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2016-2017 Retrieve Parent IRS Data

Financial Aid and Scholarship Services will require verification of your parent's federal tax information only if it is needed to complete your financial aid file. This item holds the awarding and disbursement of financial aid if it is listed on your task list on My ASU.

View the updated status of this task on your My ASU Finances page 3-5 business days after your parents have corrected your 16-17 FAFSA by using the Student IRS Data Retrieval Tool (DRT).

Instructions

Your parent was eligible to use the 16-17 FAFSA Parent IRS Data Retrieval Tool (DRT) but elected not to use it. Your parent's 2015 income must be verified.

  • Please have your parent return to www.fafsa.ed.gov to make a 16-17 FAFSA correction by using the Parent IRS Data Retrieval Tool (DRT) under the "Financial Information" tab. (Note: the bar on the left tells you if you are modifying "student" or "parent" info). See the "How to use the IRS DRT on the FAFSA" section below for instructions.
  • ASU will receive your 16-17 FAFSA correction in 3-5 business days. Three to five business days after your parents correct your 16-17 FAFSA, please check My ASU Financing Tasks for updates.
  • If your parent does not want to use the 16-17 FAFSA Parent IRS Data Retrieval Tool (DRT), you may contact the IRS to request a "Tax Return Transcript" to be mailed to you. Once received by mail, you can submit a copy to Financial Aid and Scholarship Services. See the "How to obtain a Tax Return Transcript from the IRS" section below for instructions.

Important: Do not submit copies of tax returns (i.e. 1040, 1040A, or 1040EZ). Only the use of the IRS Data Retrieval Tool or the Tax Return Transcripts are acceptable as documentation. Any tax returns received will delay your aid file from being completed as they will not be processed and will be shredded.

Click on the Following Topics for Additional Information

The IRS tax return processing times and the availability of the IRS DRT and Transcripts reflected in the chart below are merely guides to help tax filers estimate when they will be able to retrieve their IRS tax return information. Specific questions related to the processing of your IRS tax return should be directed to the IRS at 1-800-829-1040.

WHEN A TAX RETURN FILER... IF TAX RETURN FILED ELECTRONICALLY... IF TAX RETURN IS FILED MANUALLY...
Has no amount owed to the IRS or has an expected refund at the time their tax return was submitted to the IRS Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been accepted by the IRS.
Generally tax returns are accepted by the IRS when the tax return is received by mail at the IRS office.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 6 to 8 weeks after the tax return has been accepted by the IRS.
Has an amount owed and makes a full payment on that amount at the time their tax return was submitted to the IRS Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been accepted by the IRS.
IRS will process the tax return in June.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been processed by the IRS (i.e., mid to late June).
Has an amount owed and after submitting the tax return to the IRS, pays the full amount due Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 3 to 4 weeks after the tax return has been accepted by the IRS.
IRS will process the tax return in June.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been processed by the IRS (i.e., mid to late June).
At the time the tax return was submitted to the IRS, has an amount owed and has not paid in full Generally tax returns are accepted by the IRS within 1 to 2 days after the return has been electronically filed with the IRS. However, IRS will not process the return until May.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the return has been processed in May (i.e., mid to late May).
IRS will process the tax return in June.

In most cases, the IRS DRT on the FAFSA is available and an IRS Tax Return Transcript may be requested within 2 to 3 weeks after the tax return has been processed by the IRS (i.e., mid to late June).

Keep in mind that an amended return or identity theft will delay access to tax information.

Watch the video or follow the step by step instructions below.

  1. Go to https://fafsa.ed.gov
  2. Click the "Login" button and enter your name, social security number, and date of birth.
  3. Select the application year (i.e., 2016-2017).
  4. Select "Make a Correction" link; in blue at the bottom of the screen.
  5. Enter the password you created when you filed your original FAFSA and hit the "next" button.
  6. Click on the "Financial Information" tab at the top of the screen (Note: the bar on the left tells you if you are modifying "student" or "parent" info).
  7. The first question in this section will ask you if you filed an IRS income tax return. Select "Already Completed".
  8. You will be presented with a series of questions that determine your eligibility to use the Data Retrieval Tool. Examples:
    What is your tax filing status according to your return? Select the filing status that appears on your tax return (i.e., single, head of household, married-filed joint return, etc.)
    Did you file an amended tax return?
    Did you file a Puerto Rican or Foreign tax return?
    Did you file taxes electronically in the last 3 weeks?
  9. If you select "no" to each of the questions, the option to enter your FSA ID and link to the IRS will appear.
  10. Enter your FSA ID and click the link to the IRS; a message will display stating that you are leaving the FAFSA on the Web, click "OK".
  11. Once on the IRS website, enter the requested information EXACTLY as it appears on your Federal Tax Return, then click "SUBMIT" button.
  12. If the IRS is able to validate your identification, your IRS tax information will display.
  13. Click "Transfer My Tax Information into the FAFSA" box and hit "TRANSFER NOW" button and then return to the FAFSA website using the links provided.
  14. Once IRS data has been transferred to your FAFSA, do not make any changes to the data.
  15. Continue to the "sign and submit" section and submit your FAFSA corrections.

