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Step #1:

Determine whether you are eligible to use the IRS Data Retrieval Tool (IRS DRT) by considering the following.

It is important to note that to successfully use the IRS DRT, you must have both:

  • A valid Social Security Number and legal name match and
  • Filed a 2015 Federal Tax Return

Also:

If Any of These Apply to you:

  • Applied for a 2015 Federal Tax Filing Extension
  • Filed or will file an Amended 2015 Tax Return
  • Filed a Puerto Rican or foreign tax return
  • Filed return using a Tax ID Number (TIN)
  • Tax Return Transcript not obtainable due to Victim of IRS  Identity Theft
  • Filed Married Filing Separately
  • Filed Married Filing Head of Household
  • Marital status from 1/1/2016 through 5/14/2017 has changed

Then…
You are NOT eligible to use the IRS DRT. Follow the instructions here.

Step #2

Once you have reviewed Step #1, choose the appropriate link below:

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Quick Navigation
Guidelines for the Verification Process
I've been selected for Verification!
> Am I eligible to use the IRS Data Retrieval Tool (DRT)?
IRS Data Retrieval Tool - I am eligible
IRS Data Retrieval Tool - My data is not available to transfer
IRS Data Retrieval Tool - I am NOT eligible
I've filed an IRS tax extension
What to do about IRA and/or Pension Rollovers
How to Request a Tax Return Transcript

 

OFFICE OF STUDENT FINANCIAL AID

The Office of Student Financial Aid provides undergraduate and graduate students with resources about types of financial aid and student employment.



FAFSA School Code: 003863

Questions or for more information, contact the Office of Student Financial Aid