Tax Document Alphabet Soup: Ingredients for Effective Financial Aid Assessments
Date & Time
Tuesday, November 28, 2023, 1:00 PM - 1:50 PM

Comprehending the intricate ingredients of individual and business tax returns is akin to a complex recipe. Schedules like A, C, E, and K-1 play specific roles in tax filing and financial aid assessments to capture income sources, deductions, adjustments, and even find hidden cash flow not reported on the financial aid application. Understanding a family's income portfolio (W-2 earners, business owners, or both!) enables you to craft the perfect blend of documentation. Don't stew over trying to figure it alone. This session will help you learn the tax forms, where to look, and what it means for you and your applicants.

Learning Objective:

Participants will gain a comprehensive understanding of the various federal tax forms for individuals, families and business owners and how to use them effectively for their financial aid assessments, including capturing income sources, deductions, adjustments, and even to find hidden cashflow.


  • Anita Harper,¬†¬†Mission Enrollment
Virtual Session Link