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Question: What is the IRS Data Retrieval Tool?
Answer: The IRS Data Retrieval Tool allows you easily and securely import data from your tax return directly from the IRS to your FAFSA. You should not change the data that is imported from the IRS to your FAFSA.


Question: What information is transferred to my FAFSA when I used the IRS Data Retrieval Tool?
Answer: The following items are imported:

  • type of tax return filed
  • filing status
  • adjusted gross income
  • taxes paid
  • income earned from work
  • exemptions
  • education credits
  • IRA deductions
  • tax-exempt interest income
  • untaxed IRA distributions
  • untaxed pensions

Question: Why is my school asking me to use the IRS Data Retrieval Tool?
Answer: If your school is asking you to use the IRS Data Retrieval Tool then your financial aid application (the FAFSA) was selected for verification.

 

Question: What is verification?
Answer: Verification is the process of your school confirming that the information on your FAFSA is accurate.

 

Question: Why was I selected for verification?
Answer: The Department of Education randomly selects students for verification. You did nothing wrong to get selected for verification. If you are selected for verification, you should take comfort in the fact that your school is going to review your FAFSA for accuracy to make sure you are receiving all of the financial aid that you qualify for and are entitled to.

 

Question: What are my options if I can’t use the IRS Data Retrieval Tool?
Answer: If you are not able to use the IRS Data Retrieval Tool you can order a Tax Return Transcript from the IRS. The IRS will mail the Tax Return Transcript to you and then you can turn the document into your financial aid office.

 

Question: Can I manually enter my tax return data into the FAFSA?
Answer: No. Manually entering your tax return data into the FAFSA does not meet the statutory requirements for completing verification. Your school knows if you successfully used the IRS Data Retrieval Tool because they receive confirmation from the Department of Education.