Our Financial Aid Office staff members are ready to guide you through the review process called "Verification." We can help you submit IRS tax documentation correctly and on time. Visit our Financial Aid Help Desk for further assistance online.
Hours: Monday - Thursday from 8:30 a.m - 6 p.m. / Friday 8:00 a.m. - 3:00 p.m.
If you are selected for verification, you must submit certain tax documentation to the financial aid office. You are highly encouraged to utilize the IRS Data Retrieval Tool to submit the documents. We can help through the process!
Correct your FAFSA and use IRS Data Retrieval Tool.
You can review/request an IRS Tax Return Transcript.
IRS Data Retrieval Tool Instructions:
If you use the IRS Data Retrieval Tool and you change the transferred data, it will prompt us to request that you submit an IRS Tax Return Transcript. If we have requested an IRS Tax Return Transcript because you have changed transferred data, you can go back to FAFSA On the Web and go through the process to import the IRS data without changing the data.
Once that updated or corrected FAFSA has been submitted and it processes through our system, we should be able to clear the request for the IRS Tax Return Transcript.
Please note if you filed a Puerto Rican or Foreign Income Tax return you must submit appropriate non-filing documentation from a relevant tax authority.
Requests are available through the Internal Revenue Service website.
Available from the IRS by Calling 1-800-908-9946
When entering the information into the IRS address matching system, note the following:
We have the following suggestions if you run into problems:
The FAFSA On the Web IRS Data Retrieval Process will only transfer information from an original tax return and not from an amended tax return. Similarly, the IRS Tax Return Transcript only includes information from the original tax return.
Therefore, both an IRS Tax Return Transcript and an IRS 1040X Form must be obtained and submitted to the school for review to be completed when an amended tax return is filed for the requested tax year.
The FAFSA On the Web IRS Data Retrieval Process will transfer all information from the original tax Return; this includes any rollover funds that may be inflating the reported Adjusted Gross Income.
Unfortunately, this is not something you can correct without canceling the validity of the IRS Data Retrieval Tool. For this, you can either use the tool and submit (with no corrections) or correct the information and provide us with a copy of the Tax Return Transcript.
You would then submit a copy of your 1099-R, page 1 and 2 (signed) of your Federal 1040, and a letter of explanation/request for consideration for a manual FAFSA correction.
The FAFSA On the Web IRS Data Retrieval Process will only transfer information from an original tax return and not from an amended tax return. Similarly, the IRS Tax Return Transcript only includes information from the original tax return.
Therefore, both an IRS Tax Return Transcript and an IRS 1040X Form must be obtained and submitted to the school for review to be completed when an amended tax return is filed for the requested tax year.
The FAFSA On the Web IRS Data Retrieval Process will transfer all information from the original tax Return; this includes any rollover funds that may be inflating the reported Adjusted Gross Income.
Unfortunately, this is not something you can correct without canceling the validity of the IRS Data Retrieval Tool. For this, you can either use the tool and submit (with no corrections) or correct the information and provide us with a copy of the Tax Return Transcript.
You would then submit a copy of your 1099-R, page 1 and 2 (signed) of your Federal 1040, and a letter of explanation/request for consideration for a manual FAFSA correction.
Student Services Building 248 & 229
Business hours SSB-229 (In-Person)
Monday-Thursday: 8 a.m. - 4:45 p.m.
Friday: 8 a.m. - 1 p.m.
Online Support: FA Help Desk
Business hours Help Desk (Virtual):
Monday-Thursday: 8:30 a.m. - 6 p.m.
Friday: 8:30 a.m. - 3 p.m.
Email: [email protected]