Two situations can cause the Retrieve Parent IRS Data to remain on your My ASU Financing Tasks after your parent uses the 16-17 FAFSA Parent IRS Data Retrieval Tool (DRT).

  1. Your parent used the 16-17 FAFSA Parent IRS DRT less than 3-5 business days ago; ASU has not received the 16-17 FAFSA correction yet. After 3-5 business days, please check My ASU Financing Tasks for updates.

    OR

  2. Your parent used the 16-17 FAFSA Parent IRS DRT but then changed some of the imported data. They will need to go back to your 16-17 FAFSA and re-import their IRS information without making any changes. If your parent is unable to do this, they can submit a "Tax Return Transcript" from the IRS to Financial Aid and Scholarship Services. See the "How to obtain a Tax Return Transcript from the IRS" section below for instructions.

In general, the IRS Data Retrieval Tool (DRT) becomes available on the FAFSA early to mid-February each year.

The IRS Data Retrieval Tool (DRT) will be delayed if:

  • On the FAFSA, your parents indicated that their current tax return filing status is "will file".
  • Your parent filed a Tax Extension request with the IRS (IRS Form 4868).
  • Your parent had an amount owed to the IRS and paid the full amount due after filing their tax return.
  • Your parent has an amount owed to the IRS and has not paid in full.
  • Your parent is a victim of IRS-related identity theft.

The IRS Data Retrieval Tool (DRT) will not work if:

  • Your parent's marriage date is January 1, 2016 or later (for the 16-17 year).
  • Your parent amended (i.e., corrected) their tax return (i.e., filed a 1040X).
  • Your parents are married but they filed separate tax returns.
  • Your parent filed a Puerto Rican or foreign tax return.
  • Your parent does not have a social security number.
  • The first three digits of your parent's social security number are 666 (for persons from the Republic of the Marshall Islands, the Federated States of Micronesia, or the Republic of Palau).

There are four ways to request a Tax Return Transcript from the IRS.

  1. Order online at http://www.irs.gov/Individuals/Get-Transcript by clicking on the "get transcript by mail" button. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file.
  2. Call 1-800-908-9946 and use the IRS automated phone system to request one to be mailed to you. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file.
  3. Use the IRS2Go smartphone app to request one to be mailed to you. Transcripts arrive in 5 to 10 calendar days at the address the IRS has on file. For Apple iPhone, iPad, or iPad Touch, download the free IRS2Go app by visiting the iTunes app store. For Android devices, you can visit Google Play to download the free IRS2Go app.
  4. Mail or fax Form 4506T-EZ Short Form Request for Individual Tax Return Transcript to the IRS. You can print the form at www.irs.gov and the address and fax number are listed on the form. Request can take up to 30 days.

If your parent are a victim of IRS-related identity theft, access to your parent's tax information generally occurs 8-11 weeks after the IRS has received your tax return; however, resolution of IRS-related identity theft can take 120-180 days. Please visit https://www.irs.gov/Individuals/Identity-Protection for more information.

In some cases, victims of IRS-related identity theft may not be able to use the FAFSA's IRS Data Retrieval Tool (DRT) or request a Tax Return Transcript from the IRS after 8-11 weeks. However, ASU suggests that you try to those methods first to verify your parent's 2015 income. If those methods do not work, please utilize the alternative method below.

  • Your parent may call the Identity Protection Specialized Unit (IPSU) toll free number at 1-800-908-4490. After the IPSU authenticates your identity, you can request that the IRS mail you an alternate paper tax return transcript, known as the "Transcript Database View" (TRDBV).
  • Once your parent receives the TRDBV by mail, please submit a copy to Financial Aid and Scholarship Services as well as a signed and dated letter indicating that they were a victim of IRS tax-related identity theft and that the IRS has been made aware of the tax-related identity theft. The student name and ASU ID number must appear on each page.
  • If your parent cannot obtain a TRDBV, your parent may submit another official IRS transcript or equivalent document provided by the IRS if it includes all of the income and tax information required to be verified.

 

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