STCC Financial Aid - IRS Data Retrieval and Tax Transcripts

The IRS Data Retrieval Tool in the Free Application for Federal Student Aid (FAFSA) application transfers IRS tax return information and/or parent's tax information directly to your FAFSA. It is the easiest way to provide your tax information and ensures that your FAFSA has accurate tax information.

Speed up Financial Aid Processing

Use the IRS Data Retrieval Tool!

  • Log on to your FAFSA at www.fafsa.gov, sign in
  • Click on Make FAFSA Corrections and enter your PIN
  • Click on the Financial Information tab
  • Look for the link that explains transferring your tax information from the IRS. Follow the instructions to access the IRS website and have your financial information imported into your FAFSA
  • Do not change any of the information imported or it will be considered invalid. Continue to the last page to submit your FAFSA.

If you cannot complete the data retrieval process through your FAFSA, see instructions below to request tax transcripts.  Tax return transcripts can only be requested 2 weeks after you e-file your taxes or 8 weeks after you mail them.

Download the tax transcripts

  • Make sure to have pop up blocker set off.
  • Go to http://www.irs.gov/
  • Click GET TRANSCRIPT ONLINE
  • If you have an account enter your Used ID then click SIGN IN and go to step #13
  • If you do not have an account click CREATE AN ACCOUNT
  • Enter your information and click SEND EMAIL CONFIRMATION CODE
  • Login to your email that you used to create account and get your Confirmation code. Enter the code and click VERIFY EMAIL CONFIRMATION CODE
  • Enter all your information and click CONTINUE
  • Answer the question to validate your identity then click CONTINUE
  • Set Phrase & Image, Create Security Questions and create Username/password then click CONTINUE
  • For Tax Return Transcript
    • Check Higher Education/Student Aid then select year requesting under Return Transcript
  • For W-2's:
    • Select year under Wage & Income Transcript

Requesting tax transcripts ONLINE

  • Go to www.irs.gov
  • Click on TOOLS
  • Click on Order a Transcript
  • Read Steps 1, 2, and 3. Under Step 3 click on Order a Transcript
  • Enter the tax filer's Social Security Number, date of birth, street address, and zip or postal code. Use the address currently on file with the IRS
  • Click Continue
  • In the Type of Transcript field, select Return Transcript and in the tax year field select the appropriate tax year
  • If successfully completed, tax filers can expect to receive a tax return transcript within 5-10 business days
  • PLEASE NOTE:  Amended tax filers must submit both a signed copy of their 1040X and a signed copy of the original tax return. 

Requesting tax transcripts by TELEPHONE

  • Call 1-800-908-9946
  • Tax filers must follow prompts to enter their Social Security Number and the numbers in their street address
  • Select Option 2 to request an IRS Tax Return Transcript and then enter the appropriate tax year
  • If successfully completed, tax filers can expect to receive a tax return transcript within 5-10 business days