1. Configuration Reference for Student Financial Planning
  2. 2022-2023 Configured ISIR Discrepancy Rules

2022-2023 Configured ISIR Discrepancy Rules

This topic includes the Oracle-delivered configuration for the 2022-2023 Award Year for the ISIR Discrepancy Guide.

Note: For these Document Codes:
  • 1040
  • 1040X
  • SelfEmploymentStatement
  • TaxReturnTranscript
some of the tax return-related Attribute Names displayed in this topic aren't the full Attribute Names that are in the DOCMETADATA.csv. The extended Attribute Names in the DOCMETADATA.csv include additional information about where the information can be found on the appropriate tax form.
Note: The baseline configuration standard logic is that for any document metadata field that has a coordinating ISIR field (for example, ISIR.Student’s Date of Birth equal to DriversLicense.Date of Birth), where the document metadata value is different from the ISIR value, replace the ISIR value with the document metadata value; thereby triggering an ISIR correction.
Tech Reference ISIR Field ISIR Field Code Document Code SFA Document Name Attribute Code Attribute Name ISIR Discrepancy Rules
Student’s Date of Birth DATEOFBIRTH DriversLicense State-issued Driver's License AC1003 Date of Birth Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Date of Birth DATEOFBIRTH NonDriversLicenseID Non-Driver's License Identification Card AC1003 Date of Birth Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Date of Birth DATEOFBIRTH StateIssuedID State-issued Identification Card AC1003 Date of Birth Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Date of Birth DATEOFBIRTH Passport Passport AC1003 Date of Birth Where Metadata value is different from ISIR value, Replace with Metadata value.
HS Diploma or Equivalent HSDIPLOMAOREQUIVALENT HSDiploma High School Diploma N/A N/A If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 1, then Update ISIR field to 1
HS Diploma or Equivalent HSDIPLOMAOREQUIVALENT HSTranscript High School Transcript N/A N/A If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 1, then Update ISIR field to 1
HS Diploma or Equivalent HSDIPLOMAOREQUIVALENT GEDCert GED Certificate N/A N/A If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 2, then Update ISIR field to 2
HS Diploma or Equivalent HSDIPLOMAOREQUIVALENT GEDTranscript GED Transcript N/A N/A If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 2, then Update ISIR field to 2
HS Diploma or Equivalent HSDIPLOMAOREQUIVALENT HomeSchoolCert Home School Certificate N/A N/A If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 3, then Update ISIR field to 3
Student’s Last Name STUDENTLASTNAME LegalNameChange Legal Name Change Document AC1096 Current Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENTLASTNAME MarriageCertificate Marriage Certificate AC1096 Current Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENTLASTNAME DriversLicense State-issued Driver's License AC1002 Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENTLASTNAME NonDriversLicenseID Non-Driver's License Identification Card AC1002 Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENTLASTNAME StateIssuedID State-issued Identification Card AC1002 Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENTLASTNAME Passport Passport AC1002 Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1093 Student's Marital Status Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1044 Household Member Relationship(s) to student - 1 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1045 Household Member Relationship(s) to student - 2 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1046 Household Member Relationship(s) to student - 3 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1047 Household Member Relationship(s) to student - 4 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1048 Household Member Relationship(s) to student - 5 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1049 Household Member Relationship(s) to student - 6 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1050 Household Member Relationship(s) to student - 7 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1051 Household Member Relationship(s) to student - 8 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1052 Household Member Relationship(s) to student - 9 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Marital Status STUDENTMARITALSTATUS VW-Ind Verification Worksheet Independent AC1053 Household Member Relationship(s) to student - 10 If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried"
Student’s Adjusted Gross Income from IRS form STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM SelfEmploymentStatement Self Employment Statement AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Adjusted Gross Income from IRS form STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM TaxReturnTranscript US Tax Return Transcript AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Adjusted Gross Income from IRS form STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM 1040 IRS Tax Return 1040 AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Adjusted Gross Income from IRS form STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM 1040x US Tax Return Amended AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Adjusted Gross Income from IRS form STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM ForeignTaxTranscript Foreign Tax Transcript AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Educational Credits STUDENTSEDUCATIONALCREDITS TaxReturnTranscript US Tax Return Transcript AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Educational Credits STUDENTSEDUCATIONALCREDITS 1040 IRS Tax Return 1040 AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Educational Credits STUDENTSEDUCATIONALCREDITS 1040x US Tax Return Amended AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Educational Credits STUDENTSEDUCATIONALCREDITS ForeignTaxTranscript Foreign Tax Transcript AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Are you male or female? STUDENTSEX DriversLicense State-issued Driver's License AC1004 Gender Where Metadata value is different from ISIR value, Replace with Metadata value.
