Please review the table below that contains the lines from the tax transcript matched to the ISIR field required for verification. Printable versions are available below.


YYYY represents the tax year indicated on the ISIR:

For 2018-2019, YYYY is 2016

For 2019-2020, YYYY is 2017


Tax Transcript Lines

ISIR Field  - Student

IRS Tax Return Transcript Line

ISIR Field - Parent

Student’s Type of YYYY Tax Form Used?

Required item is found on IRS tax transcript labeled “Form Number”

Parents’ Type of YYYY Tax Form Used?

Student’s Tax Return Filing Status

Required item is found on IRS tax transcript labeled as “Filing Status”

Item found on IRS Form 1040X labeled “Amended Return Filing Status”

Parents’ Tax Return Filing Status

Student Eligible To file 1040A or 1040EZ

An individual is generally eligible to file a 1040A or 1040 EZ if they meet the following requirements:


  • Taxable Income is less than $100,000
  • Does not itemize deductions (on tax transcript Standard Deduction amount will be 0 for itemized deductions)
  • Does not have business or farm income
  • Does not receive alimony
  • Is not required to file a schedule D for capital gains
  • For additional requirements for filing a 1040A or 1040EZ please view the requirements here

Parents Eligible To file 1040A or 1040EZ

Student’s Adjusted Gross Income from IRS Form

Required item is found on IRS tax transcript labeled “Adjusted Gross Income Per Computer”

Item found on IRS form 1040X Line 1

Parents’ Adjusted Gross Income from IRS Form

Student’s U.S. Income Tax Paid

Required item is found on IRS tax transcript:

  • Form 1040 - "Income Tax After Credits Per Computer" less "Excess Advance Premium Tax Credit Repayment Amount"
  • Form 1040A - "Tentative Tax Per Computer" less "Total Credits Per Computer"
  • Form 1040EZ - "Total tax Liability TP Figures Per Computer" less "Healthcare: Individual Responsibility"
  • Form 1040X - Line 8     
  • *For all transcripts, enter "0" (zero), if taxes paid is negative.

Parents’ U.S. Income Tax Paid

Student’s Exemptions Claimed

Required Item is found on IRS tax transcript labeled “Exemption Number”

If exemptions were adjusted on 1040X an exemption number will appear in line 4

Parents’ Exemptions Claimed

Student’s Income Earned from Work

Item is found on:

-W-2 Form Box 1

-IRS Wage and Income Transcript Wages, Tips and other Compensation

-IRS tax transcript if filing status is not Married Filing Jointly:

Form 1040: Wages, Salaries, Tips, ETC + Business Income or Loss: SCH C per Computer + Farm Income or Loss (Schedule F) Per Computer

Form 1040A: Wages, Salaries, Tips, ETC

Form 1040EZ: Wages, Salaries, Tips, ETC

Parent 1 Income Earned from Work

Spouse’s Income Earned from Work

Item is found on:

  • W-2 Form Box 1
  • IRS Wage and Income Transcript Wages, Tips and other Compensation
  • IRS tax transcript if filing status is not Married Filing Jointly:


Form 1040: Wages, Salaries, Tips, ETC + Business Income or Loss: SCH C per Computer + Farm Income or Loss (Schedule F) Per Computer


Form 1040A: Wages, Salaries, Tips, ETC


Form 1040EZ: Wages, Salaries, Tips, ETC

Parent 2 Income Earned from Work

Student’s Education Credits

Required Item is found on IRS tax transcript labeled “Education Credit Per Computer”

If the student has education credits on the 1040X line 14 will have box 8863 checked

Parents’ Education Credits

Student’s Interest Income

Required Item is found on IRS tax transcript labeled “Tax-Exempt Interest”

Parents’ Interest Income

Student’s IRA Payments

  • Required Item is found on IRS tax transcript:
    Form 1040 - by taking” KEOGH/SEP Contribution Deduction” + “IRA Deduction Per Computer”
  • Form 1040A – “IRA Deduction Per Computer”

Parents’ IRA Payments

Student’s Untaxed Pensions

Required Item is found on IRS tax transcript by taking “Total Pensions and Annuities” Less “Taxable Pension/Annuity Amount”

Parents’ Untaxed Pensions

Student’s IRA Distributions

Required Item is found on IRS tax transcript by taking “Total IRA Distributions”Less“Taxable IRA Distributions”

Parents’ IRA Distributions

Student’s Pension Payments

Item is found on

W-2 form Box 12 A-D Codes D, E, F, G, H, and S

IRS Wage and Income Transcript “Deferred Compensation”

Parents’ Pension Payments