Prior Years
How do you enter the tax period on a prior year when just the year is underlined?
Use the last 2 digits of the year and then add 12 to the end of it. Ex. 2022 = 2212
3.24.3-3(13)
How do you fill out the address key in IMF?
Use the first 3 numbers from the address line, and the 4th and 5th numbers from the zip code, then enter first 5 numbers of the zip code.
3.24.3.1.10.7.5
What do you do if one number in the received date is missing or illegible?
Put a period in place of the missing or illegible character.
3.24.37.6.7
What is the only repeating section you do not enter unless edited?
Section 52, 53 must be edited on the top to enter second section 52.
3.24.3-41
Where does the received date need to be edited to be valid?
In the dependents box area.
3.24.3-3(20)
Do you still enter the tax period even if the field is not a MUST ENTER?
Yes, you must still enter it
3.24.3.1.10.12
What 2 numbers in the FPC make the document a long? (L)
8 or 9
3.24.3.1.10.7
How would you enter these names in the name line field:
DR JUAN GARZA GOMEZ-NAZAS
MRS MARY MARTINEZ
JUAN<GARZA GOMEZ-NAZAS<& MARY MARTINEZ
3.24.37.6.14
When do you enter a blank section for section 6?
If there's white out, the number has been crossed out and changed, preprinted Xs with numbers written over them, label or a sticker.
3.24.3.1.10.14
What editing does code and edit use to omit money amounts?
Red X to the left of the money amount.
3.24.3.1.10.5
On section 7, for 2017 and prior, how do you enter the 5ACKBX field?
When there are 2 check boxes, you mark 2 in the field if the 5b box is checked or both are checked.
3.24.3-9
When is a document considered a short (s) in the E-EIF box?
Edited name control with a missing address,
3.24.3.1.10.7
International Return
Name line, AIL, Address, and city/state.
3.24.37.6.10
What are the must enter sections on a 1040?
7,32,47
If you have a red edited 9 at the beginning of a SSN, what do you do?
Make it a long.
3.24.3.1.10.7
For 2019 priors, if there are 2 section 17s, both containing the same SSN and money information do you enter the second section 17 as a section 18?
No, you do not enter it. If the SSNs are different you can enter a section 18.
3.24.3.1.10.15
How do you handle an International Return in a 1040 batch?
Put an S in the entity field, fill out what you can in section 1, use action code 651 in action code field, then end the document.
3.24.37.6.18(2c)
What information do you enter into the AIL?
Address if a PO box is present, any underlined information, names with in care of, C/O or % in front of them, pound signs for missing DECD information.
3.24.37.6.15
What is the triangle rule in section 3 for lines 34 through line 38?
If lines 35a, 36, and 37 do not have any money amounts, you will drop the money amount from like 34 down into like 35A.
What are the 3 types of arrows that code and edit uses and what do they mean?
Single ended arrow- move info from one field to another
double ended arrow/t arrow- keep in current spot and move to new spot
3.24.3.1.10.5
For 2015 and 2016 forms how do you handle inputting section 70 checkboxes?
For 2016, there must be a 1 edited before each corresponding checkbox, and do not pick up line 15 unless it's edited
3.24.3.1.10.15
If you have 2 PO Boxes or 2 street addresses that are unedited, what type of entity is it?
E-EIF
3.24.3.1.10.7
Enter a single #
3.24.37.6.16
What is the procedure for when you have a refund amount (line 35a) of 100 million or more?
Use action code 341 in the action code field and the continue finishing the document.
3.24.37.6.9.2
How do you know when to determine when to use the default received date versus using periods?
There is a number at the top of the transmittal where you sign out your batch, if it is 154 or lower you use the default date, if it is 155 or higher you use periods.
What colors are valid to pick up?
purple, red, orange, green, brown, blue, and black on the received date.
3.24.37.6.3