How to access irs data retrieval tool

Mandatory Course Entry Quiz. You will first need to log into www. Clicking OK will take you to the IRS website, where you will need to authenticate your identity before any personal information is displayed. The information entered must be identical to the information that was filed on your with the IRS. Some families WILL NOT be able to use this tool A married independent applicant and spouse who filed separate tax returns; When the parents of a dependent student filed separate tax returns; An applicant or applicant's parent who have had a change in marital status after the end of the tax year last day in December ; The applicant, or parent or spouse, as applicable, who have filed an amended tax return; The applicant or the applicant's parent and or spouse, as applicable, have an unpaid federal tax liability IMPORTANT NOTE: The FAFSA on the Web IRS Data Retrieval Process will only transfer information from an original tax return and not from an amended tax return.

That information is also provided in the table below. For more specific guidance on each item, visit fafsa. See details. You can still apply for and recertify your income-driven payments on StudentLoans. While the IRS Data Retrieval Tool is unavailable, there is an additional step you may need to take to apply for or recertify your income-driven payments.

After you complete and submit the online income-driven repayment application on StudentLoans. Valid income documentation may include a copy of your tax return, copies of pay stubs, or other acceptable forms of documentation explained online in the application process. If you need to recertify your income-driven payments, start the process early! Financial data will remain fully visible to allow for tax preparation, tax representation or income verification.

If you need a photocopy of your return, you must use Form Visit report phishing for instructions if you are unsure about the authenticity of any unsolicited communication you receive, other than U. Request Online Request your transcript online for the fastest result. What You Get All transcript types are available online View, print or download your transcript Verify your identity once, and you can easily return later to get a transcript or use other IRS online services.

Get Transcript Online Caution: This service is for individual taxpayers to retrieve their own transcripts for their own purposes. What You Need To request a transcript by mail, you need your mailing address from your latest return.