The step by step instructions assumes that you have already submitted a FAFSA and is meant to help you update your FAFSA using the online IRS Data Retrieval Tool.
Step 1: Go to www.fafsa.gov and click “Login.”
Step 2: Enter your student information and click “Next.”
Step 3: Click “Make FAFSA Corrections.”
Step 4: Enter your Federal Student Aid 4 digit PIN. If you don’t know or can’t remember your PIN, click the “I Forgot/Don’t Know My PIN” link or visit http://www.pin.ed.gov and request a duplicate PIN. Create and enter a password and click “Next.”
Step 5: Click on the “Financial Information” tab. Select “Already Completed” for the tax return filing status and answer the eligibility questions.
Step 6: If you are eligible to use the IRS Data Retrieval Tool you will be prompted to enter your PIN number and click “LINK TO IRS.” If you are not eligible to use the IRS Data Retrieval Tool follow these instructions to order a tax return transcript.
Step 7: Click “OK” to leave the FAFSA website and enter the IRS Data Retrieval Tool website.
Step 9: Enter the requested information and click “Submit.” Remember to enter your address exactly as it appeared when you filed your taxes.
Step 10: Review the information that the IRS has retrieved from your tax returns. Check the box to “Transfer My Tax Information into the FAFSA” and click “Transfer Now.” Your IRS data will be transferred to your FAFSA and you will be returned to the FAFSA website.
Step 11: Do not update any answers that say “Transferred from the IRS” or your school may require you to supply additional documentation. Answer the question(s) asking how much was earned in wages, salaries, and tips and click “Next.”
NOTE: If you are using the IRS Data Retrieval Tool for both the student and parent you will have to complete this process twice, once under the Student Financial Information Section and once under the Parent Financial Information section before submitting the FAFSA.
Step 12: Continue to the “Sign & Submit” tab. Enter your PIN number and click “Sign.” Then agree to the Terms of Agreement and click “Submit My FAFSA Now.”
Remember to print or save the confirmation page for your records.
Having trouble with the IRS Data Retrieval Tool? Visit the Help Page.