Financial Aid Application Process Help with IRS

IRS has a new Data Retrieval Tool that gives applicants the opportunity to automatically transfer tax data they need into their FAFSA form. It’s secure and easy and saves your time and improves accuracy so you make sure you are using the right numbers!

How are you eligible?

You have to have filed your 2011 tax return
Possess a valid SSN
Have a Federal Student Aid PIN
Have not changed marital status since 12/31/11
Exceptions that the IRS Data Retrieval Tool can not be used for the 2012 FAFSA application:

If you filed an amended tax return for 2011
No federal tax return for 2011 has been filed
If your 2011 tax filing status is married filing separately
If you fall into this exception list, you can obtain an official transcript from the IRS or call 1-800-908-9946
or of course contact us if we prepared your 2011 tax return. We can help you out!


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