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2017/2018 Using the IRS Data Retrieval Tool The IRS Data Retrieval Tool allows students and parents to access the IRS tax return information needed to complete the Free Application for Federal Student

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How to fill out form irs data retrieval

01

Step 1: Go to the IRS Data Retrieval Tool website

02

Step 2: Provide your personal information such as name, Social Security Number, and date of birth

03

Step 3: Authenticate your identity by providing your FSA ID or IRS Username and Password

04

Step 4: Select the IRS tax return for the appropriate year

05

Step 5: Review the information transferred from the IRS

06

Step 6: Submit the transferred data to the form you are filling out

Who needs form irs data retrieval?

01

Students who are applying for financial aid

02

Individuals who want to streamline the process of filling out financial aid forms

03

People who want to transfer their tax information accurately and securely to various applications

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What is form irs data retrieval?

Form IRS data retrieval is a tool that allows students and parents to transfer their IRS tax return information directly into the Free Application for Federal Student Aid (FAFSA) form.

Who is required to file form irs data retrieval?

Students and parents applying for financial aid through the FAFSA are required to file form IRS data retrieval if they are selected for verification.

How to fill out form irs data retrieval?

To fill out form IRS data retrieval, individuals need to log in to the FAFSA website, select the option to use the IRS data retrieval tool, and follow the prompts to transfer their tax information.

What is the purpose of form irs data retrieval?

The purpose of form IRS data retrieval is to streamline the financial aid application process by automatically populating the FAFSA form with accurate tax information from the IRS.

What information must be reported on form irs data retrieval?

Form IRS data retrieval requires individuals to report their adjusted gross income, taxes paid, and other financial information from their IRS tax return.

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