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Instructions for Getting Tax Documentation for FAFSA Verification:


Student Tax Verification Instructions

Data Retrieval Tool (DRT)

  • 03/31/2017 - IRS Data Retrieval on fafsa.gov will be unavailable for 2017-18 as the IRS and the United States Department of Education work together to resolve security and privacy concerns. IRS Data Retrieval on fafsa.gov is currently available for 2018-19 applications. 

  • Go to fafsa.gov
  • Log in to your account using your FSA ID
  • Select “Make FAFSA Corrections”
  • Create a save key
  • Select the “Financial Information” tab
  • If you indicate that you have already filed your taxes and can answer “no” to the question that follows, a link should appear allowing you to complete the Data Retrieval Tool*
  • Click on this link and answer the questions about your filing status and address
  • If this allows you to load your IRS info, select the transfer box and the “transfer now” button.
  • Select the “sign and submit” tab
  • At the bottom of the page, click “next,” read and agree to the terms and conditions, and then sign and submit the application. (Dependent students also need to have their parent sign). Failure to sign and submit will prevent the Financial Aid Office from receiving your IRS information.

  • *If you cannot answer “no” or get the IRS information to load, then you will need to order an IRS tax return transcript instead.  Note: Tax filers who filed separately cannot use the IRS Data Retrieval Tool.
  • **You must also indicate this option on the Household Form in VerifyMyFAFSA**

Tax Return Transcript (TRT)

  • Starting in 2012-2013, federal regulations no longer allow students to provide a copy of their IRS 1040 forms if they are selected for verification. The information below will help you get the right documentation for FAFSA verification. 

  • Go to irs.gov/individuals/get-transcript

  • A) (Available in limited circumstances) If you have a credit card, mortgage, or auto loan, AND have a mobile phone with your name on the account, click the “Get Transcript Online” link on irs.gov
  • If you have never created an account before, do so now.  If you already have created an account, log in.
  • Request the IRS Tax RETURN Transcript
  • Select the appropriate tax year


  • B) If you do not qualify to create an online account, or the online option doesn’t work, you will need to order your transcript by mail.
  • Click the “Get Transcript By Mail” link on irs.gov
  • Provide the requested information and select “continue”
  • Request the IRS Tax RETURN Transcript
  • Select the appropriate tax year
  • Please allow three weeks to receive the document
  • Note: The transcript can only be mailed to the address the IRS has on file for you.
  • **You must also indicate this option on the Household Form in VerifyMyFAFSA**

Verification of Non-filing - What to do if you didn't file Taxes

  • Starting in 2018-19, non-tax-filers will have to have provide IRS documentation that they did not file taxes for the prior prior year.

  •  A) If you have filed taxes in the past, go to irs.gov and click the “Get Transcript Online” link.  You can obtain it either online or by mail.  Request the Verification of Non-filing for the appropriate tax year.  Please allow up to 3 weeks for it to arrive.

  • B) If you have never filed taxes before, or are unable to create an online account, obtain a 4506-T form from irs.gov
  • Fill out lines 1-5 when applicable.  If you prefer, you can have it sent directly to our office as a 3rd party by filling out line 5. Our address is Utah State University 1800 Old Main Hill Logan, UT 84322-1800
  • Check box 7 for the Letter of Non-Filing
  • On line 9, enter in the last day of the year you are requesting (i.e. 12/31/2016 for 2016 taxes)
  • Read and check the box that you read the attestation clause
  • Sign, date, and enter your phone number at the bottom
  • Tips:  Don’t white out or cross anything out.  If you made a mistake, initial next to the correction or print off a new form.  Write your legal name, address, and phone number.
  • Utah non-filers should fax or mail their 4506-T to the IRS Fresno Office (855-800-8105). Other offices are found on page 2 of the 4506-T.  If you prefer, you may bring the form to our office and we will fax it for you.  Please allow up to 3 weeks for it to arrive.

What to do if you have amended your income tax returns:

Please contact the financial aid office for instructions if you filed your federal taxes and then had to file a 1040X to amend them.

