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Information on IRS Data Retrieval

Eligible families may use IRS Data Retrieval when completing the FAFSA. This allows FAFSA filers to transfer tax return information directly to the FAFSA.

The Federal Department of Education and Augustana College strongly recommend using IRS Data Retrieval as it saves time and reduces errors.

If a family's taxes are filed when they complete the FAFSA, they will be prompted to use IRS Data Retrieval. If taxes are not yet completed, families can upload that information later when correcting their FAFSA once taxes are filed. See this video tutorial on how to use the IRS Data Retrieval tool.

Many families may not have their tax returns completed in order to meet Augustana's preferred deadlines. In these instances, families can complete the FAFSA using estimated information and return to the FAFSA after taxes are filed and use IRS Data Retrieval at that time. Selecting and linking to the IRS database will simplify and expedite the processing of financial assistance award notification.

There are instances when IRS Data Retrieval cannot be used. These include:

• Family has filed the FAFSA on paper

• Tax filing status is filed married filing separately

• Family has filed amended tax return

• Family has filed a foreign tax return

• Marital status changed after Dec. 31

In these circumstances, or if a family chooses not to use IRS Data Retrieval, they may be required to submit an official IRS Tax Transcript. A family can refer to the IRS Get Transcript link to have the transcript sent to Augustana.

Note: Tax returns cannot be accepted as a substitute for the IRS Tax Transcript.

Here are some instructions on How to Request an IRS Tax Return Transcript.