Log back into your FAFSA and look for the “Link to IRS” button in the income section of the form. If you are eligible to use the IRS Data Retrieval Process, your FAFSA will be automatically updated using the values from the official IRS records for 2015. Do not make any changes to the 2015 income information on your FAFSA after you have used the tool. That would invalidate the process and require you to submit a copy of your IRS tax return transcript, which will delay the processing of your financial aid application. Keep in mind that you will not be able to complete data retrieval until 2 weeks after filing your taxes electronically.
- Click “Make FAFSA Corrections.”
- Click the “Financial Information” option on the top menu.
- You should see information about how to begin using the IRS Data Retrieval Process. You may need to change your tax filing status.
- In the IRS Data Retrieval box, choose the option that best applies to you, and click “View option to link to the IRS.”
- Click the “Link to IRS” button, and click “OK” on the next page.
- Check the “Transfer My Tax Information into the FAFSA” box, and click the “Transfer Now” button.
- You will then see a screen confirming that the information has been transferred.
- Agree to the terms and sign this section to move on.
- This process needs to be completed for both the student and the parent. Parents will need to sign separately using their own FAFSA PIN.
- After you do this for both student and parent, submit the corrected FAFSA.
- You are all set!
We’ve also created a visual aid to walk you through this process.
- via online request at the IRS website,
- via telephone request at (800) 908-9946, or
- via paper request (go to the IRS website, print out Form 4506T-EZ, and mail it to the IRS).
Our office strongly recommends that you either call or submit your request online. The paper option is by far the slowest choice and does not provide an automatic confirmation that your request was processed. You can find detailed instructions by logging into your FAOnline account and reviewing the “Requesting an IRS Transcript” document under the Standard Forms tab.