Did you miss the recent in-person tax training tax workshops? Don’t worry! CASFAA is pleased to offer the training as a three-part webinar series on Tuesday, February 14th, 2023, Thursday, February 16th and Tuesday, February 21st, 2023.  Start times are 10:30am to 12:30pm.  The content of each webinar is different – together they replicate the content of the live events.  The webinars will be recorded so feel free to register even if you are unable to participate in all of them – you can view the recorded versions of any webinar(s) you miss. Register here.

Here’s the agenda:

Webinar 1:

• Introduction to verification and conflicting information in 2023-2024 (2021 base year)
• Understanding IRS Data Retrieval Tool data
• FAFSA data on the 2021 Form 1040 and Schedules 1, 2, and 3
• Changes to the 2023-2024 FAFSA, 2021 tax forms, and 2021 tax code
• The new formula for the “Untaxed Portion of IRA Distributions and Pensions Question”
• Do you need Schedules 1, 2, or 3?
• The “Did You File a Schedule 1?” question
• Rollovers
• 2020 Income on the 2021 tax returns and professional judgment

Webinar 2:

• Amended and changed tax returns (IRS Request Flag 07)
• What is the correct filing Status for a person?
• Documents you must collect if you are verifying a tax filer

Webinar 3:

• When is a person required to file a tax return?
• What conflicting information do you need to be concerned about when reviewing a non-filer’s file?
• Reject code 20
• Documents you must collect if you are verifying a non-filer

  
The fee to attend this training is $75 for CASFAA members and $150 for non-members.

Did you know CASFAA offers Institutional membership?  Check out our Join Now page and our Membership FAQs for more information. 

Your 2023 Executive Council

President Christina Tangalakis Associate Dean of Student Financial Services Glendale Community College Phone: 818-240-1000 [email protected]
Past- President Bronwyn Garrison Assistant Director UC San Diego [email protected]		President-Elect Rashinda Hutchinson Assistant Director UC San Diego [email protected]
Vice President – Federal Issues Ricardo Buenrostro Assistant Director of Compliance UC Davis [email protected]		Vice President – State Issues Jenny Garcia Assistant Director University of San Francisco [email protected]
Treasurer-Elect Wendy Wang Director of Financial Aid San Diego City College [email protected]		Treasurer Wendy Wang Director of Financial Aid San Diego City College [email protected]
Secretary Daisey Sandoval Financial Aid Officer UC Davis [email protected]		Access & Diversity Rep Jesse Marquez   Associate Director - Financial Aid Whittier College [email protected]
CSU Seg Rep Rachel Mason Financial Aid Advisor CSU Chico [email protected]		UC Seg Rep Michelle Gomez Manager of Customer Service UC Riverside [email protected]
Proprietary Seg Rep Naveed Azim Student Financial Services Analyst Unitek College [email protected]		Independent Seg Rep Brad Soriano Senior Financial Aid Officer Point Loma Nazarene University [email protected]
Community College Seg Rep Shawn Domingo (he/his/him/himself) Financial Aid Supervisor Ohlone College [email protected]		Grad/Prof Member David Hillery Financial Aid Counselor UC San Diego-Health Sciences [email protected]

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