IRS Data Retrieval System

Federal Student Aid and the Internal Revenue Service collaborated to develop a solution that simplifies FAFSA completion. The IRS Data Retrieval tool will allow Free Application for Federal Student Aid (FAFSA) on the web applicants to request and retrieve their income and tax data from the IRS. The IRS Data Retrieval Tool allows students and parents to access the IRS tax return information needed to complete the FAFSA. Students and parents may transfer the data directly into their FAFSA. We highly recommend using the tool as it is an easy way to provide tax data and ensures FAFSA has accurate tax information.

Please note, if you do not use the IRS Data Retrieval Tool to provide tax information, you may be required to obtain an official tax transcript from the IRS. This can take some time to receive the tax transcript. IRS Tax Transcript

When can I use the Data Retrieval System?

For the 2014-2015 academic year, the IRS data retrieval process is tentatively scheduled to be available February 1, 2014. Electronically filed tax return information will be available online from the IRS site in 1-2 weeks after the return has been filed. Data from paper tax returns will be available in 6-8 weeks.

If you have filled out your FAFSA already and need to do the Data Retrieval see the below screenshots

 Please follow the red arrows on where to click to to get to the Data Tool if you have completed your FAFSA already. 

screen shot

Screen shot for data retrieval

Who CAN & CAN'T use the Data Retrieval System

You CAN us the IRS Data Retrieval System if:

  • Must have valid SSN
  • Must have filed a 2013 federal tax return (within the time frames below)
  • Must NOT have changed marital status since December 31, 2013

You CANNOT use the IRS Data Retrieval Tool for 2014-2015 if:

  • Parents with all zeroes for SSN
  • SSN's that start w/666
  • Puerto Rican tax returns
  • Any student or parent with a marital status date of January 1, 2014 or later
  • Any student or parent who indicated on the FAFSA they have not already filed a tax return or will not file a tax return.
  • If the student (and spouse if applicable) or parent filed as Married filing separately tax returns. You CAN do the data retrieval for one (parent/student) and not the other (parent/student).
  • The applicant, parent, or spouse, as applicable, who have filed an amended tax return

 

If you check off any of the situations that apply to you a pop-up response will tell you that you are ineligible to use the Data Retrieval Tool. See example below.


*** If you are not eligible to use the IRS Data Retrieval Tool then please visit the IRS Tax Transcript request website on how to obtain a Tax Transcript in lieu of the data transferring over.

Estimating Taxes and FAFSA Corrections

Since you can complete the FAFSA beginning January 1st (of the year for which you need aid) and because some financial aid is awarded on a first-come, first-served basis, you still have the option of estimating taxes for the FAFSA and manually entering your data.

Federal Student Aid will send notifications to remind you that once you have filed your income tax return, you should use the FAFSA corrections process to update your FAFSA using the FAFSA IRS Data Retrieval process.

If you choose not to use the FAFSA IRS Data Retrieval process or retrieve IRS data but subsequently change it, you will need to explain to your institutions why information you provided is more accurate than the information that would have been obtained directly from the IRS.

How the IRS Data Retrieval Tool works:

  1. Enter your PIN and click Link To IRS
  2. Your FAFSA will be saved and you will be transferred to the IRS Web site.
  3. On the IRS Web site, enter the requested information. Make sure you enter info EXACTLY as it would be on your tax return (example: if you filed as 2nd street don't enter in Second Street).
  4. Once the IRS has validated your identification, your IRS tax information will display. You can either transfer your information from the IRS, or choose to return to FAFSA on the Web from the IRS Web site. If you do not transfer your information or choose not to return from the IRS Web site, you will have to login to open your saved FAFSA.
  5. If you transfer your IRS tax information, questions that are populated with tax information will be marked with "Transferred from the IRS."

IRS Data Retrieval Tool Screen Shots

If you have not filed your taxes (or filed by paper), you should see a screen like this:

Screenshot of main screen for IRS Data Tool

Screenshot for IRS data retrieval tool

If you have completed your taxes and have entered your information correctly, you should see a screen like this:

final screenshot for IRS data retrieval tool

After your click on "Transfer Now" you are brought back into the FAFSA website. You will need to submit the FAFSA (even if it's already been filed once). You need to "submit" every time you make corrections. You and your parents will also need to "sign" the FAFSA using your PIN to submit it. Make sure you get a page that says "Congratulations you have successfully … (submitted FAFSA or made corrections depending on what action you took).

completed screen for IRS data retrieval