Instructions for completing IRS Data Retrieval Tool and ordering IRS documents
IRS Data Retrieval instructions
Log in to your current FAFSA or start a new FAFSA at fafsa.gov.
In the finances section of the FAFSA, you will see a “Link to IRS” button if you are eligible to use the DRT.
Click the “Link to IRS” button and log in to the IRS to retrieve your tax return information.
Review your tax return information, and see the tax data that will be transferred into your FAFSA.
Check the “Transfer My Tax Information into the FAFSA” box, and click the “Transfer Now” button.
Review your federal tax return information that has been transferred into the data fields on your FAFSA.
Both students and parents can use the IRS DRT. To learn more about the IRS DRT, visit StudentAid.gov/irsdrt.
2016 IRS Tax Return Transcript Request Instructions
Get Transcript by MAIL
(5-10 calendar days)
preferred method
Get Transcript by Phone
(5-10 business days)
Get Transcript Online
(Immediate access, but can
be challenging)
Request Online:
www.irs.gov/Individuals/Get-
Transcript
SSN or ITIN
Birthdate
Mailing Address from your last tax return
Request Return Transcript
or
Paper Request Form 4506-T
Download the form at
https://www.irs.gov/uac/about-form-4506t
Complete items 1a - 4
Check Line 6(a) Return Transcript
Sign and date the form
Dial: 1-800-908-9946
S
SN
Street Address (number only)
Select “Option 2” to request an IRS Tax
Return Transcript for 2016.
The tax transcript will be mailed to the
address reported on the tax return.
Visit:
www.irs.gov/Individuals/G
et-
Transcript
First time users will need to register
and provide the following
Required information:
Full Name
Email
Birthdate
SSN or ITIN
Tax Filing Status
Current Address
Mobile Account/Phone
Mailing address for Michigan and Ohio residents
only
IRS RAIVS Team
P.O. Box 145500 Stop 2800 F
Cincinnati, OH 45250
*Other states please refer to the instruction
sheet on the 4506-T form.
and one of the following
Credit Card, or
Mortgage or Home Equity
Line of Credit, or
Home Equity Line of Credit, or
Auto Loan
2016 Verification of Non-Filing Letter Request Instructions
Download the 4506-T form at https://www.irs.gov/uac/about-form-4506t
Complete items 1a - 4
Check line 7 (Verification of Non-Filing)
Input "12/31/2016" into line 9
Sign and date the form
Mail the completed form to
Receive letter in 5-10 calendar days
Mailing Address for Michigan and Ohio residents only
IRS RAIVS TEAM
P.O. Box 145500, Stop 2800 F
Cincinnati, OH 45250
*Other states please refer to the instruction sheet on the 4506-T form.