Additional Information Requested

The Karsh Office of Undergraduate Financial Support needs additional documents to proceed with a review of your aid application. A member of our team has emailed you and/or your parent regarding the specific document(s) needed. Please use the link below to upload the requested documents. 

Additional Information Request Form


CSS Profile Application

To be considered for institutional aid, please complete the CSS Profile Application at the link below. Use Duke CSS Institutional Code 5156.

Go to CSS Profile


Financial Aid Appeal Tax Returns

The Special Circumstances Committee needs your parent(s)' 2024 signed Federal Tax Return (IRS 1040)  to proceed with your appeal. Please use the link below to submit their complete return, including all applicable schedules. 

Appeal Addendum Form


Financial Aid Appeal W2 Forms

The Special Circumstances Committee needs your parent(s)' 2024 W2s to proceed with your appeal. Please use the link below to submit their W2s. The total from Box 1 of all W2s should match line 1a of your parent(s)' 2024 IRS Form 1040.

Appeal Addendum Form


Financial Aid Appeal Business Tax Returns

To complete your special circumstances request, please use the link below to submit your parent(s)' complete 2024 business tax returns (1065, 1120-S, 1120), including all accompanying K-1s.

Appeal Addendum Form


Additional Appeal Documents

The Special Circumstances Committee needs additional documentation to proceed with your appeal. Please submit the additional documentation using our Appeal Addendum Form located using the link below. 

Appeal Addendum Form


Foreign Financial Aid Application

If you are not a US citizen or eligible non-citizen, begin your international financial aid application on our Apply for Aid using the link below.

Apply for Aid


Foreign Tax Return

Submit a copy of your 2023 (or most recent) personal foreign tax return to the College Board's IDOC Service using the link below. Note: all pages must be translated to English and converted into US dollars. 

Go to IDOC Service


Earnings Statement

Please submit a copy of your parent(s)' complete 2023 personal tax returns (all pages must be translated into English and converted into US Dollars). If your parent(s) did not file a personal tax return, then you should submit the Statement of Foreign Earnings (all pages must be translated into English and converted into US Dollars)

Please do not complete a non-filer form; we cannot accept that as a form of earnings. All documents should be submitted to the College Board's IDOC service using the link below. 

Go to IDOC Service


Parent Federal Tax Return

Please submit your parent(s)' 2023 signed Federal Tax Return (IRS 1040) to the College Board's IDOC service using the link below. The tax return should include all applicable schedules.

Go to IDOC Service


Schedule 1 from Federal Tax Return

Please submit your parent(s)' 2023 Schedule 1 (Additional Income and Adjustments) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule 2 from Federal Tax Return

Please submit your parent(s)' 2023 Schedule 2 (Additional Taxes) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule 3 from Federal Tax Return

Please submit your parent(s)' 2023 Schedule 3 (Additional Credits and Payments) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule A from Federal Return

Please submit your parent(s) 2023 Schedule A (Itemized Deductions) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule B from Federal Return

Please submit your parent(s) 2023 Schedule B (Profit or Loss From Business) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule C from Federal Return

Please submit your parent(s) 2023 Schedule C (Profit or Loss From Business) from their Federal Tax Return to the College Board's IDOC Service using the link below. If there are multiple businesses, please submit a Schedule C for each business. 

Go to IDOC Service


Schedule D from Federal Return

Please submit your parent(s) 2023 Schedule D (Capital Gains and Losses) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule E from Federal Return

Please submit your parent(s) 2023 Schedule E (Supplemental Income and Loss) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule F from Federal Return

Please submit your parent(s) 2023 Schedule F (Profit or Loss From Farming) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Schedule SE from Federal Return

Please submit your parent(s) 2023 Schedule SE (Self-Employment Tax) from their Federal Tax Return. Please use the link below to upload the requested schedule.

Additional Information Request Form

 


Form 4562 from Federal Tax Return

Please submit your parent(s)' 2023 Form 4562 (Depreciation and Amortization) from their Federal Tax Return to the College Board's IDOC Service using the link below.

Go to IDOC Service


Form 8825 from Federal Tax Return

Please submit your parent(s)' 2023 Form 8825 (Rental Real Estate Income and Expenses of a Partnership or an S Corporation) from their Federal Tax Return.  Please use the link below to upload the requested tax form.

Additional Information Request Form

 


Form 8863 from Federal Tax Return

Please submit your parent(s)' 2023 Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) from their Federal Tax Return. Please use the link below to upload the requested tax form.

Additional Information Request Form

 


Parent(s) W2 Form(s)

Please submit all W2s represented on your parent(s)' 2023 Federal Tax Return to the College Board's IDOC service using the link below. The total from Box 1 of all W2s should match line 1a of their 2023 IRS Form 1040.

Go to IDOC Service


Father's Federal Tax Return

Please submit your father's 2023 signed Federal Tax Return (IRS 1040) using the link below. The tax return should include all applicable schedules.

