Loyola University Maryland

Office of Financial Aid

Federal Verification

Verification is a federal review process required by the US Department of Education. It requires the financial aid office to confirm the accuracy of the information reported on your FAFSA. The Department of Education determines which student FAFSAs must be verified.

If your FAFSA is selected for verification, a message will be included in your FAFSA confirmation Report (Student Aid Report or SAR). We will also notify you at your Loyola email account, along with a request for required documents. Verification can be a lengthy process. Students and families are encouraged to submit necessary documents as soon as possbile.

Students selected to verify income must either correct their FAFSA using the IRS Data Retrieval Tool (IRS DRT) or submit a 2016 IRS Tax Return Transcript or submit IRS Verification of Non-Filing Status to the Loyola office of financial aid.

The federal verification process may require us to make corrections to your FAFSA, in which case you will be notified by the Department of Education.  Corrections will be denoted by an asterisk on your online FAFSA.

IRS Data Retrieval Tool
IRS Tax Return Transcript
IRS Verification of Non-Filing Status

IRS Data Retrieval Tool

How to Transfer Your 2016 IRS Tax Information Directly into Your FAFSA

You may have received an email from Federal Student Aid recommending that you use the IRS Data Retrieval Tool to transfer tax information directly from the IRS into your FAFSA. If for any reason the Data Retrieval Tool is unavailable, you can manually enter your tax information into your FAFSA.

**The IRS Data Retrieval Tool will not be available until October 2017 when the 2018-19 FAFSA application is available.  It is NOT available for the 2017-18 application cycle.**

The IRS Data Retrieval Tool transfers your IRS tax information directly into your FAFSA. To use the Data Retrieval Tool, complete the following steps:

  • Go to fafsa.ed.gov and select the “Start Here” button
  • Log in using your FSA ID
  • Select the “Continue” or “Make a Correction” button
  • Select the "Financial Information" tab from the top of the page.

You will not be able to use the IRS Data Retrieval Tool (DRT) if any of the following are true:

  • Filed "Married Filing Separately"
  • Filed an amended return
  • Filed a foreign tax return
  • Filed a tax return using a Tax ID Number (TIN)
  • The home address on the FAFSA does not match the address on the tax return

Instructions for the parent to request the parent IRS information:

  1. Go to "Parent Financial Information" page
  2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool
  3. If eligible, select which parent is providing information on the FAFSA
  4. Enter the FSA ID for the parent providing the information
  5. Click "Link to IRS"
  6. Review the information displayed and select the “Transfer My Information into the FAFSA” option

Instructions for the student to request the student IRS information:

  1. Go to "Student Financial Information" page
  2. Answer the questions in the first box to see if you are eligible to use the IRS Data Retrieval Tool
  3. If eligible, click "Link to IRS"
  4. Review the information displayed and select the “Transfer My Information into the FAFSA” option
  5. Proceed to the Sign and Submit page

If you'd like to know more about the tool, FinAid offers a in depth summary on their website.

** Independent students will not need to submit parent information, but will follow the same steps for entering their own tax information.

** Do not make any adjustments to the tax information once it has been transferred to the FAFSA. If any information is incorrect, please contact the office of financial aid.

IRS Tax Return Transcript

For families that do not use the online IRS Data Retrieval Tool, a paper tax transcript may be requested directly from the IRS.

To request a 2016 IRS Tax Return Transcript,

How to Request IRS Verification of Non-Filing Status

The verification process requires a parent(s) or student who does not file a federal tax return to submit an IRS letter on non-filing status to the university.

What is an IRS Verification of Non-filing Letter?

An IRS Verification of Non-filing Letter will provide proof from the IRS that there is no record of a filed tax form (1040, 1040A, or 1040EZ) for the year you have requested. For the 2018-2019 academic year you will be requesting a verification for the 2016 tax year.

Non Tax filers can request and IRS Verification of non-filing, free of charge from the IRS in one of three ways:

Please note if you filed a Puerto Rican or Foreign Income Tax return you must submit appropriate non-filing documentation from a relevant tax authority.

How to fix address matching problems when ordering the Non-filing letter online

When entering the information into the IRS address matching system, note the following:

  • The address entered must match the address already on file with the IRS exactly.
  • The address on file is typically the address on your most recent tax return.
  • Spelling out the word "street" rather than using the abbreviation "st." can be enough to cause an error.
  • Addresses on the IRS system are auto-corrected through a United States Postal Services software and may not match what you put on your tax return.

We have the following suggestions if you run into problems:

  • Have your most recent tax return in front of you to enter the address carefully as it is on your return.
  • If you have entered your address as it appears on your return and it does not work, try using the standardized version of your address.
    • To get a standardized version of your address go to the USPS website and search by Zip Code.  Enter the address and click find.
  • If you still have problems, the IRS.gov Website help desk can be reached at 1-800-867-1715 (Monday through Friday) 8 am - 8 pm (Eastern Standard Time).