Page 156

PY26 WHEAP Manual

155 Revised: August 2025 Income Type HE+ System Code Income Entry Reminders Source Most Common Verifications Other (O) Use “Other” only for income types that are not identified by WHEAP. Check the Ignored Income Table in Chapter 2 to make sure it is not ignored income. Trust funds are a type of annuity (P). Must identify the type of income. (Examples: stipends, stumpage, crop payments) Tax Form 1040, notification letter, or 1099-MISC Pensions, Annuities, and IRAs3 (P) Enter a separate income for each source of annuity and IRA. NOTE: Veterans Pension, Disability, and Military Retirement income should be recorded as Veterans Income. Trust fund income should be recorded as an Annuity. Employer or financial institution. (Example: Railroad Retirement) Tax Form 1040, 1099, CARES, check stubs, bank statements, or gross dollar amounts from statements covering a 12-month time period3.Trust fund income will be reported on K-1 and Schedule E Part III. Monthly verification is acceptable. Rental Income2 (R) Includes dwelling, land, or other rental income. Type of rental: apartment, duplex, single-family home, land, etc. Tax Form 1040 and all supporting schedules or S- GIRF showing 12 months of income Self-Employment Income2 (SE) Record all forms of SE, including losses. Enter a separate SE for each source. Includes: odd jobs, babysitting, hair stylist, etc. NOTE: SE losses can be offset against SE profits, including rental income. See Chapter 3. Must identify type of SE Tax Form 1040 and all supporting schedules or S- GIRF showing 12 months of income or 1099-NEC (independent contractors - ONLY). NOTE: Agency must upload to the HE+ System copies of any documents used to verify self- employment income.

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Page 156

Official source

PY26 WHEAP Manual

155 Revised: August 2025 Income Type HE+ System Code Income Entry Reminders Source Most Common Verifications Other (O) Use “Other” only for income types that are not identified by WHEAP. Check the Ignored Income Table in Chapter 2 to make sure it is not ignored income. Trust funds are a type of annuity (P). Must identify the type of income. (Examples: stipends, stumpage, crop payments) Tax Form 1040, notification letter, or 1099-MISC Pensions, Annuities, and IRAs3 (P) Enter a separate income for each source of annuity and IRA. NOTE: Veterans Pension, Disability, and Military Retirement income should be recorded as Veterans Income. Trust fund income should be recorded as an Annuity. Employer or financial institution. (Example: Railroad Retirement) Tax Form 1040, 1099, CARES, check stubs, bank statements, or gross dollar amounts from statements covering a 12-month time period3.Trust fund income will be reported on K-1 and Schedule E Part III. Monthly verification is acceptable. Rental Income2 (R) Includes dwelling, land, or other rental income. Type of rental: apartment, duplex, single-family home, land, etc. Tax Form 1040 and all supporting schedules or S- GIRF showing 12 months of income Self-Employment Income2 (SE) Record all forms of SE, including losses. Enter a separate SE for each source. Includes: odd jobs, babysitting, hair stylist, etc. NOTE: SE losses can be offset against SE profits, including rental income. See Chapter 3. Must identify type of SE Tax Form 1040 and all supporting schedules or S- GIRF showing 12 months of income or 1099-NEC (independent contractors - ONLY). NOTE: Agency must upload to the HE+ System copies of any documents used to verify self- employment income.