Transfer your IRS tax return information directly to FAFSA

Beginning February 1, 2012, students and parents who have completed the 2011 IRS tax return will be able to link to the IRS and transfer their tax return information to their FAFSA. This is a fast, easy way to apply for financial aid and will satisfy most of the student financial aid verification requirements. You may use the IRS Data Retrieval Tool during the initial filing or when subsequent corrections are made to your 2012-2013 FAFSA.

How to transfer your information

1. Go to FAFSA.gov to begin completing the FAFSA
2. Enter your PIN and click "Link to IRS"
3. Enter the required information on the IRS website
4. Once the IRS has validated your identification, your IRS tax information will display. You can either transfer your information from the IRS, or choose to return to FAFSA on the Web from the IRS Web site.

Exceptions

Unfortunately, the Data Retrieval Process cannot be used in the following circumstances and you will have to submit Tax Return Transcript and W2s.

• When paper FAFSA is completed
• Filed "married filing separately" return
• Filed amended return
• Filed foreign return
• Marital status changed after December 31
• Changes to IRS Data Retrieval information on FAFSA

Applicants who do not use FAFSA-IRS Data Retrieval option or who retrieve IRS data but change it will be required to provide a Tax Return Transcript and copies of W2s to the Office Student Financial Aid.

• Obtain Tax Return Transcript from the IRS

Copies of your 1040 tax returns will no longer be accepted.