Are you male or female? STUDENTSEX NonDriversLicenseID Non-Driver's License Identification Card AC1004 Gender Where Metadata value is different from ISIR value, Replace with Metadata value.
Are you male or female? STUDENTSEX StateIssuedID State-issued Identification Card AC1004 Gender Where Metadata value is different from ISIR value, Replace with Metadata value.
Are you male or female? STUDENTSEX Passport Passport AC1004 Gender Where Metadata value is different from ISIR value, Replace with Metadata value.
Student's Exemptions Claimed STUDENTSEXEMPTIONSCLAIMED N/A N/A N/A N/A
  • IF ISIR.STUDENTMARITALSTATUS = 1 & ISIR.STUDENTSEXEMPTIONSCLAIMED != 1 Set ISIR Correction = 1
  • IF ISIR.STUDENTMARITALSTATUS = 2 & ISIR.STUDENTSEXEMPTIONSCLAIMED < 2 Set ISIR Correction = 2
  • IF ISIR.STUDENTMARITALSTATUS = 4 & ISIR.STUDENTSEXEMPTIONSCLAIMED < 2 Set ISIR Correction = 2
Student’s Interest Income STUDENTSINTERESTINCOME TaxReturnTranscript US Tax Return Transcript AC1020 Tax-Exempt Interest Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Interest Income STUDENTSINTERESTINCOME 1040 IRS Tax Return 1040 AC1020 Tax-Exempt Interest Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Interest Income STUDENTSINTERESTINCOME 1040x US Tax Return Amended AC1020 Tax-Exempt Interest Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Interest Income STUDENTSINTERESTINCOME ForeignTaxTranscript Foreign Tax Transcript AC1020 Tax-Exempt Interest Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENTSUNTAXEDIRADISTANDPENSIONS TaxReturnTranscript US Tax Return Transcript AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENTSUNTAXEDIRADISTANDPENSIONS 1040 IRS Tax Return 1040 AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENTSUNTAXEDIRADISTANDPENSIONS 1040x US Tax Return Amended AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENTSUNTAXEDIRADISTANDPENSIONS ForeignTaxTranscript Foreign Tax Transcript AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s IRA Payments STUDENTSIRAPAYMENTS TaxReturnTranscript US Tax Return Transcript AC1019 IRA Deduction Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s IRA Payments STUDENTSIRAPAYMENTS 1040 IRS Tax Return 1040 AC1019 IRA Deduction Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s IRA Payments STUDENTSIRAPAYMENTS 1040x US Tax Return Amended AC1019 IRA Deduction Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s IRA Payments STUDENTSIRAPAYMENTS ForeignTaxTranscript Foreign Tax Transcript AC1019 IRA Deduction Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Number in College STUDENTSNUMBERINCOLLEGE VW-Ind Verification Worksheet Independent AC1023 Student's Number in College Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Number of Family Members STUDENTSNUMBEROFFAMILYMEMBERS VW-Ind Verification Worksheet Independent AC1022 Student's Number of Family Members Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Pension Payments STUDENTSPENSIONPAYMENTS W2 W2
  • AC1085
  • AC1089
  • AC1086
  • AC1090
  • AC1087
  • AC1091
  • AC1088
  • AC1092
  • Box 12a Code
  • Box 12a Amount
  • Box 12b Code
  • Box 12b Amount
  • Box 12c Code
  • Box 12c Amount
  • Box 12d Code
  • Box 12d Amount
  • If Box 12a-d has codes equal to D, E, G, or H, then Sum the amount values.
  • Where Metadata value is different from ISIR value, Replace with Summed Metadata values.
Student's Tax Return Completed STUDENTSTAXRETURNCOMPLETED
  • W2
  • 1099G
  • SelfEmploymentStatement
  • IRSForm4868
  • NonFilingStatement
  • W2
  • 1099G
  • Self Employment Statement
  • Extension Form IRS Form 4868
  • Non-filing Student Statement
 N/A N/A
  • IF TaxReturnTranscript, 1040x, ForeignTaxTranscript received && ISIR value = BLANK,3,2 Set ISIR Correction = 1
  • IF IRSForm4868 received && ISIR Value = BLANK,3 Set ISIR Correction = 2
  • IF NonFilingStatement received && threshold not exceeded && ISIR Value = BLANK Set ISIR Correction = 3
Student's Tax Return Filing Status STUDENTSTAXRETURNFILINGSTATUS
  • TaxReturnTranscript
  • 1040
  • 1040x
  • ForeignTaxTranscript
  • US Tax Return Transcript
  • IRS Tax Return 1040
  • Amended Tax Return Form 1040x
  • Foreign Tax Transcript
 AC1065 Filing Status Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Type of Tax Form Used? STUDENTSTYPEOFTAXFORMUSED
  • TaxReturnTranscript
  • 1040
  • 1040x
  • ForeignTaxTranscript
  • US Tax Return Transcript
  • IRS Tax Return 1040
  • Amended Tax Return Form 1040x
  • Foreign Tax Transcript
 AC1084 Tax Form Type Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Pensions STUDENTSUNTAXEDPENSIONS TaxReturnTranscript US Tax Return Transcript AC1109

