Instructions for IRS Data Retrieval
and Tax Transcript Request
We cannot accept a copy of your tax return for the verification process unless you filed an amended tax
return or a Puerto Rican or foreign tax return.
IRS tax information is usually available to retrieve or to request 2 weeks after filing electronically or 8
weeks after mailing if you do not owe a refund. If you owe a refund, your 2013 tax information might
not be available until after May 14, 2014.
IRS Data Retrieval:
The best way to verify income is by using the IRS Data Retrieval Tool that is part of FAFSA on the
Web. If you have not already used the tool, go to www.FAFSA.gov, log in to the student’s FAFSA
record, select “Make FAFSA Corrections,” and navigate to the Financial Information section of the
form. From there, follow the instructions to determine if the student and/or parent is eligible to use
the IRS Data Retrieval Tool to transfer 2013 IRS income tax information into the student’s FAFSA.
 Make sure you also submit the FAFSA for correction after transferring the tax information.
For additional instructions, see the IRS Data Retrieval Tool video tutorial at
http://www.finaid.ucsb.edu/media/videos/1314/english/IRSDRT2013.html
Tax Transcript Request from IRS:
If you or your parent(s) are unable or choose not to use the Data Retrieval Tool, use the instructions
below to request the IRS tax information. More detailed instructions are available at
http://www.wiu.edu/student_services/financial_aid/aid_process/TaxReturnTranscript.php
Note: Please keep the original transcript(s) and send us a photocopy with your name and WIU ID.
IRS - Get Transcript
•
•
•
•
•
•
•
www.irs.gov/transcript
IRS’s preferred Transcript delivery channel
Accessible after taxpayer authenticates identification
Do not proceed as ‘guest’
Select appropriate tax year - * beside year means not available yet
Provides IMMEDIATE display of transcript via PDF file
User can view, print, and save the file
Automated Phone
IRS2Go
• Mobile app available for Android
• 1(800)908-9946
and iOS
• Self-service
• 5-10 day delivery • Self service
to address on file • 5-10 day delivery to address on file
Form 4506T-EZ
• http://www.irs.gov/pub/irs-pdf/f4506tez.pdf
• Send to address or fax # on page 2
• Third party address must be very specific
• 10-20 day delivery to specified address