Mission Statement THE PRIORITY FILING DEADLINE FOR ACADEMIC YEAR 2014-2015: MARCH 15, 2014 
FEDERAL SCHOOL CODE: 002629

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IRS DATA RETRIEVAL TOOL

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 Tool 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 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 complete or 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 For the 2014 - 2015 FAFSA Filers need
  • A valid Social Security Number
  • An unchanged marital status as of December 31, 2013
  • If you submitted electronic 2013 tax returns to the IRS wait 2 weeks before retrieving your paper document
  • If you submitted paper 2013 returns to the IRS, wait 6-8 weeks before retrieving your IRS data
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 your paper document
  • If you submitted paper 2012 returns to the IRS, wait 6-8 weeks before retrieving your IRS data
Filers unable to use this tool:
  • Students and parents who did not or 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 or students who are not eligible to use the IRS Data Retrieval Tool can submit an 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. The IRS Data Retrieval Tool automatically transfers your income information from the IRS directly onto your FAFSA. The IRS Tax Return Transcript does not. When you order the transcript you have the option to request an electronic return or paper one. We recommend you choose the electronic option as this will expedite the processing of your Financial Aid. You will then need to submit a copy to Rutgers. Requesting, receiving, and forwarding your transcript to Rutgers may take more than eight (8) weeks to complete if in paper form.

TO ORDER THE IRS TAX RETURN TRANSCRIPT:
  • To obtain an IRS Tax Return Transcript, go to www.IRS.gov, under 'Tools', click 'Get Transcript of Your Tax Records.' Click 'Get Transcript ONLINE.' Sign in and create an account. Follow the instructions on the subsequent pages. Make sure to order the "IRS Tax Return Transcript" if you are requested to do so by Rutgers. In addition, you may order on the phone by calling 800-908-9946. No walk-ins. 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 your paper document
  • If you submitted paper returns to the IRS, wait 6-8 weeks before retrieving your IRS data