IndV5 scenario 5: Student and/or student spouse when tax return filing status is married filing separately (3) did not file a 1040 or 1040NR and filed a non-US tax return

  • Student Filed 1040 or 1040 NR: No
  • Student Filed a non-US Tax Return: Yes
  • Student Spouse Filed 1040 or 1040 NR: No, Yes, or Blank
  • Student Spouse Filed a non-US Tax Return: Yes

Requested documents

Oracle Student Financial Aid (SFA) requests one of these Tax-Related Information documents from both the student and the student's spouse to verify: Foreign Tax Transcript.

Code clearing logic

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