Back to FAFSA® Guide 2025-26

How to answer FAFSA® student spouse questions

Are you a married student? Your spouse may need to complete 2025-26 FAFSA® questions about their identity, contact info, and tax return.

Student spouse identity and contact information

Why do they need this info?

The FAFSA® considers your marital status when figuring out how much financial aid you’re eligible for.

Can I skip these questions?

If you’re not married, you can skip.

How to fill out this section

You or your spouse will need to:

  • Enter your spouse’s name exactly as it appears on their Social Security card.
  • Enter their Social Security number and date of birth accurately.
  • Enter an Individual Taxpayer Identification Number (ITIN) only if your spouse doesn’t have a Social Security number.
  • Enter your spouse’s permanent home/mailing address.
  • Enter a phone number where your spouse can be easily reached. Don’t enter dashes.

 

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25 Student Spouse Identity Information

The student spouse’s full name exactly as it appears on their Social Security card.

  • First name
  • Middle name
  • Last name
  • Suffix
  • Date of birth (MM/DD/YYYY)
  • Social Security number (SSN)
  • Individual Taxpayer Identification Number (ITIN)

Enter the student spouse’s ITIN if they don’t have an SSN.

26 Student Spouse Contact Information

  • Mobile phone number
  • Email address
  • Permanent mailing address
  • City
  • State
  • ZIP code
  • Country

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Student spouse tax information

Why do they need this info?

  • The FAFSA® looks at your spouse’s income and tax info when figuring out your financial aid eligibility.

Can I skip these questions?

  • Yes, as long as your spouse provides consent to transfer federal tax information from the IRS. 
  • Your FAFSA® will not be processed unless they provide this consent.
  • On the paper form, you can skip all of question 28 as long as your spouse provides electronic transfer consent in question 29.
  • The FAFSA® will import your spouse’s tax return info into your application once they’ve provided consent.

How to answer these questions

  • Your spouse will need to check “Consent to transfer federal tax information from the Internal Revenue Service” (question 29 Student Spouse Consent and Signature on the paper version).
  • Your spouse will also need to enter their signature and the date.

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27 Student Spouse Tax Filing Status

  • Did or will the student spouse file a 2023 IRS Form 1040 or 1040-NR?
    Yes
    No
  • Did the student spouse earn income in a foreign country in 2023, or were they employed by an international organization that did not require them to file a tax return? 

If the student spouse filed or will file a tax return with Puerto Rico or another U.S. territory, select “Yes.”
International organizations include, for example, the United Nations, World Bank, and International Monetary Fund.
If the answer is “No” question 28 can be skipped.

28 Student Spouse 2023 Tax Return Information

Convert all currency to U.S. dollars. If the answer is zero or the question does not apply, enter 0.
If the answer is negative, completely fill the circle ( – ) after the answer box.

  • Filing status

Single 
Head of household 
Married filing jointly 
Married filing separately 
Qualifying surviving spouse

  • Income earned from work

IRS Form 1040—line 1 (or IRS Form 1040-NR—line 1a) +
Schedule 1—lines 3 + 6

  • Tax exempt interest income

IRS Form 1040: line 2a

  • Untaxed portions of IRA distributions

IRS Form 1040: line 4a minus 4b

  • IRA rollover into a qualified plan

IRS Form 5498

  • Untaxed portions of pensions

IRS Form 1040: line 5a minus 5b

  • Pension rollover into a qualified plan

IRS Form 5498

  • Adjusted gross income

IRS Form 1040: line 11

  • Income tax paid

IRS Form 1040: line 25d

  • IRA deductions and payments to self-employed

SEP, SIMPLE, and qualified plans
IRS Form 1040 Schedule 1: total of lines 16 + 20

  • Education credits

(American Opportunity and Lifetime Learning credits)
IRS Form 1040 Schedule 3: line 3

  • Did the student spouse file a Schedule A, B, D, E, F, or H

with their 2023 IRS Form 1040?
Yes
No
Don’t know

  • Net profit or loss from IRS Form 1040 Schedule C

IRS Form 1040 Schedule C: line 31

  • Foreign earned income exclusion

IRS Form 1040 Schedule 1: line 8d

29 Student Spouse Consent and Signature

Refer to the consent terms on page 4. By filling in the answer circle below and signing this form, the student spouse agrees to the terms set forth on page 4. If the student spouse does not provide consent by filling in the circle and providing their signature, we cannot process this FAFSA form.

Consent to transfer federal tax information from the Internal Revenue Service (IRS)

Student spouse signature

Date signed
MM/DD/YYYY

2025-26 FAFSA® questions 

Choose the FAFSA® questions you would like help with.


footnote Sallie Mae does not provide, and these materials are not meant to convey, financial, tax, or legal advice. Consult your own financial advisor, tax advisor, or attorney about your specific circumstances.

footnote FAFSA® is a registered service mark of U.S. Department of Education, Federal Student Aid.

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