Instructions For Submitting 2015 Federal Tax Information
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1
2Instructions for Submitting 2015
Federal Tax Information
—
Option 1: Use the IRS Data Retrieval Tool (IRS DRT)
To use IRS DRT, you must have filed your taxes electronically at least 2-3 weeks
ago or have filed your paper tax return at least 6-8 weeks ago. If you did not pay all the taxes you owe, your return and your transcript may
not be available until mid-May, or a week after you pay the full amount owed.
1. Go to the website: and click “Login.”
2. Enter your student information and click “Next.”
3. Click “Make FAFSA Corrections.”
4. Enter your Federal Student Aid ID and password. Create and re-enter a save-key and click “Next.”
5. Click on the “Financial Information” tab. Select “Already Completed” for the tax filing status and answer eligibility questions.
Be aware of the financial information you are viewing—student or parent. To access the student’s data, scroll to the bottom
of the parent data and click “Next.”
6. If eligible to use the IRS Data Retrieval Tool, enter the appropriate FSA ID and click “Link to IRS.”
7. Click “OK” to leave the FAFSA website and enter the IRS Data Retrieval Tool website.
8. Click “OK” to accept the IRS Data Retrieval Tool terms of use.
9. Enter the requested information. Enter the address exactly as it appears on your Federal Tax Return and click “Submit.”
10. Check the box “Transfer My Tax Information into the FAFSA” then click “Transfer Now.” Transfer will occur and you will be
returned to the FAFSA website.
11. Do not change any answers that say “Transferred from the IRS”; answer question(s) asking how much was earned and click
“Next.”
Attention—If you are retrieving both parent and student IRS data, Steps 5 through 11 must be undertaken for each filer prior to
continuing to Step 12.
12. Click the “Sign & Submit” tab near the top of the page. Enter the required FSA ID(s) and click “Sign.” Then agree to the Terms of
Agreement and click “Submit My FAFSA Now.”
If you receive an “information does not match” message, this may be because:
•
Tax return was recently filed and the information is not available from the IRS; see above processing time
•
Address associated with FSA ID does not match address on tax return or SSN does not match. Having trouble with the IRS Data
Retrieval Tool? See the reverse side of this page.
IRS DRT cannot be used by a student or parent if—
•
A 2015 amended tax return (1040X) was filed, you have not yet filed your tax return, or a foreign tax return was filed
•
The student or parent is married and the tax filing status is Married Filing Separately or Head of Household
If
Option 2: Obtain a Free Tax Return Transcript—
unable to use IRS DRT, select one of the following methods:
Request at the IRS website
•
Under the Tools heading on the IRS homepage, click “Get Transcript of Your Tax Records.”
Get Transcript by MAIL Joint filers should provide information for the first person listed on the tax return; enter SSN, date
of birth, and address; click “continue”; for Type of Transcript select “Return Transcript”—NOT Account Transcript; for Tax
Year “2015.”
• Request by calling the IRS Transcript Order Line at 1-800-908-9946
You will be given an online option but continue to hold. You will be prompted to enter tax filer’s SSN, address; select
“Option 2” to request an IRS Tax Return Transcript—NOT Account Transcript; and then enter “2015.”
• Paper Request Form—Download IRS Form 4506T-EZ (Not 4506-T) at
As this method can take 4 to 6 weeks, it is least recommended. Instructions can be found online.
Additional information:
•
To verify that an IRA or pension distribution was rolled over, please submit 2015 1099-R form(s).
•
Married tax filers who file separate returns must submit a Tax Return Transcript for each filer.
•
If your initial tax return was corrected or amended, please notify our office. Alternative documentation will be required.
•
Submit 2015 W-2 form(s) since neither the IRS DRT process nor the tax return transcript provide individual earnings. If there is
a business, farm, or partnership submit Schedules C, F, and/or K-1(Form 1065).
IRS Data Retrieval Tool Help
When using either the IRS Data Retrieval Tool on your FAFSA, or any of the available tax return transcript ordering processes,
you are instructed that the address you enter must match the address inputted on your Federal Income Tax Return. Many
times users enter the correct address, only to be presented with this error message:
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