Federal Student Aid - IFAP

Publication Date: January 13, 2006

Author: Jennifer Douglas, General Manager, Student Aid Awareness and Applicant Products and Services

Summary: Correction to 2006-2007 FAFSA instructions for questions 37 and 75

Posted on 01-13-2006

The final version of the 2005 IRS 1040EZ form changed the 1040EZ instructions and worksheet for determining number of exemptions. Because of this IRS change, the current 2006-2007 FAFSA instructions for question 37 and question 75 are incorrect. The correct instructions for questions 37 and 75 are as follows:

"On the 1040EZ, if a person checked either the "you" or "spouse" box on line 5, use EZ worksheet line E to determine the number of exemptions ($3,200 equals one exemption). If a person didn't check either box on line 5, enter 01 if he or she is single, or 02 if he or she is married."

We are in the process of correcting the instructions for questions 37 and 75 in FAFSA on the Web and FAA Access and in online FAFSA PDF files. However, we will be unable to correct the paper FAFSA and Worksheet until future reprints.

Please note that the student and parent exemptions are not used in calculating the EFC, and the information reported in questions 37 and 75 will have no impact on a student's eligibility for federal student aid.

We are aware that some state agencies and institutions use the number of exemptions in making their own awards. However, we hope this issue will not have a major impact, since 85% of students now file electronically and FAFSA on the Web can be corrected immediately.

We apologize for any inconvenience to you and your students.