To enhance the security and privacy of the sensitive personal data transferred into the FAFSA form from the IRS, the process now encrypts the applicant’s or parent’s information and hide it from view on both the IRS DRT website and on the FAFSA web pages.
FAFSA applicants and parents who are eligible to use the IRS DRT will still be provided the option to link to the IRS and retrieve their tax information from the IRS. Once on the IRS DRT website, applicants and parents will proceed through the usual authentication process and once authenticated, will be provided a list of all the possible fields from a tax return that could transfer back into the FAFSA form.
However, applicants and parents will not be able to view their tax return information on the IRS DRT web page. If an applicant or parent agrees to transfer his/her data back into the FAFSA form, the applicant or parent will also not be able to view the transferred income and tax information on the FAFSA web pages.
Instead of the transferred information, applicants and parents will see the words “Transferred from the IRS” in the data entry fields throughout the online FAFSA form and on the Student Aid Report (SAR). The transferred information will still be provided on ISIRs that are sent to schools and state grant agencies.
Because the transferred information is not displayed, applicants and parents will be unable to make any corrections to the IRS DRT transferred items on the FAFSA form before or after submission. Institutions will continue to be able to make any necessary corrections. Refer to the “Corrections” section below for more detailed guidance.
Q & A
IRS Data Retrieval
The FAFSA IRS Data Retrieval Tool (DRT) allows you to transfer the required information on your tax returns directly to your FAFSA. This process assures the accuracy of your income and taxes paid while eliminating the need for further verification by the school.
Can all tax filers use the IRS Data Retrieval Tool?
You will be able to use the IRS DRT unless:
- you are married but did not file a joint U.S. tax return with your spouse
- you were married or divorced after December 31st
- you filed an amended tax return
What do we do if our tax filing status precludes us from using the IRS DRT?
In some cases you will be required to provide the school with a copy of your IRS tax return transcript. This will happen if your FAFSA record is selected for Federal Verification.
How do I obtain an IRS Tax transcript?
IRS transcripts are obtained directly from the IRS at this website IRS – Get Your Tax Transcript. You will need to verify your identity by by establishing an account with the IRS. If your return has been accepted and processed by the IRS, you will receive your transcript immediately as a PDF*. The PDF may be saved and printed our or emailed to the financial aid office. You may also request a transcript by submitting an IRS form 4506-T, which usually takes about 6 – 8 weeks to process.