IRS Data Retrieval Tool Unavailable

IRS Data Retrieval - Currently Unavailable

ISU encourages the use of the The IRS Data Retrieval Tool, which allows applicants (and parents) to access their IRS tax information and have it automatically inserted into the Free Application for Federal Student Aid (FAFSA).

• 2017/2018 FAFSA- Retrieval of 2015 tax information using the IRS Data Retrieval Tool is Unavailable.
• 2016/2017 FAFSA- Retrieval of 2015 tax information using the IRS Data Retrieval Tool is Unavailable.

With just a few simple steps, the tax information can also be securely transferred into FAFSA on the Web.

Only eligible applicants will be able to retrieve IRS data. If you qualify, using the IRS Data Retrieval Tool can:

• easily provide tax information
• ensure accurate tax information
• save you time
• allow you to skip providing IRS tax transcripts,(ANCHOR TO BELOW “What if I cannot use the IRS Data Retrieval Tool”) which you will otherwise need to provide because we are unable to accept tax forms.

A tutorial on updating IRS Data on FAFSA.gov is available for you to view.

Specific questions related to the processing of your IRS tax return should be directed to the IRS at 1-800-829-1040.

How long after I file my federal tax form is the IRS Data Retrieval Tool Available?

A limited number of tax returns take longer for the IRS to process, such as when the return includes errors, is incomplete, needs further IRS review, or is impacted by identity theft.

In general, the IRS Data Retrieval Tool will be available 3 weeks AFTER filing your federal tax return electronically or 8 weeks AFTER filing a paper federal tax return.

Learn more

How Do I Access the IRS Data Retrieval System?

1. Log in to the FAFSA website.
2. Choose the appropriate year.
3. Enter Income Tax Form filed.
4. Mark current status of federal tax return.
• Determining when tax information will be available via the IRS DRT
5. Click on "View option to link to IRS."

• Use the address you listed when you filed your tax return.

Can I "Make Corrections" using the IRS Data Retrieval Tool?

If you have already submitted your FAFSA, you may wish to update your FAFSA application with the IRS Data Retrieval Tool. For assistance, view the tutorial.

What if I cannot use the IRS Data Retrieval Tool?

If you are unable to use the IRS Data Retrieval Tool to provide tax information on the FAFSA, you may be required to provide the Financial Aid Office with an official Tax Transcript from the IRS Office.

Get Transcripts from the IRS

Federal Requirements no longer allow us to accept Tax Forms. Students/parents must provide Tax Transcripts for verification along with the signed Verification Request Form  for the appropriate year.

Transcripts are available online, by mail, or via an automated phone tool at 1-800-908-9946. You can also get transcripts at your local IRS office.

Get Transcripts

Which "type" of transcript do I need?

For most Federal Tax Return Transcript requests:

1. Obtain the "Return" Transcript from the IRS (free of charge).
2. Print and sign Verification Request Form for the appropriate year:
• Parent Tax Transcript Verification Form
• 2016-2017 Tax Transcript Verification Form
3. Submit all forms to the ISU Financial Aid Office.
   
   

Exceptions:

Verification of W-2 (Income) Forms

If you require Verification of W-2 (Income) Forms

1. Obtain the "Wage and Income" Transcript from the IRS (free of charge).
2. Print and sign Verification Request Form for the appropriate year:
• 2017-2018 Parent Tax Transcript Verification Form
• 2016-2017 Tax Transcript Verification Form
3. Submit all forms to the ISU Financial Aid Office.