3
Please fill out page 1 and 2 to the best of your ability. This page does not need to be submitted to the Office of Financial Aid with page 1 and 2. If
you have any questions, please feel free to contact the Office of Financial Aid at faoffice@beloit.edu or call 608-363-2663.
How to use the IRS Data Retrieval Tool (DRT) to import tax data into the FAFSA
1. Go to www.fafsa.ed.gov, click the green “Login” button and log in using the student’s FSA ID and password
2. Click “Make FAFSA Corrections” on the homepage and create a Save Key
3. Click on the “Financial Information” tab
4. For the question “Have your parents completed their IRS income tax return” choose “Already Completed”
5. Answer the questions in the pop-up box. If all questions are answered “No,” you are eligible to use the IRS Data Retrieval
Tool
6. Select answer to “which parent are you,” enter parent’s FSA ID and click “Link to IRS”
7. Click “OK” to “Leaving FAFSA on the Web”
8. Click “OK” to the pop-up message “This Gov’t System is for Authorized Use Only”
9. Enter information request (Filing Status, Address, etc.) and click “Submit.” If the transfer is successful, you may proceed to
step 10. If any of the answers you reported does not match the IRS records, the search for the tax data will not be
successful. Please be sure to include correct zip codes, apartment numbers, PO boxes, etc. The address must match the
address reported on your most recent tax return.
10. Check “Transfer my tax information into the FAFSA” on the left of the page and click “Transfer Now” on the right.
11. Repeat this process for student if the student has filed taxes- If not, click “Next” at the bottom of the Financial Information
Page
12. You will be directed back to the FAFSA webpage. At the “List of Changes,” review, then scroll to the bottom and click
“Next.”
13. Click “Sign and Submit” and follow instructions to submit the changes
14. You will receive a confirmation number and a confirmation email.
Please note: Independent students will not need to submit parent information but will follow the same steps for entering
their own tax information.
How to request an IRS Tax Return Transcript
Please note: Tax Account Transcripts and signed copies of the tax return are no longer acceptable for verification purposes.
There are four different ways to request a tax return transcript:
1) ONLINE: Go to IRS.gov, click on “Get Your Tax Record.” Click “Get Transcript ONLINE.” Make sure to request the “IRS Tax
Return Transcript” and NOT the “IRS Tax Account Transcript.” To use the Get Transcript Online tool, the user must have
(1) access to a valid email address, (2) a text-enabled mobile phone (pay-as-you-go plans cannot be used) in the user’s
name, and (3) specific financial account numbers (such as a credit card number or an account number for a home
mortgage or auto loan). The transcript displays online upon successful completion of the IRS’s two step authentication. If
you are unable to create an account online, see #2.
2) MAIL: Go to IRS.gov, click “Get Your Tax Record” and then click “Get Transcript by MAIL.” Make sure to request the “IRS
Tax Return Transcript” NOT the “IRS Tax Account Transcript.” The transcript is generally received within 10 business days
from the IRS’s receipt of the online request.
3) BY PHONE: To order by phone, call 800-908-9946 and follow the prompts.
4) PAPER: Complete Form 4506-T (can be obtained from IRS.gov or https://www.irs.gov/pub/irs-pdf/f4506t.pdf
) and
mail/fax into the address listed on the form
How to request a Verification of Non-Filing Letter
The Verification of Non-Filing Letter provides proof that the IRS has no record of a filed Form 1040, 1040A, or 1040EZ for the year
you requested. It doesn’t indicate whether you were required to file a return for that year.
There are two ways to request a Verification of Non-Filing Letter:
1) ONLINE: (For individuals who have filed taxes in prior years only. If you have never filed a tax return before, please see #2)
Go to IRS.gov and click on Get Your Tax Record. Click “Get Transcript ONLINE.” If at any point you cannot validate your
identity, please see #2.
2) Paper Request: Download the IRS Form 4506-T at IRS.gov. Complete the form and submit to the IRS using the address or
fax number provided on page 2 of the form. You can expect to receive the Verification of Non-Filing via mail within 10
Having issues with requesting these items from the IRS?
The IRS.gov help desk can be reached at 1-800-876-1715.
