2018-2019 Federal Verification

  • 2018-2019 Federal Verification

    To obtain verification of income from the IRS, you will need to either use the FAFSA IRS Data Retrieval Tool or submit a Tax Return Transcript to our office. Tax Return Transcript must be obtained from the IRS and is different than the federal 1040 tax return you submit to the IRS.

    We have found the easiest way to obtain the IRS tax information is for you to update your FAFSA by using the IRS Data Retrieval Tool.

    The FAFSA IRS Data Retrieval Tool cannot be used if the tax return filer is married and filed their tax return as either head of household or married filing separately.

    Using the IRS Data Retrieval Tool on the FAFSA

    Call the FAFSA hotline at 800-433-3243 if you need assistance using the FAFSA IRS Data Retrieval Tool.

    View the U.S. Department of Education's procedures or follow the instructions below:

    1. On the https://fafsa.gov web page, click on the green Login button in the Returning User? section.
    2. After logging onto the appropriate year FAFSA, select the Make FAFSA Corrections link located in the midsection of the screen.
    3. Once you are in the FAFSA corrections area, select the Financial Information tab at the top of the screen.
    4. Answer the questions presented.  They will be prefilled with answers, so change them if necessary.
    5. If you are eligible to use the FAFSA IRS Data Retrieval Tool, you will be presented with a Link to the IRS button. If you are not eligible to use the data retrieval tool, follow the instructions below on how to obtain a Tax Return Transcript.
    6. Once you complete the IRS information, it will bring you back to your FAFSA.
    7. Scroll to the bottom of the FAFSA screen, click on next, and follow the directions.
    8. Make sure you submit the corrections and sign your FAFSA using your FSA ID.
    9. You will know that your federal tax return information has been successfully transferred if Transferred from the IRS displays in place of the IRS information in your FAFSA form.
    10. After you have completed the FAFSA IRS data retrieval, the Office of Student Financial Aid will receive a new FAFSA record in approximately one week.