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IRS Data Retrieval

Parents and students are encouraged to use the IRS Data Retrieval Tool in the Financial Information section of the FAFSA. This Tool allows you to retrieve and transfer your 2015 income and tax information directly from the IRS into your FAFSA. If your FAFSA is selected for verification, your application will not be reviewed until Data Retrieval is completed.

PLEASE NOTE: CSB/SJU were recently notified that the IRS Data Retrieval Tool on www.fafsa.gov is currently unavailable.  The Department of Education and the IRS are working to resolve the issue as quickly as possible. However, at this time, the IRS anticipates the online data tool will be unavailable for several weeks.

This does not limit families' ability to apply for aid. Applicants have other options while the data tool is unavailable. Applicants filling out the Free Application for Federal Student Aid (FAFSA) can manually provide the requested financial information from copies of their tax returns. The online FAFSA remains operational, and applicants can continue filing the FAFSA as they normally would

IRS Data Retrieval Tool

  1. Log into the student's FAFSA at www.fafsa.gov.
  2. Select "Make FAFSA Corrections" and proceed to the Financial Information section.
  3. In response to the question asking, "For 2015, have your parents completed their IRS income tax return?", select "Already completed".
  4. If you are able to answer "No" to each of the five Data Retrieval tax status questions, enter your FSA ID and click "Link to IRS".
  5. Complete the IRS Data Retrieval process to transfer IRS information into the student's FAFSA.

Use the IRS Data Retrieval Tool for both the parent(s) and the student, if a return was filed.

Unable to use the Data Retrieval Tool?

You may also satisfy the verification requirement by requesting an IRS Tax Return Transcript and submitting it to the CSB/SJU financial aid office.

To obtain a tax return transcript, visit www.irs.gov, click on "Order a Return or Account Transcript" link, or call 800-908-9946. Be sure to request the "IRS tax return transcript", not the "IRS tax account transcript."