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IRS Data Retrieval Tool Unavailable

The IRS Data Retrieval Tool on fafsa.gov and StudentLoans.gov is currently unavailable. IRS and Department of Education Office are working to resolve the issue as quickly as possible. However, at this time, the IRS anticipates the online data tool will be unavailable for several weeks.

This does not limit families' ability to apply for aid at Fafsa.gov.

IRS and Federal Student Aid Statement on Data Retrieval Tool

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.


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.
  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.


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:
  3. Submit all forms to the ISU Financial Aid Office.

Exceptions:

If you have Amended your Tax Returns:

  1. Obtain a free IRS Tax Return Transcript
  2. Obtain a signed copy of the IRS Form 1040X that was filed with the IRS.
  3. Print and sign Verification Request Form for the appropriate year:
  4. Submit forms to the ISU Financial Aid Office

If you have filed for an Extension of your taxes:

  1. Obtain a copy of the IRS extension form (4868) which you submitted to the IRS
  2. Obtain copies of your W-2s
  3. Print and sign Verification Request Form for the appropriate year:
  4. Submit all forms to the ISU Financial Aid Office

Note: A current year tax return transcript will be required prior to the second disbursement of aid.

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:
  3. Submit all forms to the ISU Financial Aid Office.

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