How To Link Your Tax Income Information To Your FAFSA
如果你正在填写FAFSA, we highly recommend you use the IRS Data Retrieval Tool to transfer in your tax income information. If you manually enter your tax information you may need to provide a copy of your Tax 返回记录 from the IRS (See Verification Process).
The IRS Data Retrieval Tool is available for online FAFSA submittals and is accessible thought the FAFSA web site www.fafsa.政府. The retrieval tool allows FAFSA applications and parents to ability to transfer their income information from the IRS to the FAFSA.
步骤1
Log into your FAFSA application and proceed to the tab titled Financial Information tab. 按“连结至国税局”.
步骤2
你需要你的 FSA ID 继续. If you do not already have an FSA ID, you can 创建FSA ID.
步骤3
Enter personal information exactly how it appears on your tax return.
步骤4
Once information is retrieved, check the Transfer my Tax Information into the FAFSA 框，然后点击 现在转移.
Unable to Use IRS Data Retrieval Tool?
Enter all income information manually onto the FAFSA application. If you are selected for verification, you will need to provide additional proof of income information to the 金融援助 Office.
How to Obtain a Tax 返回记录 from the IRS
Tax filers can request a Tax 返回记录 from the IRS in one of three ways. Please Note: There is no charge for a Tax 返回记录.
2022-2023 use 2020 Income Information
| 网络请求 |
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- 请访问美国国税局网站 www.国税局.政府
- In the TOOLS section of the homepage, click "拿到你的纳税记录"
- 点击“通过邮件获取成绩单"
- Enter the information requested as prompted
- 在下一页， 成绩单类型 应该是"返回记录” 纳税年度 "20xx". 点击继续
- If you are successful in requesting the Tax 返回记录 by mail, you will receive the following message:
"We have accepted your request for a 20xx 返回记录. Please allow 5-10 days to receive it. The transcript will be sent to the address we have on file for you."
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| 电话请求 |
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- Available from the IRS by calling 1-800-908-9946
- Tax filers must follow prompts to enter their social security number and the numbers in their street address. Generally this will be numbers of the street address that was listed on the latest tax return filed. 然而, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
- 选择“选项2" to request an IRS Tax 返回记录 and then enter "20xx".
- 如果验证成功, tax filers can expect to receive a paper IRS Tax 返回记录 at the address that was used in their telephone request, within 5 to 10 days from the time the IRS receives the request.
- IRS Tax 返回记录s requested by telephone cannot be sent directly to a third party by the IRS.
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| Paper Request Form – IRS Form 4506T-EZ |
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- IRS Form 4506T-EZ should be used instead of IRS Form 4506-T because it is sufficient to request an IRS Tax 返回记录.
- 下载 http://www.irs.Administration / pub / irs-pdf / f4506tez.pdf
- Complete lines 1 – 4, following the instructions on page 2 of the form. Note that line 3 should be the most current address as filed with the IRS. It is the address where the IRS Tax 返回记录 will be sent. 地址最近是否更改过, include the address listed on the latest tax return filed on Line 4. 然而, if an address change has been completed through the US Postal Service, the IRS may have the updated address on file.
- Line 5 provides tax filers with the option to have their IRS Tax 返回记录 mailed directly to a third party by the IRS.
- 在第6行，输入"20xx" 接收国税局的税务信息
- The tax filers (or spouse if requesting information from a joint tax return) must sign and date the form and enter their telephone number. Only one signature is required to request a transcript for a joint return.
- Mail or fax the completed IRS Form 4506T-EZ to the appropriate address (or FAX number) provided on page 2 of Form 4506T-EZ.
- Tax filers can expect to receive their transcript within 5 to 10 days from the time the IRS receives and processes their signed request. NOTE: Processing form 4506T-EZ means verifying/validating the information provided on the form. If any information does not match the IRS records, the IRS will notify the tax filer that it was not able to provide the transcript.
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