OK…so my refund has been deposited…I think this means that I can now link to the IRS Data Retrieval Tool, right?
So…this is my daughter’s FAFSA (she is independent but parent info is required by her school). What exactly do,we do? Go back into the FAFSA…and then what?
I haven’t ever used the DRT, and I haven’t updated a FAFSA in seven years!
I just don’t want to make a mistake!
It will walk you through it. You just go to the page where it gives you a choice of “will file” or “have filed.” Change your answer to “have filed” (or whatever the wording is) and it will offer you a link to the DRT.
I already indicated “taxes filed” because they were. I don’t need to change that…I just need to link to the DRT.
After you have logged in and selected make a correction, if you’ve answered “no” to all of the DRT eligibility questions you should see a button appear that says “link to IRS”.
Thank you. I know I’m sounding dense…but will those DRT eligibility questions be pretty obvious?
We did the whole FAFSA…filled in all the blanks…but now want to update using the DRT which was not available initially.
Yes, it asks: have you filed an amended tax return? Have you filed in Pierto Rico? And have you filed your taxes electronically in the last 3 weeks?
Thanks! Our taxes were actually complete when we completed the FAFSA. But we could not link to the DRT at that time. All we want to do is link to the DRT now. I’m guessing that doing so will be obvious…and easy…
I honestly thought (hoped) that I was done with the FAFSA once this kid got her bachelors…but NO!
If you’re doing the FAFSA online:
-Once you are in the form, click on the “Financial Information” tab at the top of the screen.
-Go to the “Parent Tax Information” page. If the DRT is available to you, you will see three questions and a link to the DRT at the bottom of the page.
-Page ahead to the “Student Tax Information” page. Again, if the DRT is available to you, you will see three questions and a link to the DRT at the bottom of the page.
Thanks MiddKid. DD already linked. We will do ours today.
Good deal; glad it’s working out for you.
Bumping this up…
Quick question. I’m linking to the DRT parent tax return for an already submitted and processed FAFSA. Are the steps the same?
Log in.
Find Financial Information tab.
Go to Parent InformationTab.
Answer three questions NO.
Link will appear…do it.
DD signs and resubmits?
PM’d you back.
Thank you!
Did the steps suggested above. It all went very smoothly. Just an FYI, when you link, it does. Take you out if the FAFSA site and into the IRS site. But then you return to the FAFSA to sign and submit.
I have to say…this DRT is very nice! I wish I had just waited until it was available instead of filling in the blanks myself (with exactly the same numbers).