[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304087-105":53,"doc-detail-304087-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","data-retrieval-tool-and-transcript-tip-sheet","Data-Retrieval-Tool-and-Transcript-Tip-Sheet","","Instructions for using the IRS Data Retrieval Tool (DRT) within the FAFSA, including eligibility conditions, navigation to the Financial Information section, selecting the correct tax information status, linking to the IRS, entering data exactly as shown on federal tax returns, granting permission to transfer, and confirming transferred items while protecting tax detail visibility. Also provides alternative steps to request an IRS tax return transcript via online display, mail delivery, telephone, or in-person appointment, plus timing and follow-up for the Financial Aid Office.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/data-retrieval-tool-and-transcript-tip-sheet/304087/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/data-retrieval-tool-and-transcript-tip-sheet/304087.png","ImageObject",442,249,{"name":88,"@type":89},"McQueen","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When can a student not use the IRS Data Retrieval Tool (DRT) for FAFSA?","Question",{"text":108,"@type":109},"You cannot use DRT if you filed an amended tax return (1040X), a foreign or Puerto Rican tax return, are Married Filing Separately, or you filed electronically within the last two weeks.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information must be entered on the IRS site to link tax data to the FAFSA?",{"text":113,"@type":109},"Type your name, address, and marital status exactly as they appear on your federal tax return, then click Submit.",{"name":115,"@type":106,"acceptedAnswer":116},"If DRT is unavailable, what are the ways to request an IRS Tax Return Transcript?",{"text":117,"@type":109},"You can request it online for electronic display, request it by mail online, call by telephone at 1-800-908-9946, or request in person by appointment (where available).","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304087,1790334479,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},5909890329169,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Using the IRS Data Retrieval Tool  \nNOTE: You will not be able to use the DRTif you filed an Amended Tax Return (1040X), a foreign or Puerto Rican tax return, Married, Filing Separately, or filed electronically within the last two weeks.  \n1. Go to [www.fafsa.gov](www.fafsa.gov) and then to the Financial Information section of the FAFSA. If you have already submitted your FAFSA, you will need to click on Make corrections to your FAFSA and then go to the Financial Information section.  \n2. Students will see a section labeled Student Tax Information. Parents will see a section labeled Parent Tax Information. Select “Already Completed” on the first question for your tax filing status.  \n3. Indicate on the next question your tax filing status based on your federal tax return.  \n4. After this, a question will appear asking if you filed a Puerto Rican or foreign tax return. If you can answer “No,” a box will appear underneath the question that will say Link to the IRS.  \n5. Once you click on the link, a warning appears stating that you are leaving the FAFSA on the Web site, followed by another warning from the IRS stating that the IRS webpage is for authorized use only. Click OK for both.  \n6. On the IRS site, type your name, address , and marital status exactly how they appear on your federal tax return (1040EZ, 1040A, or 1040) . Once you have typed in this information, click Submit.  \n7. If successful, a notice will appear on the next screen asking for your permission to transfer your tax information into the FAFSA. Your tax information will not appear on the FAFSA in order to protect your financial information. NOTE: If the IRS does not provide you with the ability to use the DRT, you will need to request a tax return transcript. See the other side of this page entitled Requesting an IRS Tax Return Transcript for directions.  \n8. Scroll to the bottom of the page and check the box that says Transfer My Tax Information into the FAFSA.  \nThen, click the button on the right that says Transfer Now , in order to pull your tax information directly into your FAFSA.  \n9. Once you have transferred your tax information into the FAFSA, you will be taken back to the FAFSA, where you will have to indicate how much you and/or your spouse earned from working (wages, salaries, tips, etc. ) . This information can typically be found in Box 1 of each tax filer’s W2, line 1 of the 1040EZ federal tax return, or line 7 of the 1040A and 1040 federal tax returns. If you filed Married, Filing Jointly, you will have to use each person’s W2s to complete how much person earned in wages , as the tax returns combine the wages earned for the household.  \n10. After inputting your and/or your spouse’s wages earned, the FAFSA will now have all of your tax information pulled in from the IRS. Under each applicable box it will say Transferred from the IRS. As stated above, you will not be able to see any of the details from your tax return on the FAFSA.  \n11. Scroll to the bottom of the Student/Parent Tax Information section and answer any questions referring to your current assets in cash, checking, and savings accounts.  \n12. Read and agree to the terms listed on the Sign and Submit section of the FAFSA , click the Sign button, and then click Submit My FAFSA Now at the bottom of the page.  \n13. Your updated FAFSA will take 3 business days to process. Please notify the Financial Aid Office that you have successfully used the IRS Data Retrieval Tool.  \nRequesting an IRS Tax Return Transcript  \nNote: The best method for verifying your tax information on the FAFSA is by using the IRS Data Retrieval Tool (DRT) on your FAFSA. Directions can be found on the other side of this document. If you cannot use the DRT, then you can request a tax return transcript free of charge from the IRS.  \n1.  Online Request – Have Transcript Displayed Online  \nIf you do not have each of the following items , you will have to request a transcript be mailed to you using one of the options bel","cbCaijbzbRceCrGL","https://ap.wps.com/l/cbCaijbzbRceCrGL","pdf",238204,"English","# Using the IRS Data Retrieval Tool\n## When you cannot use DRT\n## FAFSA steps to transfer tax information\n# Requesting an IRS Tax Return Transcript\n## Online request: display online\n## Online request: by mail\n## Telephone request\n## In person","[{\"question\":\"When can a student not use the IRS Data Retrieval Tool (DRT) for FAFSA?\",\"answer\":\"You cannot use DRT if you filed an amended tax return (1040X), a foreign or Puerto Rican tax return, are Married Filing Separately, or you filed electronically within the last two weeks.\"},{\"question\":\"What information must be entered on the IRS site to link tax data to the FAFSA?\",\"answer\":\"Type your name, address, and marital status exactly as they appear on your federal tax return, then click Submit.\"},{\"question\":\"If DRT is unavailable, what are the ways to request an IRS Tax Return Transcript?\",\"answer\":\"You can request it online for electronic display, request it by mail online, call by telephone at 1-800-908-9946, or request in person by appointment (where available).\"}]","Data-Retrieval-Tool-and-Transcript-Tip-Sheet | PDF",1789809875]