Supporting Documentation
Tax documents or other supporting documentation may be requested under the following circumstances:
- Student did not apply for aid in the previous academic year
- Student did not attend Carnegie Mellon in the previous academic year
- Student filed a FAFSA and/or CSS Profile using estimated information
- As required by federal regulation or by our professional review
Students may log in to Student Information Online (SIO) to view a list of requested financial aid documents. Under the 'Finances' tab in SIO, select 'Financial Aid Status/Award' and log in to the 'Financial Aid Portal'. Once in the portal, select the 'Documents' tab to view a list of requested documents.
Submission Instructions
For the 2023-2024 academic year, 2021 tax documents and W-2's should be used.
Documents may be submitted via the College Board's Institutional Documentation Service (IDOC) at https://idoc.collegeboard.org/idoc/. All requested documents should be submitted in one IDOC packet. View the IDOC tutorial for more information. Documents should not be sent to CMU unless otherwise directed.
Parent/Guardian Forms
Parents/guardians and students should submit signed copies of all pages and schedules of their 2021 federal tax returns and W-2 forms, if requested to do so. Partnership Schedule K-1 from Form 1065 and/or Form 2555 (Foreign Earned Income), if required by the IRS, should also be submitted.
Non-U.S. Tax Returns
Parents/guardians and students required to file a tax return in a country other than the U.S. must provide a copy of the non-U.S. tax form, translated to English and converted to U.S. dollars (USD). The form must include the signature of the filer and, if applicable, the tax consultant, even if a signature is not required for filing. We highly recommend tranferring this information onto a U.S. IRS Form 1040 for the applicable tax year. This form must also be signed by the filer and, if applicable, the tax consultant.
