IRS Data Retrieval Tool (Preferred)
The IRS Data Retrieval Tool (IRS DRT) electronically transfers your federal tax return information into your FAFSA form.
- Log in to your current FAFSA form or start a new application at fafsa.gov.
- In the finances section of the online form, you will see a "Link to IRS" button if you are eligible to use the IRS DRT.
- Click the "Link to IRS" button and log in with your FSA ID to be transferred to the IRS to retrieve your info.
- Once at the IRS site, enter your information exactly as it appears on your federal income tax return and click the "Submit" button.
- Check the "Transfer My Tax Information into the FAFSA form" box, and click the "Transfer Now" button.
- You will know that your federal tax return information has been successfully transferred because the words "Transferred from the IRS" will display in place of the IRS information in your FAFSA form.
The IRS DRT can be used by both students and parents. Click here to learn more about the IRS DRT.
Tax filers can also request a transcript of their federal tax return or verification of non-filing letter free of charge using one of the methods below.
Download Transcript or Letter Online
- To use this service, you will need:
- Your SSN, date of birth, filing status and mailing address from latest tax return
- Access to your email account
- Your personal account number from a credit card, mortgage, home equity loan, home equity line of credit or car loan
- A mobile phone with your name on the account
- Select “Get My Tax Record,” then “Get Transcript Online”.
- Once successfully validated, you should have immediate access to view, download, and print transcripts or verification of non-filing letter.
Request Mailed Tax Transcript Online
- Select “Get My Tax Record” then “Get Transcript by Mail”.
- Add Social Security Number, Date of Birth, Street Address, and Zip Code.
- Select “Return Transcript” and select the requested filing year.
- Once successfully validated, you can expect to receive a paper IRS Tax Return Transcript at the address included in their online request within 10 to 15 days from the time the on-line request was successfully transmitted to the IRS.
- Follow prompts to enter your social security number and the numbers in your street address. Generally, this will be numbers of the street address that was listed on the latest tax return filed. However, if an address change has been completed through the U.S. Postal Service, the IRS may have the updated address on file.
- Select “Option 2” to request an IRS Tax Return Transcript and then enter the year you are requesting.
- Once successfully validated, you can expect to receive a paper IRS Tax Return Transcript at the address that was used in your telephone request within five to 10 days from the time the IRS receives the request.
- Complete lines 1 – 4, following the instructions on Page 2 of the form.
- On Line 6, enter the requested filing year.
- The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
- Mail or fax the completed IRS Form 4506-T to the appropriate address or fax number provided on Page 2 of Form 4506-T.
- You can expect to receive your transcript within five to 10 days from the time the IRS receives and processes their signed request.
Victims of IRS Tax-Related Identity Theft
An individual who was the victim of IRS tax-related identity theft must provide:
- A Tax Return Data Base View (TRDBV) transcript obtained from the IRS and
- A statement signed and dated by the tax filer indicating that he or she was a victim of IRS tax-related identity theft and that the IRS is aware of the tax-related identity theft.
Amended IRS Income Tax Returns
An individual who filed an amended IRS income tax return for the tax year 2016 must provide:
- A 2016 IRS Tax Return Transcript (that will only include information from the original tax return) and
- A signed copy of the 2016 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.
Foreign Income Tax Returns
An individual who filed or will file an income tax return with the relevant taxing authority of a U.S. territory, commonwealth, or with a foreign central government must provide:
- A transcript that was obtained at no cost from the relevant taxing authority of a U.S. territory (Guam, American Samoa, the U.S. Virgin Islands) or commonwealth (Puerto Rico and the Northern Mariana Islands), or a foreign central government, that includes all of the tax filer’s income and tax information required to be verified for tax year 2016; or
- If a transcript cannot be obtained at no cost from the relevant taxing authority, a signed copy of the 2016 income tax return(s).