What's the 2026-2027 baseline configuration for the ISIR Discrepancy configuration workbook?
Note: For the following document codes, some of the tax return-related attribute names displayed in this reference aren't the full attribute names that are in DOCMETADATA.csv. The extended attribute names in DOCMETADATA.csv include additional information about where the information can be found on the appropriate tax form.
- 1040
- 1040X
- SelfEmploymentStatement
- TaxReturnTranscript
The baseline configuration standard logic is that for any document metadata field that has a coordinating ISIR field (for example, ISIR.Student’s Date of Birth equal to DriversLicense.Date of Birth),where the document metadata value is different from the ISIR value, replace the ISIR value with the document metadata value. This triggers an ISIR correction.
| Tech Reference ISIR Field | SFA ISIR Field Reference | Document Code | Document Name | Attribute Code | Attribute Name / Meta Data Field | ISIR Discrepancy Rules |
|---|---|---|---|---|---|---|
| HS Diploma or E+A2:G65quivalent | STUDENT_HIGHSCHOOLCOMPLETIONSTATUS | HSDiploma | High School Diploma | N/A | N/A | If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 1, then Update ISIR field to 1 |
| HS Diploma or Equivalent | STUDENT_HIGHSCHOOLCOMPLETIONSTATUS | HSTranscript | High School Transcript | N/A | N/A | If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 1, then Update ISIR field to 1 |
| HS Diploma or Equivalent | STUDENT_HIGHSCHOOLCOMPLETIONSTATUS | GEDCert | GED Certificate | N/A | N/A | If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 2, then Update ISIR field to 2 |
| HS Diploma or Equivalent | STUDENT_HIGHSCHOOLCOMPLETIONSTATUS | GEDTranscript | GED Transcript | N/A | N/A | If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 2, then Update ISIR field to 2 |
| HS Diploma or Equivalent | STUDENT_HIGHSCHOOLCOMPLETIONSTATUS | HomeSchoolCert | Home School Certificate | N/A | N/A | If Doc Exists and is Acceptable and ISIR field HS Diploma or Equivalent is Not = 3, then Update ISIR field to 3 |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1093 AC1117 | Student's Marital Status | Where Metadata value is different from ISIR value, replace with Metadata value. |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1044 | Household Member Relationship(s) to student - 1 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1045 | Household Member Relationship(s) to student - 2 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1046 | Household Member Relationship(s) to student - 3 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1047 | Household Member Relationship(s) to student - 4 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1048 | Household Member Relationship(s) to student - 5 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1049 | Household Member Relationship(s) to student - 6 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1050 | Household Member Relationship(s) to student - 7 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1051 | Household Member Relationship(s) to student - 8 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1052 | Household Member Relationship(s) to student - 9 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Marital Status | STUDENT_MARITALSTATUS | VW-Ind | Verification Worksheet Independent | AC1053 | Household Member Relationship(s) to student - 10 | If Meta Data Value = Spouse and ISIR value not 2, updated ISIR to "2 = Married/remarried" |
| Student’s Adjusted Gross Income from IRS form | STUDENT_ADJUSTEDGROSSINCOME | SelfEmploymentStatement | Self Employment Statement | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Adjusted Gross Income from IRS form | STUDENT_ADJUSTEDGROSSINCOME | TaxReturnTranscript | US Tax Return Transcript | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Adjusted Gross Income from IRS form | STUDENT_ADJUSTEDGROSSINCOME | 1040 | IRS Tax Return 1040 | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Adjusted Gross Income from IRS form | STUDENT_ADJUSTEDGROSSINCOME | 1040x | US Tax Return Amended | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Adjusted Gross Income from IRS form | STUDENT_ADJUSTEDGROSSINCOME | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Adjusted Gross Income | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Educational Credits | STUDENT_EDUCATIONCREDITS | TaxReturnTranscript | US Tax Return Transcript | N/A | Education Credits (Line 3 of Schedule 3-1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Educational Credits | STUDENT_EDUCATIONCREDITS | 1040 | IRS Tax Return 1040 | N/A | Education Credits (Line 3 of Schedule 3-1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Educational Credits | STUDENT_EDUCATIONCREDITS | 1040x | US Tax Return Amended | N/A | Education Credits ((Line 3 of Schedule 3-1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Educational Credits | STUDENT_EDUCATIONCREDITS | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Education Credits | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Interest Income | STUDENT_TAXEXEMPTINTERESTINCOME | TaxReturnTranscript | US Tax Return Transcript | N/A | Tax-Exempt Interest (Line 2a - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Interest Income | STUDENT_TAXEXEMPTINTERESTINCOME | 1040 | IRS Tax Return 1040 | N/A | Tax-Exempt Interest (Line 2a - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Interest Income | STUDENT_TAXEXEMPTINTERESTINCOME | 1040x | US Tax Return Amended | N/A | Tax-Exempt Interest (Line 2a - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Interest Income | STUDENT_TAXEXEMPTINTERESTINCOME | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Tax-Exempt Interest | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Untaxed Portions of IRA Distributions and Pensions | STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | TaxReturnTranscript | US Tax Return Transcript | N/A | Untaxed IRA Distribution and Pension total (Lines (4a + 4c) minus (4b + 4d) - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Untaxed Portions of IRA Distributions and Pensions | STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | 1040 | IRS Tax Return 1040 | N/A | Untaxed IRA Distribution and Pension total (Lines (4a + 4c) minus (4b + 4d) - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Untaxed Portions of IRA Distributions and Pensions | STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | 1040x | US Tax Return Amended | N/A | Untaxed IRA Distribution and Pension total (Lines (4a + 4c) minus (4b + 4d) - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Untaxed Portions of IRA Distributions and Pensions | STUDENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Untaxed IRA Distribution and Pension total | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Number of Family Members | STUDENT_UPDATEDFAMILYSIZE | VW-Ind | Verification Worksheet Independent | AC1022 | Student's Number of Family Members | Where Metadata value is different from ISIR value, replace with Metadata value. |
| Student's Tax Return Completed | STUDENT_FILED1040OR1040NR |
W2 1099G SelfEmployment Statement IRSForm4868 NonFilingStatement |
W2 1099G Self Employment Statement Extension Form IRS Form 4868 Non-filing Student Statement |
N/A | N/A | IF TaxReturnTranscript, 1040x, ForeignTaxTranscript received && ISIR value = BLANK,3,2 Set ISIR Correction = 1 IF IRSForm4868 received && ISIR Value = BLANK,3 Set ISIR Correction = 2 IF NonFilingStatement received && threshold not exceeded && ISIR Value = BLANK Set ISIR Correction = 3 |
| Student's Tax Return Filing Status | STUDENT_TAXRETURNFILINGSTATUS |
TaxReturnTranscript 1040 1040x ForeignTaxTranscript |
US Tax Return Transcript IRS Tax Return 1040 Amended Tax Return Form 1040x Foreign Tax Transcript |
N/A | Filing Status | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s Type of Tax Form Used? | STUDENT_FILED1040OR1040NR |
TaxReturnTranscript 1040 1040x ForeignTaxTranscript |
US Tax Return Transcript IRS Tax Return 1040 Amended Tax Return Form 1040x Foreign Tax Transcript |
AC1084 | Tax Form Type | Where Metadata value is different from ISIR value, Replace with Metadata value. |
| Student’s Untaxed Pensions | STUDENT_UNTAXEDPORTIONSOFPENSIONS | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Untaxed Pensions Total | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s U.S. Income Tax Paid | STUDENT_INCOMETAXPAID | SelfEmploymentStatement | Self Employment Statement | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s U.S. Income Tax Paid | STUDENT_INCOMETAXPAID | TaxReturnTranscript | US Tax Return Transcript | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s U.S. Income Tax Paid | STUDENT_INCOMETAXPAID | 1040 | IRS Tax Return 1040 | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s U.S. Income Tax Paid | STUDENT_INCOMETAXPAID | 1040x | US Tax Return Amended | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student’s U.S. Income Tax Paid | STUDENT_INCOMETAXPAID | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Taxes Paid | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parent's Marital Status | PARENT_MARITALSTATUS | VW-Dep | Verification Worksheet Dependent |
AC1097 AC1119 |
Parent's Marital Status | Where Metadata value is different from ISIR value, replace with Metadata value. |
| Parents' Number of Family Members | PARENT_UPDATEDFAMILYSIZE | VW-Dep | Verification Worksheet Dependent | AC1098 | Parent's Number of Family Members | Where Metadata value is different from ISIR value, replace with Metadata value. |