Untaxed Pensions Total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Pensions STUDENTSUNTAXEDPENSIONS 1040 IRS Tax Return 1040 AC1109

Untaxed Pensions Total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Pensions STUDENTSUNTAXEDPENSIONS 1040x US Tax Return Amended AC1109

Untaxed Pensions Total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Untaxed Pensions STUDENTSUNTAXEDPENSIONS ForeignTaxTranscript Foreign Tax Transcript AC1018 Untaxed Pensions Total Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s U.S. Income Tax Paid STUDENTSUSINCOMETAXPAID SelfEmploymentStatement Self Employment Statement AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s U.S. Income Tax Paid STUDENTSUSINCOMETAXPAID TaxReturnTranscript US Tax Return Transcript AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s U.S. Income Tax Paid STUDENTSUSINCOMETAXPAID 1040 IRS Tax Return 1040 AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s U.S. Income Tax Paid STUDENTSUSINCOMETAXPAID 1040x US Tax Return Amended AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s U.S. Income Tax Paid STUDENTSUSINCOMETAXPAID ForeignTaxTranscript Foreign Tax Transcript AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parent's Marital Status PARENTSMARITALSTATUS VW-Dep Verification Worksheet Dependent AC1097 Parent's Marital Status Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents' Number of Family Members PARENTSNUMBEROFFAMILYMEMBERS VW-Dep Verification Worksheet Dependent AC1098 Parent's Number of Family Members Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Number in College (Parents excluded) PARENTSNUMBERINCOLLEGE VW-Dep Verification Worksheet Dependent AC1099 Parent's Number in College Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Adjusted Gross Income from IRS form PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM SelfEmploymentStatement Self Employment Statement AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Adjusted Gross Income from IRS form PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM TaxReturnTranscript US Tax Return Transcript AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Adjusted Gross Income from IRS form PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM 1040 IRS Tax Return 1040 AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Adjusted Gross Income from IRS form PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM 1040x US Tax Return Amended AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Adjusted Gross Income from IRS form PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM ForeignTaxTranscript Foreign Tax Transcript AC1015

Adjusted Gross Income

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Exemptions Claimed PARENTSEXEMPTIONSCLAIMED N/A N/A N/A N/A
  • IF ISIR.PARENTSMARITALSTATUS = 1 & ISIR.PARENTSEXEMPTIONSCLAIMED < 2 Set ISIR Correction = 2
Parents’ Educational Credits PARENTSEDUCATIONALCREDITS TaxReturnTranscript US Tax Return Transcript AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Educational Credits PARENTSEDUCATIONALCREDITS 1040 IRS Tax Return 1040 AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Educational Credits PARENTSEDUCATIONALCREDITS 1040x US Tax Return Amended AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Educational Credits PARENTSEDUCATIONALCREDITS ForeignTaxTranscript Foreign Tax Transcript AC1021 Education Credits Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Interest Income PARENTSINTERESTINCOME TaxReturnTranscript US Tax Return Transcript AC1111 Tax-Exempt Interest Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Interest Income PARENTSINTERESTINCOME 1040 IRS Tax Return 1040 AC1020

Tax-Exempt Interest

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Interest Income PARENTSINTERESTINCOME 1040x US Tax Return Amended AC1020

Tax-Exempt Interest

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Interest Income PARENTSINTERESTINCOME ForeignTaxTranscript Foreign Tax Transcript AC1020

