<p>When sending the copies of tax returns to IDOC, do we also include Schedule A (itemized deductions), Schedule M, Schedule B and everything else that our accountant is filing with the IRS including Residential Energy Credits, etc?</p>
<p>I'm just afraid that I will be missing a document and it will cause delayed processing of aid.</p>
<p>I am looking at the email from IDOC and it seems that they only need 1040, W2 and 1099 and yet on the cover sheet, there is a long list of documents that may be needed.</p>
<p>Just follow the directions on the coversheet (should be on the IDOC website as well) - IIRC, schedule A is on the coversheet. Follow the directions – If a form on the checklist is one that was part of your tax return, then you need to include it. If not on the checklist on the cover sheet, don’t.</p>
<p>Read their instructions CAREFULLY and follow them. Also check for any “institution specific documents” required by certain schools - these are listed on the IDOC website.</p>
<p>Also, read the financial aid website of each of your schools carefully and follow their instructions and deadlines.</p>
<p>1.They want a SS# on all documents.
Do they want the student’s SS or the parents?</p>
<ol>
<li>They want copies front and back of the documents. The back of the 1099s are instructions for the recipient. Do I make copies of those also? And they do want the copies back to back like the original?</li>
</ol>
<p>Also, we signed electronically and the copies, of course, reflect this. We signed the copies just in case they need an actual signature-hope this was ok</p>
<p>chamomile - when they say they want copies of the front and back - they mean of any actual tax forms/schedules - not W-2s or 1099s. And when you copy them - copy them one-sided - you are trying to make it easy for them to scan everything - so each page you submit is just one side of a sheet of paper. </p>
<p>And yes - send signed copies even if your submission to the IRS was electronic and did not have an actual signature.</p>
<p>Also, it says clearly (even though I do think it can be confusing) that they want the owner of the document’s ss number on all documents. So, for example, I put D’s ss number on her w-2, mine on my W-2s and my H’s on his W-2’s. On our 1040, I put H’s ss number even though we file jointly because his name and number are listed first. Hope that helps.</p>
<p>This seems very redundant to me as well - but whatever. I took it more to mean that if you do you own taxes - not using a tax software program - you culd easily have schedules that do not have your SS# on them - so that was why you needed to be sure it was on every page. But you are right - the SS# is on every W-2/1099 and if you use commercial tax prep software - your name and SS# is on every page.</p>
<p>Some of my 1099s suppressed the SS#, except for the last 4 digits. Probably for security reasons. This may be the reason why they ask to have SS# written down again.</p>