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2021-22 Verification Does not Sum IRA Dist/Pension Correctly (Doc ID 2752250.1)

Last updated on AUGUST 23, 2021

Applies to:

PeopleSoft Enterprise CS Financial Aid - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

The IRS Tax forms used for 2022 verification separated the IRA and pension amounts, however, the component used for the verification process still separates them for individual entry and then is supposed to sum the amounts.  The summed value is used in the ISIR correction for the Untaxed Income field when the data is pushed from the Verification tables to the ISIR Corrections tables causing erroneous data to be sent when making ISIR Corrections.

The issue can be reproduced at will with the following steps:

  1. Navigation:  Financial Aid > Verification > Manage 2021-2022 verification
  2. Individual amounts are entered on tab 3, the Other Taxable income links.
  3. Amounts should be combined on tab 5 "Untaxed IRA DIST/Pension"

Cause

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In this Document
Symptoms
Cause
Solution
References


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