IndV5 Scenario 4: Taxes Not Successfully Retrieved from IRS for Student and Student Spouse When Tax Return Filing Status Is Married Filing Separately (3)

• Student Filed 1040 or 1040 NR:

  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
• Student Spouse Filed 1040 or 1040 NR

  Yes or Blank.

• Student 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 student and the student's 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.