IRS Data Retrieval

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 applicants 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.

Do not make changes to the IRS information once it is retrieved. If you do, the data retrieval will be invalid. Unfortunately, some applicants who are tax filers cannot use the IRS data retrieval function. Those applicants are:

  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 DRT 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 2013 (for 1415) foreign tax returns with the amounts converted to U.S. dollars.

 

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

All 2013 (for 1415) 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) 2013 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 can request a transcript, free of charge, of their 2013 tax return from the IRS. Tax filers can download their IRS Tax Return Transcripts directly from the IRS website.

Online Request

  • Available on the IRS Web site at www.irs.gov.
  • In the Tools section of the homepage, click “Get Transcript for My Tax Records.”
  • Select either "Get Transcript Online" or "Get Transcript by Mail."
  • If you select the "Online" option, you will need to create an account to be able to download the Tax Return Transcript.
  • If you select the "Mail" option, you must enter the tax filer's Social Securiy Number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS. Generally this will be the address that was listed on the latest tax return filed. However, 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.
  • The type of transcript you must order for financial aid purposes is the Tax Return Transcript.
  • 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.