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Using IRS Data Retrieval to Complete the FAFSA

The IRS Data Retrieval tool is available to retrieve data directly from a filed tax return for use on your FAFSA. Tax data will be available for retrieval on the FAFSA within:

  • 1-2 weeks if you filed your taxes electronically
  • 6-8 weeks if you filed your taxes with a paper tax return by mail.

Students who use the IRS Data Retrieval Tool on their FAFSA and do not change any of the data elements retrieved will not be required to request and submit tax transcripts for themselves and/or their parents or spouses in the event that they are selected for verification. To prevent processing delays, all students are encouraged to utilize the IRS Data Retrieval Tool on the FAFSA wherever applicable.

If you have not yet submitted your FAFSA, refer to the FAFSA Tutorial (Text Version) or the FAFSA Tutorial (currently unavailable - check back soon) for complete instructions.

If you have already completed or submitted your FAFSA, you may update or correct your FAFSA with data retrieved from the IRS by completing the following steps:

  1. Log on to the FAFSA website.
  2. If you have already submitted your FAFSA, you will have the option to make corrections. Click on "Make FAFSA Corrections."
  3. Then, enter your student aid PIN and create a password.
  4. Verify your previously entered demographic information and make updates if needed.
  5. If you are a dependent student whose parent(s) filed taxes:
    1. Under "Parent Financial Information" (question 79, "Parents Filed 2012 Income Tax Return?"), select "already completed" and complete the checklist below to determine if whether you can use the IRS Data Retrieval Tool.
    2. If, based on your responses, you can transfer IRS information to the FAFSA, a parent must enter his/her PIN and click "Link to IRS."
    3. A page will display notifying you that your are leaving FAFSA and that your information will be save. Click "OK" to continue.
    4. You will automatically be redirected to the IRS.gov "Get My Federal Income Tax Information" web page.
    5. Your parent will need to enter all requested information and click "Submit."
    6. The following page will display tax information for use on the FAFSA and give the option to transfer or not transfer information to the FAFSA. 
    7. To transfer tax information, check the first box under "Transfer my Tax Information to the FAFSA" and then click the "Transfer Now" button.
    8. Exit the IRS website and return to your FAFSA using the buttons provided.
  6. If you (the student) filed taxes:
    1. Proceed to the Student Tax Information, select "already completed" in response to the question regarding your tax completion status.
    2. Complete the checklist that appears below to determine if whether you can use the IRS Data Retrieval Tool.
    3. If, based on your responses, you can transfer IRS information to the FAFSA, enter your pin and click "Link to IRS."
    4. A page will display notifying you that your are leaving FAFSA and that your information will be save. Click "OK" to continue.
    5. You will automatically be redirected to the IRS.gov "Get My Federal Income Tax Information" web page.
    6. You will need to enter all requested information and click "Submit."
    7. The following page will display tax information for use on the FAFSA and give the option to transfer or not transfer information to the FAFSA.
    8. To transfer tax information, check the first box under "Transfer my Tax Information to the FAFSA" and then click the "Transfer Now" button.
    9. Exit the IRS website and return to your FAFSA using the buttons provided.
  7. After retrieving tax information, continue to the "Sign & Submit" section of the FAFSA and submit your corrections.