IRS Income Information

Transcript types and ways to order them 

 

Fall 2018 - Spring 2019 Verification of Non-Tax filer (form 4506-T)

 

Fall 2017 - Spring 2018 Income Information 

 

Federal Student Aid Internal Revenue Service Data Retrieval Tool Status

 

 

Fall 2018 - Spring 2019 

The IRS Data Retrieval Tool (DRT) is available on the 2018-2019 FAFSA (OPTION 1, below). 

NEW on the 2018-2019 FAFSA

For your privacy, the tax information you transfer into your FAFSA won't be visible to you. Confirmation will be noted by the following message: "Transferred from the IRS." 

 Verification of Filing Taxes

  • A tax return transcript may be available 2-3 weeks after the tax return has been filed electronically, and accepted by the IRS.
  • Or 8-11 weeks after the tax return has been filed by paper, and accepted by the IRS.
  • Copy of 1040 form is not accepted (with the exception for Fall 2017 - Spring 2018 awards). 
  • A tax filer will be unable to obtain an IRS tax return transcript if he or she:
    • Has been determined by the IRS to be a victim of identity theft.
    • Filed a tax return with Puerto Rico, the Virgin Islands, American Samoa, the Commonwealth of the Northern Mariana Islands, Guam, the Republic of Palau, and the Federated States of Micronesia.
    • Filed a tax return in a foreign country.

Option 1 - IRS Data Retrieval 

IRS Data Retrieval Instructions

Who is NOT Eligible to use the IRS Data Retrieval Tool?
  • Parents who do not have a social security number.
  • A married, independent applicant and spouse who filed separate tax returns.
  • The married parents of a dependent student who filed separate tax returns. 
  • An applicant, or an applicant's parents, if they had a change in marital status after the end of the requested tax year.
  • An applicant or parent or spouse who filed an amended tax return. In this case, submit a tax return transcript obtained from the IRS and a signed IRS form 1040X, "Amended U.S. individual tax return."
  • Student's parents are unmarried but living together.  

OPTION 2 - Request Online

OPTION 3 - Request by MAIL

(Tax Return Transcript and/or Wage and Income Transcript)

  • IRS form 4506-T - mail or fax form to the IRS (fax numbers are listed on the 4506-T form).  

If you are unable to use the IRS data retrieval tool function on the FAFSA, or request a tax return transcript by using form 4506-T, you MUST contact the IRS by calling:

1-800-908-9946.

Tax return transcript orders can take up to 3 weeks to receive copies.