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:
The student/parent is married, and either the student/parent or his/her spouse filed as Married Filing Separately.
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).
The parents' marital status as indicated on the FAFSA is "Unmarried and both parents living together."
The student/parent filed an amended tax return.
The student/parent filed a Puerto Rican or foreign tax return.
FAFSA home address does not match the IRS DRT address.
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) or 2014 (for 1516) foreign tax returns with the amounts converted to U.S. dollars.
All 2013 (for 1415) or 2014 (for 1516) 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 or 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 can request a transcript, free of charge, of their 2013 or 2014 tax return from the IRS. Tax filers can download their IRS Tax Return Transcripts directly from the IRS website.
If you (or your spouse, or parent(s)) are unable to download an electronic version of your Tax Return Transcript, you can also request to have one mailed.