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FAFSA Worksheet

To complete the
FAFSA - Federal Financial Aid Application Information Worksheet
, located in
Forms View
 in the
FAFSA
 folder, access the
FAFSA
 screen, located in the
Educate
 folder. Your client can use this worksheet to complete the Free Application for Federal Student Aid. The FAFSA Worksheet will calculate from the tax return or will print with information entered from a completed tax return.
Federal Student Aid gives free help online at www.fafsa.gov.
note
  • You'll need to complete 1 worksheet in the parent's return, and 1 in the student's return. If you completed the parent's or student's return elsewhere, you can add a 2nd unit of the
    FAFSA
     screen to enter the information from the tax return. If you're not filing any other tax return, add a 2nd unit and enter the information.
  • The
    FAFSA
     screen won’t share information between returns.
  • The FAFSA form only allows a specific number of digits for the financial information, generally 5 or 6 digits depending on the field. If the data entry in UltraTax CS exceeds these limits, UltraTax CS will print the number on the worksheet in the format asked by the FAFSA, generally 99,999 or 999,999.
  • The electronic file doesn’t include the worksheet. Refer to the filing instructions on how to use the worksheet.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: Education

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