1. What are the 2025-2026 ISIR document request rules and code clearing logic for Verification?
  2. DepV5 Scenario 3: Taxes Not Successfully Retrieved from IRS for Student but Was Successfully Retrieved from Parent and Parent Spouse If Tax Return Filing Status Is Married Filing Separately (3)

DepV5 Scenario 3: Taxes Not Successfully Retrieved from IRS for Student but Was Successfully Retrieved from Parent and Parent Spouse If Tax Return Filing Status Is Married Filing Separately (3)

  • Student Filed 1040 or 1040NR:

    Yes or Blank

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

    Yes or Blank

  • Parent IRS Response Code

    (200) Successful Request

  • Parent Spouse Filed 1040 or 1040NR:

    Yes or Blank

  • Parent Spouse IRS Response Code

    (200) Successful Request

  • Requested Documents
  • SFA requests one of these Tax-Related Information documents from the student 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.