I completed our financial aid docs in late February, posted about the process here February 29th, and promptly archived all thoughts about it in the back of my mind.
Until yesterday. I remembered to send questions to the commenter who said, very nicely, I should have completed all the paperwork earlier. In response to my questions, Jim Lundgren of Access College Foundation reminded me of the steps FAFSA requires:
- File using estimated tax numbers,
- Confirm/correct once tax returns have been completed, and
- Link to the IRS Data Retrieval Tool.
Jim made the point that steps two and three could be the same. However, since our accountant had electronic-filing-software-trouble the week our returns were completed, they were filed via paper. I will have to link to the IRS/DRT later (doesn’t take long to pick up the acronyms). Mod Squad Pete’s returns were filed electronically, but I’ll link to both sets at the same time.
With excellent timing, FAFSA also sent the following email to Pete last night. I’m not sure why it says the federal tax filing deadline has passed, but I welcomed the reminder:
Imagine my surprise when I dug through my folders and saw this note attached to the Profile iDOC folder:
For those following along this ridiculously drawn-out saga of financial aid applications (which I think might only be Mod Squad Dad by this point, and he only because he has to), here is
the final today’s update:
- Estimated Profile filed: Nov 1.
- Estimated FAFSA filed: Feb 1.
- Updated Profile filed: Feb 25
- Taxes filed: Feb 27.
- Returns submitted to colleges requiring Profile: Feb 27
- FAFSA updated with real tax return numbers (minor change): March 13
- Profile iDOC submission status checked: March 13
There. Done. For now.
- Our long and winding road of financial aid deadlines: FAFSA, Profile, 1040 (drstrangecollege.wordpress.com)
- 5 things I learned when I completed the FAFSA (drstrangecollege.wordpress.com)
- Why so much concern about making mistakes on the FAFSA? (drstrangecollege.wordpress.com)