IRS Data Retrieval Tool

Interesting. I was under the impression that you were not supposed to edit info that is transferred into the FAFSA by the DRT. I’ll defer to you on this, since I did not end up using the DRT, so I have no personal experience with it.

I believe either of you can do it. You will need that person’s PIN.

I kept a screen print, it’s part of the DRT process. I think the sum of the amounts allocated to each parent have to equal the total amount transferred from the wages line. My daughter’s fafsa was selected for verification and having manually adjusted those 2 questions the verification DRT or tax transcript “ToDo” on my daughter’s portal went away so it didn’t screw anything up. I’ve had to do that in past years too.

It’s really irrelevant how much each parent made from work. The question only gives credit in the formula for SS and medicare taxes paid in total. I think maybe they divide it into two questions so it’s easier to just look at each parent’s W-2 and enter the amounts and not have to add them together.

Disregard the 2nd paragraph in my previous post. It’s not irrelevant, if a parent’s income exceeds the SS threshold the SS credit received stops for that parent.

@twogirls It doesn’t matter which parent position you are on FAFSA or on tax return. Whoever uses the DRT just indicates which parent they are (Parent1 or Parent2) on FAFSA screen along with their PIN. When it links over to IRS side, it populates that parent’s name and ID info. You need to just enter the same address as listed on the tax return for it to match up. If IRS info ready to be transferred, you’ll see it and follow through. Make sure to print out screen before you indicate choice to transfer. Good luck!

Well, guess what? @Shoot4DStars is right. Just for kicks, since one of D’s schools called and said they hadn’t received her FAFSA, I went back in and tried to use the IRS DRT, and it worked even with H first on 1040 and me first on FAFSA! We did send it to that school, so I think the admissions counselor was just on a fishing expedition to try to make contact to see if D was going to attend. In the same message, the AC offered us $500 to come for an admitted student event. Fishing for yield protection, for sure!