How does the IRS Data Retrieval Tool work?

How does the IRS Data Retrieval Tool work?

The Internal Revenue Service Data Retrieval Tool (IRS DRT) allows students and parents who filed a U.S tax return with the IRS to access the tax return information needed to complete the Free Application for Federal Student Aid (FAFSA®) form and transfer the data directly into the FAFSA form.

Note: There are several scenarios in which you might not be given the option to use the IRS DRT, including if you aren’t eligible to use it.

To use the IRS DRT, you can do the following on the FAFSA form’s student or parent financial information pages:

  1. If you’ve already used the IRS DRT to transfer your tax return information into your application, then select the “View option to link to the IRS” link. (Note: If you’re eligible to use the IRS DRT and haven’t previously used it to transfer your tax return information into your application, then the “View option to link to the IRS” link doesn’t display; skip ahead to step 2.)
  2. Select the “Link To IRS” button.
  3. Enter your FSA ID. (Note: The person whose tax information is being transferred should enter his or her FSA ID. A student won’t be asked to enter his or her FSA ID if he or she entered an FSA ID to begin his or her FAFSA form.)
  4. Your FAFSA form will be saved and you’ll be transferred to the IRS website.
  5. On the IRS website, enter the requested information exactly as it appears on your tax return. Once authenticated with the IRS, you’ll be provided with information surrounding your IRS tax information. You can either transfer your information from the IRS or choose to return to fafsa.gov.
  6. If you use the IRS DRT to transfer your tax return information from the IRS, the information won’t display on your FAFSA form. For your protection, the answer to each question is replaced with "Transferred from the IRS."

The IRS DRT allows you to securely transfer original IRS tax return information, but not Form 1040X amended tax return information. If you filed a Form 1040X amended tax return, you may need to work with your financial aid administrator to ensure that any information you corrected on a Form 1040X amended tax return is reflected in the amounts transferred to your FAFSA form.

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