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Related: How to Request a Tax Return Transcript

The 2013-14 Free Application for Federal Student Aid (FAFSA) was revised to make the form easier to complete and to improve the accuracy of the information provided on the form. These changes may impact when and how your 2012 federal tax returns are filed and how the 2013-14 FAFSA is completed.

Are You Eligible to Use the IRS Data Retrieval Tool?

Dependent and independent applicants (and the dependent applicant’s parent) who meet all of the following criteria may be eligible to use the 2013-2014 IRS Data Retrieval process:
  • Must have a valid Social Security Number and legal name match,
  • Must have filed a 2012 federal tax return, and
  • The following does not apply to the applicant and/or parent(s)’ tax filing and/or marital status:
    • Married Filing Separately
    • Married Filing Head of Household
    • Filed or will file an amended 2012 tax return
    • Filed a Puerto Rican or foreign tax return
    • Filed using a Tax ID Number (TIN)
    • Marital status from January 1, 2012 through May 10, 2014 has changed
    • Applied for a 2012 Federal IRS Tax Filing Extension
    • Tax Transcript not obtainable due to Victim of IRS Identity Theft
    • 2012 Federal Tax Return was recently filed

What is Your Next Step?

Applicant and/or Parent Eligible to Transfer Data

Internet Video IconClick here to watch a tutorial on how to use the IRS Data Retrieval with your FAFSA. If the above tax filing or marital status criteria are not applicable to the student and/or parent, he or she is eligible to transfer 2012 tax data from the IRS to the 2013-14 FAFSA:

  • Enter Your Federal Student Aid PIN
  • When a married parent needs to provide his or her Federal Student Aid PIN, the FAFSA process will ask which parent is linking to the IRS Web site to determine which parent’s Federal Student Aid PIN is required for the FAFSA.
  • When a student is completing an initial FAFSA, the FAFSA process will ask the applicant to enter their Federal Student Aid PIN before linking to the IRS Web site.
  • Link to Federal Student Aid PIN Options:
      • “Apply For A PIN,” for applicants who don’t have a Federal Student Aid PIN; or
      • “I Forgot/Don’t Know My PIN,” for applicants who have a Federal Student Aid PIN
  • Link to IRS button with PIN

Tax Return(s) Recently Filed/Tax Data Not Available to Transfer

If the applicant and/or parent recently filed 2012 federal taxes, the FAFSA process will inform the applicant that tax information electronically filed (within the last 2 weeks) or submitted by mail (within the last 8 weeks) may not be available. Click here for the IRS Data Retrieval Tool Availability Chart.

Applicant and/or Parent Not Eligible to Transfer Data

When one or more of the first eight tax filing or marital status filtering questions above is applicable, the FAFSA process will bypass the option to Link to the IRS and inform the applicant, based on his or her response, that he or she is not eligible to transfer tax data from the IRS to the FAFSA.

If you are ineligible to use the FAFSA Link to IRS feature because of your 2012 tax filing and/or marital status, and your 2013-14 FAFSA is selected for Verification, you will be required to submit the following documentation to verify your reported FAFSA income data:

Status

Required Income Verification for Tax Filers

Married Filing Separately

Signed 2012 Federal IRS Tax Return Transcript for BOTH tax filers.

Married Filing Head of Household

Signed 2012 Federal IRS Tax Return Transcript.

Filed or Will File Amended Return

Signed 2012 IRS Income Tax Return *and* signed 2012 IRS Form 1040X.

Filed Puerto Rican Tax Return

Signed copy of the 2012 Puerto Rican Tax Return.

Filed Freely Associated States (Republic of the Marshall Islands, Republic of Palau and Federated States of Micronesia) Tax Return

Signed copy of the 2012 Wage and Tax Statement from each employer *and* signed statement identifying all 2012 income and taxes.

Filed Foreign Tax Return

Signed copy of an official English translation of the 2012 Foreign Tax Return

Victims of IRS Identity Theft

Signed 2012 IRS Income Tax Return *and* one of:

  • Signed copy of IRS Form 14039 “Identity Theft Affidavit” or
  • Signed and dated statement stating that the tax filer was a victim of IRS identity theft and that the IRS is investigating the matter or
  • Signed police report that may have been filed by the tax filer.
Unable to obtain a an IRS Tax Return Transcript using the IRS paper or online request
  • A signed copy 2012 IRS Income Tax Return and
  • A signed IRS Form 4506T-EZ or Form 4506-T that includes on line 5:

    Marquette University OSFA
    Zilber Hall Suite 121, PO Box 1881
    Milwaukee WI 53201-1881

    as the third party to whom the IRS is to mail the 2012 IRS Tax Return Transcript and
  • For tax filers who attempted to request an IRS Tax Return Transcript using:
    • IRS Form 4506T-EZ or Form 4506-T:
      Signed copy of the IRS response mailed to the tax filer informing the tax filer that the IRS could not provide the requested transcript.; or
    • The IRS online transcript request process: Signed and dated copy of a screen print from the official IRS Web page that displays a message indicating that the transcript request was unsuccessful.

Marital Status Changed for period January 1, 2012 through May 10, 2014. This may include one of the following:

Parent of a dependent student whose income is used in the calculation of the applicant's Expected Family Contribution (EFC) if the parent filed a joint income tax return and the parent is married to someone other than the individual included on the joint income tax return.

  • Signed Parents' joint 2012 Federal IRS Tax Return Transcript
  • IRS Form W-2 for each source of employment income received for tax year 2012
  • Step-parent signed 2012 Federal IRS Tax Return Transcript

Parent of a dependent student whose income is used in the calculation of the applicant's Expected Family Contribution (EFC) if the parent filed a joint income tax return and the parent is separated, divorced, or a widow of the individual included on the joint income tax return.

