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IRS Data Retrieval Tool:


The IRS Data Retrieval Tool was developed by the U. S. Department of Education and the Internal Revenue Service (IRS) to allows FAFSA applicants to transfer their income tax return information directly from the IRS to the appropriate data income fields on the FAFSA form. Using this tool will simplify filing your FAFSA by saving you time and improving the accuracy of information. While at the same time expedite the verification process, if selected.

Who is eligible to use the IRS Data Retrieval Tool?

• Dependent and independent students
• Parents of dependent applicants
• Applicants filing an new or renewal FAFSA, or making a correction to an existing FAFSA

All applicant and parents of dependent applicants must have:
• A valid federal PIN number
• A valid social security number
• Have filed a prior year federal income tax return with the IRS.
• And their marital status has not change since December 31st of the prior tax year

How will this work?

All applicants filing their FAFSA on the Web, and the parents of dependent applicants who are eligible, will be prompted to use the FAFSA-IRS Data Retrieval Tool to complete their FAFSA. Before any data is transferred from the IRS to the FAFSA, applicants and parents of dependent applicants must choose to use the IRS Data Retrieval Tool and verified their identity. Once the identity of the applicant and or parents of dependent applicants is verified, the tax data will be presented and the applicant will be given the option to “transfer” the tax information onto the FAFSA. Data transferred from the IRS using the IRS Data Retrieval Tool will have the following descriptor, “Transferred from the IRS”.

Will my tax information be available for this process?


Income tax returns that are files electronically will be available for retrieval from the IRS in 1-2 weeks. Income tax returns submitted by paper/U.S. mail will be available in 6-8 weeks, after the return has been processed by the IRS.

Can I use the IRS Data Retrieval Tool to update or correct estimated income information on my FAFSA?

Yes. If you or your parents are eligible to use the IRS Data Retrieval Tool and the IRS has processed the tax returns, you will be able to correct income tax data on the FAFSA form.

Starting April 1st the U. S. Department of Education will be sending email reminders to FAFSA applicants who use estimated tax information to go back and use the IRS Data Retrieval Tool to update their FAFSA.

Who is not able to use the IRS Data Retrieval Tool?

• Parents with all zeros for Social Security Numbers
• Students with 888 identifiers in place of social security number
• Any applicant or parent(s) of dependent applicants who indicate they have not filed a tax return or will not file a federal income tax return
• A married independent applicant and spouse who filed separate tax returns
• Parents of dependent student who filed separate tax returns
• An applicant or applicant’s parent who have had a change in marital status after the end of the tax year on December 31st
• The applicant, or parent or spouse, as applicable, who have filed an amended tax return
• Students or Parents who filed a foreign or Puerto Rican tax return



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