A school has a student selected for verification who did not file taxes for 2021, but was above the threshold for not being required to file. The school directed the student to file, but does the school need to verify the student actually filed with the IRS before proceeding with verification?
No, when accepting a signed copy of the tax return (with Schedules 1, 2, and 3) to complete verification, you are not required to request confirmation that the tax return was filed with the IRS, unless you have reason to believe it was not actually filed. When accepting a signed copy of the tax return, it must be a copy of the tax return that was actually filed with the IRS. However, if it is a tax return completed in original "wet" handwriting, you might consider requesting a signed written statement explaining that it is a handwritten, exact copy of the one that was filed with the IRS and explaining why an actual photocopy, photographed copy, or faxed copy is not being provided instead. The school may also request an IRS Tax Return Transcript as an alternative.
Publication Date: 5/31/2023