  • Signed Parents' joint 2012 Federal IRS Tax Return Transcript
  • IRS Form W-2 for each source of employment income received for tax year 2012.

Independent student who filed a joint income tax return and who is married to someone other than the individual included on the joint income tax return.

  • Signed Student joint 2012 Federal IRS Tax Return Transcript
  • IRS Form W-2 for each source of employment income received for tax year 2012
  • Signed 2012 Federal IRS Tax Return Transcript for spouse

Independent student who filed a joint income tax return and who is separated, divorced or a widow of the individual included on the joint income tax return.

  • Signed Student joint 2012 Federal IRS Tax Return Transcript
  • IRS Form W-2 for each source of employment income received for tax year 2012

 


Verification Required and a 2012 Federal IRS Amended Tax Return Was Filed

The IRS Data Retrieval Tool cannot be used to update the 2013-14 FAFSA when the applicant and/or parents have filed an amended return. Tax documentation to be submitted when 2012 taxes have been amended include: a signed 2012 IRS Income Tax Return *and* a signed 2012 IRS Form 1040X.

Verification Required and a 2012 Federal IRS Tax Extension Was Filed

When the applicant’s FAFSA is selected for verification but the applicant and/or parent(s) have applied for a 2012 IRS Extension to File:

Submit the following documents by the Missing Information Letter (MIL) request date:

  • Fully completed and signed 2013-14 Verification Worksheet.
  • Copy of 2012 IRS Form 4868 – Application for Automatic Extension of Time to File U.S. Tax Return; copy of the IRS approval of an extension; and/or if applicable, a copy of IRS approval of an extension beyond the automatic six-month extension if the individual requested an additional extension of filing time for tax year 2012.
  • Copy of IRS Form W-2 for each source of employment income and/or a signed statement by a self-employed individual certifying the amount of the AGI and the U.S. income tax paid for tax year 2012.

Interim Verification 

Verification is temporarily completed when the above documentation has been received.

Final Verification

Verification is not complete until the FAFSA reflects the actual 2012 Federal IRS Tax Return data. Final Verification is required once the tax return has been filed or before the end of the enrollment period, whichever comes first, or 2013-14 financial aid must be cancelled.

Applicant and/or Parent Eligible to Transfer Data:
Visit www.fafsa.gov/, FAFSA Corrections, 2013-14, and choose the FAFSA Link to IRS feature once your 2012 federal tax return has been processed and the data is available to transfer to your FAFSA.

Applicant and/or Parent Not Eligible to Transfer Data:
If ineligible for the Link to IRS feature, submit a signed copy of your 2012 Federal IRS Tax Return Transcript.

IMPORTANT Tax Return IRA and Pension Rollovers and IRS Data Retrieval

When you click on Link to IRS within your 2013-14 FAFSA or 2013-14 FAFSA Corrections, you transfer your Federal Adjusted Gross Income, IRS tax paid, Tax Exempt Interest Income, Education Credits, Untaxed IRA Distributions and Untaxed Pensions from your 2012 Federal U.S. Tax Return on the IRS website to your 2013-14 FAFSA.

What Tax Return Information Does Not Transfer to Your FAFSA?

The following does not transfer from your tax return.   You must manually enter this information on your FAFSA:

    • Choose  “Already Filed/Completed” a tax return;
    • Select Tax Return Filed – (1040, 1040A, or 1040 EZ);
    • Student, Father, and/or Mother’s Income Earned from Work (wages, salaries, tips, business income).

What Happens with Your IRA and/or Pension Rollover?

The data retrieval tool does not identify and exclude tax return IRA and/or Pension distributions that have been rolled over into another account. It will take the IRA/Pension distribution minus the taxable portion of the distribution and enter the result as untaxed IRA and/or Pension on your FAFSA. This may result in a higher Expected Family Contribution (EFC) than you should have.

What Should You Do If You Have a 2012 IRA or Pension Rollover?

  • Do not attempt to correct the information yourself. By changing any of the tax data, you compromise the data transferred from the IRS. 
  • Provide the following documentation to Marquette Central:
    • A written notice/request for a correction to your FAFSA Untaxed IRA and/or Pension Rollover.
    • A copy of Page 1 of your Federal IRS Tax Return.
    • A copy of IRS Form 1099 from the organization the IRA or Pension was rolled into.
  • As long as you have not compromised the tax data by making changes to your FAFSA, once your documentation is received, it will be reviewed and processed.

You Transferred the IRS Data But You Already Updated the Rollover Figures Yourself. Now What Do You Do?

  • Go to www.fafsa.gov, 2013-14 FAFSA Corrections.
  • Select Link to IRS to again transfer your tax data to your 2013-14 FAFSA.
  • Do not make any changes to the transferred tax data.
  • Provide the following documentation to Marquette Central:
    • A written notice/request for a correction to your FAFSA Untaxed IRA and/or Pension Rollover.
    • A copy of Page 1 of your Federal IRS Tax Return.
    • A copy of IRS Form 1099 from the organization the IRA or Pension was rolled into.
  • Once your documentation is received, it will be reviewed and processed.

 

Related: How to Request a Tax Return Transcript

 

OFFICE OF STUDENT FINANCIAL AID

The Office of Student Financial Aid provides undergraduate and graduate students with resources about types of financial aid and student employment.



FAFSA School Code: 003863

Questions or for more information, contact the Office of Student Financial Aid