IRS Data Retrieval Tool for FAFSA Completion

Filing for FAFSA is much easier with the new Data Retrieval Tool (DRT) which extracts information directly from your/your parents' IRS tax returns. This page will provide you the necessary tips on utilizing this new feature.

Steps to Completing a FAFSA form with DRT:

    Step 1: Complete and submit your/your parents' federal tax return.

    Step 2: Wait 2 weeks to complete your FAFSA if your federal tax return was submitted electronically, and 5-6 weeks if your return was submitted via mail.

    Step 3: During the FAFSA application process you will be directed to a series of questions that determine your eligibility to use the IRS Data Retrieval Tool. Refer to the display below:

  • Your eligibility to use the IRS Data Retrieval Tool will be determined based on your answers.
  • Students not eligible to use the tool will remain on the FAFSA website and will enter the tax information directly into the FAFSA on the web.
  • Students eligible to use the tool will be directed to continue to the IRS website (see below).
  • Those using this tool will need their federal PIN to confirm their identity.
  • Follow instructions on the IRS website to transfer the information.

Important Dates:

The deadline priority FAFSA filing date for continuing student is now May 1st. This should allow families to complete their federal tax returns, wait the appropriate time based on method of submission of their return, and use the data retrieval tool when filing the FAFSA.

The priority FAFSA filing date for freshmen and incoming transfer students is March 1st.