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Using the Data Retrieval Tool (DRT)

Students

*For student tax filers (and their spouse, if married) who have been notified that Keene will be verifying income reported on the FAFSA (non-tax-filers, please complete our non-tax-filer form.

The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify IRS income tax return information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed.

If the student is unable or chooses not to use the IRS DRT in FAFSA on the Web, the student is required to provide Keene with a 2014 IRS Tax Return Transcript(s). Please do not have Transcripts forwarded directly to KSC from the IRS.

To obtain a 2014 IRS Tax Return Transcript, go to IRS or call 1-800-908-9946. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript.” Use the Social Security number and date of birth of the first person listed on the IRS income tax return, and the address on file with the IRS (normally this will be the address used on the IRS income tax return). In most cases, for electronic filers, an IRS Tax Return Transcript may be requested from the IRS within 2–3 weeks after the IRS income tax return has been accepted by the IRS. Generally, for filers of paper IRS income tax returns, the IRS Tax Return Transcript may be requested within 8–11 weeks after the paper IRS income tax return has been received by the IRS.

If the student and spouse filed separate 2014 IRS income tax returns, IRS Tax Return Transcripts must be provided for both.

Parents

*For each parent tax filer included in the household on the FAFSA who have been notified that Keene will be verifying income reported on the FAFSA (non-tax-filers, please complete our non-tax-filer form.

The best way to verify income is by using the IRS Data Retrieval Tool (IRS DRT) that is part of FAFSA on the Web at FAFSA.gov. In most cases, no further documentation is needed to verify IRS income tax return information that was transferred into the student’s FAFSA using the IRS DRT if that information was not changed.

If the parents are unable or choose not to use the IRS DRT in FAFSA on the Web, the parents are required to provide Keene with a 2014 IRS Tax Return Transcript(s). Please do not have Transcripts forwarded directly to KSC from the IRS.

To obtain a 2014 IRS Tax Return Transcript, visit the IRS or call 1-800-908-9946. Make sure to request the “IRS Tax Return Transcript” and not the “IRS Tax Account Transcript.” Use the Social Security Number and date of birth of the first person listed on the IRS income tax return, and the address on file with the IRS (normally this will be the address used on the 2012 IRS income tax return). In most cases, for electronic filers, an IRS Tax Return Transcript may be requested from the IRS within 2–3 weeks after the IRS income tax return has been accepted by the IRS. Generally, for filers of paper IRS income tax returns, the IRS Tax Return Transcript may be requested within 8–11 weeks after the paper IRS income tax return has been received by the IRS.

If the parents filed separate 2014 IRS income tax returns, IRS Tax Return Transcripts must be provided for both.

Amended Returns & Special Circumstances

Verification of 2014 IRS Income Tax Return Information for Individuals Who Filed an Amended IRS Income Tax Return

If an individual filed an amended IRS income tax return for tax year 2014, provide both of the following:

  • A signed copy of the original IRS income tax return that was filed with the IRS or an IRS Tax Return Transcript (signature not required) for the 2014 tax year; and
  • A signed copy of the 2014 IRS Form 1040X, “Amended U.S. Individual Income Tax Return,” that was filed with the IRS.

Verification of 2014 IRS Income Tax Return Information for Individuals Who Were Victims of IRS Identity Theft

A victim of IRS identity theft who has been unable to obtain a 2014 IRS Tax Return Transcript or use the IRS DRT must provide a signed copy of the 2014 paper IRS income tax return that was filed with the IRS and a signed copy of IRS Form 14039 “Identity Theft Affidavit.”

Verification of 2014 Income Tax Return Information for Individuals Who Filed Non-IRS Income Tax Returns

If an individual filed or will file a 2014 income tax return with Puerto Rico, another U.S. territory (e.g., Guam, American Samoa, the U.S. Virgin Islands, the Northern Marianas Islands), or with a foreign country, provide a signed copy of that 2014 income tax return(s).

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