1. Configuration Reference for Student Aid Eligibility
  2. 2024-2025 Configured ISIR Discrepancy Rules

2024-2025 Configured ISIR Discrepancy Rules

This topic includes the Oracle-delivered configuration for the 2024-2025 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 SFA ISIR Field Reference Document Code Document Name Attribute Code Attribute Name / Meta Data Field ISIR Discrepancy Rules
Student’s Date of Birth STUDENT_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 STUDENT_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 STUDENT_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 STUDENT_DATEOFBIRTH Passport Passport AC1003 Date of Birth Where Metadata value is different from ISIR value, Replace with Metadata value.
HS Diploma or Equivalent STUDENT_HIGHSCHOOLCOMPLETIONSTATUS 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 STUDENT_HIGHSCHOOLCOMPLETIONSTATUS 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 STUDENT_HIGHSCHOOLCOMPLETIONSTATUS 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 STUDENT_HIGHSCHOOLCOMPLETIONSTATUS 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 STUDENT_HIGHSCHOOLCOMPLETIONSTATUS 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 STUDENT_LASTNAME 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 STUDENT_LASTNAME MarriageCertificate Marriage Certificate AC1096 Current Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENT_LASTNAME 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 STUDENT_LASTNAME 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 STUDENT_LASTNAME StateIssuedID State-issued Identification Card AC1002 Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Last Name STUDENT_LASTNAME Passport Passport AC1002 Last Name Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Marital Status STUDENT_MARITALSTATUS VW-Ind Verification Worksheet Independent

AC1093

AC1117

 Student's Marital Status Where Metadata value is different from ISIR value, Replace with Metadata value.
Student’s Marital Status STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_MARITALSTATUS 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 STUDENT_ADJUSTEDGROSSINCOME SelfEmploymentStatement Self Employment Statement N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Adjusted Gross Income from IRS form STUDENT_ADJUSTEDGROSSINCOME TaxReturnTranscript US Tax Return Transcript N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Adjusted Gross Income from IRS form STUDENT_ADJUSTEDGROSSINCOME 1040 IRS Tax Return 1040 N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Adjusted Gross Income from IRS form STUDENT_ADJUSTEDGROSSINCOME 1040x US Tax Return Amended N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Adjusted Gross Income from IRS form STUDENT_ADJUSTEDGROSSINCOME ForeignTaxTranscript Foreign Tax Transcript N/A Adjusted Gross Income

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Educational Credits STUDENT_EDUCATIONCREDITS TaxReturnTranscript US Tax Return Transcript N/A Education Credits (Line 3 of Schedule 3-1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Educational Credits STUDENT_EDUCATIONCREDITS 1040 IRS Tax Return 1040 N/A Education Credits (Line 3 of Schedule 3-1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Educational Credits STUDENT_EDUCATIONCREDITS 1040x US Tax Return Amended N/A Education Credits ((Line 3 of Schedule 3-1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Educational Credits STUDENT_EDUCATIONCREDITS ForeignTaxTranscript Foreign Tax Transcript N/A Education Credits

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Interest Income STUDENT_TAXEXEMPTINTERESTINCOME TaxReturnTranscript US Tax Return Transcript N/A Tax-Exempt Interest (Line 2a - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Interest Income STUDENT_TAXEXEMPTINTERESTINCOME 1040 IRS Tax Return 1040 N/A Tax-Exempt Interest (Line 2a - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Interest Income STUDENT_TAXEXEMPTINTERESTINCOME 1040x US Tax Return Amended N/A Tax-Exempt Interest (Line 2a - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Interest Income STUDENT_TAXEXEMPTINTERESTINCOME ForeignTaxTranscript Foreign Tax Transcript N/A Tax-Exempt Interest

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS TaxReturnTranscript US Tax Return Transcript N/A

Untaxed IRA Distribution and Pension total

(Lines (4a + 4c) minus (4b + 4d) - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS 1040 IRS Tax Return 1040 N/A

Untaxed IRA Distribution and Pension total

(Lines (4a + 4c) minus (4b + 4d) - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS 1040x US Tax Return Amended N/A

Untaxed IRA Distribution and Pension total

(Lines (4a + 4c) minus (4b + 4d) - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Untaxed Portions of IRA Distributions and Pensions STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS ForeignTaxTranscript Foreign Tax Transcript N/A Untaxed IRA Distribution and Pension total

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Number of Family Members STUDENT_UPDATEDFAMILYSIZE 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 Tax Return Completed STUDENT_FILED1040OR1040NR
  • 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 STUDENT_TAXRETURNFILINGSTATUS
  • TaxReturnTranscript
  • 1040
  • 1040x
  • ForeignTaxTranscript
  • US Tax Return Transcript
  • IRS Tax Return 1040
  • Amended Tax Return Form 1040x
  • Foreign Tax Transcript
 N/A Filing Status

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s Type of Tax Form Used? STUDENT_FILED1040OR1040NR
  • 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 STUDENT_UNTAXEDPORTIONSOFPENSIONS ForeignTaxTranscript Foreign Tax Transcript N/A Untaxed Pensions Total

