IRS Data Retrieval Tool

Filing your FAFSA with the IRS Data Retrieval Tool

Beginning February 2014, students and parents who have submitted their 2013 Federal Income Tax Return information will have the option to use the IRS Data Retrieval Tool which will assist you tremendously when filing your FAFSA. It is available for those who submit a FAFSA online, and will allow you to retrieve parent and (as applicable) student tax-filing information directly from the IRS onto your FAFSA. To fully take advantage of the IRS Data Retrieval Tool, please seriously consider filing federal tax returns as soon as possible, and before beginning your FAFSA.  Using the IRS Data Retrieval Tool will help you complete your FAFSA faster and more accurately than ever before!

Who is not eligible to use the Retrieval Tool?

  • Married couples who file separate tax returns
  • Applicants whose marital status has changed as of January 1, 2013
  • Applicants who are neither eligible nor required to file a 2013 federal tax return

Special items of note:

  • ALL applicants and parents who indicate that they HAVE FILED a 2013 federal tax return will be directed to use the Retrieval Tool.
  • Applicants and parents who indicate that they WILL FILE a 2013 federal tax return will receive email communications directing them to use the Retrieval Tool to update their income information once the return is filed.
  • Applicants who choose not to use the Retrieval Tool OR applicants who use the Retrieval Tool but subsequently change income information will be directed by NC State Financial Aid to submit IRS 2013 Tax Return Transcripts. The financial aid process will not continue until transcripts are received.
  • For further FAFSA information, visit http://www.fafsa.ed.gov/
  • For further information about the IRS and tax-filing, visit http://www.irs.gov/

How to Use IRS Data Retrieval

After logging into FAFSA at http://www.fafsa.gov/, submitting preliminary information, and indicating that you have already submitted your 2013 federal tax returns, FAFSA will direct you to the IRS website and the data retrieval tool. After clicking on “Transfer Now,” you will automatically be redirected to the FAFSA website and much of your financial data will be populated with the notation “Transferred from the IRS.”

Tax Transcript or IRS Data Retrieval?

We highly recommend you use the IRS Data Retrieval option on the FAFSA if you are eligible. Obtaining a Federal Tax Transcript from the IRS can cause significant delays. Instructions for obtaining a tax return transcript are below.

Federal guidelines allow us to substitute the IRS Data Retrieval process for a tax transcript in many cases. Data Retrieval will simplify the verification process by reducing the number of documents you need to submit to our office and will speed the verification of your FAFSA. However, parents and/or students who use the IRS Data Retrieval and subsequently make changes to the data on the FAFSA must still submit a tax transcript. If you use the IRS Data Retrieval, you should not change any of the data which is pulled from the IRS and input on your aid application.

Certain situations may require a tax transcript even after using the IRS Data Retrieval Tool.

Using IRS Data Retrieval

If you were selected for verification, your first step should be to log back into your FAFSA and use the IRS Data Retrieval option if you are eligible. Then you should submit your verification worksheet and any other items which we have requested from you. If you are not eligible or choose not to use IRS data retrieval, then you will be required to submit a Tax Transcript.

If you did not use the IRS Data Retrieval tool when completing the FAFSA, we encourage you to do so now to speed the verification process:

  • Log into www.fafsa.gov
  • Select Make FAFSA Corrections and navigate to the financial data section
  • Follow the instructions to determine if you are eligible to use the IRS Data Retrieval

When Will Data Be Available From the IRS

Electronic Tax Filers - Data will be available within 2 weeks of filing
Paper Tax Filers - Data will be available within 6-8 weeks of filing

*Please note that if a tax payment is due to the IRS when an individual files their 2013 tax return and has not paid in full; the IRS will not process the return until May. A Tax Return Transcript or IRS DRT will not available until 2-3 weeks after the return has been processed in May.

If I am not eligible to use the IRS Data Retrieval Tool how do I obtain a tax transcript from the IRS?

  • Do not have transcripts sent directly to our office – they must be sent to you. When you receive the tax transcript, please write the student name and NCSU student ID number on the top right hand corner of each page of the Tax Return Transcript before sending to our office. There are a number of ways to obtain a copy of your Federal Tax Transcript from the IRS, but there may be significant delays involved so please plan ahead:

Option 1 – GET TRANSCRIPT ONLINE – View and print your transcript immediately (Most preferred method)

