- Use the drop-down box to indicate your parent(s) tax return completion status for the tax year noted on the FAFSA
- Click the Next button
- Use the drop-down box to select what type of tax return your parent(s) filed
- Use the drop-down box to select what type of filing status tax return your parent(s) filed
- Click the Next button
Parent DRT Tool Available
Click the Link To IRS button
Click the Next button
- Select Parent 1 or Parent 2 - iyou will have this option if you listed both parents information on prior questions
- Enter the parent FSA ID and Password
- Click the Next button
- Click on Proceed to the IRS Site button
- Click the Ok button
- Click the Ok button
- Fill in the items marked that are left blank
- Click on the Submit button
- Click the box next to Transfer My Tax Information into the FAFSA form
- Click the Transfer Now button
- Make sure your you receive a Successful Transfer Notice
If you would like more information on the DRT Tool, visit https://finaid.org/fafsa/irsdataretrievaltool/
Parent DRT tool NOT Available
- Click the Next button
- Fill in the information requested based on the tax return filed
- Each question has a "?" symbol on the right hand side which contains an explanation of what is being asked and where to find it on the tax return
- Click the Next Button
- Select Parent 1 or Parent 2 - iyou will have this option if you listed both parents information on prior questions
- Enter your parent(s) Adjusted Gross Income (unless Transferred from IRS)
- Click the Next button
- Fill in your parent(s) income from working (salaries, wages, tips, etc.)
- Click the Next button
- Enter your income tax (unless Transferred from IRS)
- Click the Next button
- List the values requested according to your tax records
- Click the Next button
- List the values requested according to your tax records
- Click the Next button
- List the values requested according to your tax records AND personal circumstances
- Click the Next button
- Enter the requested values about your assets
- Click the Next button
- You will move to the next section