Please note that the IRS data retrieval is not available for the 2017-2018 FAFSA. However, tax transcripts can still be accessed by using the IRS’s website irs.gov under the Get Transcript feature for the 2017-2018 FAFSA. Please see below in the IRS TAX RETURN TRANSCRIPT section for further instructions.
IRS DATA RETRIEVAL
Students and parents who have already filed their IRS tax return will be able to select the IRS Data Retrieval (DRT) option on the Free Application for Federal Student Aid (FAFSA) to transfer tax information to the FAFSA. We strongly encourage you to select this option when you apply or when subsequent corrections are made to your FAFSA. This option will streamline and expedite the processing of your financial aid application. According to the IRS, this tool cannot be used until:
3 weeks after electronically filing tax returns
up to 11 weeks after filing paper tax returns
When either a parent or student selects the IRS Data Retrieval option, the FAFSA Central Processing System (CPS) will conduct a data match with the IRS. As the federal income tax filer, you will be redirected to a secure IRS website, where you will permit the IRS to transfer income data to the FAFSA. Data that is successfully matched will be marked on the FAFSA with the following notation, Transferred from the IRS. This process avoids reporting errors and processing delays that can otherwise occur when the option is not selected.
Financial Aid offices will no longer be able to collect copies of income tax returns submitted directly by parents and students. If your FAFSA is selected for verification, using the IRS Retrieval Tool is the best option. If you have not already used the Data Retrieval Tool, log back into your FAFSA record and select Make FAFSA Corrections. Then, navigate to the Financial Information section of the form and follow the instructions to determine if you, or your parent, are eligible to use the IRS Data Retrieval Tool to transfer the IRS income tax information. Some reasons that you may not choose this option:
- Your (or your parents) marital status changed after December 31st of the income tax year
- You (or your parent) filed married filing separately
- You (or your parent) filed an amended tax return *
- You (or your parent) filed a foreign tax return.
For More detailed instructions on how to use the IRS Data Retrieval Tool (DRT) see
the IRS Data Retrieval Tool Steps (.pdf).
If you are unable to choose this option, then you must submit to the Financial Aid Services the IRS Tax Return Transcript(s), NOT photocopies of the income tax returns.
IRS TAX RETURN TRANSCRIPTS
To obtain your IRS Tax Return Transcripts you can go directly to IRS Get Transcripts.
- To got directly to the IRS "Get Transcript by Mail" online form.
*However, if an amended tax return was filed, BOTH an IRS Tax Return Transcript and a copy of your 1040X Form are needed for verification to be completed.
For more detailed instructions on how to obtain IRS Transcripts see the IRS Tax Return Transcript Transcript Steps (.pdf).
VERIFICATION OF NON-FILING
If you are required to submit proof of nonfiling, you can complete the IRS Form 4506-T and submit that form directly to the IRS. Below are tips to complete your form:
- Do not fill out an address in section 5 (mailing transcript to a third party); proof of nonfiling cannot be mailed to a third party and must go to the student/parent's home address.
- Check of box 7: Verification of Nonfiling.
- Section 9 - be sure to fill out the correct tax year
- Check of the Signatory box above the signature line.
- Sign your form.
- Mailing and faxing information is on the back (second page) of the 4056-T form under "Chart for all other transcripts" in the middle column.
- You will receive the proof of nonfiling in approximately 10 business days. Please make a copy of your proof of nontiling, put the student ID number on it and sent it to Financial Aid Services by mail or fax.