Using the IRS数据检索工具 (DRT) when completing your Free Application for Federal Student Aid (FAFSA) allows you and your parent(s) to transfer information from 联邦所得税申报表s to answer corresponding questions on FAFSA on the Web. The DRT may be used to complete the initial FAFSA or to update information on the FAFSA.
Using the IRS DRT is beneficial because:
- It reduces the likelihood that your FAFSA will be selected for verification. Any data element that is copied from a 联邦所得税申报表 as filed with the Internal Revenue 服务 (IRS) 没有修改 will not be subject to verification
- 它减少了错误
- It eliminates the guesswork of determining which line items from the tax return correspond with certain FAFSA questions
你 可能不 use the IRS数据检索工具 if:
- 你r or your parents’ marital status has changed after the end of the tax year
- 你 or your parent(s) filed “married filing separately”
- 你 or your parent(s) filed an amended tax return
- 你 or your parent(s) filed a foreign tax returns instead of or in addition to a U.S. 联邦所得税申报表
The IRS数据检索工具 transfers your IRS tax information directly into your FAFSA. To use the Data Retrieval Tool, complete the following steps:
- 去 http://studentaid.gov/h/apply-for-aid/fafsa and select the “Start Here” button
- 使用您的FSA ID登录
- Select the “Continue” or “Make a Correction” button
- Select the “Financial Information” tab from the top of the page.
Instructions for the parent to request the parent IRS information:
- 去 “Parent Financial Information” page
- Answer the questions in the first box to see if you are eligible to use the IRS数据检索工具
- If eligible, select which parent is providing information on the FAFSA
- Enter the FSA ID for the parent providing the information
- 按“连结至国税局”
- Review the information displayed and select the “Transfer My Information into the FAFSA” option
Instructions for the student to request the student IRS information:
- 去 “Student Financial Information” page
- Answer the questions in the first box to see if you are eligible to use the IRS数据检索工具
- 如符合资格,请按“连结至国税局”
- Review the information displayed and select the “Transfer My Information into the FAFSA” option
- Proceed to the Sign and Submit page
If you’d like to know more about the tool, FinAid提供了一份深入的总结 在他们的网站.
Approximately two weeks after filing the IRS tax return, you and your parents will be able to use the IRS Data Retrieval option to transfer tax information within FAFSA on the Web. We strongly encourage you to transfer your tax information when it is requested as you complete your FAFSA online.
- By using the IRS Data Retrieval option, you significantly lower the chances you are selected for verification, which will save you time and expedite the application process.
- If your FAFSA is selected for verification and you use the IRS Data Retrieval option, you will not be required to submit any tax return documentation.
If you are being asked to submit a Tax Transcript for you and/or your spouse (if married) or parents (if dependent), 你可以获得税收和/或工资 & 美国国税局收入记录 (see below) or you can make a correction to your FAFSA and use the IRS Data Retrieval Option. The financial aid office will receive the corrected application and if you made no change to the IRS data, you will not need to submit a Tax Transcript.
获得税收和/或工资 & 美国国税局收入记录
If your FAFSA is selected for verification and you choose not to use the IRS Data Retrieval Option or could not use it, you will be required to get a Tax Return Transcript and, 在某些情况下, 工资 & 美国国税局收入记录 by calling 1-800-829-1040. Personal copies of tax returns and W2(s) can no longer be accepted.
- Download instructions on how to request an IRS Tax Return Transcript
- Download instructions on how to request an IRS Verification of Non-Filer Status
- Request a Tax or Wage and Income Transcript
If your FAFSA is selected for verification and you and/or your spouse (if married) or parents (if dependent), did not and was not required to file a federal tax return, you will be required to get a Verification of Nonfiling letter from the IRS by calling 1-800-829-1040.
For a list of items needed to complete your financial aid file, go through My.万博地址门户.
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