Event: Verification of FAFSA Tax Items

Date & Time: 11/10/2026 - 10:00am - Noon

Cost: Free to all NYSFAAA members

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Registration Close: Through the event start time or until the event reaches capacity; whichever occurs first

Description:

In our second webinar, we will look at the 2027-2028 V1 FAFSA data to be verified and documentation requirements for data element. This will include what to do when the FA-DDX successfully matches a contributor’s section of the FAFSA to their IRS record, and the IRS has populated their ISIR with Federal Tax Information, and what to do when there is no FTI in the contributor’s record. We will discuss amended tax returns, identity theft, rollovers, foreign non-filers, and other unusual situations that might come up. Requirements for both 1040 filers, foreign and territory tax return filers, domestic non-filers, and foreign non-filers will be covered.

Note: we are assuming that V1 verification will continue into 2027-2028. In the unlikely event that V1 verification is retired, we will publish a replacement agenda.

Presenter:
Robert Weinerman, Director of Training, Iron Bridge Resources