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Verifying Tax Information 

Income verification can be done one of two ways: 1) using the IRS Data Retrieval Tool (DRT) from the FAFSA or 2) by ordering a copy of the tax transcript. Instructions for both can be found below.

How to Transfer your IRS Tax Information Directly into Your FAFSA

The IRS Data Retrieval Tool transfers your IRS tax information directly into your FAFSA. To use the Data Retrieval Tool, complete the following steps:

  • Go to www.fafsa.gov and select the "Start Here" button

  • Log in using the student's: name, PIN, Social Security number, and date of birth

  • Select the "Continue" or "Make a Correction" button (see example)

  • Select the "Financial Information" tab from the top of the page.

 Instructions for the parent to request the parent IRS information: 

  1. Go to "Parent Financial Information" page

  2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool

  3. If eligible, select which parent is providing information on the FAFSA

  4. Enter the PIN for the parent providing the information

  5. Click "Link to IRS"

  6. Review the information displayed and select the "Transfer My Information into the FAFSA" option

 Instructions for the student to request the student IRS information: 

  1. Go to "Student Financial Information" page

  2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool

  1. If eligible, click "Link to IRS"

  2. Review the information displayed and select the "Transfer My Information into the FAFSA" option

  3. Proceed to the Sign and Submit page 

How to Order a Copy of a Tax Transcript

  • Tax transcripts are available on-demand through the IRS website, generally about 2-3 after electronic filing and 8-10 weeks after paper filing.
  • The IRS conducts a 2-part authentication of the tax filer's identity. You will need the tax filer's SSN, date of birth, street address, and zip/postal code currently on file with the IRS.
  • Once authentication is complete, select the reason you are requesting a transcript (select "Higher Education/Student Aid"). In the "Return Transcript" box, choose transcripts for the appropriate year.
  • For the 2015-16 academic year, you will want to choose 2014. Your transcript will be provided to you as a .pdf document.
  • Print the transcript, write the student's name and Cal Maritime ID at the top and submit to the Financial Aid Office.
  • If you are having a difficult time obtaining a transcript, you can call the IRS at 1-800-908-9946 to order one by phone. There could be reasons why your transcript is not yet available.