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]

alt    

Past- President

Bronwyn Garrison

Assistant Director
UC San Diego
[email protected]

Bronwyn Garrison

President-Elect

Rashinda Hutchinson

Assistant Director
UC San Diego
[email protected]

Rashinda Hutchinson

Vice President – Federal Issues

Ricardo Buenrostro

Assistant Director of Compliance
UC Davis
[email protected]

Ricardo Buenrostro

Vice President – State Issues

Jenny Garcia

Assistant Director
University of San Francisco
[email protected]

Jenny Garcia

Treasurer-Elect

Wendy Wang

Director of Financial Aid
San Diego City College
[email protected]

alt

Treasurer

Wendy Wang

Director of Financial Aid

San Diego City College
[email protected]

alt

Secretary

Daisey Sandoval

Financial Aid Officer
UC Davis
[email protected]

 

Access & Diversity Rep

Jesse Marquez  

Associate Director - Financial Aid
Whittier College
[email protected]

 Jesse Marquez, CASFAA President-Elect

CSU Seg Rep

Rachel Mason

Financial Aid Advisor
CSU Chico
[email protected]

 Rachel Mason

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]

 David Hillery

 

Find CASFAA on social media!

Facebook: facebook.com/groups/casfaa

Instagram: @CASFAA

Twitter: @mycasfaa