IRS Data Retrieval Tool (DRT) on the FAFSA

The IRS Data Retrieval Tool (DRT) on the FAFSA is a method to transfer electronically the student's or custodial parents' IRS tax information to the student's FAFSA form. All students are encouraged to use the DRT to ensure that accurate information is provided on the FAFSA. 

If the FAFSA was originally submitted with estimated tax and income data, you may make a correction on the FAFSA to use the DRT after the federal tax returns are filed and after waiting for the IRS to process the tax return.  Review when your IRS tax data would be available for the DRT or to request an IRS Tax Return Transcript.

If you were selected for the verification process, and if you need to complete the Standard, Aggregate, or Household Resources Verification Worksheet, you will also need to provide the financial aid office with proof of your and your custodial parents' income. To verify income, we need either the DRT or an IRS Tax Return Transcript.

Click here for an information sheet about how to use the IRS Data Retrieval Tool on the FAFSA.

Click here for a YouTube video of how to use the IRS Data Retrieval Tool on the FAFSA. Please be sure to use your FSA ID whenever the tutorial mentions the federal PIN number.

Click here for an information sheet about Requesting the IRS Tax Return Transcript.

Reasons the DRT May Not Work

  1. The address on the tax return must match the address on the FAFSA. For example, Main Street instead of Main St. can result in a "no match" rejection if the tax return has the abbreviation. Adjust the IRS web page address until a "match" occurs.
  2. If the name linked to the federal PIN number is different than the IRS record, change the name on the IRS pop up page; for example, if the PIN number was created with Maggie, change the IRS page name to Margaret. Include initials if necessary.
  3. It may not be working because the tax return has not yet been processed by the IRS. See the link in the second paragraph above about when your tax data would be available.

If you have difficulty using the DRT or have questions about your FAFSA report, please call 1.800.433.3243.

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Hampshire College
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Amherst, MA 01002
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