What were your total untaxed portions of IRA distributions?

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This is question 45e on the paper FAFSA.

If you use the IRS Data Retrieval Tool and transfer your information from the IRS into your FAFSA, the answer to this question will be pre-filled and identified as “Transferred from the IRS.” You must subtract rollover amounts from the total.

If the answer to this question is not pre-filled, enter the total amount of the untaxed portions of IRA distributions you (and if married, your spouse) received in 2015. If the total is a negative amount, enter a zero (0).

If you filed (or if married, you and your spouse filed a joint tax return):

IRS Form 1040 – Use Lines: 15a minus 15b, and subtract rollover amounts from the total.

IRS Form 1040A – Use Lines: 11a minus 11b, and subtract rollover amounts from the total.

If you and your spouse filed separate tax returns, use the table below to calculate your total untaxed portions of IRA distributions.

If you filed a… …and your spouse filed a… Then enter the following:
1040 1040 Subtract the total of lines 15b from the total of lines 15a. Then subtract all rollover amounts from the remainder.
1040 1040A For the 1040 - Subtract line 15b from line 15a, then subtract all rollover amounts from the remainder.
For the 1040A - Subtract line 11b from line 11a, then subtract all rollover amounts from the remainder.
Add the total remainders from the 1040 and 1040A and enter this amount.
1040A 1040A Subtract the total of lines 11b from the total of lines 11a. Then subtract all rollover amounts from the remainder.
1040A 1040 For the 1040A - Subtract line 11b from line 11a, then subtract all rollover amounts from the remainder.
For the 1040 - Subtract line 15b from line 15a, then subtract all rollover amounts from the remainder.
Add the total remainders from the 1040 and 1040A and enter this amount.

If you or you and your spouse will file a federal tax return, estimate the amount that will appear in the lines noted in the table 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 do not include commas or decimal points.

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