Drake Tax – FAFSA Worksheet

Last Updated: October 22, 2026

While the FAFSA application cannot be completed in the software, you can print a FAFSA worksheet to assist in the preparation of the FAFSA application.

2027–2028 FAFSA Worksheet

The FAFSA worksheet helps your client collect and organize financial information needed to complete the Free Application for Federal Student Aid (FAFSA). Check the year displayed at the top of the FAFS screen to confirm which application year the worksheet supports.

To generate or adjust the worksheet:

1. Open the client’s 1040 return and select the Miscellaneous tab of the Data Entry Menu.
2. Open screen FAFS. Use its fields to override the amounts generated by the program, as needed.
3. Calculate the return, then open View/Print and review or print Wks FAFSA.

Important: The worksheet is a preparation aid. It is not the FAFSA application, cannot be filed with the tax return, and should not be submitted to Federal Student Aid.

To complete and submit the FAFSA, sign in at StudentAid.gov. The student and all required contributors must provide consent and approval for federal tax information to be transferred from the IRS, even if they did not file a tax return.