We are excited to invite you to the upcoming VASFAA 2026 Fall In-Person Workshop. Join us for a day filled with learning and inspiration! This is a fantastic opportunity to enhance your skills, network with colleagues and engage in meaningful discussion about the important role of financial aid in assisting communities to reap the rewards of higher education.
Agenda Posted!
Date: Monday, October 5th, 2026
Location:
Liberty Mountain Conference Center
3700 Candlers Mountain Rd
Lynchburg, VA 24502
Training Cost: $40 per participant. Lunch included.
Visit the Training Website to see details about this event and to save the date for upcoming events.
We hope you will join us for this exciting in-person opportunity for professional development and growth!
What’s New and Back to Basics – Taxes and Financial Aid
Wednesday, October 7 at 10 AM
Webinar Description:
In our first webinar, we will start with a look at the changes to taxes between 2024 and 2025 and verification between 2026-2027 and 2027-2028. This will include a discussion of the new “combined adjusted gross income” and “combined income tax paid” FAFSA data elements and the Puerto Rico tax return, which is referenced with tax line numbers in the instructions for these questions. We’ll also cover the changes to the non-filer foreign tax filer questions and how this may change the workflow of some FAFSA file reviews.
Next, we will go back to basics and look at each FAFSA question that is derived from the tax return, finding it on the 2025’s redesigned Form 1040 and applicable schedules. This will include an updated look at the taxable grants and scholarships question.
Moderator:
Join us for a day filled with idea sharing and comradery! This is a great time for FA directors/leaders to connect and discuss some of the hot topics in financial aid and higher education.
Agenda Coming Soon!
Date: Monday, November 2nd, 2026
Sycamore Hill - Old Dominion Room
Charlottesville, VA
Summit Cost: $45 per participant. Lunch included.
Verification of FAFSA Tax Items
Friday, November 13 at 1:00PM
In our second webinar, we will look at the 2027-2028 V1 FAFSA data to be verified and documentation requirements for each data element. This will include what to do when the FA-DDX successfully matches a contributor’s section of the FAFSA to their IRS record, and the IRS has populated their ISIR with Federal Tax Information, and what to do when there is no FTI in the contributor’s record. We will discuss amended tax returns, identity theft, rollovers, foreign non-filers, and other unusual situations that might come up. Requirements for both 1040 filers, foreign and territory tax return filers, domestic non-filers, and foreign non-filers will be covered.
Note: we are assuming that V1 verification will continue into 2027-2028. In the unlikely event that V1 verification is retired, we will publish a replacement agenda.
Who Must File, Filing Status, and What’s New Since the Last Webinar
Wednesday, December 16 at 10 AM
In the third and final webinar of the series, we will look at any updates the Department of Education (ED) has provided since the earlier two webinars. Our focus, though, will be a discussion of the two tax concepts that financial aid administrators are required to understand: who is required to file a tax return, and what is the correct filing status for a person.
When discussing the question of which taxpayers are required to file a tax return, we will look at how the documentation collected when a non-filer is selected for verification should be reviewed, including discussions of gross income, and include subject to direct payment of employment taxes (self-employment income and household employee income).
Our discussion of filing status will focus on those aspects of filing status that are most often incorrect: head of household filing status used by married couples, and single status used by married individuals.
The content of this final webinar in the series may change if ED makes significant changes to 2027-2028 aid processing that were not covered in the earlier webinars
2027 VASFAA In-Person Annual Conference
When: April 25 - 28, 2027
Where:Kalahari Resorts & Conventions Spotsylvania County, VA www.kalahariresorts.com
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