  • Navigate to http://www.irs.gov/
  • Navigate to the orange Tools header and Click “Get Transcript for My Tax Records”
  • Click the blue button “Get Transcript Online”
  • You will receive a “This U.S. Government System is for authorized use only” message. Click OK.
  • Click on the blue Create an Account button
  • Enter your First name, Last name, Email, Confirm Email
  • Click on the blue “Send Email Confirmation Code”
  • Retrieve confirmation code from your email
  • Enter the email confirmation code within 30 minutes of receipt
  • Click the blue “Verify Email Confirmation Code”
  • Enter the tax filer’s SSN, DOB, tax filing status, Country, street address, city, state and ZIP Code. These must exactly match the data provided on your tax return.
  • You have the option to enter as a guest user or to create a user ID and password. We recommend that you NOT check the box for guest user, “Select checkbox and click the “Continue” button to proceed as guest. Proceeding as a guest user will require you to enter this information every time you access the system. If you would like this information stored for future use do not check the box. Click the “Continue” button to create a User ID and password.” We recommend that you elect to set up a user ID and password for future access if needed. That option will be presented to you in later steps.
  • Click “Continue”
  • You will be asked a series of personal identifying questions that only you will be able to answer. (Example: What is your mortgage payment?)
  • Set up a user ID and password. Please make note of your user ID and password for future use.
  • Select the reason for request “Higher Education/Student Aid”
  • You will be presented with the option to download a Return Transcript.
  • Under the blue Return Transcript header, click the tax year link for the appropriate tax filing year.
    • Select tax year 2013 for 2014-15 academic year
    • Select tax year 2012 for 2013-14 academic year
  • Save the PDF version of your Tax Return Transcript
  • Print the PDF version of your Tax Return Transcript
  • Write the student name and NCSU student ID number on the top right hand corner of each page of the Tax Return Transcript.
  • Mail, fax, or email all pages of the PDF version of your Tax Return Transcript to the Office of Scholarships & Financial Aid.

North Carolina State University
Office of Scholarships and Financial Aid
2016 Harris Hall, Box 7302
Raleigh, NC 27695-7302
FinancialAid@ncsu.edu
(919) 515-8422 Fax

Option 2 – GET TRANSCRIPT BY MAIL – Request to obtain transcript by mail within 5 to 10 business days

  • Navigate to http://www.irs.gov/
  • Navigate to the orange Tools header and Click “Get Transcript for My Tax Records”
  • Click the blue button “Get Transcript by Mail”
  • You will receive a “This U.S. Government System is for authorized use only” message. Click OK.
  • Enter the tax filer’s SSN, DOB, street address and ZIP code. These must exactly match the data provided on your tax return.
  • Click Continue
  • Select transcript type of “Return Transcript” and select tax year.
  • Click Continue
  • If successfully linked, tax filers can expect a paper IRS Tax Return Transcript to be mailed to the specified address within 5-10 days.
  • Write the student name and NCSU student ID number on the top right hand corner of each page of the Tax Return Transcript.
  • Mail, fax or email all pages of your Tax Return Transcript to the Office of Scholarships & Financial Aid.

North Carolina State University
Office of Scholarships and Financial Aid
2016 Harris Hall, Box 7302
Raleigh, NC 27695-7302
FinancialAid@ncsu.edu
(919) 515-8422 Fax

Option 3 – GET TRANSCIPT BY PHONE REQUEST- Request transcript by automated attendant 1-800-908-9946

  • Call the IRS Transcript Order Line at 1-800-908-9946.
  • Be prepared to enter tax filer’s SSN and address.
  • Make sure to choose option #2 for a copy of a Tax Return Transcript.
  • Select tax year 2013 for the 2014-15 academic year and tax year 2012 for the 2013-14 academic year.
  • If successfully linked, tax filers can expect a paper IRS Tax Return Transcript to be mailed to the specified address within 5-10 days.
  • Write the student name and NCSU student ID number on the top right hand corner of each page of the Tax Return Transcript.
  • Mail, fax, or email all pages of your Tax Return Transcript to the Office of Scholarships & Financial Aid.

    North Carolina State University
    Office of Scholarships and Financial Aid
    2016 Harris Hall, Box 7302
    Raleigh, NC 27695-7302
    FinancialAid@ncsu.edu

Option 4 – GET TRANSCIPT BY PAPER REQUEST IRS FORM 4506-T – Request a transcript by mailing form to IRS

  • Navigate to http://www.irs.gov/pub/irs-pdf/f4506t.pdf to download Form 4506-T.
  • Complete form and submit form to the IRS. The address is state specific and is located on the form.
  • We are unable to serve as a third party recipient of your Tax Transcript because we cannot match your records without an NC State student ID number. Please have the IRS send the transcript directly to you so that you may include the student’s name and student ID number before forwarding it to our office.
  • Write the student name and NCSU student ID number on the top right hand corner of each page of the Tax Return Transcript.
  • Mail, fax, or email all pages of your Tax Return Transcript to the Office of Scholarships & Financial Aid.

North Carolina State University
Office of Scholarships and Financial Aid
2016 Harris Hall, Box 7302
Raleigh, NC 27695-7302
FinancialAid@ncsu.edu
(919) 515-8422 Fax