Retrieving Tax Return Information for Financial Aid

Get My Federal Income Tax Income Unavailable

The IRS Data Retrieval Tool on fafsa.gov and StudentLoans.gov is currently unavailable effective March 9, 2017.  This tool allowed students and families to import their wage and tax data from the IRS to the FAFSA reducing errors.  At this time, the IRS anticipates the online data tool will be unavailable for several weeks.

As part of a wider, ongoing effort at the IRS to protect the security of data, the IRS decided to temporarily suspend the Data Retrieval Tool (DRT) as a precautionary step following concerns that information from the tool could potentially be misused by identity thieves.

When completing your FAFSA you should manually enter student/parent 2015 tax information directly from your tax returns.  If you are a student or family whose financial aid application is selected for verification you will be required to provide a copy of student and/or parents’ 2015 IRS tax return transcript.  The Financial Aid Office may additionally request wage and tax transcripts or proof of non-filing status.

You can request these documents online, by phone, or by mail.

 

Requesting Online

While this is the quickest method to obtain your Tax Return Transcript, security verification is more rigorous. You must have a bank account, credit card, etc. to verify as well as a cell phone with the account in your name.

Visit the IRS Get Transcript website at https://www.irs.gov/individuals/get-transcript

Select “Get Transcript Online”

Follow the on-screen instructions to verify personal information, email, financial accounts/credit card number and mobile phone number.

Proceed to request “Tax Return Transcript” for proper tax year*.

Download and save or print to fax/email to the Financial Aid Office.

 

Requesting Online to Receive By Mail

Visit the IRS Get Transcript website at https://www.irs.gov/individuals/get-transcript

If requesting by mail, select “Get Transcript by Mail”

Follow the on-screen instructions to enter name, date of birth, and Social Security Number

Enter your address which was used for your tax return. Please note the IRS uses the United States Postal Service (USPS) version of your address.

You may need to exclude punctuation (no period after abbreviations, no #) in your address

You may need to abbreviate (Apt rather than Apartment or St rather than Street)

For joint returns, use the primary tax filer’s SSN, date of birth, address and zip code.

When your address is verified, select the tax year* and Tax Return Transcript to request.

 

Requesting by Phone

If you experience issues with the online Tax Return Transcript request, you may try the automated phone transcript service at 1-800-908-9946 to receive the transcript via mail. Please allow 5-10 days for delivery.

If you experience further issues, you may choose to request an appointment with the IRS by contacting your nearest IRS office.

* The tax year used for a FAFSA is usually the calendar year prior to the start of the academic year. See the examples below:

  • 2015 is the tax year for the 2017-2018 academic year (fall 2017, spring 2018, summer 2018)
  • 2015 is the tax year for the 2016-2017 academic year (fall 2016, spring 2017, summer 2017)
  • 2015 income is used for two years in a row due to FAFSA changes to a “prior-prior year format“.

 

Requesting Proof of Non-Filing Status

Students and families that did not file taxes in 2015 who were selected for verification for the 2017-2018 award year are required to provide proof of non-filing status.

The letter provides confirmation that the IRS has no record of your filing a tax return for the year requested. You can order a Verification of Non-filing Letter on the IRS Web site or by submitting Form 4506-T to the IRS. Once you receive your verification letter, fax or mail a copy directly to the Financial Aid Office.

Visit your Financial Aid office or call (856)351-2699 for more information.