IRS Data Retrieval Tool Process
The IRS Data Retrieval Tool (DRT) allows you, and if applicable, your parent(s), to upload data from your federal tax returns into your FAFSA. You can use the DRT tool can be used when completing the initial FAFSA. You can also use it when making corrections. This option will expedite the processing of your financial aid. You must submit your taxes to the IRS at least two weeks prior to using the tool.

When you will NOT be able to use the DRT

If any of the following are true, you won’t be able to use the IRS DRT.

• Marital status changed after the end of the tax year
• Filed Taxes as “Married Filing Separately”
• Filed an amended tax return
• Filed a foreign tax return
• Filed a tax return using a Tax ID Number (TIN)
• The home address on the FAFSA does not match the address on the tax return
• You haven’t completed a federal tax return or aren’t required to file

If you answer yes to any of the above statements you must request a Tax Return Transcript from the IRS. Click here for instructions.

How to use the IRS Data Retrieval Tool

• Go to studentaid.gov and select the “Start Here” button.
• Log in using your FSA ID and password.
• Select the “Continue” or “Make a Correction” button.
• Select the “Financial Information” tab from the top of the page.

Instructions: Requesting Parent IRS Information

IRS Data Retrieval Tool – Parents

• Go to “Parent Financial Information” page.
• Answer the questions in the first box to see if you are eligible to use the IRS DRT.
• If eligible, select which parent is providing information on the FAFSA.
• Enter the FSA ID for the parent providing the information.
• Click “Link to IRS“.
• Click “OK” to accept the IRS DRT terms of use.
• Enter the requested information and click “Submit”. Enter your address exactly as it appear on your tax return.
• 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 data will transfer to your FAFSA. You’ll be redirecterd to the FAFSA website.
• Continue to the “Sign and Submit” tab to Sign and resubmit your FAFSA.
• Allow up to five business days for SWIC to receive your updated FAFSA.

Instructions: Requesting Student IRS Information

IRS Data Retrieval Tool – Students

• Go to the “Student Financial Information” page.
• Answer the questions in the first box to see if you are eligible to use the IRS DRT.
• If you are eligible, click “Link to IRS“.
• Click “OK” to accept the IRS DRT terms of use.
• Enter the requested information and click “Submit”. Enter your address exactly as it appear on your tax return.
• 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 data will transfer to your FAFSA. You’ll be redirecterd to the FAFSA website.
• Proceed to the Sign and Submit tab to resubmit your FAFSA.
• Allow up to five business days for SWIC to receive your updated FAFSA.

PLEASE NOTE: If you make any changes to any of the fields brought in by the IRS Data Retrieval Tool on your FAFSA, the tax information is no longer sufficient for verification purposes. If you are selected for verification, a tax return transcript will be required.