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Tips on the IRS Data Retrieval Tool andRequesting the IRS Tax Return Transcript
Once you have filed 2012 Federal income taxes, you may use the IRS Data Retrieval Tool to update your FAFSA. This can be completed for both student and parent if both have filed Federal income taxes. Note: If you filed your taxes within the last 3 weeks (or by mail in the last 11 weeks), then your tax return information might not be available from the IRS.
- Log in at www.FAFSA.gov click the link to "Make Corrections" and navigate to the financial information.
- Enter your Federal aid PIN and click "LINK TO IRS".
- Enter your filing status and your address EXACTLY as it appears on your income tax return (for example: N., N, or North). Click "Submit".
- After the IRS has validated your identification, your IRS tax information will display. You can either transfer your information from the IRS or choose to return to FAFSA on the Web.
- Questions that are populated with the transferred tax information will be marked with "Transferred from the IRS".
- If you would like to transfer your IRS tax information at that time, click in the box below "Transfer My Tax Information to the FAFSA" and click "Transfer Now".
- Review transferred information and complete your FAFSA by signing it with your Federal aid PIN(s).
If you are not able to use the IRS Data Retrieval Tool, you may choose one of three options to request copy of your IRS Tax Return Transcript. Be sure to make a copy of your transcripts before sending them to the Financial Aid Office.
A printable form explaining this process for income tax filers is available here.
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