Income and Tax Document Collection

Hi Scholar

Thank you for taking the time to complete this form. During your SEO Scholars journey, we will be asking for income information and/or documentation each year to ensure the best support for your Scholar.

Scholar Full Name

Enrollment 18 ID

Your class year

Does your family file taxes?

What income/tax year will you be reporting?

What is the year shown on the documents?

You may not know if your family filed taxes but you need to ask. It will be vital information to know for financial aid in your junior year (enrichment programs) and senior year.

Assets

Please answer the following questions to help SEO understand your family's full financial picture.

Do you own or rent your home?

OwnRent

Do you own other real estate?

Do you have plans to purchase a home in 2024 or 2025?

YesNo

Do your assets (properties, businesses, savings accounts, retirement accounts, and any stocks/bonds/other accounts) total more than $5,000?

YesNo

Income Verification for 9th & 10th Graders

What is your family's gross income?

Do not include a range (ex. 40,000-50,000)

Please submit a valid form of income verification. You can submit the full 1040 tax return packet, social security benefits paperwork, W2(s) from your caregiver's employer, or self-employee documentation (1099, 1090).

Comprehensive Income Verification for 11th and 12th Graders

Please read everything carefully:
The information requested below will help us provide the best guidance and support in the college application process and financial aid applications.

Who do you live with?

You will need to submit tax returns for both caregivers/parents unless they file jointly.

Do you keep in contact with Caregiver/Parent #2

Your name should be listed as a dependent on the first tax return you submit and used to answer the following questions:

Information for Caregiver/Parent #1

Filing Status

Adjusted Gross Income

Can be found on line 11 of the 1040 tax return. Do not include a range (ex. 40,000-50,000)

Please upload the most recent 1040 tax return available.

You will need to submit a copy of the ENTIRE 1040 tax return packet. We need every sheet of your tax packet.

If your tax packet comes in multiple sheets, please use each button below to upload the entire packet, OR click here to combine PDFs and images into a single PDF.

1040 Tax Form

Attach your 1040 form / entire tax return packet

Please use this space to upload multiple sheets, if necessary

Information for Caregiver/Parent #2

Caregiver 2's 1040 Tax Form

Attach your 1040 form / entire tax return packet

Please use this space to upload multiple sheets, if necessary

Other Income Verification

Please use this space to upload any other relevant income documents. You can submit social security benefits paperwork, W2(s) from your caregiver's employer, or self-employee documentation (1099, 1090).

Income Verification (Does Not File Taxes)

Who do you live with?

What is your family's gross income?

Do not include a range (ex. 40,000-50,000)

Please submit a valid form of income verification. You can submit social security benefits paperwork, W2(s) from your caregiver's employer, or self-employee documentation (1099, 1090).

Contact Information