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.
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.
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
2015 - 2016 FAFSA Filers need
- A valid Social Security Number
- An unchanged marital status as of December 31, 2014
- If you submitted electronic 2014 tax returns to the IRS wait 2 weeks before retrieving your paper document
- If you submitted paper 2014 returns to the IRS, wait 6-8 weeks before retrieving your IRS data
Filers unable to use this tool:
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
- 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.
The IRS has suspended the ability to obtain an IRS Tax Transcript directly through their online process. To obtain an IRS Tax Transcript, a request must be submitted to IRS and they will then mail the Tax Return Transcript to the address on file.
SELECT ONE OF THE OPTIONS BELOW TO REQUEST A TAX RETURN TRANSCRIPT:
Visit www.IRS.gov, under 'Tools' click 'Get a Tax Transcript by Mail'. Click ,'Get a Tax Transcript by Mail'. Sign in, select 'Return Transcript' and the appropriate tax year.
MAIL or FAX:
Complete the IRS Form 4506-T (http://www.irs.gov/pub/irs-pdf/f4506t.pdf). Check Box 6a to request a Return Transcript (as opposed to an Account Transcript). Mail or fax the completed IRS Form 4506-T to the appropriate IRS address listed on page two of the IRS Form 4506-T.
To expedite the process, you may take the completed IRS Form 4506-T (http://www.irs.gov/pub/irs-pdf/f4506t.pdf) to your local IRS office rather than mailing it.
Contact the IRS directly at 1-800-908-9946 to order a tax return transcript by phone.
- A valid Social Security Number or your Individual Tax Identification Number (ITIN)
- Date of Birth
- Address from your latest tax return
- 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