IRS Data Retrieval Tool

Note: As of Fall 2012, MCC will no longer accept copies of tax returns, per federal regulations.

Beginning February 1, 2012, students and parents who have filed their 2011 IRS tax return will be able to select the IRS Data Retrieval option on the Free Application for Federal Student Aid (FAFSA) to transfer tax information to the FAFSA. We strongly encourage you to select this option during the initial filing or when subsequent corrections are made to your 2014-2015 FAFSA. This option will streamline and expedite the processing of your financial aid application. Using the tool will also greatly decrease your chances of being selected for verification.

To successfully use this option you must:

  • Have a federal tax return filed with the IRS.
  • Have a valid Social Security number.
  • Have a Federal Aid Personal Identification Number (PIN)

You will be unable to use this option if:

  • Your marital status changed after December 31, 2011.
  • You filed married filing separately.
  • You filed an amended return.
  • You filed a foreign tax return.
  • You filed a tax return using a Tax ID Number (TIN).
  • The home address on the FAFSA does not match the address on the tax return.

According to the IRS, this tool cannot be used until 1-2 weeks after electronically filing a tax return and 6-8 weeks after filing paper tax returns.

How It Works

When either a parent or student selects the IRS Data Retrieval option, the FAFSA Central Processing System (CPS) will conduct a data match with the IRS. As the federal income tax filer, you will be redirected to a secure IRS website, where you will permit the IRS to transfer income data to the CPS. Data that is successfully matched will be marked on the FAFSA with the following notation, "Transferred from the IRS." It's as simple as that. This process avoids reporting errors and processing delays that can otherwise occur when the option is not selected.

Last Update: June 10 2014
For additional information, contact: Ivette Rivera-Dreyer