IRS Data Retrieval Tool Status | Federal Student Aid

IRS Data Retrieval Tool Status

Update as of June 2, 2017

On June 2, 2017, Federal Student Aid announced the following:

  • The Internal Revenue Service (IRS) Data Retrieval Tool (DRT) is now available for borrowers applying for an income-driven repayment plan on StudentLoans.gov.
  • A borrower who chooses to use the IRS DRT will be able to easily transfer accurate tax return information into the income-driven repayment plan application.
  • To address privacy and security concerns, the tax return information will be encrypted and hidden from the borrower's view on the IRS DRT web page, as well as on the online income-driven repayment plan application

If you’re a student loan borrower, you can get more information about using the IRS DRT for the income-driven repayment plan application from your federal loan servicer.

Update as of May 3, 2017

On May 3, 2017, Federal Student Aid announced the following:

  • The IRS DRT will be available to use on the 2018–19 FAFSA® form on fafsa.gov when the form launches on Oct. 1, 2017.
  • The IRS DRT will not return for either the 2016–17 or 2017–18 FAFSA forms.
     

General Information About the IRS DRT Outage

The IRS DRT provides tax data that automatically fills in information for part of the FAFSA form, as well as the income-driven repayment plan application for federal student loan borrowers.

The IRS turned off the DRT following concerns that data from the tool could be used by identity thieves to file fraudulent tax returns. As enhancements are made to protect the sensitive data, the IRS DRT is being reactivated where appropriate.

FAFSA® Form Still Available
IRS DRT Available on Income-driven Repayment Plan Application
How to Access Your Tax Information Without the IRS DRT
Additional Information and Help for Applicants

FAFSA® Form Still Available

Although the IRS DRT is unavailable to use when completing the FAFSA form, you can still access fafsa.gov.

The income information needed to complete the FAFSA form can be found on a previously filed tax return. (Remember: Both the 2016–17 and 2017–18 FAFSA forms require your 2015 tax data.)

Got your tax return or transcript in hand, and not sure what goes where on the FAFSA® form? The information below will help you fill out the FAFSA® form without access to the IRS DRT.

IRS DRT Available on Income-driven Repayment Plan Application

As of June 2, 2017, the IRS DRT is again available for borrowers who are completing the income-driven repayment plan application on StudentLoans.gov. If you’re unable to use the IRS DRT, you can follow the instructions below for accessing a copy of your tax return or obtaining a tax transcript from the IRS.

How to Access Your Tax Information Without the IRS DRT

If you don’t have a copy of your tax return, you may be able to access the tax software used to prepare the return or contact your tax preparer to obtain a copy. You also may visit irs.gov/transcript to view and download a summary (called a “transcript”) of your tax return or to request that a tax transcript be sent to you by mail.

Additional Information and Help for Applicants

Find more information or help:

Meanwhile, the IRS has published IRS Offers Help to Students, Families to Get Tax Information for Student Financial Aid Applications.

We will continue to update our websites and publications with further guidance and details in the coming months, but meanwhile, here’s some information for FAFSA® filers.

How to Fill Out the FAFSA® Form Without Access to the IRS DRT

If you are using your 2015 income tax return to manually enter information on your FAFSA form, the FAFSA instructions provide guidance on which line number to reference depending on the IRS tax form you filed. That information is also provided in the table below. For more specific guidance on each item, visit fafsa.gov/help.htm. If you’re using a tax transcript, there won’t be line numbers to reference, so read each question carefully.

2015 Income Tax Item

(and 2017–18 Paper FAFSA® Question Numbers)

1040

1040A

1040EZ

IRS Tax Return Transcript

Adjusted gross income (AGI)

(36 and 85)

Line 37

Line 21

Line 4

Adjusted Gross Income Per Computer

Income tax paid

(37 and 86)

Line 56 minus line 46

Line 28 minus line 36

Line 10

IRS Form 1040 Transcripts:
“Income Tax After Credits Per Computer” minus “Excess Advance Premium Tax Credit Repayment Amount”

For IRS Form 1040A Transcripts:
“Tentative Tax Per Computer” minus “Total Credits Per Computer”

For IRS Form 1040EZ Transcripts:
"Total Tax Liability TP Figures Per Computer” minus “Health Care: Individual Responsibility”

For all transcripts, if taxes paid is negative, enter "0" (zero)

Exemptions

(38 and 87)

6d

6d

See details.

Exemption number

Wages earned from working

(39 and 88/89)

Line 7*

*Unless you are self-employed. See details.

Line 7

Line 1

Wages, Salaries, Tips, Etc.

Education credits

(44a and 93a)

Line 50

Line 33

N/A

Education Credit Per Computer

IRA deductions and payments to self-employed SEP, SIMPLE, Keogh, and other qualified plans

(45b and 94b)

Line 28 plus Line 32

Line 17

N/A

3 KEOGH/SEP Contribution “Deduction” plus “IRA Deduction Per Computer”

Tax-exempt interest income

(45d and 94d)

Line 8b

Line 8b

N/A

Tax-Exempt Interest

Untaxed portions of IRA distributions

(45e and 94e)

Line 15a minus line 15b

Exclude rollovers

Line 11a minus line 11b

Exclude rollovers

N/A

“Total IRA Distributions” minus “Taxable IRA Distributions”

Untaxed portions of pensions

(45f and 94f)

Line 16a minus line 16b

Exclude rollovers

Line 12a minus line 12b

Exclude rollovers

N/A

“Total Pensions and Annuities” minus “Taxable Pension/Annuity Amount”

Untaxed portions of health savings accounts

(45i and 94i)

Line 25

N/A

N/A

N/A

 

Form W-2 Item

Boxes

Payments to tax-deferred pension and retirement savings plans

Boxes 12a through 12d, codes D, E, F, G, H, and S

Don’t include amounts reported in code DD (employer contributions toward employee health benefits)