IRS data retrieval

When filing your FAFSA online, be sure to use the IRS data retrieval tool when prompted. This tool automatically pulls in and loads your tax information into your FAFSA. Your tax information is available in 1-2 weeks after filing an e-return with the IRS; 6-8 weeks for paper returns. When you use this tool, you reduce the risk of inputting incorrect information, and it helps ensure your FAFSA is processed as quickly as possible. If you do NOT use the IRS data retrieval tool and your file is selected for verification, you will be required to submit an official IRS tax transcript (NOT a copy of your tax return.) To order a transcript, you must visit IRS.gov or call the IRS at 1-800-908-9946.

Please note: If you send in a copy of your tax return, it will be shredded to protect your personal information. We cannot use it for verification purposes.

But I haven't filed my taxes yet...

If you haven't filed your taxes, or your data isn't yet available using the IRS data retrieval tool, input the information you do have. Then, as soon as you can, go back and correct your FAFSA online, and use the IRS data retrieval tool. Your updated information will be sent to us automatically.

Federal Tax Return Transcripts

How to request your free transcript if you are not eligible to use data retrieval

• Online
  • Visit www.IRS.gov and click on "Order a Tax Return or Account Transcript". Select "Order a Transcript". Enter the tax filer's information. When prompted, select "Return Transcript" as the type, and select the appropriate tax year.
  • If successfully validated, tax filers can expect their Tax Return Transcript to arrive at the address included in their online request within 5-10 business days.
• Telephone
  • Call 1-800-908-9946 and follow the prompts to enter the tax filer's information. Select Option 2 to request an IRS Tax Return Transcript, and then enter the appropriate tax year.
  • If successfully validated, tax filers can expect their Tax Return Transcript to arrive at the address included in their online request within 5-10 business days.
• Paper form
  • Use IRS Form 4506T-EZ. It can be downloaded at www.IRS.gov. Complete lines 1-4. Use the most current address on file with the IRS.
  • Enter the appropriate tax year.
  • Tax filers must sign and then mail or fax the completed form per instructions.
  • Tax filers can expect to receive their transcript within 5-10 business days.

Who needs to submit a tax return transcript for verification?

We will notify you through your WMU email if you have been selected for verification. If you are selected for verification, you may need to submit a tax return transcript if:

• you are an independent student who is married, and whose spouse filed separate tax returns
• you are a dependent student whose married parents filed separate tax returns
• you or your parent had a change in marital status after the end of the tax year
• you or your parent did not use the IRS data retrieval tool on the FAFSA, or didn't correct the FAFSA using it
• information on the FAFSA is changed after it has been imported using the IRS data retrieval tool.
• you did not use the IRS data retrieval tool when you completed your FAFSA

Transcript fast facts

• Getting your IRS Tax Return Transcript it always free.
• You can request your transcript as soon as the IRS processes your return. The process time for online tax returns is 3 weeks, and 6-8 weeks for paper returns.
• Ordering your transcript online is the fastest way.
• You do not need to sign your tax return transcript.

Amended tax returns

For amended tax returns, students must submit signed copies of both the original tax return and a signed copy of the IRS Form 1040X. Remember to put the student's name and WIN on every page submitted.

Unusual circumstances

Contact Bronco Express in unusual circumstances, such as you filed a foreign tax return, or you were the victim of identity theft. Call (269) 387-6000, or walk in for help on the lower level of the Bernhard Center.

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Updated: 02/12/2013 12:12 PM