A question regarding the tax return submission to schools for CSS Profile and / or IDOC. When submitting the tax returns do you just submit the first two pages of the return, we filed the 1040 form. Or do you send all documents, schedule A and all other forms etc.
We had to send the full tax return to IDOC.
Then, the school asked for the complete tax return.
When you look at your IDOC report, it will have a list of requirements that need to be completed.
You will then upload any supplemental forms that are needed.
The schools will confirm when the information is received.
For one school we only needed the first two pages including signatures. For another, they asked for the supplemental schedules A & B. I found information on the school’s financial web page. You could contact the school(s) in question if IDOC or their website aren’t specific.
Our D’s college only required the first two pages of the 1040. Since we filed online, we also included the filing report page from our tax software in the PDF file. When in doubt, contacting the financial aid office at each college is the best approach to confirm exactly what the require.