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Stanford
Cardinal at Work

Financial Documentation Requirements

The financial documentation you need will depend on your IRS status - single parent, custodial parent, married/registered domestic partner/share a household with the parent of my child(ren), or are currently undergoing relationship dissolution. 

I am a single parent:

  • 2023 or 2022 1040 federal tax return 
  • 2 recent Stanford paystubs (within the last 3  months)
  • If applicable, a 2023 or 2022 Schedule C or K 
  • If you had a dependent child born in 2024 or 2023, please provide a copy of their birth certificate

I am a Custodial Parent per the IRS:

  • 2023 or 2022 1040 federal tax return  
  • 2 recent Stanford paystubs (within the last 3 months)
  • If applicable, a 2023 or 2022 Schedule C or K 
  • A copy of the filed federal tax return form 2441 
  • If you had a dependent child born in 2024 or 2023, please provide a copy of their birth certificate

If you are a Custodial Parent per the IRS and you are also married, in a registered domestic partnership, or living with a partner, then please also provide:

  • 2 recent paystubs for your partner and/or their 2023 or 2022 Schedule C/K
  • 2023 or 2022 tax forms (if your partner filed separately)

I am married, have a Registered Domestic Partner, or share a household with the parent of my child(ren): 

  • 2023 or 2022 1040 federal tax return; if you file separately, please also include your partner’s 1040
  • 2 recent Stanford paystubs (within the last three months)
  • If applicable, a 2023 or 2022 Schedule C or K 
  • For partner, 2 recent paystubs or if applicable, their 2022 or 2023 Schedule C, K or business filing
  • If you had a dependent child born in 2024 or 2023, please provide a copy of their birth certificate

I am currently going through a separation, divorce, dissolution of my Registered Domestic Partnership or no longer living with the other parent of my child(ren): 

  • Confirm that your dependent(s) live in your household the majority of the time
  • 2023 or 2022 1040 federal tax return 
  • 2 recent Stanford paystubs (within the last 3 months)
  • 2023 or 2022 Schedule C or K (if applicable)
  • If you had a dependent child born in 2023 or 2024, please provide a copy of their birth certificate.
  • If the parents have jointly filed their 2023 or 2022 IRS tax return, include 1-3 pages from the separation request or divorce order submitted in court to verify a change in the household has occurred since the tax filing.  Redacted information beyond the purpose of the documents is permitted.
  • Submit a secure WorkLife Help Ticket for clarification or questions on how to demonstrate changes in a household.

 

IRS TAX INFORMATION: AWARD MONIES PROVIDED FROM THE CCSG PROGRAM WILL BE REPORTED IN BOX 10 OF THE W-2 FORM PROVIDED BY STANFORD UNIVERSITY. CCSG AWARD RECIPIENTS WHO ALSO PARTICIPATE IN THE STANFORD BACK-UP CARE PROGRAM SHOULD BE AWARE OF THE FOLLOWING IRS POLICY:  THE STANFORD BACK-UP CARE PROGRAM IS AN EMPLOYER-SPONSORED SERVICE THAT WILL BE REPORTED IN BOX 10 ON YOUR W-2. DEPENDENT CARE BENEFITS INCLUDE YOUR PRE-TAX CONTRIBUTIONS TO YOUR DEPENDENT CARE FSA. ALSO INCLUDED ARE ELIGIBLE AMOUNTS PAID BY YOUR EMPLOYER TO YOU OR TO YOUR DAY CARE PROVIDER AND THE FAIR MARKET VALUE OF DEPENDENT CARE IN A FACILITY PROVIDED BY OR SPONSORED BY YOUR EMPLOYER. THE FAIR MARKET VALUE OF DEPENDENT CARE SERVICES THAT EXCEED THE NON-TAXABLE LIMIT OF $5,000 ALLOWED FOR THE FSA IS LISTED IN BOXES 1, 3 AND 5 OF THE W-2 FORM. YOU MUST COMPLETE FORM 2441, CHILD AND DEPENDENT CARE EXPENSES, TO COMPUTE ANY TAXABLE AND NONTAXABLE AMOUNTS. FOR FURTHER GUIDANCE ON THIS TOPIC, AND TO REVIEW ANY QUESTIONS YOU MAY HAVE, PLEASE CONTACT A TAX PROFESSIONAL OR THE IRS DIRECTLY (WWW.IRS.GOV).