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s U.S. Income Tax Paid STUDENT_INCOMETAXPAID SelfEmploymentStatement Self Employment Statement N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s U.S. Income Tax Paid STUDENT_INCOMETAXPAID TaxReturnTranscript US Tax Return Transcript N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s U.S. Income Tax Paid STUDENT_INCOMETAXPAID 1040 IRS Tax Return 1040 N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s U.S. Income Tax Paid STUDENT_INCOMETAXPAID 1040x US Tax Return Amended N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student’s U.S. Income Tax Paid STUDENT_INCOMETAXPAID ForeignTaxTranscript Foreign Tax Transcript N/A Taxes Paid

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parent's Marital Status PARENT_MARITALSTATUS VW-Dep Verification Worksheet Dependent

AC1097

AC1119

 Parent's Marital Status Where Metadata value is different from ISIR value, Replace with Metadata value.
Parents' Number of Family Members PARENT_UPDATEDFAMILYSIZE 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’ Adjusted Gross Income from IRS form PARENT_ADJUSTEDGROSSINCOME SelfEmploymentStatement Self Employment Statement N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Adjusted Gross Income from IRS form PARENT_ADJUSTEDGROSSINCOME TaxReturnTranscript US Tax Return Transcript N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Adjusted Gross Income from IRS form PARENT_ADJUSTEDGROSSINCOME 1040 IRS Tax Return 1040 N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Adjusted Gross Income from IRS form PARENT_ADJUSTEDGROSSINCOME 1040x US Tax Return Amended N/A

Adjusted Gross Income

(Line 11- 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Adjusted Gross Income from IRS form PARENT_ADJUSTEDGROSSINCOME ForeignTaxTranscript Foreign Tax Transcript N/A Adjusted Gross Income

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Exemptions Claimed PARENT_TAXEXEMPTINTERESTINCOME N/A N/A N/A N/A

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Educational Credits PARENT_EDUCATIONCREDITS TaxReturnTranscript US Tax Return Transcript N/A Education Credits (Line 3 of Schedule 3-1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Educational Credits PARENT_EDUCATIONCREDITS 1040 IRS Tax Return 1040 N/A Education Credits (Line 3 of Schedule 3-1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Educational Credits PARENT_EDUCATIONCREDITS 1040x US Tax Return Amended N/A Education Credits (Line 3 of Schedule 3-1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Educational Credits PARENT_EDUCATIONCREDITS ForeignTaxTranscript Foreign Tax Transcript N/A Education Credits

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS TaxReturnTranscript US Tax Return Transcript N/A

Untaxed IRA Distribution and Pension total

(Lines (4a + 4c) minus (4b + 4d) - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS 1040 IRS Tax Return 1040 N/A

Untaxed IRA Distribution and Pension total

(Lines (4a + 4c) minus (4b + 4d) - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS 1040x US Tax Return Amended N/A

Untaxed IRA Distribution and Pension total

(Lines (4a + 4c) minus (4b + 4d) - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Untaxed Portions of IRA Distributions and Pensions PARENT_UNTAXEDPORTIONSOFPENSIONS ForeignTaxTranscript Foreign Tax Transcript N/A Untaxed IRA Distribution and Pension total

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ IRA Payments PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER TaxReturnTranscript US Tax Return Transcript N/A

IRA Deduction

(Lines 15 + 19 of Schedule 1 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ IRA Payments PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER 1040 IRS Tax Return 1040 N/A

IRA Deduction

(Lines 15 + 19 of Schedule 1 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ IRA Payments PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER 1040x US Tax Return Amended N/A

IRA Deduction

(Lines 15 + 19 of Schedule 1 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ IRA Payments PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER ForeignTaxTranscript Foreign Tax Transcript N/A IRA Deduction

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Tax Return Filing Status PARENT_FILEDNONUSTAXRETURN
  • TaxReturnTranscript
  • 1040
  • 1040x
  • ForeignTaxTranscript
  • US Tax Return Transcript
  • IRS Tax Return 1040
  • Amended Tax Return Form 1040x
  • Foreign Tax Transcript
 N/A Filing Status

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ Type of Tax Form Used? PARENT_FILED1040OR1040NR
  • 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 PARENT_UNTAXEDPORTIONSOFPENSIONS ForeignTaxTranscript Foreign Tax Transcript AC1018 N/A

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ U.S. Income Tax Paid PARENT_INCOMETAXPAID SelfEmploymentStatement Self Employment Statement N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ U.S. Income Tax Paid PARENT_INCOMETAXPAID TaxReturnTranscript US Tax Return Transcript N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ U.S. Income Tax Paid PARENT_INCOMETAXPAID 1040 IRS Tax Return 1040 N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ U.S. Income Tax Paid PARENT_INCOMETAXPAID 1040x US Tax Return Amended N/A

Taxes Paid

(Line 22 minus Schedule 2, Line 2 - 1040)

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Parents’ U.S. Income Tax Paid PARENT_INCOMETAXPAID ForeignTaxTranscript Foreign Tax Transcript N/A Taxes Paid

Due to the ISIR field related to this discrepancy being related to an FTI value within the 24/25 ISIR we are no longer automatically

triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic

that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases.
Student's Permanent State STUDENT_STATE N/A N/A N/A N/A

IF ISIR.PERMANENTSTATE == "FC" & SFP.ADDRESS_STATE != "FC"

  • Trigger discrepancy
  • Trigger manual review