Data Retrieval Tool or Tax Return Transcript Requests
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 Aid (FAFSA), and transfer the data directly into their FAFSA from the IRS Web site.
If you are eligible to use the IRS Data Retrieval Tool, we highly recommend using the tool for several reasons:
- It’s the easiest way to provide your tax data.
- It’s the best way of ensuring that your FAFSA has accurate tax information.
- You won’t need to provide a copy of your or your parents’ tax return transcript.
If you are eligible to use the IRS Data Retrieval Tool, then click Link To IRS to transfer your tax return information from the IRS Web site into your FAFSA. (Note: If you previously transferred your tax return information from the IRS, or you indicate that you filed your tax return electronically within the last three weeks or through the mail within the last eleven weeks, then the Link To IRS button displays once you click the "View option to link to the IRS" hyperlink.)
Students or parents who are married and filed as Married Filing Separately, are married and filed as Head of Household, filed a Form 1040X amended tax return, or filed a Puerto Rican or foreign tax return are not eligible to use the IRS Data Retrieval Tool, and will need to enter their tax return information manually. Remember, the Form 1040X is used to correct your original filed tax return.
Additionally, students or parents who filed their tax returns electronically within the last three weeks, or through the mail within the last eleven weeks, might need to either enter their tax return information manually or return at a later date to transfer their tax return information into the FAFSA, as their tax return information might not be available for transfer from the IRS.
Instructions on how to request a FREE tax return transcript are listed in your Verification Request forms on your Albert Student Center "To-Do" List.
For further information about requesting a transcript of your tax return please visit the IRS web site or you may contact the IRS at 1-800-829-1040.
Wondering how to complete the verification or what information to include?
Log in to your Albert Student Center and click on the Verification Worksheet on your To-Do List. The documents that you may need to provide includes:
- A completed Verification Worksheet which is available on your Albert Student Center To-Do List.
- If you or anyone else reported on your FAFSA (parents or spouse) filed 2015 taxes, you will need to either log into your FAFSA to use the IRS Data Retrieval Tool or submit copies of your Tax Return Transcript for all filers. If you, your parents, or your spouse filed for an official extension on your 2015 taxes, you will need to submit a copy of that extension approval.
- If you or anyone else reported on your FAFSA (parents or spouse) earned income from work, you will need to submit W-2 forms for all earned income. Anyone who cannot obtain a W-2 should include a signed statement indicating the amount, source of income, and reason that a W-2 wasn't available.
- Complete all other requested items on your To-Do List.
Below are samples of some of the documents we will request. Not all students will need all of the forms listed. The forms specific to you are located on your Albert "To-Do" list in and in the initial verification request.
Tax Return Verification
Students will need to answer the questions on this form in relation to their tax filing status as well as the tax filing status of any parents or spouses who may be included on the FAFSA. Students should submit all required documentation indicated on the form as applicable. Please note, use of the Data Retrieval Tool is preferred over submission of a Tax Return Transcript.
Income Verification for Non Tax Filers
Students and any parents or spouses who are included on the FAFSA and who did not file taxes will need to verify income they received. If a W-2 was received, a copy will be required.
Other Untaxed Income Verification
Students and any parents or spouses who are included on the FAFSA will need to answer sections A-G of this form to verify any sources of untaxed income received. For each section, please indicate N/A if it is not applicable to you.
Students will need to list all the members of their household and include the household member’s age, relation to the student, and college or university they will attend during the 2016-2017 academic year (if applicable).
High School Completion Status
Students will need to submit one of the valid means of proof of high school completion listed on the form.
Identity and Statement of Educational Purpose
Students will need to prove their identity and educational purpose. This form must be signed either in person at the NYU Office of Financial Aid or NYU Student Link Center OR in the presence of a notary public.
All students (and parents of dependent students) are required to sign their Verification Certification indicating that the documents that they are submitting are true and that they understand the implications of submitting invalid information.