INSTRUCTIONS: Verifying Income Information


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RECOMMENDED for tax filers: Use the IRS Data Retrieval Tool(DRT) on the FAFSA

The best way to verify income is by using the IRS Data Retrieval Tool (DRT) that is part of FAFSA on the Web.

  1. Go to FAFSA.ed.gov, log in to your FAFSA record, select “Make FAFSA Corrections,” and navigate to the Financial Information section of the form.
  2. From there, follow the instructions to determine if you are eligible to use the IRS DRT to transfer 2015 IRS income tax information into your FAFSA. You will need your address on file with the IRS (normally this will be the address used when your 2015 IRS tax return was filed).
  3. Once the tax information is displayed, check the box to Transfer Data, then select the Transfer Now button.

Request an IRS Transcript of Your Tax Return(TRT):

Request your IRS tax return transcript (TRT) by either of the following ways:

  1. WEB: Go to www.IRS.gov and click the “Get Transcript of Your Tax Records” link under the Tools section to receive an electronic copy or a paper copy by mail (usually mailed within 5 to 10 days).
  2. PHONE: Call 1-800-908-9946. Listen closely to the available options. You will need to choose Option 2 to “Request a Transcript of your Tax Return.”A paper copy will be mailed to you, (usually within 5 to 10 days).

You will need your Social Security Number and the address on file with the IRS (normally this will be the address used when your 2015 IRS tax return was filed).

Non-filers:Request an IRS Statement of Non-filing:

  1. WEB: Go to www.IRS.gov and click the “Get Transcript of Your Tax Records” link under the Tools section to receive an electronic copy or a paper copy by mail (usually mailed within 5 to 10 days).
  2. PHONE: Call 1-800-908-9946. Listen closely to the available options. You will need to choose Option 2 to “Request an IRS Verification of Non-filing Letter.” A letter will be mailed to you, (usually within 5 to 10 days).
  3. PAPER REQUEST: Complete IRS Form 4506-T. Mail or fax the completed form to the IRS following instructions on page 2 of the form. A letter will be mailed to you, (usually within 5 to 10 days).