IRS Data Retrieval Tool

The IRS DRT is available for the 2019–20 FAFSA cycle.

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

The IRS Data Retrieval Tool transfers your IRS tax information directly into your FAFSA. To use the Data Retrieval Tool, complete the following steps:

  1. Go to fafsa.gov and select the "Start Here" button.
  2. Log in using your FSA ID.
  3. Select the "Continue" or "Make a Correction" button.
  4. Select the "Financial Information" tab from the top of the page.

Instructions for the parent to request the parent IRS information:

  1. Go to "Parent Financial Information" page.
  2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool.
  3. If eligible, select which parent is providing information on the FAFSA.
  4. Enter the FSA ID for the parent providing the information.
  5. Click "Link to IRS".
  6. 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 "Student Financial Information" page.
  2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool.
  3. If eligible, click "Link to IRS".
  4. Review the information displayed and select the “Transfer My Information into the FAFSA” option.
  5. Proceed to the Sign and Submit page.

If you'd like to know more about the tool, FinAid offers an in depth summary on their website.