Instructions for IRS Data Retrieval 2013-2014

Here are the instructions for adding tax information using the IRS Data Retrieval Tool after your FAFSA has been submitted. For more information, watch this tutorial and/or follow the steps below.

  1. Go to www.fafsa.gov, click “Start Here” and log in
  2. Click “Make FAFSA Corrections” and enter PIN and password
  3. Click “Financial Information”
  4. For the question “have your parents completed their IRS income tax return” choose “already completed”
  5. Choose the correct answer to the questions in the pop-up box. If “none of the above,” you are eligible to use the IRS Data Retrieval Tool.
  6. Select answer to “which parent are you,” enter parent’s PIN and click “Link to IRS,” click “OK”
  7. Enter information requested (name, address, etc.) and click “submit” (all information must match IRS records)
  8. Check “Transfer my tax information into the FAFSA” and click “Transfer Now,” click “OK”
  9. Repeat for student if the student has filed taxes
  10. On FAFSA webpage, click “Sign and Submit” and follow instructions to submit the changes

 

* Independent students will not need to submit parent information, but will follow the same steps for entering their own tax information.

* Do not make any adjustments to the tax information once it has been transferred to the FAFSA. If any information is incorrect, please contact the Office of Financial Aid.