IRS Data Retrieval and IRS Tax Return Transcript Information

Information on the IRS Data Retrieval Within FAFSA on the Web

The IRS Data Retrieval Tool allows students and parents who are using FAFSA on the Web and who have already submitted their federal tax return to electronically transfer their tax data from the IRS database. Within the FAFSA application, the applicant must report income information. If the applicant is a non-tax filer, then there is no IRS data to retrieve. If the student and/or spouse or student and parent(s) are tax filers, the FAFSA applicant will be presented with questions about their respective tax returns. The tax filer must answer questions to open up the IRS web application within the FAFSA on the Web. Then, with certain identifying information which the applicant provides, the IRS data can be retrieved directly into the FAFSA on the Web application. The Federal Student Aid website offers helpful tips on completing the FAFSA and using the IRS Data Retrieval Tool or please view this IRS Data Retrieval Tutorial.

IRS Data Retrieval InformationTo use the Data Retrieval Tool:

  1. Go to www.fafsa.ed.gov
  2. Go to the Returning User? section and click on Login.  Do not submit a new FAFSA, make corrections to your current FAFSA.  
  3. Enter your FSA ID or Student Information and click Next. 
  4. If requested, enter your Save Key. 
  5. Click on the appropriate year tab. 
  6. Click on Make a Correction.
  7. Click on the Financial Information Tab. Under the Student and/or Parent Financial Information, answer the questions in the “To determine if you can use the IRS Data Retrieval Tool to transfer your tax return information from the IRS into your FAFSA, answer the following question(s):” box. 
  8. If eligible click on “Link to IRS” box. This will show  a “Leaving FAFSA on the Web” page. Click OK to continue.
  9. You will receive a popup box from the U.S. Government, read the information and click OK.
  10. Enter your street address, city, state, and zip code exactly as it appears on your Federal Income Tax Return and click Submit. 
  11. Your tax information will appear. Mark the box “Transfer My Tax Information into the FAFSA.”
  12. Click the “Transfer Now” button.
  13. Do not update the information on the questions  that have “Transferred from the IRS”.
  14. Enter your wages from work (if married enter your wages and then your spouse’s wages, if your spouse earned wages in that tax year).  For your parents, enter your father’s earned wages and then your mother’s earned wages).
  15. Answer the dislocated worker question.
  16. Click NEXT remember, do not update the questions that have “Transferred from the IRS” notated.
  17. Sign and Submit your FAFSA again.

Do not make changes to the IRS information once it is transferred into your FAFSA. If you do, the data retrieval will be invalid.

Individuals that Cannot Use the Data Retrieval Tool

  1. The student/parent is married, and either the student/parent or his/her spouse filed as Married Filing Separately.

  2. The student/parent is married, and either the student/parent of his/her spouse filed as Head of Household (if marital status is single and filing status is Head of Household, the IRS DRT can be used).

  3. The parents' marital status as indicated on the FAFSA is "Unmarried and both parents living together."

  4. The student/parent filed an amended tax return.

  5. The student/parent filed a Puerto Rican or foreign tax return.

  6. FAFSA home address does not match the IRS DRT address.

  7. Recent tax filers.*

*In the case of number 7, the applicant can go back into FAFSA on the web and make a correction to the FAFSA, which will allow for completion of IRS data retrieval. Electronic filers should wait at least 3 weeks and paper filers should wait 11 weeks before using the IRS Data Retrieval Tool to make this correction. The applicant would then resubmit the FAFSA. However, if these applicants do not make this correction, and if they are selected for verification, they must submit an IRS tax return transcript to the Financial Aid and Scholarships Office.

In the case of numbers 1 – 4 and 6, the applicants selected for verification will be required to submit an IRS Tax Return Transcript to the Financial Aid and Scholarships Office. In the case of number 5, the applicant should report on the FAFSA the amounts (converted to U.S. dollars) from the lines on the form that correspond most closely to those on the common IRS forms. If the applicant is selected for verification, he or she would need to submit signed copies of the 2014 (for the 2015-2016 aid year) or 2015 (for the 2016-2017 aid year) foreign tax returns with the amounts converted to U.S. dollars.

IF YOU ARE UNABLE TO USE THE DATA RETRIEVAL TOOL, YOU HAVE THREE OPTIONS:

  1. You may request your IRS Tax Return Transcript online at www.irs.gov to have your IRS Tax Return Transcript mailed to the address listed on your taxes (see steps below).
  2. You may contact the IRS at 1-800-829-1040 to request your IRS Tax Return Transcript. Tell the employee that you need an IRS Tax Return Transcript for educational purposes. You may call from 7 am to 7 pm.
  3. You may use the IRS Form 4506TEZ, which is a request to obtain your IRS Tax Return Transcript. You can obtain the IRS Form 4506TEZ at www.irs.gov/pub/irs-pdf/f4506tez.pdf. Once you complete the form, you may mail or fax the form to the IRS at the address or fax number they provide on the form.

Information on the IRS Tax Return Transcript (if unable to use the IRS Data Retrieval Tool)

All 2014 (for the 2015-2016 aid year) IRS Tax Return Transcripts submitted to the Financial Aid and Scholarships Office must be clearly marked with the student's name and UV ID. (This includes student, spouse, and parent(s) 2014 IRS Tax Return Transcripts.) Failure to mark the IRS Tax Return Transcripts with the student's name and UV ID will prevent the student from receiving their financial aid.

All 2015 (for the 2016-2017 aid year) IRS Tax Return Transcripts submitted to the Financial Aid and Scholarships Office must be clearly marked with the student's name and UV ID. (This includes student, spouse, and parent(s) 2014 IRS Tax Return Transcripts.) Failure to mark the IRS Tax Return Transcripts with the student's name and UV ID will prevent the student from receiving their financial aid.

Tax filers may request their IRS Tax Return Transcript at www.irs.gov and receive it by mail. In order to request the IRS Tax Return Transcript, you will need the Social Security number, or Individual Tax Identification Number (ITIN), date of birth, and address from your latest tax return for the primary taxpayer.

TO REQUEST YOUR IRS TAX RETURN TRANSCRIPT ONLINE (TO BE MAILED TO THE ADDRESS LISTED ON YOUR TAXES):

  1. Click on “Get a Tax Transcript” under the tools menu
  2. Select Get Transcript by MAIL
  3. Read the information on the pop-up box and click “OK”
  4. Enter all personal information for the primary taxpayer and “Continue”
  5. Choose the Type of Transcript (Return Transcript)
  6. Select the Tax Year
  7. Click “Continue”
  8. You will receive a confirmation screen that says: “We have accepted your request for a 2015 Return Transcript. Please allow five to ten days to receive it. The transcript will be sent to the address we have on file for you.”

Please note that the social security number and other personal information you must enter to request your tax return transcript must be the information of the primary taxpayer. If you are not the primary taxpayer, then you cannot use your information to request the tax return transcript.

If an address change has been completed through the US Postal Service, the IRS may have the updated address on file. You can check the address at www.usps.gov.

If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address included in their online request within 5 to 10 days from the time the online request was successfully transmitted to the IRS.

IRS Tax Return Transcripts requested online cannot be sent directly to a third party by the IRS.