Instructions for FAFSA/IRS data retrieval tool

The IRS Data Retrieval Tool (IRS DRT) is contained within the online FAFSA and is designed to aid student tax-filers and/or parent tax-filers with transferring their tax-year related data into the FAFSA. 

Using the IRS DRT is strongly encouraged as it can help:

  • Expedite the FAFSA Verification Review process if your FAFSA is selected for verification;
  • Avoid other potential data entry errors when keying in important tax-year related data.

When either a parent or student selects to use the IRS DRT within the online FAFSA, they will be transferred to a secure IRS webpage. From this IRS webpage they will see the specific information which can be transferred to the FAFSA. The taxpayer (i.e. the student or the parent) will then indicate whether or not they want to transfer this data back to the FAFSA. A successful transfer will be noted on the FAFSA as "Transferred from the IRS."

Instructions on How to Use the IRS DRT within the FAFSA

Visit studentaid.gov for Simple Steps to Transfer Tax Information Into Your FAFSA.

You cannot use the FAFSA/IRS data retrieval tool if: 

  • Your marital status changes after December 31 of the same tax year 
  • Your tax return filing status is: 
    • Married, filing separately 
    • Head of household (only if single, divorced, separated, or widowed)
  • You filed an amended return 
  • You filed a Puerto Rico or foreign tax return 
  • You were not required to file a tax return

If you are not eligible to use the IRS tool, you may be required to submit a Federal Tax Return Transcript as part of completing the FAFSA Verification process. Information regarding whether or not you have to submit additional FAFSA Verification documents can be viewed at MyFinancialAid.