There are several ways to provide your Federal Tax Data to our office, if requested. Please find detailed instructions below:

IRS Data Retrieval (IRS DRT) through the FAFSA **Preferred Method**

IRS Tax Return Transcript Request Process via:

Online request

IRS2GoApp

Telephone request

Paper request


IRS Data Retrieval through the FAFSA **Preferred Method**

  1. Go to www.fafsa.ed.gov to log in to your FAFSA.
  2. Select 'Make FAFSA Corrections.'
  3. Enter student's FAFSA PIN and submit a Password.
  4. Select the 'Financial Information' tab.
    • If the student is dependent, parent information is displayed first.
  5. Update the answer to "For 20XX, have your parents completed their IRS income tax return or another tax return?" to 'Already Completed.'
  6. Check that the Tax Filing Status question is correct.
  7. Answer the filter questions under the heading, "You may be able to use the IRS Data Retrieval Tool to view and transfer your tax information from the IRS."
    • If any of the following describe your/your parent's tax filing situation, you/they will be ineligible to complete the IRS DRT:
      • The tax return was amended.
      • The person filed a Puerto Rican or foreign tax return.
      • The person is married but filed the tax return as either head of household or married filing separately.
      • Students or parents who filed a joint return but are now divorced, separated, or widowed when the application is signed.
      • The marriage date of the taxpayer is January 2014 or later.
      • The first three digits of the SSN are 666.
      • Neither married parent entered a valid SSN on the FAFSA.
      • A non-married parent or both married parents entered all zeroes for their SSN.
    • If none of the above situations pertain to you/your parents, you are eligible to use the IRS DRT. For parents, the parent will then need to select which parent they are and then enter his/her FAFSA PIN.
    • Allow 2 to 3 weeks after you filed your taxes electronically or 6 to 8 weeks if you filed by mail before using the IRS DRT.
  8. Select the 'LINK To IRS' button. You will then be directed to the IRS website.
  9. On the IRS website, enter the requested information. Click "Submit."
  10. The IRS will display the data that will be transferred to your FAFSA. Click the box to "Transfer My Tax Information into the FAFSA" and then click "Transfer Now."
  11. You are directed back to the FAFSA and should see the message, "You have successfully transferred your 20XX IRS tax information." You will also see "Transferred from the IRS" above each question that was answered by the IRS DRT. Do NOT change the data submitted by the IRS!
  12. After transferring the data from the IRS to your FAFSA, you must then go to the "Sign & Submit" tab to sign for the corrections.
    • It is recommended that you first review all sections of the FAFSA for accuracy before signing. You may use the 'Next' and 'Previous' arrows at the bottom of the screen to scan through the pages of the FAFSA.
    • If the student is dependent, be aware that parent PIN and agreement to terms are needed in addition to the student's.
  13. Click "Submit my FAFSA Now" to complete the updates.

Please note: You are not finished submitting corrections until you have received a confirmation number on the confirmation page. Please call FAFSA at 1-800-433-3243, if you have any questions.


Online Request

  1. Available on the IRS Web site at www.irs.gov. 
    • In the Tools section of the homepage click “Get Transcript of Your Tax Records.”
  2. Click on “Get Transcript ONLINE” or "Get Transcript by Mail."  The on-line option is recommended.
  3. If you do not already have an on-line sign-on with the IRS, create one.  It takes a few minutes, but then you will have access to several years of your fedral tax return information.
  4. Once you are able to sign in, select the "radio button" for "Higher Education/Student Aid.
    • The "Return Transcript" section will be highlighted for you.  Select the desired year.
    • Once your transcript appears on screen, you can print it and fax or mail it to us, or you can save it and then email it to us.

IRS2GoApp


Telephone Request

  • Available from the IRS by calling 1-800-908-9946
  • Tax filers must follow prompts to enter their Social Security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file. 
  • Select “Option 2” to request an IRS Tax Return Transcript and then enter “2013”.
  • If successfully validated, tax filers can expect to receive a paper IRS Tax Return Transcript at the address that was used in their telephone request, within 5 to 10 days from the time the IRS receives the request.

IRS Tax Return Transcripts requested by telephone cannot be sent directly to a third party by the IRS.


Paper Request Form – IRS Form 4506T-EZ

  • Download at http://www.irs.gov/pub/irs-pdf/f4506tez.pdf 
  • Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax Return Transcript will be sent. If the address has recently changed, include the address listed on the latest tax return filed on Line 4. However, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
  • Line 5 provides tax filers with the option to have their IRS Tax Return Transcript mailed directly to a third party by the IRS. Institutions are responsible for notifying aid applicants whether to list the institution as the third party to receive the Transcript or not. Some institutions may have difficulty matching a parent’s incoming IRS Tax Return Transcript to the aid applicant, as the two names may be different. 
  • On line 6, enter “2013” to receive IRS tax information for the 2013 tax year that is required for the 2014-2015 FAFSA. 
  • The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return. 
  • Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
  • Tax filers can expect to receive their transcript within 10 business days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.