IRS Data Retrieval Tool

The IRS Data Retrieval Tool (IRS DRT) electronically transfers your Federal Tax Return information into your FAFSA.

Why?
  • You can provide tax data with a click of a button.
  • Allows you to retrieve your information instantly.
  • It is the best way of ensuring that your FAFSA has accurate tax information.
Who qualifies?
Applicants who are filing an initial application, renewal application, or are making a correction to an initial financial aid application can use IRS DRT.  Applicants and parents must also meet the following criteria:
  • Must have a valid Social Security number.
  • Must have filed a federal tax return.
  • Marital status has not changed since December 31, 2017 (19-20 FAFSA filers), or December 31, 2018 (20-21 FAFSA filers).
Who does not qualify?
Students and parents who:
  • Have a marital status date of January 1, 2019 (19-20 FAFSA filers), or January 1, 2019 (20-21 FAFSA filers).
  • Indicated they have not already filed a tax return or will not file a tax return.
  • Are married but filed a tax return either as head of household or married filing a separate return.
  • Have filed a Puerto Rican or foreign tax return.
What happens if I am selected for verification?
If you are selected for verification and you or your parent did not use the IRS Data Retrieval tool, financial aid is required to request additional tax information.  Students and parents, when asked by the college, are required to either:
  • Correct their FAFSA and use the IRS Data Retrieval tool to transfer their income from the IRS.
  • Submit a copy of their IRS Tax Return Transcript.
    • Note:  If the tax filer is unable to obtain a copy of their tax transcript, the college can accept a signed copy of the paper Tax Return (1040, 1040A or 1040EZ).
How do I use the IRS Data Retrieval tool?
  1. Go to fafsa.gov and First time FAFSA filers click ‘Start Here,’ Returning users click 'Log In.'
  2. Log in using your FSA ID
  3. For an initial application, click Start FAFSA.
  4. If you have already completed the FAFSA, click ‘Make FAFSA Corrections.’
  5. In the Financial Information Section, select ‘Already completed’ from the drop down box (if you have already completed your tax return).

  1. Select the type of income tax return you filed.

  1. Select your tax filing status according to your tax return and link your tax return data with the IRS.


     
  2. A message displays letting you know you are leaving FAFSA on the Web.  Click ‘Proceed to IRS Site’ and you will be transferred to the IRS website to access your tax information.


     
  3. Your first name, last name, Social Security number, and birth date will be pre-filled.  You will be required to enter your tax filing status and street address exactly as it appears on your tax return. Click ‘Submit.’


     
  4. The IRS will securely transfer your tax information to the Department of Education to populate your FAFSA.  At the bottom of the page check, ‘Transfer My Tax Information into the FAFSA’ box and click ‘Transfer Now.’  This will return you to the FAFSA on the Web application and populate the answers to the appropriate FAFSA questions. Note: For your protection, the income information from your tax return is not displayed.


     
  5. A message will appear indicating you have successfully transferred your tax information.  It is important that you continue through the remainder of the steps to submit your financial aid application.

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Details

Article ID: 89823
Created
Mon 10/21/19 12:49 PM
Modified
Wed 5/20/20 11:49 AM