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Kristian Bishop

FAFSA showing 'unable to calculate SAI' due to family size mismatch - can't find where to fix it!

I'm tearing my hair out trying to fix our FAFSA application! We submitted my son's application in January and keep getting the dreaded 'unable to calculate SAI' message. Talked to his college's financial aid office yesterday and they said the system shows our 'family size doesn't match tax records' for 2023. The weird thing is, NOTHING has changed in our household size all year! My wife (his stepmom) and I filed taxes on time, and we've updated the FAFSA with all our 2023 income information. But here's the frustrating part - when we log in as contributors to fix the family size issue, there's literally NO OPTION anywhere to make this correction! I've gone through every single page of our contributor sections and my son's main application at least 20 times. The family size discrepancy isn't showing up anywhere we can edit. We've called the Federal Student Aid number countless times (mostly get disconnected) and the few emails we've sent have gotten generic responses that don't address our specific problem. My son's college application deadlines are approaching and without this SAI score, his financial aid package is stuck in limbo. Anyone experienced something similar or know where this mysterious family size field is hiding? Any help would be incredible at this point.

This is actually a pretty common issue this year with the new FAFSA. The family size discrepancy is usually related to how dependents were reported on your tax return versus how you entered household members in the FAFSA. The tricky part is that it's not obvious where to fix it. Look for the "Household Information" section in your son's FAFSA (not in the contributor section). You need to check two things: 1. The number of people in your household 2. The number of people in college If those numbers don't match what's on your tax return for dependents claimed, that's causing the error. The system runs a verification check between IRS data and what you manually entered.

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Thank you for this! I swear I've looked through the Household Information section multiple times, but I'll try again tonight. Do you know if it matters that my wife is his stepmom? We file taxes jointly and claim him as a dependent, but maybe the system is confused about the step-parent relationship?

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I had the EXACT same problem with my daughter's application! Took me three weeks and about 15 phone calls to figure it out. The issue was that I had divorced and remarried, and even though we claimed her on our taxes, the FAFSA system was pulling household size data from BOTH biological parents somehow. The solution for us wasn't even in the regular FAFSA sections - we had to submit a special correction form. Go to your son's main FAFSA dashboard, click on "Make FAFSA Corrections" and look for "Special Circumstances." You might need to check a box indicating unusual household configuration and then re-enter all the household members manually with their relationships.

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This is super helpful! I didn't even know there was a Special Circumstances section. The step-parent relationship might be exactly what's confusing the system. I'll look for this option tonight when I get home from work.

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cant u just call fafsa and ask them? thats what i did when my app got stuck

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LOL good luck with that. I've been trying to call the Federal Student Aid number for 2 weeks straight and either get disconnected or wait on hold for 2+ hours before giving up. Their phone system is COMPLETELY useless right now with all the new FAFSA issues.

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I'm dealing with this issue for three different students right now at our college. The mismatch between tax household size and FAFSA household size is one of the most common issues with the 2024-2025 FAFSA rollout. Here's the technical explanation: The new system is pulling your household size directly from IRS tax data (specifically from dependent exemptions claimed), but it's comparing that to what you manually entered in the FAFSA household section. If there's any discrepancy, even a small one, you get the "unable to calculate SAI" error. The fix depends on your specific situation: 1. For blended families (like yours with a stepparent): Go to your son's FAFSA, select "Make FAFSA Corrections" and look for the "Special Circumstances" section. You need to check the box for "Family structure complexity" and complete the household grid that appears. 2. If that doesn't work, you may need to submit documentation directly to each college's financial aid office explaining the family structure. They can manually override the error on their end. Be sure to contact each college where your son applied and let them know you're working on resolving this specific issue.

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Thank you so much for this detailed explanation! I had no idea the IRS data was being compared to what we manually entered. We'll try the Special Circumstances section tonight and then follow up with documentation to his colleges if needed. This is the most helpful info we've received after weeks of frustration.

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I went through this EXACT nightmare last month! The FAFSA system is a DISASTER this year!! After TWO MONTHS of trying to fix our "unable to calculate SAI" error, we finally got it resolved last week. What worked for us was getting our daughter's financial aid officer at her top choice school to manually override the system on their end. We had to send them: 1. Our complete 2023 tax return 2. A letter explaining our household structure 3. Birth certificates showing relationship 4. Marriage certificate for step-parent relationship I'm still FURIOUS that we wasted so much time trying to fix something that wasn't even our mistake. The college told us they're seeing this issue with THOUSANDS of applications. The whole system is broken!!