Parent Tax Verification Instructions 

Data Retrieval Tool (DRT)

  • 03/31/2017 - IRS Data Retrieval on fafsa.gov will be unavailable for 2017-18 as the IRS and the United States Department of Education work together to resolve security and privacy concerns. IRS Data Retrieval on fafsa.gov is currently available for 2018-19 applications. 

  • Go to fafsa.gov
  • Have your student log in to their account using their FSA ID
  • Select “Make FAFSA Corrections”
  • Have your student create a save key
  • Select the “Financial Information” tab
  • If you indicate that you have already filed your taxes and can answer “no” to the question that follows, a link should appear allowing you to complete the Data Retrieval Tool*
  • Click on this link and answer the questions about your filing status and address
  • If this allows you to load your IRS info, select the transfer box and the “transfer now” button.
  • Select the “sign and submit” tab
  • At the bottom of the page, click “next,” read and agree to the terms and conditions, and then sign sign as the parent.  Have your student read and agree to the terms and conditions, and then sign as the student and submit the application. Failure to sign and submit will prevent the Financial Aid Office from receiving your IRS information.

  • *If you cannot answer “no” or get the IRS information to load, then you will need to order an IRS tax return transcript instead.  Note: Tax filers who filed separately cannot use the IRS Data Retrieval Tool.
  • **Your student must also indicate this option on the Household Form in VerifyMyFAFSA**

Tax Return Transcript (TRT)

  • Starting in 2012-2013, federal regulations no longer allow parents to provide a copy of their IRS 1040 forms if they are selected for verification. The information below will help you get the right documentation for FAFSA verification. 

  • Go to irs.gov/individuals/get-transcript

  • A) (Available in limited circumstances) If you have a credit card, mortgage, or auto loan, AND have a mobile phone with your name on the account, click the “Get Transcript Online” link on irs.gov
  • If you have never created an account before, do so now.  If you already have created an account, log in.
  • Request the IRS Tax RETURN Transcript
  • Select the appropriate tax year


  • B) If you do not qualify to create an online account, or the online option doesn’t work, you will need to order your transcript by mail.
  • Click the “Get Transcript By Mail” link on irs.gov
  • Provide the requested information and select “continue”
  • Request the IRS Tax RETURN Transcript
  • Select the appropriate tax year
  • Please allow three weeks to receive the document
  • Note: The transcript can only be mailed to the address the IRS has on file for you.
  • **Your student must also indicate this option on the Household Form in VerifyMyFAFSA**

Verification of Non-filing - What to do if you didn't file Taxes

  • Starting in 2018-19, non-tax-filers will have to have provide IRS documentation that they did not file taxes for the prior prior year.

  •  A) If you have filed taxes in the past, go to irs.gov and click the “Get Transcript Online” link.  You can obtain it either online or by mail.  Request the Verification of Non-filing for the appropriate tax year.  Please allow up to 3 weeks for it to arrive.

  • B) If you have never filed taxes before, or are unable to create an online account, obtain a 4506-T form from irs.gov
  • Fill out lines 1-5 when applicable.  If you prefer, you can have it sent directly to our office as a 3rd party by filling out line 5. Our address is Utah State University 1800 Old Main Hill Logan, UT 84322-1800
  • Check box 7 for the Letter of Non-Filing
  • On line 9, enter in the last day of the year you are requesting (i.e. 12/31/2016 for 2016 taxes)
  • Read and check the box that you read the attestation clause
  • Sign, date, and enter your phone number at the bottom
  • Tips:  Don’t white out or cross anything out.  If you made a mistake, initial next to the correction or print off a new form.  Write your legal name, address, and phone number.
  • Utah non-filers should fax or mail their 4506-T to the IRS Fresno Office (855-800-8105). Other offices are found on page 2 of the 4506-T.  If you prefer, you may bring the form to our office and we will fax it for you.  Please allow up to 3 weeks for it to arrive.

What to do if you have amended your income tax returns:

Please contact the financial aid office for instructions if you filed your federal taxes and then had to file a 1040X to amend them


  • Generally, tax return information may be obtained within three weeks of the e-filing of a return to the IRS, or within 8-11 weeks after submission to the IRS of a paper return.
  • A limited number of tax returns take longer for the IRS to process, such as when the return includes errors, is incomplete, needs further IRS review, or is impacted by identity theft.