students by offering a variety of workshops and chats both on and off-campus, at local high schools, to help them complete their applications. Here are some suggestions for completing an online FAFSA application. The FAFSA must be submitted by the priority filing deadline of February 1 in order for undergraduate students to remain eligible for Federal Direct Student Loans and federal grants.

FSA ID

  • Create your FSA ID, which is a username and password combination that allows you to sign your FAFSA electronically. You can obtain your FSA ID when completing the FAFSA, but you also have the option of obtaining it in beforehand.

You may learn how to create an FSA ID by watching this video.

Information Needed for the FAFSA

  • Social Security numbers for students, parents, and/or spouses
  • Student driver’s license
  • Alien Registration number if you are not a citizen of the United States
  • IRS W-2 information for you (and your spouse if you are married), as well as information for your parents if you are a dependent student, including the following:
  • If you are not a citizen of the United States, you will need to provide your Social Security number, as well as the numbers of your parents and/or spouse. Federal tax information or tax returns, including IRS W-2 information, for you (and your spouse, if you are married), and for your parents, if you are a dependent student:
  • Untaxed income received by students, parents, and/or spouses, such as child support payments, interest income, and veterans’ non-education benefits
  • And

Determining Dependency Status

  • According to the FAFSA, a sequence of questions is asked to establish whether you are considered a dependent or independent student for the purpose of submitting an application for federal student aid. Depending on whether you are a dependent student, you must provide both your parents’ and your personal information on your FAFSA.

Reporting Financial Information

  • Make use of tax data from the previous two years. For example, if you are filling out the FAFSA for 2020-21, you should use 2018 tax information, whereas if you are filling out the FAFSA for 2021-22, you should use 2019 tax information. Use the IRS Data Retrieval Tool (IRS DRT) if you are eligible to do so. When you utilize the IRS DRT, the information that has been sent from the IRS will not be shown. It will say “Transferred from the IRS” in the relevant areas rather than “Transferred.” This modification was implemented in order to safeguard important tax information.
  1. The IRS DRT will direct you to the IRS website
  2. However, the IRS DRT will not send you to the IRS website. In order to log in, you must enter your name and other information precisely as it appears on your tax return. Preview your information on the IRS website before accepting to have it uploaded to your FAFSA
  3. In the FAFSA, you’ll see that questions with tax information marked “Transferred from the IRS” will have been pre-populated with your information. It is important not to make any modifications to those responses (unless in the case of Individual Retirement Accounts or pension rollovers), since otherwise the information you retrieved will be invalidated.

FAFSA: The Next Steps

  • The Student Aid Report (SAR) will be delivered to the email address that was supplied by the student on the FAFSA about three days after the FAFSA has been successfully submitted. Take a look over your SAR to ensure that you did not make any mistakes on your FAFSA
  • The SAR will send information to the financial aid office in order for them to assess your eligibility for financial help. For those whose tax information from the previous two years has changed significantly as a result of income fluctuations, changes in the number of family members living in the household, or other factors, please contact the UMW Office of Financial Aid to determine if a change in your financial aid eligibility is required

The material on this page comes from the Federal Student Aid website, which is a useful resource for all students who receive federal financial aid (Direct Loans, Plus Loans, Federal Pell Grant, and so on), especially when completing the Free Application for Federal Student Aid (FAFSA).

Financial and Parental Information

This section only relates to the application cycle for the years 2022-2023. If any of the Household Income and Size Information questions apply to you, indicate which ones so that we can decide if you are considered a dependent or independent student. Please keep in mind that your responses to the questions in this part will have no impact on your admissions application.

  • Are you a person who was born before January 1, 1999? Are you currently serving in the United States Armed Forces or are you a veteran of the US Armed Forces? Are you legally married as of today? In addition, if you are separated but not divorced, you can say yes. It is your intention, or you already have, to have children or dependents who will receive more than half of their support from you between July 1, 2022, and June 30, 2023. It has been established by a court in your state of legal residency that someone other than your parent or stepparent is legally in charge of you
  • Since the age of thirteen, either both of your parents have died, you have been in foster care, or you have been a dependant or ward of the court
  • Did your high school, an emergency shelter, a transitional housing program, or a homeless youth center determine that you were an unaccompanied youth or that you were self-supporting and at risk of becoming homeless at any point on or after July 1, 2021
  • Current living arrangements do not include living with your parent or stepparent, and you have not had any contact with or financial support from them for at least the past 12 months.
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2021-2022 Cycle Household Income and Size Information

This section only relates to the application cycle for the years 2021-2022. If any of the Household Income and Size Information questions apply to you, indicate which ones so that we can decide if you are considered a dependent or independent student. Please keep in mind that your responses to the questions in this part will have no impact on your admissions application.

  • Are you a person who was born before January 1, 1998? Are you now serving in the United States Armed Forces or are you a veteran of the US Armed Forces? Are you legally married as of today? In addition, if you are separated but not divorced, you can say yes. What is your present situation with regard to having children or dependents who will receive more than half of their support from you between July 1, 2021 and June 30, 2022? If not your parent or stepparent, does someone other than your parent or stepparent have legal guardianship over you as established by a court in your state of legal residency
  • Were both of your parents deceased at any point since you were thirteen, were you in foster care, or were you a dependant or ward of the court at any point since you reached thirteen
  • Did your high school, an emergency shelter, a transitional housing program, or a homeless youth center conclude that you were an unaccompanied adolescent or that you were self-supporting and at danger of becoming homeless at any point on or after July 1, 2020
  • Currently, do you reside with your parent or stepparent, or have you had contact with them or received financial support from them in the previous 12 months or longer?

