How to Use IRS Data Retrieval Tool

Federal Student Aid has provided six simple steps to transfer tax information into the FAFSA.

The IRS Data Retrieval Tool (IRS DRT) Electronically Transfers Your Federal Tax Return Information Into Your FAFSA Form.

WHY

  • EASY: Transfer info with the click of a button.
  • FAST: Instantly retrieve your information.
  • ACCURATE: Correctly fill in your information.

HOW

  1. Log in to your current FAFSA form or start a new application at fafsa.gov.
  2. In the finances section of the online form, you will see a “Link to IRS” button if you are eligible to use the IRS DRT.
  3. Click the “Link to IRS” button and log in with your FSA ID to be transferred to the IRS to retrieve your info.
  4. Once at the IRS site, enter your information exactly as it appears on your federal income tax return and click the “Submit” button.
  5. Check the “Transfer My Tax Information into the FAFSA form” box, and click the “Transfer Now” button.
  6. You will know that your federal tax return information has been successfully transferred because the words “Transferred from the IRS” will display in place of the IRS information in your FAFSA form.

For your protection, your tax information will not be displayed on either the IRS site or fafsa.gov.

The IRS DRT can be used by both students and parents. To learn more about the IRS DRT, visit StudentAid.gov/irsdrt.

 

How do I use the IRS Data Retrieval Tool (DRT) if I’ve already submitted my FAFSA form?

Log in to your FAFSA form

  1. Go to fafsa.gov and select “LOG IN.”
  2. Select “I am the student” on the left side of the page.
  3. Enter your FSA ID username and password and select “NEXT.”
  4. On the “Disclaimer” page, click “ACCEPT.”
  5. Select “Make FAFSA Corrections.”
  6. Create a save key. (You’ll use this if you need to return to this correction later.)

Use the IRS Data Retrieval Tool (DRT)

  1. Navigate to the “Financial Information” section.
  2. If you are eligible to link to the IRS, you will be able to select the “Link to IRS” button to be transferred to the IRS site. (If you are not eligible to use the IRS DRT, you will not see this button.)
  3. Provide the information requested from the IRS in order to confirm your identity. If the IRS site says it can’t find your data, make sure the information you entered matches your tax return exactly, including items such as abbreviations in your mailing address.
  4. After confirming your identity on the IRS site, choose the option to “Transfer Now.” Note: For your protection, your tax return information will not display on the IRS site or on the FAFSA form, but we will inform you that the transfer was successful.
  5. Once you’ve transferred your tax return information into your FAFSA form, navigate to the “Sign & Submit” page.
  6. On the “Sign & Submit” page, read the certification statement and check the box indicating that you agree with the statement. Then select “Submit My FAFSA” at the bottom of the page.