Info for Parents Counselors

IRS Data Retrieval Instructions

Schools must verify FAFSA data with information provided directly from the IRS. If you or your parents have filed a 2013 U.S. Income Tax Return, you must retrieve your IRS data using one of the following two options.

Your federal tax return must be filed electronically at least two weeks prior to using the IRS Data Retrieval Tool to allow the IRS time to process your return. Paper filing will require six to eight weeks.

Option 1: IRS Data Retrieval Tool

The easiest way to verify your FAFSA data with accurate tax information is by using the IRS Data Retrieval Tool. In a few simple steps, you may be able to view your tax information and transfer it directly into your FAFSA.

  • Log into www.FAFSA.gov using your FAFSA PIN.
  • Click Make FAFSA Corrections located in the middle of the page.
  • In the Financial Information section, enter your PIN and click Link to IRS.
  • Make sure to Submit your FAFSA after retrieval process in complete.
  • If the IRS Data Retrieval Tool is not available to you proceed to Option 2.

Option 2: Tax Return Transcript

If you or your parents chose not to use the IRS Data Retrieval Tool, are not eligible to use the tool, or you make changes after the retrieval process is completed, you must provide a Tax Return Transcript. Tax filers can request a free transcript of their tax return from the IRS.

NOTE: If you are married and you and your spouse file separately on your 2013 U.S. Income Tax Return, you must provide an IRS Tax Transcript for both you and your spouse in order to complete Verification.  If your parents are married and file separately, you must provide an IRS Tax Transcript for both parents in order to complete Verification.

  • Visit www.irs.gov
  • Click Get Transcript of Your Tax Records located under Tools.
  • Click Get Transcript Online (recommended) or Get Transcript by Mail.