FAFSA Verification

Guidance for Submitting 2013 Federal Tax Information

 

Option 1:  Use the IRS Data Retrieval Tool (IRS DRT)

To use IRS DRT, you must have filed your taxes electronically at least 1-2 weeks ago or have filed your paper tax return at least 6-8 weeks ago.

View the tutorial or follow the steps below to update the tax information on the FAFSA using IRS DRT: 

IRS Data Retrieval Tutorial

  •  Go to the website: www.FAFSA.gov
  • Login to the student’s FAFSA record, select “Make FAFSA Corrections”
  • You will need to enter your PIN & password and then your password again
  • Select the “Financial Information” tab near the top of the page
  • Be aware of the financial information you are viewing -  parent or student.  To access the students data, scroll to the bottom of the parent data and click “Next”
  • Be sure that the tax return status is “Already completed” then answer/update the questions regarding IRS DRT options
  • If eligible for data retrieval, enter the appropriate PIN then “Link to IRS”
  • Select “Ok” to leaving the FAFSA Website
  • Enter the address EXACTLY as it appears on your Federal Tax Return and click “Submit”
  • Check the box under “Transfer My Tax Information into the FAFSA” then click “Transfer Now”
  • Choose the “Sign & Submit” tab near the top of the page
  • Scroll to the bottom of the “List of Changes” and click “Next”
  • Sign electronically using the PIN(s) and then select “Submit My FAFSA Now”

If you receive an “information does not match” message, this may be because:

  • Tax return was recently filed and the information is not available from the IRS; see above processing time
  • Address associated with PIN number does not match address on tax return
  • SSN does not match

IRS DRT cannot be used by a student or parent if—

  • A 2013 amended return was filed or you have not yet filed your tax return
  • The student or parent is married and the tax filing status is Married Filing Separately or Head of Household
  • A 2013 Puerto Rican or foreign tax return was filed

Important:  Please submit W-2 Form(s) as neither IRS Data Retrieval nor the Tax Return Transcript provides individual earnings.  If there is business or farm income, submit Schedules C or F also.


Option 2:  Obtain a Tax Return Transcript

If you cannot successfully use the IRS DRT, a Tax Return Transcript and W-2 Form(s) must be provided. You may obtain the Tax Return Transcript by using one of the following methods:

Under Tools, click “Order a Return or Account Transcript”; click “Order a Transcript”; enter tax filer’s SSN, date of birth of the first person listed on the 2013 IRS income tax return, and address; click “continue”; for Type of Transcript select “Return Transcript”—Not Account Transcript; for Tax Year “2013”.

  • Request by calling the IRS at 1-800-908-9946

Enter tax filer’s SSN, address (currently on file with IRS); select “Option 2” to request an IRS Tax Return Transcript—Not Account Transcript; and then enter “2013”.

Complete lines 1-4 using instructions on page 2 of form; skip Line 5 (do not send to aid office); on line 6 enter “2013”; tax filer must sign, date, enter telephone; mail or fax to IRS as noted on page 2 of form.


Additional information:

  • To verify that an IRA or pension distribution was rolled over, please submit 2013 1099-R form(s).
  • Married tax filers who file separate returns must submit a Tax Return Transcript for each filer.
  • If your initial tax return was corrected or amended, please notify our office.  Alternative documentation will be required.
  • The Tax Return Transcript should be received within 5 to 10 days (longer for paper requests) from when it is requested.