IRS Data Retrieval Tool

Please note that the FAFSA reports "prior-prior year" income. For the 2019-2020 FAFSA cycle you will submit 2017 income information. For the 2020-2021 FAFSA you will submit 2018 income information.  We strongly suggest that you utilize the IRS data retrieval tool [DRT] and automatically transfer your tax information into the FAFSA.

Your tax return information transferred from the IRS into fafsa.gov, now has stronger security and privacy protections.

  • As a result, the tax information transferred from the IRS does not display on the IRS DRT web page, in the FAFSA form, or on the Student Aid Report.
  • Instead of the user's tax information being displayed, the phrase "Transferred from the IRS" appears in the appropriate fields on fafsa.gov.

Instructions for the parent to request the parent IRS information:

  1. Go to fafsa.gov and select "Start Here".
  2. Student logs in using their FSA ID.
  3. Select "Continue" or "Make a Correction"
  4. Select the "Financial Information" tab from the top of the page.
  5. Go to "Parent Financial Information" page.
  6. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool.
  7. If eligible, select which parent is providing information on the FAFSA.
  8. Enter the FSA ID for the parent providing the information.
  9. Click "Link to IRS".
  10. Review the information displayed and select the “Transfer My Information into the FAFSA” option.

Instructions for the student to request the student IRS information:

  1. Go to fafsa.gov and select "Start Here"
  2. Log in using your FSA ID
  3. Select "Continue" or "Make a Correction"
  4. Select "Financial Information" from the top of the page.
  5. Go to "Student Financial Information" page.
  6. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool.
  7. If eligible, click "Link to IRS".
  8. Review the information displayed and select the “Transfer My Information into the FAFSA” option.
  9. Proceed to the Sign and Submit page.

If you'd like to know more about the tool, Federal Student Aid provides information on their website.