Tax-Exempt Interest

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENTSUNTAXEDIRADISTANDPENSIONS TaxReturnTranscript US Tax Return Transcript AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENTSUNTAXEDIRADISTANDPENSIONS 1040 IRS Tax Return 1040 AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENTSUNTAXEDIRADISTANDPENSIONS 1040x US Tax Return Amended AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENTSUNTAXEDIRADISTANDPENSIONS ForeignTaxTranscript Foreign Tax Transcript AC1017

Untaxed IRA Distribution and Pension total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ IRA Payments PARENTSIRAPAYMENTS TaxReturnTranscript US Tax Return Transcript AC1019

IRA Deduction

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ IRA Payments PARENTSIRAPAYMENTS 1040 IRS Tax Return 1040 AC1019

IRA Deduction

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ IRA Payments PARENTSIRAPAYMENTS 1040x US Tax Return Amended AC1019

IRA Deduction

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ IRA Payments PARENTSIRAPAYMENTS ForeignTaxTranscript Foreign Tax Transcript AC1019

IRA Deduction

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Pension Payments PARENTSPENSIONPAYMENTS W2 W2
  • AC1085
  • AC1089
  • AC1086
  • AC1090
  • AC1087
  • AC1091
  • AC1088
  • AC1092
  • Box 12a Code
  • Box 12a Amount
  • Box 12b Code
  • Box 12b Amount
  • Box 12c Code
  • Box 12c Amount
  • Box 12d Code
  • Box 12d Amount
  • If Box 12a-d has codes equal to D, E, G, or H, then Sum the amount values.
  • Where Metadata value is different from ISIR value, Replace with Summed Metadata values.
Parents’ Tax Return Completed? PARENTSTAXRETURNCOMPLETED
  • W2
  • 1099G
  • SelfEmploymentStatement
  • IRSForm4868
  • NonFilingStatement
  • W2
  • 1099G
  • Self Employment Statement
  • Extension Form IRS Form 4868
  • Non-filing Student Statement
 N/A N/A
  • IF TaxReturnTranscript, 1040x, ForeignTaxTranscript received && ISIR value = BLANK,3,2 Set ISIR Correction = 1
  • IF IRSForm4868 received && ISIR Value = BLANK,3 Set ISIR Correction = 2
  • IF NonFilingStatement received && threshold not exceeded && ISIR Value = BLANK Set ISIR Correction = 3
Parents’ Tax Return Filing Status PARENTSTAXRETURNFILINGSTATUS
  • TaxReturnTranscript
  • 1040
  • 1040x
  • ForeignTaxTranscript
  • US Tax Return Transcript
  • IRS Tax Return 1040
  • Amended Tax Return Form 1040x
  • Foreign Tax Transcript
 AC1065 Filing Status Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Type of Tax Form Used? PARENTSTYPEOFTAXFORMUSED
  • TaxReturnTranscript
  • 1040
  • 1040x
  • ForeignTaxTranscript
  • US Tax Return Transcript
  • IRS Tax Return 1040
  • Amended Tax Return Form 1040x
  • Foreign Tax Transcript
 AC1084 Tax Form Type Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Pensions PARENTSUNTAXEDPENSIONS TaxReturnTranscript US Tax Return Transcript AC1109

Untaxed Pensions Total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Pensions PARENTSUNTAXEDPENSIONS 1040 IRS Tax Return 1040 AC1109

Untaxed Pensions Total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Pensions PARENTSUNTAXEDPENSIONS 1040x US Tax Return Amended AC1109

Untaxed Pensions Total

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ Untaxed Pensions PARENTSUNTAXEDPENSIONS ForeignTaxTranscript Foreign Tax Transcript AC1018 Untaxed Pensions Total Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ U.S. Income Tax Paid PARENTSUSINCOMETAXPAID SelfEmploymentStatement Self Employment Statement AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ U.S. Income Tax Paid PARENTSUSINCOMETAXPAID TaxReturnTranscript US Tax Return Transcript AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ U.S. Income Tax Paid PARENTSUSINCOMETAXPAID 1040 IRS Tax Return 1040 AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ U.S. Income Tax Paid PARENTSUSINCOMETAXPAID 1040x US Tax Return Amended AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents’ U.S. Income Tax Paid PARENTSUSINCOMETAXPAID ForeignTaxTranscript Foreign Tax Transcript AC1016

Taxes Paid

 Where Metadata value is different from ISIR value, Replace with Metadata value.
Student's Permanent State PERMANENTSTATE N/A N/A N/A N/A IF ISIR.PERMANENTSTATE == "FC" & SFA.ADDRESS_STATE != "FC"
  • Trigger discrepancy
  • Trigger manual review