irs data retrieval tool (drt) step-by-step instructions - AWS
IRS DATA RETRIEVAL TOOL (DRT) STEP-BY-STEP INSTRUCTIONS Step 1: Go to www.fafsa.gov and click “Login.”
Step 2: Enter your FSA ID information and click “Next”.
Step 3: Click “ACCEPT” to agree to disclaimer.
Step 4: Choose the 2018-2019 tab and then select “Make FAFSA Corrections”.
Step 5: Create a “Save Key”. It can be any combination of 4-8 characters. Then click ‘Next’.
Step 6: Go to the ‘Financial Information’ tab and select correct return status. Remember to report 2016 Income Information on your FAFSA. Then ‘Next’.
Step 7: Select the correct tax filing status for your parent(s) and click ‘Next’.
Step 8: Answer foreign tax return question. If foreign tax return question is “No”, click “LINK TO IRS”. Then click “Next”.
Step 9: Parent must enter their FSA ID. (Username and password). Then click “PROCEED to IRS SITE”.
Step 10: Enter Parent(s) name and address exactly as it appears on their 2016 tax return. Then click “Submit”
Step 11: Check the box to transfer tax information and then click “Transfer Now”.
Step 12: Be sure to mark “NO that you are not a preparer and both student and parent must “Agree” to the outlined terms. Then click “SUBMIT MY FAFSA NOW”.
*BE SURE TO EXIT AND LOG OUT OF YOUR FAFSA AFTER SUBMITTING SIGNATURES*
Step 2: Enter your FSA ID information and click “Next”.
Step 3: Click “ACCEPT” to agree to disclaimer.
Step 4: Choose the 2018-2019 tab and then select “Make FAFSA Corrections”.
Step 5: Create a “Save Key”. It can be any combination of 4-8 characters. Then click ‘Next’.
Step 6: Go to the ‘Financial Information’ tab and select correct return status. Remember to report 2016 Income Information on your FAFSA. Then ‘Next’.
Step 7: Select the correct tax filing status for your parent(s) and click ‘Next’.
Step 8: Answer foreign tax return question. If foreign tax return question is “No”, click “LINK TO IRS”. Then click “Next”.
Step 9: Parent must enter their FSA ID. (Username and password). Then click “PROCEED to IRS SITE”.
Step 10: Enter Parent(s) name and address exactly as it appears on their 2016 tax return. Then click “Submit”
Step 11: Check the box to transfer tax information and then click “Transfer Now”.
Step 12: Be sure to mark “NO that you are not a preparer and both student and parent must “Agree” to the outlined terms. Then click “SUBMIT MY FAFSA NOW”.
*BE SURE TO EXIT AND LOG OUT OF YOUR FAFSA AFTER SUBMITTING SIGNATURES*
