1. What are the 2026-2027 ISIR document request rules and code clearing logic for Verification?
  2. DepV1 Scenario 4: Taxes Successfully Retrieved from IRS for Student but Was Not Successfully Retrieved from Parent or Parent Spouse If Tax Return Filing Status Is Married Filing Separately (3)

DepV1 Scenario 4: Taxes Successfully Retrieved from IRS for Student but Was Not Successfully Retrieved from Parent or Parent Spouse If Tax Return Filing Status Is Married Filing Separately (3)

  • Student Filed 1040 or 1040NR

    Yes or Blank.

  • Student IRS Response Code

    (200) Successful Request

  • Parent Filed 1040 or 1040NR

    Yes or Blank.

  • Parent IRS Response Code
    • (203) PII Match Failed
    • (206) Partial Delivery of Content
    • (212) Cannot Verify Return Data
    • (214) No Return on File
  • Parent Spouse Filed 1040 or 1040NR

    Yes or Blank.

  • Parent Spouse IRS Response Code
    • (203) PII Match Failed
    • (206) Partial Delivery of Content
    • (212) Cannot Verify Return Data
    • (214) No Return on File
  • Requested Documents

    SFA requests one of these Tax-Related Information documents from both the parent and parent spouse to verify:

    • Tax Return Transcript
    • 1040
    • 1040X
  • Code Clearing Logic

    SFA triggers an ISIR Verification task once the documents are received and in an Acceptable status.