How do I use the IRS Data Retrieval Tool if my child has already submitted his or her FAFSA form?

How do I use the IRS Data Retrieval Tool if my child has already submitted his or her FAFSA form?

First: What your child should do

Before you can electronically transfer your tax information into your child’s FAFSA form, your child must complete the following steps. You, the parent, should not complete these steps for your child, as you are not allowed to use his or her FSA ID.

  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 and select “NEXT.”

If you are not with your child, he or she should save and exit the application and provide the save key to you so you can access his or her application. You can then continue to step seven.

If you are with your child, you can continue; your child does not have to exit the application. He or she can remain logged in and you can skip to step 11.

What you should do

You, the parent, should then complete the following steps:

  1. From the fafsa.gov homepage, select “LOG IN” on the right side of the home page.
  2. Select “I am a parent, preparer, or student from a Freely Associated State” on the right side of the page, provide the information requested, and select “NEXT.”
  3. Select “Continue” to access the correction that your child started.
  4. Enter the save key that your child created for you.
  5. Navigate to the “Financial Information” section. Click on the “Link to IRS” button and enter your (the parent’s) FSA ID in order to be transferred to the IRS site. If you need an FSA ID, visit StudentAid.gov/fsaid.
  6. 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.
  7. 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.
  8. Once the data has been transferred, navigate to the “Sign & Submit” page.
  9. In the “Parent Signature” section of the “Sign & Submit” page, read the certification statement and check the box indicating that you agree with the statement.
  10. Select “Sign.”
  11. Your child then needs to sign the correction as well. If you are with your child, he or she should follow the prompts to sign his or her FAFSA form within the session. If you are not with your child, save and exit the application so that your child may then complete the correction by logging back in and signing electronically using his or her FSA ID.

Note: Your corrections won’t be processed until you AND your child sign the FAFSA form and submit it.

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