Additional Information Request Form

 


Father's W2 Form(s)

Please submit all of your father's 2023 W2s using the link below. The total from Box 1 of his W2s should match his portion of wages on line 1a of your parents' 2023 IRS Form 1040.

Additional Information Request Form


Mother's Federal Tax Return

Please submit your mother's 2023 signed Federal Tax Return (IRS 1040) using the link below. The tax return should include all applicable schedules.

Additional Information Request Form


Mother's W2 Form(s)

Please submit all of your mother's 2023 W2s using the link below. The total from Box 1 of her W2s should match her portion of wages on line 1a of your parents' 2023 IRS Form 1040.

Additional Information Request Form


Other W2 Form(s)

We are missing one or more W2(s). Please submit any remaining 2023 W2(s) using the link below. The total from Box 1 of all W2s should match line 1a of your parent(s)' 2023 IRS Form 1040.

Additional Information Request Form


1065 Partnership Business Tax Return

Per the Schedule E (page 2), please submit your parent(s)' 2023 Form 1065, U.S. Return of Partnership to the College Board's IDOC service using the link below.

Go to IDOC Service


1120 Business Tax Return

Please submit your parent(s)' 2023 Form 1120, Corporation Income Tax Return to the College Board's IDOC service using the link below.

Go to IDOC Service


1120S Business Tax Return

Per the Schedule E (page 2), please submit your parent(s)' 2023 Form 1120-S, U.S. Income Tax Return (for an S Corporation) to the College Board's IDOC service using the link below.

Go to IDOC Service


Schedule K-1 from Business Tax Return

Please submit all Schedule K-1s that accompany your parent(s)' 2023 Form(s) 1065 (Return of Partnership Income) or 1120-S (Return on an S Corporation) to the College Board's IDOC Service using the link below.

Go to IDOC Service


Other Deductions from Business Returns

Please provide the “Other Deductions” statement(s) from your parent(s)’ 2023 business tax return(s) using the link below.   These deductions should correspond to: 

  • IRS Form 1065: Line 21 
  • IRS Form 1120-S: Line 20 
  • IRS Form 1120: Line 26 

Additional Information Request Form


Parent 2 Household CSS Profile

If your biological or adoptive parents are divorced, separated, or never married and are not living together, each parent will need to complete a separate CSS Profile. Your noncustodial parent should complete the CSS Profile Application at the link below. 

Go to CSS Profile


Parent 2 Waiver Request

The Karsh Office of Undergraduate Financial Support needs additional information to consider your Parent (noncustodial parent) waiver request. Please use the link below to provide the additional information. 

Parent 2 Waiver Request Form


Parent 2 Household Taxes

Please submit your noncustodial parent's signed 2023 Federal Tax Return (IRS 1040) to the College Board's IDOC service using the link below. The tax return should include all applicable schedules. 

Go to IDOC Service


Parent 2 Schedule 1 From Federal Tax Return

Please submit your noncustodial parent's (parent 2) 2023 Schedule 1 (Additional Income and Adjustments) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Schedule 2 from Federal Tax Return

Please submit your noncustodial parent's (parent 2) 2023 Schedule 2 (Additional Taxes) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Schedule 3 from Federal Tax Return

Please submit your noncustodial parent'2 (parent 2) 2023 Schedule 3 (Additional Credits and Payments) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Schedule A from Federal Tax Return

Please submit your noncustodial parent’s (parent 2) 2023 Schedule A (Itemized Deductions) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Schedule B from Federal Tax Return

Please submit your noncustodial parent’s (parent 2) 2023 Schedule B (Profit or Loss From Business) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Schedule C from Federal Tax Return

Please submit your noncustodial parent’s (parent 2) 2023 Schedule C (Profit or Loss From Business) from their Federal Tax Return using the link below. If there are multiple businesses, please submit a Schedule C for each business. 

Additional Information Request Form


Parent 2 Schedule D from Federal Tax Return

Please submit your noncustodial parent’s (parent 2) 2023 Schedule D (Capital Gains and Losses) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Schedule E from Federal Return

Please submit your noncustodial parent’s (parent 2) 2023 Schedule E (Supplemental Income and Loss) from their Federal Tax Return using the link below.

Additional Information Request Form


Parent 2 Household W2(s)

Please submit your noncustodial parent's 2023 W2 forms to the College Board's IDOC service using the link below. The total from Box 1 of all W2s should match line 1a of their 2023 IRS Form 1040.

Go to IDOC Service


Parent 2 Additional Information Requested

The Karsh Office of Undergraduate Financial Support needs additional documents from your noncustodial parent (parent 2) to proceed with a review of your aid application. A member of our team has emailed you and/or your parent regarding the specific document(s) needed. Please use the link below to upload the requested documents. 

Additional Information Request Form