| Parents’ Adjusted Gross Income from IRS form | PARENT_ADJUSTEDGROSSINCOME | SelfEmploymentStatement | Self Employment Statement | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Adjusted Gross Income from IRS form | PARENT_ADJUSTEDGROSSINCOME | TaxReturnTranscript | US Tax Return Transcript | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Adjusted Gross Income from IRS form | PARENT_ADJUSTEDGROSSINCOME | 1040 | IRS Tax Return 1040 | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Adjusted Gross Income from IRS form | PARENT_ADJUSTEDGROSSINCOME | 1040x | US Tax Return Amended | N/A | Adjusted Gross Income (Line 11- 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Adjusted Gross Income from IRS form | PARENT_ADJUSTEDGROSSINCOME | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Adjusted Gross Income | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Exemptions Claimed | PARENT_TAXEXEMPTINTERESTINCOME | N/A | N/A | N/A | N/A | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Educational Credits | PARENT_EDUCATIONCREDITS | TaxReturnTranscript | US Tax Return Transcript | N/A | Education Credits (Line 3 of Schedule 3-1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Educational Credits | PARENT_EDUCATIONCREDITS | 1040 | IRS Tax Return 1040 | N/A | Education Credits (Line 3 of Schedule 3-1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Educational Credits | PARENT_EDUCATIONCREDITS | 1040x | US Tax Return Amended | N/A | Education Credits (Line 3 of Schedule 3-1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Educational Credits | PARENT_EDUCATIONCREDITS | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Education Credits | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Untaxed Portions of IRA Distributions and Pensions | PARENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | TaxReturnTranscript | US Tax Return Transcript | N/A | Untaxed IRA Distribution and Pension total (Lines (4a + 4c) minus (4b + 4d) - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Untaxed Portions of IRA Distributions and Pensions | PARENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | 1040 | IRS Tax Return 1040 | N/A | Untaxed IRA Distribution and Pension total (Lines (4a + 4c) minus (4b + 4d) - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Untaxed Portions of IRA Distributions and Pensions | PARENT_UNTAXEDPORTIONSOFIRADISTRIBUTIONS | 1040x | US Tax Return Amended | N/A | Untaxed IRA Distribution and Pension total (Lines (4a + 4c) minus (4b + 4d) - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Untaxed Portions of IRA Distributions and Pensions | PARENT_UNTAXEDPORTIONSOFPENSIONS | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Untaxed IRA Distribution and Pension total | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ IRA Payments | PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER | TaxReturnTranscript | US Tax Return Transcript | N/A | IRA Deduction (Lines 15 + 19 of Schedule 1 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ IRA Payments | PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER | 1040 | IRS Tax Return 1040 | N/A | IRA Deduction (Lines 15 + 19 of Schedule 1 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ IRA Payments | PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER | 1040x | US Tax Return Amended | N/A | IRA Deduction (Lines 15 + 19 of Schedule 1 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ IRA Payments | PARENT_DEDUCTIBLEPAYMENTSTOIRAKEOGHOTHER | ForeignTaxTranscript | Foreign Tax Transcript | N/A | IRA Deduction | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Tax Return Filing Status | PARENT_FILEDNONUSTAXRETURN |
TaxReturnTranscript 1040 1040x ForeignTaxTranscript |
US Tax Return Transcript IRS Tax Return 1040 Amended Tax Return Form 1040x Foreign Tax Transcript |
N/A | Filing Status | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ Type of Tax Form Used? | PARENT_FILED1040OR1040NR |
TaxReturnTranscript 1040 1040x ForeignTaxTranscript |
US Tax Return Transcript IRS Tax Return 1040 Amended Tax Return Form 1040x Foreign Tax Transcript |
AC1084 | Tax Form Type | Where Metadata value is different from ISIR value, replace with Metadata value. |
| Parents’ Untaxed Pensions | PARENT_UNTAXEDPORTIONSOFPENSIONS | ForeignTaxTranscript | Foreign Tax Transcript | AC1018 | N/A | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ U.S. Income Tax Paid | PARENT_INCOMETAXPAID | SelfEmploymentStatement | Self Employment Statement | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ U.S. Income Tax Paid | PARENT_INCOMETAXPAID | TaxReturnTranscript | US Tax Return Transcript | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ U.S. Income Tax Paid | PARENT_INCOMETAXPAID | 1040 | IRS Tax Return 1040 | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ U.S. Income Tax Paid | PARENT_INCOMETAXPAID | 1040x | US Tax Return Amended | N/A | Taxes Paid (Line 22 minus Schedule 2, Line 2 - 1040) | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Parents’ U.S. Income Tax Paid | PARENT_INCOMETAXPAID | ForeignTaxTranscript | Foreign Tax Transcript | N/A | Taxes Paid | Due to the ISIR field related to this discrepancy being related to an FTI value within the 25/26 ISIR we are no longer automatically triggering this ISIR discrepancy within our baseline configuration. If Oracle determines that there is additional discrepancy logic that can be added for the manually entered field related to this ISIR field we will enhance our baseline configuration in future releases. |
| Student's Permanent State | STUDENT_STATE | N/A | N/A | N/A | N/A | IF ISIR.PERMANENTSTATE == "FC" & SFP.ADDRESS_STATE != "FC" Trigger discrepancy Trigger manual review |