Independent Students

As an independent student, you must disclose the following information about your family and income to the university. To be clear, if you have registered with the California Secretary of State as a domestic partner, your household size must include your spouse as well as any legal dependents you may have together, and your partner’s salary must be included in your home’s income. Please double-check your information before submitting it since this area cannot be changed after it has been submitted.

Household Size
  • Including yourself, your spouse, and all dependents, the total number of people living in your household during the specified year
  • The number of dependent children who resided with you during the provided year was calculated.
Income Information
  • AGI (adjusted gross income) is the amount of money earned after taxes in a given year. Your adjusted gross income is shown in the following ways on your federal tax return:

Income and benefits that were not subject to tax during the indicated year. Untaxed income is income that has not been disclosed on a tax return, such as the following:

  • Child support
  • Pension benefits that are not subject to taxation
  • Housing, food, and other allowances provided to military personnel, clergy, and others, including both cash and cash value, are included in this category. Exclude from your calculations the value of military on-base housing or the value of a basic military allowance for housing. Disability, Death Pension, or DependencyIndemnity Compensation (DIC), as well as VA Educational Work-Study allowances, are available to veterans who do not pursue higher education opportunities. Other types of untaxed income, such as worker’s compensation, disability benefits, and so on

Extended foster care benefits, student aid, the earned income credit, the additional child tax credit, welfare payments, untaxed Social Security benefits, Supplemental Security Income, Workforce Innovation and Opportunity Act educational benefits, on-base military housing or the military housing allowance, combat pay, benefits from flexible spending arrangements (such as cafeteria plans), the foreign income exclusion, and the credit for federal tax on special fuels are not included.

Please keep in mind that if you did not submit a tax return, all of your income would be included into the untaxed income section.

Dependent Students

Extended foster care benefits, student aid, the earned income credit, the additional child tax credit, welfare payments, untaxed Social Security benefits, Supplemental Security Income, Workforce Innovation and Opportunity Act educational benefits, on-base military housing or the military housing allowance, combat pay, benefits from flexible spending arrangements (such as cafeteria plans), the foreign income exclusion, and the credit for federal tax on special fuels are not included.

The untaxed income section would be filled in with your whole income if you did not submit a tax return.

  • Fill in the blanks with information on both of your legal parents if they are still alive and married to each other. Provide answers to the questions concerning both of your legal parents if they are not married and do not live apart. In the event of a divorce or separation, provide information on the parent with whom you have spent the majority of your time during the previous 12 months. You should include information on the parent who has provided you with the greatest financial assistance in either the previous 12 months or during the most recent year you received support if you did not live with one parent longer than you did with the other. If your divorced or widowed parent has remarried, you should provide information on your stepparent as well as your biological parent. Your custodial parent/stepparent must have a household size that includes the partner and all of the combined legal dependents if the parent/stepparent is registered as a domestic partner with the California Secretary of State. The partner’s income must also be included in the parent/income stepparent’s if the partner is registered as a domestic partner with the California Secretary of State. Please double-check your information before submitting it since this area cannot be changed after it has been submitted.
Household Size
  • The total number of people living in the parent/home guardian’s during the specified year. Please keep in mind that your parent/guardians’ household consists of your parents/guardians (or registered domestic partners), yourself, any other dependent children, and any other dependents who live with them. The total number of participants should be larger than one.
Income Information
  • The adjusted gross income (AGI) of the parents for the stated year. Your adjusted gross income is shown in the following ways on your federal tax return:

The adjusted gross income (AGI) of the parents for the specified year is reported here as well. According to your federal tax return, your adjusted gross income is calculated as follows.

  • Parental assistance
  • Pension benefits that are not subject to taxation
  • Military and clergy housing, food, and other allowances (both in cash and in value), among other things. Exclude from your calculations the value of military on-base housing or the value of a basic military allowance for housing. Disability, Death Pension, or DependencyIndemnity Compensation (DIC), as well as VA Educational Work-Study allowances, are available to veterans who do not pursue higher education opportunities. Other types of untaxed income, such as worker’s compensation, disability benefits, and so on
  • Any money received or paid on your behalf, including cash, payments for rent, mobile phone bills, utility bills, and other bills, is considered a monetary gift. You must include the entire amount of monetary support you (and, if you are married, your spouse) got from your parents, relatives, and friends in 2019. This does not include presents for special occasions such as birthdays or holidays. Assuming you earned the same dollar amount every month, divide your total monthly income by the number of months you received your income. If you did not receive the same amount each month, put the amounts you got each month together to determine your total. Ensure that the entire amount is rounded to the closest full dollar

The amount of untaxed income and benefits received by the parents during the stated year. Extended foster care benefits, student aid, the earned income credit, the additional child tax credit, welfare payments, untaxed Social Security benefits, Supplemental Security Income, Workforce Innovation and Opportunity Act educational benefits, on-base military housing or the military housing allowance, combat pay, benefits from flexible spending arrangements (such as cafeteria plans), the foreign income exclusion, and the credit for federal tax on special fuels are not included.

Please keep in mind that if your parents did not file a tax return, all of their income would be included into the untaxed income section.

If you don’t want to include your income, put $999,999 in the appropriate field.

Campus Housing (Undergraduate Only)

Indicate whether or whether you are interested in on-campus housing, if any space is offered. The availability of campus housing is contingent on your submission of a separate campus housing application and the availability of campus accommodation.

Parent/Guardian Education Level

Choose the academic levels that your parent or guardian has earned to the greatest possible degree (s).

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