If you have been selected to verify income or you wish to transfer your tax information from the IRS to your FAFSA (which expedites
the processing of your final aid package), two options are available to you.
Choose one option below to submit your IRS income tax information to Rutgers. If you used the IRS Data Retrieval Tool when you first
submitted the FAFSA, you do not need to resubmit the information to us unless you made changes to the information on your FAFSA.
OPTION # 1: IRS DATA RETRIEVAL TOOL
Students and parents who filed their IRS tax return are able to use the IRS Data Retrieval option on the Free Application for
Federal Student Aid (FAFSA). The IRS Data Retrieval transfers your IRS income tax information directly to your FAFSA. The best
way to verify income is by using the IRS Data Retrieval Tool. This option streamlines the processing of your application and
avoids unnecessary delays in constructing your aid package. We strongly encourage you to select this option, in particular, when
you first file your FAFSA; after the IRS has your tax return; or, when subsequent corrections are made to your FAFSA.
NOTE: Please allow approximately two weeks from the date you filed your tax return electronically to use the IRS Data Retrieval.
If you chose to file a paper return, please allow 6-8 weeks for processing by the IRS.
TO USE THE IRS DATA RETRIEVAL TOOL:
- Log into www.fafsa.gov to correct your FAFSA
- Click on the Financial Information tab at the top of the page
- Click "LINK TO IRS" to transfer your income information to your FAFSA
For the 2013 - 2014 FAFSA Filers need
- A valid Social Security Number
- An unchanged marital status as of December 31, 2012
- If you submitted electronic 2012 tax returns to the IRS wait 2 weeks before retrieving them
- If you submitted paper 2012 returns to the IRS, wait 6-8 weeks before retrieving them
For the 2012 - 2013 FAFSA Filers need
- A valid Social Security Number
- An unchanged marital status as of December 31, 2011
- If you submitted electronic 2011 tax returns to the IRS wait 2 weeks before retrieving them
- If you submitted paper 2011 returns to the IRS, wait 6-8 weeks before retrieving them
Filers unable to use this tool:
- Students and parents who did/will not file taxes
- Students and parents who filed an amended tax return
- Those with a tax status of Married, Filing Separately
- Those who filed a foreign tax return
OPTION # 2: IRS TAX RETURN TRANSCRIPT
Parents/students who are unable or choose not to use the IRS Data Retrieval Tool can submit a IRS Tax Return
Transcript to Rutgers. The Transcript is not a photocopy of your IRS income tax return. The transcript
is a paper document that contains the income information needed by the Office of Financial Aid to process
your aid application.
We do not recommend the transcript option as it may cause severe delays in constructing your aid package.
Whereas the IRS Data Retrieval Tool automatically transfers your income information directly onto your FAFSA, the IRS Tax
Return Transcript is a paper document that is mailed to your home. Once you receive the Transcript in the mail,
you will then need to submit a copy to Rutgers. Ordering, receiving, and forwarding to Rutgers may take more than
eight (8) weeks to complete.
TO ORDER THE IRS TAX RETURN TRANSCRIPT:
- To obtain an IRS Tax Return Transcript, go to www.IRS.gov
and click on the "Order a Return or Account Transcript" link. Make sure to order the "IRS Tax Return Transcript." In addition, you may order on the phone by calling 800-908-9946.
- IRS Tax Return Transcript can also be requested in-person at your local IRS Office.
There is no charge for the IRS Tax Return Transcript.
Filers need:
- A valid Social Security Number
- If you submitted electronic tax returns to the IRS wait 2 weeks before retrieving them
- If you submitted paper returns to the IRS, wait 6-8 weeks before retrieving them
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Mission Statement
THE PRIORITY FILING DEADLINE FOR ACADEMIC YEAR 2013-2014: MARCH 15, 2013
