Event: Tax Webinar Series Part 3: Verification of FAFSA Tax Items

Date & Time: 12/9/2025 - 10:00 - Noon

Webinar Description:

In the third and final webinar of the series, we will look at any updates the Department of Education (ED) has provided since the first two webinars. Then we will look at the 2026-2027 FAFSA data to be verified and documentation requirements for verification. This will include what to do when a contributor has successfully matched their FAFSA and IRS records, 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.

Presenter:

Robert Weinerman, Director of Training, Iron Bridge Resources

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