• IRS Data Retrieval Tool    

    What Does It Do?

    The IRS Data Retrieval Tool will pull financial information from the IRS directly into your FAFSA to ensure accuracy and accelerate the awarding process.

    How Do I Know If I Can Use It??

    You should be able to use the IRS Data Retrieval Tool unless you filed:

    • Married, filing separately, 
    • Married, head of household,
    • An amended tax return,
    • A foreign tax return, OR 
    • Have a change in marital status after December 31, 2012

    When Is It Available?

    The timing of when the IRS Data Retrieval Tool will be available to you depends on if you owe taxes at the time of filing and if you filed electronically or by paper. See the table below for more details.

     

    Electronic Filing

    Paper Filing  

    Filer who either did not owe an amount, or is expecting a refund

    2-3 weeks after submission in most cases  

    8-11 weeks later in most cases

    Filer who owed an amount, and made a full payment while filing

    2-3 weeks after submission in most cases

    IRS will start processing the tax return in June, Data Retrieval Tool is available 2-3 weeks later in most cases  

    Filer who owed an amount, and made a full payment after filing

    3-4 weeks after the payment is processed by the IRS in most cases

    IRS will start processing the tax return in June, Data Retrieval Tool is available 2-3 weeks later in most cases

    Filer who owed an amount, and have not yet paid in full

    IRS will start processing the tax return in May, Data Retrieval Tool is available 2-3 weeks later in most cases

    IRS will start processing the tax return in June, Data Retrieval Tool is available 2-3 weeks later in most cases

     

    How Do I Use The IRS Data Retrieval Tool?

    The IRS Data Retrieval Tool is used at the start of the Financial Information section of the FAFSA. It will ask if you about the status of taxes, and if you meet the criteria, it will allow you leave the FAFSA site and enter the IRS site. The IRS site will display your tax data and give you the option to transfer your data into the FAFSA. After you are finished, (re)sign and (re)submit your FAFSA. 

    If you submitted the FAFSA without using the Data Retrieval Tool and now want to, you can log back into your FAFSA through the make a correction option.

    Please note that the address matching system used by the IRS to log in to their system is very specific and it must match the address you have on file with them exactly. This is usually the address that was on your last taxes. We suggest that you have your taxes in front of you and copy that address carefully. For example, spelling out the word “street” rather than using the abbreviation “st.” can be enough to cause an error in their system. The IRS.gov Website Help Desk can be reached toll-free at 1-800-876-1715, Monday - Friday 8:00 a.m. - 8:00 p.m. (Eastern Time). 

    I Haven't Filed My Taxes Yet, What Do I Do?

    The FAFSA gives you the option to say you “will file” you taxes, and then complete the process using estimated information. You will not be able to use the IRS Data Retrieval Tool until you file your taxes and then wait the appropriate amount of time.

    The Imported Data Appears To Be Wrong, Should I Change It?

    No, you should leave it and contact the Office of Financial Aid for guidance. If you change imported data, you are much more likely to be selected for verification, which has the potential to delay the awarding process.

    Can I Just Send A Copy Of My Tex Returns?

    The U.S. Department of Education no longer accepts a copy of your tax return (1040) for verification purposes. The only potential exception is if you filed amended tax returns. If you did, please see the bottom of the Tax Return Transcript page for further details.