There are several situations in which you will not be given the option to use the IRS Data Retrieval Tool. These include:
- You indicated that you will file or are not going to file a federal income tax return. (You will be given the option to use the IRS Data Retrieval Tool only if you indicate that you have already completed your federal income tax return.)
- You are not eligible to use the IRS Data Retrieval Tool.
- You do not have a valid Social Security Number.
- Your marital status changed after December 31 of the previous calendar year.