Taxes and More
Federal Tax Returns and W-2s allow us to verify the information you reported on your FAFSA and CSS PROFILE.
Submit your parent(s) Federal Tax Returns and W-2s by April 19th (spring transfers have a different deadline) so we may finalize our review of your file and offer an official award letter. We require the entire Federal Tax Return, including W-2s, 1099s, all schedules (A, B, C, D, E, F, K-1, etc.), and statements. A quick rule of thumb: if you sent it to the IRS, we want a copy too!
If you earned income and received a W-2 and/or 1099, submit those copies to our office. If you filed a Federal Tax Return, submit those copies to our office by our deadline.
Not Filing Tax Returns?
If you will not be filing a tax return, be sure to indicate this on your CSS PROFILE and FAFSA. If your parent(s) will not be filing a tax return, please notify us in writing.
Filing a Tax Return Extension?
If you or your parent(s) request an extension from the IRS, you must provide a copy of the extension request (Form 4868 Application for Automatic Extension), along with all current W-2 forms or K-1 statements by April 19th in order to be considered on-time with your tax documents. We cannot provide you an official financial aid award letter until we have a copy of your or your parent(s) Federal Tax Returns and have reviewed your file. If you or your parent(s) will not have your Federal Tax Returns completed until after the start of the semester, you will have to make payment arrangements with the Student Business Services Office to be able to enroll.
Once we receive these documents, we can verify the information you reported on your CSS PROFILE and FAFSA. If no other documents are required, your award will become official. Families may see some changes between their tentative award and their official award if the information from the tax return differs from what was reported on the aid applications. For this reason, we encourage you to submit tax returns and W-2s to our office before you make a decision to attend Occidental. This will allow us to provide you and your family with an official award before you make a commitment to the College.
- Mailing Address:
Financial Aid Office
1600 Campus Road F-35
Los Angeles, CA 90041
Arthur G. Coons
- Phone: (323) 259-2548
- Fax: (323) 341-4961
- Email: email@example.com