IRS Data Retrieval Tool Instructions

STEP 1: Log onto your FAFSA application at www.fafsa.gov

 

STEP 2: Click on "Make FAFSA Corrections"

Verify that you are logging into the specific academic year that you are requesting. The default year may be different. You can change the year that you are accessing by looking at the tabs on the top of the page.

  • You may need to enter your pin and set a password for these changes.


 

STEP 3: Click "Next".

 

STEP 4: On the Financial Information Tab, update your answer to “Already Completed.”  

Five options will appear to help you decipher whether or not you will be able to use the IRS Data Retrieval Tool.

 
NOTE: If you answer YES to any of the questions, you will not be able to use the IRS Data Retrieval Tool at this time.

Please see the bullets below for instructions on how to proceed. 
  • If you answered YES to: "Married Filing Separately",  "Head of Household",  or  "Amended Tax Return (1040X)", you will not be able to use the IRS Data Retrieval Tool. Instead, you must request a "Tax Return Transcript" from
    the IRS and submit it to the Financial Aid Office. Do not delay! It may take the IRS several weeks to process your request. For information regarding this process, click here
     
  • If you answered YES to filing a "Puerto Rican or Foreign Tax Return", please submit copies of those forms to the Financial Aid Office. 
     
  • If you answered YES to filing your "taxes electronically in the last 3 weeks (or by mail in the last 8 weeks)"  your tax information may not be available yet from the IRS. You may need to wait until the IRS Data Retrieval function becomes available to you.  Also, if you owe the IRS any payment of taxes, the IRS Data Retrieval Tool will not be available to you until a few weeks after your payment has been received by the IRS. 
     

STEP 5: If you can answer NO to each of the questions, you should be able to complete the IRS Data Retrieval Tool.

Enter your FAFSA FSA ID or PIN and click "LINK TO IRS". You will be alerted that you are leaving the FAFSA on the Web.

Click OK. 
 

STEP 6: The IRS website will open to a page entitled "Get My Federal Income Tax Information".

Enter your filing status and address information exactly as it appears on your 1040 and press "submit".  (This tool is very complex and the information needs to match your 1040 precisely! For example, if on the address line of your 1040 you used the “St.” abbreviation, but you typed the word “Street” into this website, the IRS Data Retrieval Tool cannot match you. Check your 1040 and try again.)

 

STEP 7: If your address was entered correctly, your federal income tax information will populate.

Check the box labeled “Transfer My Tax Information into the FAFSA” and then click “Transfer Now.”


 

STEP 8: Your session with the IRS will close and your information will be transferred into the FAFSA 

Though your information has been transferred successfully into the FAFSA, Biola will not receive the updates unless you continue through to Sign & Submit the FAFSA again.  
 
Continue through the FAFSA and complete any blank fields but be careful NOT to change any prepopulated value labeled as “Transferred from the IRS”.
 
If you change any value that is labeled as such, you will be required to complete the IRS Data Retrieval Tool again. 

 


STEP 9: Proceed through to the Sign &Submit Tab of the FAFSA and choose "Submit My FAFSA Now" 

This action will send your changes to Biola. You will know your FAFSA has been submitted successfully when you arrive at the Confirmation Page.


Congratulations, you have now completed the IRS Data Retrieval Tool!

Biola University
13800 Biola Ave. La Mirada, CA 90639
1-562-903-6000