What were your parents’ total untaxed portions of IRA distributions and pensions?

What were your parents’ total untaxed portions of IRA distributions and pensions?

This is question 92e on the paper Free Application for Federal Student Aid (FAFSA®) form.

The answer to this question may be prefilled with "Transferred from the IRS."

If the answer to this question isn’t prefilled, enter the total amount of the untaxed portions of IRA distributions and pensions your parents received in 2018. If the total is a negative amount, enter a zero (0).

Untaxed portions of IRA distributions and pensions is the total amount of IRS Form 1040-line 4a minus 4b (exclude any rollover amounts from the total).

If your parents filed separate tax returns, subtract line 4b from line 4a on each tax return. Add those two amounts together. Then, subtract all rollover amounts from the total.

See the image below that shows you where to find Form 1040-lines 4a and 4b.

Image of 2018 IRS Form 1040 with lines 4a and 4b highlighted

If one or both parents will file a federal tax return, but haven’t yet filed, estimate the amount that will appear in the lines noted above.

Note: The line number references above are from the IRS tax form, not from the W-2 form.

Round to the nearest dollar and don’t include commas or decimal points.

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