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I feel your pain! The whole rollout of the new system has been a disaster. I work at a community college financial aid office (not official advice), and we're drowning in these exact issues. About 30% of our applications have the household size mismatch problem.

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Have you tried using Claimyr to get through to a FAFSA agent? It's the only way I was able to finally talk to someone. They basically wait on hold for you then call you when they have an agent on the line. I tried for weeks to reach someone before finding this. Check out claimyr.com and they have a video demo at https://youtu.be/TbC8dZQWYNQ that shows how it works. The agent I finally spoke with was able to see exactly what was causing the family size mismatch and helped me submit a special correction form. Saved me so much frustration after weeks of getting nowhere.

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I've never heard of this service, but at this point I'm willing to try anything. The constant busy signals and disconnections from the Federal Student Aid line are driving me insane. I'll check out that video - thanks for the tip!

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does this actually work? seems weird to have a service just to get thru to fafsa lol but i guess if it works...

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Quick update: I got a notification today that my daughter's SAI has FINALLY been calculated after our financial aid office manually fixed the household size issue. Definitely recommend reaching out directly to your son's college financial aid offices rather than continuing to try to fix it through the FAFSA portal itself. They have access to override certain errors that we can't fix from our end.

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That's encouraging to hear! I've emailed his top two choices today explaining the situation. Fingers crossed they can help us out like yours did.

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One more important tip - if you're using the Claimyr service or manage to reach FSA directly, ask specifically about the "household verification mismatch code" on your application. This is the internal error code that financial aid professionals can see. Having this code will help the college financial aid offices know exactly what they need to override in their system.

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YES! This is exactly what finally worked for us. We specifically mentioned the "household verification mismatch code" and suddenly they knew exactly what we were talking about. Before that we were just getting generic troubleshooting advice that didn't help at all.

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UPDATE: We finally got this resolved! For anyone facing the same issue, here's what worked for us: 1. We used Claimyr to actually reach a human at Federal Student Aid (after 3 weeks of failed attempts) 2. The agent confirmed there was a "household verification mismatch" between our tax data and FAFSA entries 3. We had to submit a special form through our son's FAFSA portal (it was hidden under Special Circumstances → Family Structure) 4. We also sent documentation to each college (tax returns, marriage certificate showing step-parent relationship) 5. His SAI was calculated 4 days later! The most frustrating part is that there was no way to see or fix this issue on our own - the edit option simply didn't exist where it should have been. Thank you to everyone who helped us figure this out!

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That's great news! Thanks for sharing what worked - this will definitely help others facing the same issue. The new FAFSA has been challenging for many families this year.

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So glad you got it fixed! The exact same thing happened to us. I wish they would fix their stupid system instead of making thousands of families jump through all these hoops! 🤬

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Wow, this thread has been incredibly helpful! I'm dealing with a similar situation with my daughter's FAFSA - we keep getting the "unable to calculate SAI" message and her college's financial aid office mentioned something about a family size issue. I had no idea about the Special Circumstances section or that the system was automatically comparing IRS data to what we entered manually. For those who successfully resolved this - how long did it typically take once you submitted the special form or got the college to override it? My daughter's aid package deadline is coming up fast and I'm getting nervous about the timing. Also, did anyone have issues with multiple colleges requiring separate documentation, or was it something that got fixed system-wide once resolved? Thanks so much for sharing your experiences - this is way more useful than anything I've gotten from the official FAFSA help resources!

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Hi Diego! I'm new to this community but have been following this thread closely since I'm dealing with a very similar issue with my own kid's FAFSA. From what I've read here, it sounds like the timing can vary quite a bit - some people got it resolved in just a few days after submitting the special form, while others like Kristian had to wait weeks and go through multiple steps. For the multiple colleges question, it seems like you might need to contact each school individually since they handle the manual overrides on their end. I'd definitely recommend reaching out to all your daughter's schools ASAP to let them know you're working on resolving this specific "household verification mismatch" issue (that seems to be the magic phrase that gets their attention!). I'm planning to try the Claimyr service that Mohammad mentioned to actually get through to someone at FSA. Has anyone else here had success with that approach recently?

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