Important FAFSA Update

FAFSA Updates Due to Regulation Changes

The FAFSA encourages students and their parents to import tax information from the IRS. The IRS Data Retrieval saves time and eliminates the probability of being chosen for verification.

Those who do not elect to utilize the automatic retrieval will more likely be selected for verification.

Who can use IRS Data Retrieval?

  • Filing Status is Married Filing Jointly
  • Filing Status is Single

Who is not eligible to use IRS Data Retrieval?

  • Filing Status is Married Filing Separately
  • Filing Status is Head of Household-Single
  • Filed an Amended Tax Return
  • Filed a Puerto Rican or Foreign Tax Return
  • Recently Filed Taxes
  • Marital Status has Changed Since January 1

Advantages of using the IRS Data Retrieval process:

  • Automatically provides institution with verification documentation
  • No tax return transcript needed
  • Improve the accuracy of aid awards
  • Reduces burden of proof on students and institution

Changes to Upcoming FAFSA Entries:

As of January 2012, FAFSA applicants are strongly encouraged to import their tax information into the FAFSA application. Applicants who do not utilize the IRS Data Retrieval will be automatically selected for Verification.

        You now have the option to submit a FAFSA as early as October 1st rather than beginning on January 1st.

        Please use the table below to determine key dates for submitting the FAFSA depending on when you plan to go to school:

If you plan to attend college from

You will submit this FAFSA

You can submit the FAFSA from

Using Income and Tax information from

July 1, 2017- June 30, 2018

2017-18

October 1, 2016- June 30, 2018

2015

July 1, 2018- June 30, 2019

2018-19

October 1, 2017- June 30, 2019

2016

July 1, 2019-June 30, 2020

2019-20

October 1, 2018 – June 30, 2020

2017

If selected for Verification, the documentation that will need to be provided has changed.

Those selected for verification must now provide a copy of the student and, if needed, their parent(s) tax return transcript.

You may request transcripts by calling 1-800-908-9946, or order by mail using IRS Form 4506T http://www.irs.gov/pub/irs-pdf/f4506t.pdf.

More information about ordering a tax return transcript can be found at http://www.irs.gov/Individuals/Order-a-Transcript

For more information about IRS Data Retrieval follow this link https://www.ifap.ed.gov/dpcletters/GEN1103.html