1. Verification and Conflicting Information Shannon Amundson, Cornell College

2. General Information When are you required to file taxes? If you are claimed on someone else’s return-  Unearned income is over $1000  Earned income is over $6100 If you are not claimed on someone else’s return-  Gross income is over $10,000 If you are married-  Unearned income is over $1000  Earned income is over $6100  If you earn over $5 and you file MFS

3. General Information Filing Status – Exceptions that allow Head Of Household when a person is married Married to a non-resident alien Lived apart from spouse for last 6 months of the year

4. General Information Were you eligible to file a 1040A or 1040EZ? – 1040 required when: Income from self-employment (farm or business) Income from a partnership, trust, or real estate You wish to itemize deductions You received or paid alimony Foreign income exclusion Taxable income is over $100,000

5. Student Information Income earned from work – Student earns enough to have to file a tax return on a W-2 – Student receives a 1099-MISC over $600- must file tax return Income from scholarships/grants – Student has a 1098-T that shows more scholarship/grant than tuition

6. Parent Information Income earned from work – Comes from various lines, be sure to pay attention to what the FAFSA asks for here 401K contributions if you collect W-2 forms – Box 12, code D, E, F, G, H, and S

7. Transcripts