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IRS Data Retrieval is a system that links your FAFSA with your filed federal tax information through the IRS.
Beginning in February following the tax year in question a student is able to update their already filed FAFSA with the IRS Data Retrieval by linking to their federal taxes and pulling the information into the required FAFSA fields.
You must file taxes before using the IRS Data Retrieval Tool. If you file electronically, you must wait at least 2 weeks prior to using the IRS Data Retrieval process. If filing by mail you must wait 6-8 weeks.
No, you are not required to use the IRS Data Retrieval process. FAFSA’s updated through the IRS Data Retrieval system will be less likely to be selected for Verification. Students that link their FAFSA to the IRS system will have automatically fulfilled most verification criteria.
You must provide specific documents to the Financial Aid Office. If you are selected for verification and do not use the IRS Data Retrieval Tool successfully, documents you will need to submit for verification include a verification worksheet, an IRS Tax Return Transcript from the IRS (This will mean the individual will need to contact the IRS to request this form to provide to the Financial Aid Office), W-2’s, Schedule C and Schedule F if applicable. Depending on circumstances other documents may be required.
You may order your IRS Tax Return Transcripts by calling (800) 908-9946 or ordering online at www.irs.gov
Financial Aid Office Eastern Oregon University One University Boulevard David E. Gilbert Center La Grande, OR 97850-2807
Title IV School Code: 003193
Telephone: +1 (541) 962-3550 +1 (800) 452-8639 (SMS/MMS): +1 (541) 972-3550 Note that no personal information can be divulged through text messaging.
Secure Fax: +1 (541) 962-3661 Fax to E-mail: +1 (541) 962-3095 (Senders take full responsibility for any activity resulting from sensitive information being sent from private E-mail through the university E-mail system)
E-Mail: fao@eou.edu
Secure Document Dropbox
Office Hours Hours: 8-5 Monday-Friday Drop-in appointments available during normal office hours.
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