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Get Step By Step Instructions For Using The Irs Data Retrieval Tool
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How to use or fill out the Step By Step Instructions For Using The IRS Data Retrieval Tool online
The IRS Data Retrieval Tool is a valuable resource that simplifies the process of transferring tax information directly into your FAFSA form. This guide provides clear instructions on using this tool to ensure a smooth and effective filing experience.
Follow the steps to complete your IRS Data Retrieval seamlessly.
- Click 'Get Form' button to obtain the form and open it in the editor.
- Log into your FAFSA by navigating to www.FAFSA.GOV and selecting 'Login.' Enter the student's information and press 'Continue.' If you forgot your password, use the 'I Forgot My Password' option to reset it.
- Select the 'Financial Information' tab. You will see a prompt asking if your parents have completed their IRS income tax return. Choose the appropriate option from the dropdown menu. Selecting 'Already Completed' will lead you to the next section.
- If 'Already Completed' is selected, respond to a series of questions with 'Yes' or 'No.' If 'Yes' is selected for any question, you cannot use the IRS Data Retrieval Tool. If all answers are 'No,' proceed by entering your PIN and clicking on 'LINK TO IRS.'
- After clicking 'Link to IRS,' you will receive a notification indicating that you are navigating away from FAFSA on the Web.
- On the IRS website, enter the information requested for the individual listed on your tax document.
- Upon successful identification verification by the IRS, your tax information will appear. Click 'Submit' and select 'Transfer Now' to transfer your information, triggering a message that confirms your tax information has been successfully transferred.
- Select 'Next' and repeat steps 3 to 7 for the student. Once completed, remember to return to FAFSA to finalize your application by entering both student and parent PINs in the sign and submit section. After submission, you will receive a confirmation number and an Expected Family Contribution (EFC) number.
Complete your FAFSA online today by following these straightforward steps!
IRS electronic processing usually takes about 21 days for individual tax returns. However, during peak times, processing may take longer. By understanding this timeline, you can better plan your FAFSA submission when you follow the step by step instructions for using the IRS data retrieval tool.
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