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


2016 Tax Forms


ISIR Field  - Student
2016 IRS Tax Return Transcript Line
ISIR Field - Parent
Student’s Type of 2016 Tax Form Used?
Required item is found on IRS tax transcript labeled Form Number
Parents’ Type of 2016 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 as 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 - Taxable Pension/Annuity Amount
Parents’ Untaxed Pensions
Student’s IRA Distributions
Required Item is found on IRS tax transcript by taking Total IRA Distributions-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



2015 Tax Forms


ISIR Field  - Student
2015 IRS Tax Return Transcript Line
ISIR Field - Parent
Student’s Type of 2015 Tax Form Used?
Required item is found on IRS tax transcript labeled Form Number
Parents’ Type of 2015 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 by taking KEOGH/SEP Contribution Deduction + 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 - Taxable Pension/Annuity Amount
Parents’ Untaxed Pensions
Student’s IRA Distributions
Required Item is found on IRS tax transcript by taking Total IRA Distributions-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