What to send for verification

Paying for College
1

<p>OK, we'd been flagged for verification when we filed the FAFSA and the deluge of emails and letters for colleges, all asking for various documentation, has started.</p>

<p>One school has asked for W-2s. Would this include a 1099G (for unemployment) if we have it? My husband says no, I'm not so sure. Then again, they didn't mention 1099's, just W-2s.</p>

<p>Another school wants a copy of our 1040 and "any attached schedules required." Ok, so I have a Schedule A and a Schedule M, which make it easy. But I also have a Form 8863 for Education Credits, a Form 2106-EZ for Unreimbursed Employee Business Expenses, a Form 8283 for Noncash Charitable Contirbutions. Do I send those as well? They were submitted electronically with our return. Again, the school is asking for a signed copy of our 1040 and any attached schedules. </p>

<p>I don't want to have to make a ton of copies of stuff I don't need to send and I don't want to send superfluous stuff and info they haven't asked for.</p>

2

<p>Is there anyone who can give me a quick answer to my questions? I’d like to get this taken care of and in the mail tomorrow. Thanks.</p>

3

<p>If they only ask for w-2s, but not 1099s, then just send them the w-2s. When they say “any attached schedules”… personally I just send schedules, but not forms, worksheets or anything not called a “schedule.”</p>

<p>The general rule of thumb is send them what they ask for, and not things they don’t ask for.</p>

4

<p>Thanks - that’s what I was thinking. We just bought a new ink cartridge the other day, before we received all these notices, and I’m watching it slowly disappear!</p>

<p>I’ll be so glad when this entire college process is finished and my son has made a decision. It feels like it’s been dragging on for a year! Then I guess I can just worry that he keeps his scholarships - can’t win! :)</p>