The IRS Data Retrieval Tool transfers your IRS tax information directly into your FAFSA. To use the Data Retrieval Tool, complete the following steps:
- Go to fafsa.ed.gov and select the “Start Here” button
- Log in using your FSA ID
- 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:
- Go to "Parent Financial Information" page
- Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool
- If eligible, select which parent is providing information on the FAFSA
- Enter the FSA ID for the parent providing the information
- Click "Link to IRS"
- Review the information displayed and select the “Transfer My Information into the FAFSA” option
Instructions for the student to request the student IRS information:
- Go to "Student Financial Information" page
- Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool
- If eligible, click "Link to IRS"
- Review the information displayed and select the “Transfer My Information into the FAFSA” option
- Proceed to the Sign and Submit page