IRS Data Retrieval Tool

Who Can Use the IRS Data Retrieval Tool?

Applicants must have a valid Social Security Number and FAFSA PIN to use the IRS Data Retrieval Tool. The applicant will need to authenticate himself or herself to the IRS in order to use the IRS Data Retrieval Tool.  Students and parents must use the tool separately for their respective income tax returns.

Who Can't Use the IRS Data Retrieval Tool?

If an independent applicant is married and files separate federal income tax returns or a dependent applicant's parents are married and file separate federal income tax returns (e.g., married filing separately or head of household), the applicant will not be able to use the IRS Data Retrieval Tool. Also, if there has been a change in the marital status of the applicant or parent (if the applicant is a dependent student) after the end of the tax year, the applicant will not be able to use the IRS Data Retrieval Tool.

The IRS Data Retrieval Tool will transfer information only from an original income tax return and not an amended income tax return. Thus if the applicant, spouse or parent, as applicable, has filed an amended income tax return, the applicant will not be able to use the IRS Data Retrieval Tool.

Applicants who have filed a foreign income tax return instead of or in addition to a US income tax return will be unable to use the IRS Data Retrieval Tool. For example, taxpayers who file both a US income tax return and a Puerto Rican tax return will be unable to use the IRS Data Retrieval Tool. Also, the IRS Data Retrieval Tool is available only to taxpayers who have a valid Social Security number. Taxpayers who file income tax returns using a Tax ID Number (TIN) will not be able to use the tool.

The home address listed on the FAFSA must match the home address listed on the federal income tax return.

Tax Return(s) Recently Filed/Tax Data Not Available to Transfer 

Students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last eleven weeks, might need to either enter their tax return information manually and return at a later date to transfer their tax return information into the FAFSA, as their tax return information might not be available for transfer from the IRS.

 

View the IRS Data Retrieval Tool Availability Chart