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Financial Aid at Husson University

IRS Data Retrieval System

As of March 2017, the IRS and Department of Education has disabled the IRS Data Retrieval System

To protect sensitive taxpayer data, the IRS and FSA announced today the Data Retrieval Tool on fafsa.gov and StudentLoans.gov will be unavailable until extra security protections can be added. While we are working to resolve these issues as quickly as possible, students and families should plan for the tool to be offline until the start of the next FAFSA season.

Options Remain Available for Students, Parents, and Borrowers

While the Data Retrieval Tool is unavailable, FSA and the IRS remind applicants that online applications are still available and are operable.

The income information needed to complete the FAFSA and apply for an income-driven repayment (IDR) plan can be found on a previously filed tax return.

Students and parents completing a 2016–17 and 2017–18 FAFSA should manually enter 2015 tax information (not 2016). Borrowers applying for an IDR plan should submit alternative documentation of income to their federal loan servicers after they complete and submit the online IDR application. The process for submitting the alternative documentation of income is explained to borrowers as part of the online IDR application. While the Data Retrieval Tool is unavailable, a borrower may submit a paper copy of his or her tax return, copies of pay stubs or other acceptable forms of documentation explained online during the application process

If a copy of the tax return is not readily available, the applicant may be able to access the tax software used to prepare the return or contact their tax preparer to obtain a copy.

If necessary, a summary of a previously filed tax return, called a tax transcript, may be viewed and downloaded from www.irs.gov/transcript at Get Transcript Online, with the proper identity verification. Additionally, Get Transcript by Mail can be accessed online, or the taxpayer can call 1-800-908-9946, and a transcript will be delivered to the address of record within five to 10 days.

About the IRS Data Retreival 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?

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.

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 2015 federal tax return (within the time frames below)
  • Must NOT have changed marital status since December 31, 2015

You CANNOT use the IRS Data Retrieval Tool for 2017-2017 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, 2016 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.

Eligibility

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.

How the IRS Data Retrieval Tool works:

  1. Enter your FSA ID and Password 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."

If you have filled out your FAFSA already and need to do the Data Retrieval see below video from FAME.