1. Verification document request rules and code-clearing logic for ISIRs
  2. DepV5 scenario 6: Student and/or parent and/or parent spouse when tax return filing status is married filing separately (3) didn't file a 1040 or 1040NR and didn't file a non-US tax return

DepV5 scenario 6: Student and/or parent and/or parent spouse when tax return filing status is married filing separately (3) didn't file a 1040 or 1040NR and didn't file a non-US tax return

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

Requested documents

Oracle Student Financial Aid (SFA) requests one of these Tax-Related Information documents each from the student, 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.