Overview

The bottom half of the ISIR tab displays the student's detailed ISIR data. The custom Verification Tracking Groups (V-Groups) menu bars display the specific items required to be verified for that student according to the student's dependency status, the ISIR's Federal Award Year, if the ISIR is selected for Verification, the ISIR's Verification Group, and the student's and/or parents' tax filing information. Please see the Dependent Student and Independent Student Scenarios below for the display criteria.

Display Example

The user can expect to see the V-Groups' options display in Regent Award as follows. Here is an example with the following data details:

ISIR is 2020-2021
ISIR is selected for Verification
Verification Group is V1
Dependency Status is Independent
Student's Tax filing status is Tax Filer
Regent Award displays a customized Verification Menu Bar to guide the user on the exact items that need to be verified for this student:
- Verification Group 1 - Independent - Tax Filers

Dependent Student Scenarios:

For V-Groups 1 Dependent students:

If Student is Tax Filer and Parent is Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Non-Filer and Parent is Tax Filer, display:

Student Menu Bar:

Student's Income Earned from Work

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College

If Student Tax Filing Status is “Blank” and Parent is Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Income Earned from Work

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Filer and Parent is Non-Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits

Parent Menu Bar:

Parent 1 Income Earned from Work
Parent 2 Income Earned from Work
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Non-Filer and Parent is Tax Non-Filer, display:

Student Menu Bar:

Student's Income Earned from Work

Parent Menu Bar:

Parent 1 Income Earned from Work
Parent 2 Income Earned from Work
Parents' Number of Family Members
Parents' Number in College

If Student Tax Filing Status is “Blank” and Parent is Non-Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Income Earned from Work

Parent Menu Bar:

Parent 1 Income Earned from Work
Parent 2 Income Earned from Work
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Filer and Parent Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College
Parent 1 Income Earned from Work
Parent 2 Income Earned from Work

If Student is Tax Non-Filer and Parent Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Income Earned from Work

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College
Parent 1 Income Earned from Work
Parent 2 Income Earned from Work

If Student Tax Filing Status is “Blank” and Parent Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Income Earned from Work

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College
Parent 1 Income Earned from Work
Parent 2 Income Earned from Work

For V-Groups 5 Dependent students:

If Student is Tax Filer and Parent is Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
HS Diploma or Equivalent

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Non-Filer and Parent is Tax Filer, display:

Student Menu Bar:

Student's Income Earned from Work
HS Diploma or Equivalent

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College

If Student Tax Filing Status is “Blank” and Parent is Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
HS Diploma or Equivalent
Student's Income Earned from Work

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Filer and Parent is Non-Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
HS Diploma or Equivalent

Parent Menu Bar:

Parent 1 Income Earned from Work
Parent 2 Income Earned from Work
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Non-Filer and Parent is Tax Non-Filer, display:

Student Menu Bar:

Student's Income Earned from Work
HS Diploma or Equivalent

Parent Menu Bar:

Parent 1 Income Earned from Work
Parent 2 Income Earned from Work
Parents' Number of Family Members
Parents' Number in College

If Student Tax Filing Status is “Blank” and Parent is Non-Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
HS Diploma or Equivalent
Student's Income Earned from Work

Parent Menu Bar:

Parent 1 Income Earned from Work
Parent 2 Income Earned from Work
Parents' Number of Family Members
Parents' Number in College

If Student is Tax Filer and Parent Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
HS Diploma or Equivalent

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College
Parent 1 Income Earned from Work
Parent 2 Income Earned from Work

If Student is Tax Non-Filer and Parent Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Income Earned from Work
HS Diploma or Equivalent

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College
Parent 1 Income Earned from Work
Parent 2 Income Earned from Work

If Student Tax Filing Status is “Blank” and Parent Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
HS Diploma or Equivalent
Student's Income Earned from Work

Parent Menu Bar:

Parents' Adjusted Gross Income from IRS form
Parents' U.S. Income Tax Paid
Parents' Untaxed Portions of IRA Distributions and Pensions
Parents' IRA Deductions and Payments
Parents' Interest Income
Parents' Educational Credits
Parents' Number of Family Members
Parents' Number in College
Parent 1 Income Earned from Work
Parent 2 Income Earned from Work

Independent Student Scenarios:

For V-Groups 1 Independent students:

If Student is Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Number of Family Members
Student's Number in College

If Student is Tax Non-Filer, display:

Student Menu Bar:

Student's Income Earned from Work
Student's Number of Family Members
Student's Number in College

If Student Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Number of Family Members
Student's Number in College
Student's Income Earned from Work

For V-Groups 5 Independent students:

If Student is Tax Filer, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Number of Family Members
Student's Number in College
HS Diploma or Equivalent

If Student is Tax Non-Filer, display:

Student Menu Bar:

Student's Income Earned from Work
Student's Number of Family Members
Student's Number in College
HS Diploma or Equivalent

If Student Tax Filing Status is “Blank”, display:

Student Menu Bar:

Student's Adjusted Gross Income from IRS form
Student's U.S. Income Tax Paid
Student's Untaxed Portions of IRA Distributions and Pensions
Student's IRA Deductions and Payments
Student's Interest Income
Student's Educational Credits
Student's Number of Family Members
Student's Number in College
HS Diploma or Equivalent
Student's Income Earned from Work

Note: If tax filing status is “blank” for either the student or the parent, show both tax filer and non-tax filer fields.