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Includes mail and in-person request guidance plus service hours and contact options for TAC offices.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/financial-aid-irs-data-retrieval-tool-quick-reference-guide/301105/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/financial-aid-irs-data-retrieval-tool-quick-reference-guide/301105.png","ImageObject",442,249,{"name":42,"@type":43},"Sage","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":26},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"Who can use the IRS Data Retrieval Tool (DRT)?","Question",{"text":62,"@type":63},"Anyone who has e-filed taxes at least 3 weeks earlier, or who filed by paper at least 11 weeks earlier.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What information must match to successfully transfer tax data to FAFSA?",{"text":67,"@type":63},"The address used to file taxes (from the 1040 name/address section) and your filing status must match the information requested during the transfer.",{"name":69,"@type":60,"acceptedAnswer":70},"How do you request a paper Tax Return Transcript or other IRS documents?",{"text":71,"@type":63},"Use Form 4506-T for a paper request by mail, or call to schedule an in-person appointment at the Bloomington or St. Paul TAC office.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},301105,1790175263,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,113,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},687197207057,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","A MEMBER OF THE MINNESOTA STATE COLLEGES & UNIVERSITY SYSTEM  \nOffice of Financial Aid and Scholarships  \n3300 Century Avenue North White Bear Lake, MN 55110 Phone: 651-779-3305  \nFax: 651-779-5816  \n[E-mail: finaid@century.edu](E-mail: finaid@century.edu)  \nInstructions for IRS Data Retrieval Tool Quick Reference Guide  \nThe IRS Data Retrieval Tool (DRT) is available to anyone that has e-filed their taxes at least 3 weeks earlier, or, in the case of paper filing, 11 weeks earlier. You will need to know the address used to file your taxes as well as your filing status, found under the name/address section of your 1040 tax form. To ensure that you are using the correct address, you may want to have a copy of your tax return with you when completing the IRS Data Retrieval process .  \n1. Log in to [https://studentaid.ed.gov/sa/fafsa](https://studentaid.ed.gov/sa/fafsa).  \n2. Click on “Make FAFSA Corrections.”  \n3. Click on “Financial Information” tab to reach the area where tax information is needed for student taxes. You need to be able to answer “No” to the series of questions at the top of the page. Once you do so, a blue “Link to IRS” button appears. If you are unable to answer “No” to the questions, please follow instructions on the back of this form to get a Tax Return Transcript from the IRS.  \n4. Click the “Link to IRS” button. The next screen will inform you that you are leaving FAFSA on the Web andwill be transferred to the IRS website. Click “OK” to land at the IRS Data Retrieval Tool.  \n5. This screen will have your name and social security number. You will be asked for your filing status and the address you used on your taxes. Be precise as this information needs to match for the transfer to work successfully.  \n6. If the information matches, two options will appear at the bottom of the screen. The top option will transfer your tax information directly from the IRS into your FAFSA. The bottom option will decline the transfer.  \n7. Click the top option,“Transfer My Tax Information into the FAFSA” and click “Transfer Now.”  \n8. You will be redirected to the FAFSA where your tax information is now filled in. You will know that the transfer was successful if you see “Transferred from the IRS” next to the answer boxes. Do not change any of the transferred data.  \n9. Click “Next” at the bottom of the page.  \n10. Agree to the terms and then click “SIGN.” Then click on “SUBMIT MY FAFSA NOW” to resubmit your FAFSA. The corrections will not be done until the FAFSA is signed and submitted. The corrections will arrive in the Financial Aid Office in approximately a week.  \n* If Parent Information is required on your FAFSA, go back to Step 3, click on the Parent Information tab, then proceed through the remaining steps .*  \n**If you are unable to complete these steps for any reason, please see instructions on the back of this page for obtaining a paper copy of your tax documents**  \nObtaining a paper copy of your IRS Tax Return Transcript, a Verification of Non-Filing Letter, Record of Account and/or Form W-2s  \nTax filers can request a Tax Return Transcript to show proof of their tax filing. A Verification of Non-Filing Letter can be obtained as proof that the IRS has no record of a filed tax return for a prior tax year. Form W-2scan also be requested as proof of prior earnings/income. Record of Account can be obtained to clear up discrepancy with Adjusted Gross Income (AGI) . There are two options for obtaining these forms:  \nPaper Request by Mail:  \n• [Go to](Go to www.irs.gov/forms-pubs)[ ](Go to www.irs.gov/forms-pubs)[www.irs.gov/forms-pubs](Go to www.irs.gov/forms-pubs) and click on Form 4506-T to download a Request for Transcript of Tax Return form  \n• Complete boxes 1-4 on the 4506-T form by filling in your own personal information, and skip line 5a and 5b  \n• Select the boxes next to lines 6 through 8 to request which specific forms you need mailed to you  \n• List the date 12/31/20 20 in line 9  \n• Check the box directly","cbCaiuaCfcYhv0I4","https://ap.wps.com/l/cbCaiuaCfcYhv0I4","pdf",205306,"English","# IRS Data Retrieval Tool quick reference\n## Eligibility and required information\n## Step-by-step FAFSA transfer process\n## If you cannot complete the steps\n# Obtaining paper IRS documentation\n## Paper request by mail\n## In-person request and TAC office hours","[{\"question\":\"Who can use the IRS Data Retrieval Tool (DRT)?\",\"answer\":\"Anyone who has e-filed taxes at least 3 weeks earlier, or who filed by paper at least 11 weeks earlier.\"},{\"question\":\"What information must match to successfully transfer tax data to FAFSA?\",\"answer\":\"The address used to file taxes (from the 1040 name/address section) and your filing status must match the information requested during the transfer.\"},{\"question\":\"How do you request a paper Tax Return Transcript or other IRS documents?\",\"answer\":\"Use Form 4506-T for a paper request by mail, or call to schedule an in-person appointment at the Bloomington or St. Paul TAC office.\"}]","Financial Aid IRS Data Retrieval Tool - Quick Reference Guide | PDF",1789779280]