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IRS Data Retrieval for FAFSA

 The IRS Data Retrieval Tool allows students and parents to perform a data match with the IRS when they file their FAFSA - meaning student and parents can transfer their income information directly from the IRS to the FAFSA.

BENEFITS OF USING THE TOOL

Applicants can complete their FAFSA more easily and accurately.
The tool will increase the accuracy in the awarding for student financial aid funds.
Applicants selected for verification can use tool to update their income information and avoid processing delays.

WHO IS NOT ELIGIBLE TO USE THE TOOL?

Married couples who file separate tax returns
Individuals who are married and filed as Head of Household
Those who have filed a 1040X amended return
Those who have filed a Puerto Rican or foreign tax return
Applicants who are neither eligible nor required to file a 2015 Federal Tax Return

WHEN WILL DATA BE AVAILABLE FROM THE IRS?

Electronic Tax Filers 2 weeks after return has been accepted by the IRS
Paper Tax Filers 6-8 weeks after return has been accepted by the IRS

 

If your tax return information is not yet available when submitting the FAFSA, be sure to use the IRS Data Retrieval Tool to UPDATE YOUR FAFSA record once the returns have been accepted by the IRS and the income data is available to be retrieved.


  WHAT IF YOUR FINANCIAL AID FILE IS SELECTED FOR VERIFICATION?

If your 2016-2017 FAFSA record is selected for a process called verification AND you/your parents were eligible to file a 2015 federal tax return, you will be required to request a federal TAX RETURN TRANSCRIPT from the IRS to verify your income information. The easiest way to retrieve this tax return transcript is by utilizing the IRS Data Retrieval Tool.   

 

If you would like more information about how to used the IRS Data Retrieval Tool or request a copy of your Federal Tax Return Transcript download this document Completing Verification RequirementsCompleting Verification Requirements‌.

 If this is the first time you have filled out the FAFSA, please visit 7 Easy Steps to Completing the FAFSA before viewing the “Using IRS Data Retrieval for FAFSA” video.

 


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