I was required to send a CSS Profile to one of my D’s EA schools in November. I estimated my income and taxes for 2014. I now have my 2014 taxes done, so I need to update the Profile and send it to additional schools.
Question: do I just change the information related to the 2014 income and taxes? Or do everything over again? By “everything” I mostly mean the amount currently in my bank accounts. I’m sure it’s different now than on the day I originally filed it. Any help is greatly appreciated.
Call the school and ask how they’d like the info. Some want blue line changes to a CSS printout, others will ask for the source documents and make the changes themselves.
Right, I called that school and they want me to hand-write the changes. But I’m wondering about the schools that haven’t received it yet. I have to make the changes for those schools. But I don’t know if I just change the income/tax info or all the rest of the information as well.
You change only the fields that relate to figures from your 2014 tax return.
You do not change your assets.
That’s what I was wondering. Thank you!