ALERT -- The US Dept of Education has announced that the IRS Data Retrieval Tool will be down for several months. Although the IRS Data Retrieval Tool is a convenient option for FAFSA filers, its unavailability does not prevent an applicant from submitting a FAFSA or finalizing their aid requirements. More information from the IRS can be found by clicking here.
When filing the FAFSA, all eligible students and parents should utilize the IRS Data Retrieval option. The retrieval option will allow Federal tax return information to be pulled directly from the IRS to your FAFSA. If this option was not utilized when initially filing your FAFSA, you may be asked to re-visit the FAFSA website and use the retrieval option for both yourself and a parent (if dependent). Below are instructions on how to complete the process.
(If an electronic tax return was filed, you should wait two weeks before attempting this process. Those who file a paper tax return should wait six weeks.)
Why am I not eligible to use the IRS Data Retrieval tool?
Reasons someone may not be able to use the data retrieval tool include:
What do I do if I was selected for a process called Verification and was not eligible for to use the IRS Data Retrieval tool?
A portion of FAFSA filers will be selected for an accuracy review process called Verification. If your FAFSA was selected and you cannot use the retrieval option, you must provide a copy of your and/or a parent’s Federal Tax Transcript. To obtain a Tax Transcript, please call 800-829-1040 or visit www.irs.gov (Click on "Order a Return or AccountTranscript"). Please order a "Return Transcript" for Verification purposes.