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INSTRUCTIONS TO UPDATE TAX INFORMATION ON FAFSA
UTILIZING THE IRS DATA RETRIEVAL PROCESS

  • Go to www.fafsa.gov 
  • Click Start Here - Login and choose the 14/15 year 
  • Click on Make FAFSA corrections 
  • Type in student Pin# AND password FAFSA was saved under
  • Click on "Financial Information" 
  • Answer series of questions, if all answers are "No", screen will say "Link to IRS", click on that and then click OK 
  • You are now in the IRS website - choose filing status 
  • Complete address lines EXACTLY the way the tax return was typed 
  • Bottom of screen, check box "Transfer My Tax Information" and click box that says "Transfer Now" 
  • You will now be back into the FAFSA - go to bottom of screen click Next 
  • Enter Pin# and, if dependent student, enter your parents Pin# 
  • Click Submit My FAFSA Now"

 

IRS DATA RETRIEVAL GENERAL INFORMATION


Definition

The IRS Data Retrieval Tool (DRT) is a process that helps simplify the Free Application for Federal Student Aid (FAFSA) by allowing online FAFSA filers to retrieve tax return data directly from the Internal Revenue Service (IRS). We no longer can accept copies of your federal tax return. The retrieval tool is a secure process that saves time and increases accuracy of your FAFSA data.


Availability

For the 2014-2015 academic year, the IRS data retrieval process is tentatively scheduled to be available late February 2014.

  • Electronically filed tax return information will be available online from the IRS website www.irs.gov) in 1-2 weeks after your return is filed.
  • Tax return data from paper returns will be available in 6-8 weeks.


Estimating Taxes and FAFSA Corrections

Since you may complete the 2014-2015 FAFSA beginning January 1st, (of the year for which you need aid) you still have the option of estimating taxes and manually entering your data. Approximately April 1, 2014, Federal Student Aid will send reminder notifications stating that once you have filed your income tax return, you should use the FAFSA corrections process to update your FAFSA using the IRS Data Retrieval process (see detailed instructions below).

If you choose not to use the IRS Data Retrieval process or change any of the retrieved data, you will need to explain to the Student Financial Aid Office why information you provided is more accurate than data that would have been obtained directly from the IRS. If you elect to not use the retrieval process, you will be subject to being selected for verification and will be required to support your reported FAFSA data with information obtained directly from the IRS (tax return transcript - www.irs.gov/transcript).


Eligibility

For 2014-2015, applicants filing an initial or renewal application or making a correction are eligible to use the IRS Data Retrieval Tool if he or she meets all of the following criteria:

  • Must have valid SSN
  • Must have filed a 2013 federal tax return
  • Must have unchanged marital status since December 31, 2013

You cannot use the IRS Data Retrieval Tool if any of the following apply:

  • Parents with all zeroes for SSN
  • Any student or parent with a marital status date of January 1, 2014 or later
  • Any student or parent who indicates they have not already filed a tax return or will not file a tax return
  • A married independent applicant and spouse who filed separate tax returns
  • Married parents of a dependent student who filed separate tax returns
  • The applicant, parent, or spouse, as applicable, who have filed an amended tax return