IRS Data Retrieval Tool
Option 1 — IRS Data Retrieval Tool
Students and parents are encouraged to use the IRS Data Retrieval Tool (DRT) to import data from their tax return directly onto their FAFSA. It is the fastest, easiest, and most secure method of meeting verification requirements. Students and parents do this either when initially filling out the FAFSA on the Web or later as a correction.
Factors that determine when the IRS Tool can be used are:
- filing electronically vs. paper filing
- expecting a refund vs. owing the IRS
- submitting payment when filing vs. paying after submission
A link to the IRS DRT is displayed if you can answer “NO” to all three “Did you” screening questions (as seen in the image on the right).
Electronic Tax Filers please wait two weeks after filing before trying to use the Data Retrieval Tool. Click here for a Timeline of Availability for 2015 IRS Tax Information [PDF].
HINT: Successful use of the DRT requires you to enter your address EXACTLY the way it appears across the top of your tax return. This includes any spaces, capitalization, or abbreviations. If you have moved since you filed your return, use the address which was current at the time you filed.
The IRS Data Retrieval Tool is not available to students and parents if any of these conditions apply.
- The person did not indicate on the FAFSA that the tax return has been completed.
- The person is married and filed the tax return either as “Head of Household” or “Married Filing Separate”.
- The student or parent marital status conflicts with their tax filing status. The user's "marital status" and "tax return filing status" must be a valid combination.
- The marriage date is January or later.
- The tax return was amended (see Amended Tax Returns below).
- Neither married parent entered a valid SSN.
- A parent entered all zeros for the SSN because parent does not have a Social Security Number.
- The first three digits of the SSN are 666.
- The person filed a Puerto Rican or foreign tax return.
Notify the Office of Financial Aid if the parents filed separate IRS income tax returns for 2015 or had a change in marital status after December 31, 2015.