The US Department of Education has recently enhanced the FAFSA filing process to allow you and your parents to retrieve tax data from the Internal Revenue Service (IRS). The IRS Data Retrieval Tool will allow you and your parents to upload your filed 2013 federal tax return data directly to your FAFSA. We strongly encourage you to use this tool during the initial filing or when submitting corrections to your 2014-2015 FAFSA.
You and your parents are eligible to use the IRS Data Retrieval Tool on the www.fafsa.gov website if you:
You and your parents are not eligible to use the IRS Data Retrieval Tool if:
According to the IRS, this tool cannot be used until 1-2 weeks after electronically filing a tax return and 6-8 weeks after filing paper tax returns. The primary tax filer must access the IRS Data Retrieval Tool through the www.fafsa.gov website by logging in with their PIN number and completing the IRS Data Retrieval process. If the primary tax filer does not have a FAFSA PIN please go to www.pin.ed.gov to retrieve a PIN.
Please note that signed copies of your 2013 federal tax returns, along with all schedules and W-2 forms, still must be submitted directly to IDOC (linked) as part of Villanova’s financial aid application process.
1. Visit www.fafsa.gov and click “Login”, enter the student's personal information, then click on “Make FAFSA Corrections”. Once in the FAFSA, navigate to the "Financial Information" tab, where the option to use the tool will display for eligible students and parents. Make sure that you have corrected your filing status from "Will File" to "Already Completed" to use the IRS Data Retrieval Tool.
2. You must ensure that the name and address of the FIRST PERSON LISTED on a joint tax return is the same on the FAFSA as it shows on the tax return. When inputting your information on the IRS' website, you must enter your name and address EXACTLY as it appears on your tax return, including all punctuations, abbreviations, and spacing.
3. When you have finished completing the IRS Data Retrieval Tool process, please be sure to resign the FAFSA with your four-digit FAFSA PIN number. The IRS Data Retrieval process will remain incomplete without this important final step being completed. In addition, you must NOT change any information that was transferred from the IRS otherwise the FAFSA will be considered invalid and consequently you will then be required to submit your 2013 Tax Return Transcripts from the IRS to our office.
If you and/or your parents are not eligible, or choose not to use the IRS Data Retrieval Tool when updating your FAFSA, the US Department of Education requires our office to collect a certified tax return transcript processed by the IRS. Please note that parents who are married but filing separately must submit 2 separate IRS tax return transcripts. Transcripts are not required for those filing a foreign or Puerto Rican tax return.
There are three ways to request your tax return transcript: by phone, online, or by mail. Please make sure you request a Tax Return Transcript. Do not request a Tax Account Transcript or Record of Account because they cannot be used for financial aid verification purposes. Please be advised that our office cannot verify your financial aid award without a tax return transcript or the IRS Data Retrieval Tool.
To obtain a tax return transcript online please follow these steps:
To obtain a tax return transcript by phone please follow these steps:
To obtain a tax return transcript by mail please follow these steps:
Click on each link to proceed to the next step in the application process.