Parent Tax Filing Statement - UCF Student Financial Assistance

2015-2016 | Office of Student Financial Assistance
PARENT TAX FILING STATEMENT FOR 2014 TAXES
Student’s Name:______________________________
UCFID: ___________________________
Address:_____________________________________
Date: _____________________________
City:________________________________________
State/Zip:__________________________
Parent’s Name(s):_____________________________
Phone:____________________________
Please refer to Section I of the Verification Worksheet to determine which parent(s) should be reported for
financial aid purposes.
1. A)
Were your parent(s) required to file a 2014 tax return?
Parent 1 (father, mother, stepparent) �Yes*
�No
Parent 2 (father, mother, stepparent) : �Yes*
�No
B) If your parent(s) answered no to question #1, does your parent(s) intend to file a 2014 tax return?
Parent 1 (father, mother, stepparent) �Yes*
�No
Parent 2 (father, mother, stepparent) : �Yes*
�No
*If yes, you must provide Verification of Tax Information. Please refer to the 2015-2016 Verification of Tax
Information Instruction Sheet under the 2015-2016 Forms Menu on our website.
2.
Were your parent(s) granted a filing extension by the IRS for 2014?
Parent 1 (father, mother, stepparent) �Yes*
�No
Parent 2 (father, mother, stepparent) : �Yes*
�No
**If yes, you must submit a signed copy of your parent(s) IRS Form 4868, and provide an estimated Adjusted Gross
Income and Tax Liability. Please note that you will be required to submit a signed IRS tax transcript for your parent(s)
th
after October 15 and your eligibility will be re-evaluated at that time.
a. Estimated Adjusted Gross Income
b. Estimated Tax Liability
3.
$_________________
$_________________
List all employers and amounts earned in 2014. If self-employed, list “Self-employed” as the employer and report
the income earned. If your parent(s) did not work at all in 2014, write N/A for name of employer(s).
Parent 1 (father, mother, stepparent)
Name of Employer(s) in 2014
Amount Earned in 2014
Parent 2 (father, mother, stepparent)
Name of Employer(s) in 2014
Amount Earned in 2014
$
$
$
$
$
$
$
$
You MUST submit copies of ALL 2014 W2 & 1099 Forms
By signing this form, I certify that the information provided on this form is complete and correct to the best of my knowledge.
____________________________
__________________________
Parent 1 Signature
Date
____________________________
__________________________
Parent 2 Signature
Date
Office of Student Financial Assistance
Millican Hall, Room 120  Orlando, FL 32816-0113  Phone: (407) 823-2827  Fax:(407) 823-5241
www.finaid.ucf.edu
An Equal Opportunity and Affirmative Action Institution
Parent_TaxFiling1516-Rev.02/15