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Get the free IRS Data Retrieval Tool Instructions - Financial Aid - Cal Poly - financialaid calpoly

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How to Transfer Your 2015 IRS Tax Information Directly into Your FAFSA If you cannot use IRS Data Retrieval on the FAFSA, or have a CA Dream Application: proceed to page 2. The IRS Data Retrieval
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How to fill out irs data retrieval tool

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How to fill out IRS Data Retrieval Tool:

01
Visit the official IRS website or portal where you need to submit your tax information.
02
Look for the section or tab that mentions the IRS Data Retrieval Tool. It is typically found under the financial information or tax filing section.
03
Click on the IRS Data Retrieval Tool to start the process.
04
You may be required to log in with your personal identification information, such as your social security number and date of birth.
05
Once logged in, you will be prompted to provide consent for the IRS to retrieve your tax information. Read the instructions carefully and give your consent if you agree.
06
The tool will then verify your identity by asking a series of questions based on your tax return information. Answer the questions accurately to proceed.
07
After successfully verifying your identity, the tool will display your tax information from the IRS database. Review the information to ensure it matches your records.
08
If the displayed information is correct, select the option to transfer the data to your application or form. This will automatically fill in the relevant fields with the IRS-provided information.
09
Verify that all the transferred data is accurate and complete any remaining sections of your application or form as required.
10
Submit your application or form as instructed.

Who needs IRS Data Retrieval Tool:

01
Students applying for federal financial aid, such as grants, loans, or work-study programs, using the Free Application for Federal Student Aid (FAFSA) form often need to use the IRS Data Retrieval Tool.
02
Individuals applying for income-driven repayment plans for their federal student loans may also need to use the tool to provide accurate income information.
03
Taxpayers who need to provide their tax information to other organizations or agencies for various purposes may find the IRS Data Retrieval Tool useful and convenient.
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IRS Data Retrieval Tool is a tool that allows students and their families to transfer IRS tax return information directly onto the Free Application for Federal Student Aid (FAFSA) form.
Students and parents who are applying for financial aid through FAFSA are required to use the IRS Data Retrieval Tool.
To fill out IRS Data Retrieval Tool, users need to log in to their FAFSA form, select the option to use the IRS Data Retrieval Tool, and follow the prompts to transfer tax information.
The purpose of IRS Data Retrieval Tool is to simplify the financial aid application process by automatically transferring accurate tax information onto the FAFSA form.
Income and tax information from the IRS tax return must be reported on IRS Data Retrieval Tool.
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