EIP
TPP
Refund Resolution
Call Transfers
MISC
100

This notice notified taxpayers that a third EIP was issued.

What is Notice 1444-C?

IRM reference: 21.6.3.4.2.13(21)

100

These are letters typically sent to a taxpayer whose return has been selected by the TPP.

What are letters 4883C, 5071C, 5447C, and pilot letters 6330C or 6331C?

IRM Reference: 25.25.6.3(2)

100

The taxpayer states their bank will be returning their refund back to the IRS. This timeframe should be allowed for the taxpayer to receive their refund check.

What is 5 weeks from the date of the TC 846?

IRM Reference:  21.4.1.5.7.1(6)

100

This alert number must be addressed prior to transferring to Balance Due.

What is Serp Alert 21A0185?

Reference: SERP Alerts

100

This is the original name of the Wells Fargo building.

What is the Independent Life Building?

Reference: Wikipedia - Wells Fargo Center

200

Individuals receiving these federal benefits will receive their EIP3 in the same manner in which they receive those benefits - either as direct deposit or paper check.

What are Social Security, Railroad Retirement, Supplemental Security Income (SSI), and the Veterans Administration (VA) benefits?

IRM reference: 21.6.3.4.2.13(11b)


200

The taxpayer has authenticated by phone for a UPC126-0 and should allow this timeframe for return processing.

What is 9 weeks?

IRM Reference: 25.25.6.5.1.1(6)

200

The return has an open unpostable due to the TC150. This timeframe should be allowed for the return to process.

What is up to 16 weeks?

IRM Reference: 21.5.5.3.3(3)

200

The Transfer PIN policy was updated on March of 2021 to allow the transfer PIN to cover this authentication.

What is Required and High Risk Authentication?

IRM Reference:  21.1.3.2.5(3)

200

This IRM will provide more information on the Unemployment Compensation exclusion per the American Rescue Plan Act (ARPA) of 2021.

What is IRM 21.6.6.4.56, Unemployment Compensation Exclusion due to American Rescue Plan Act (ARPA) of 2021?

IRM Reference: 21.6.6.4.56

300

Taxpayers who are eligible for the EIP3 but do not receive the payment by 12/31/2021 may claim this credit on their 2021 tax return.

What is the Recovery Rebate Credit?

IRM reference: 21.6.3.4.2.13(2)

300

This transaction code means we have transferred the return to MFT 32

What is TC971 AC111?

IRM Reference: 25.25.6.7

300

A return is listed in ERS stat 900 and the 10 weeks since the return receive date has passed. This IRM and paragraph should be referenced.

What is IRM 21.4.1.4.1.2.6(4)

IRM Reference: 21.4.1.4.1.2.6(4)

300

This department is where you would transfer a caller who states that they have a BMF balance due with ACS.

What is Small Business Collections? (IUP 1085)

Reference: TTG

300

These are the limitation amounts for adjusting the Recovery Rebate Credit.

What is adjustments are not limited to the amount of RRC reported on the return?

IRM Reference: 21.6.3.4.2.14.1, RRC - Adjusting the Credit

400

This act provided the third Economic Impact Payment.

What is the American Rescue Plan Act of 2021?

IRM Reference: 21.6.3.4.2.13(11)

400

This letter is sent to the taxpayer when their return is confirmed as Identity Theft.

What is letter 4674C?

IRM Reference: 25.25.6.6.3.1

400

The module has a Refund Hold with a CP63 letter sent. This IRM should be referenced for procedures.

What is IRM 21.5.6.4.35.2 - Resolving -R Freeze?

IRM Reference: 21.5.6.4.35.2


400

This IRM would be referenced if the taxpayer filed an injured spouse claim and the offset still occurred.

What is IRM 21.4.6.5.2(6,7) Injured Spouse Inquiries?

IRM Reference: 21.4.6.5.2(6,7)

400

This is the meaning of the acronym "GUF".

What is Generalized Unpostable Framework?

IRM Reference 3.12.37-1, Acronyms

500

The EIP3 will be identified as this if the net amount of the adjustment is positive.

What is 2021AREBADJ?

IRM Reference: 21.6.3.4.2.13.1(5)

500

If the caller's name does not appear in the Entity portion of a deceased taxpayer's account, this form will establish the executor, personal representative, etc. on a deceased taxpayer's account.

What is Form 56?

IRM Reference:  25.25.6.3.1

500

The original return was mailed with W-7 during peak filing season. This timeframe should be allowed for receipt of the refund.

What is 9-11 weeks for processing of the W-7 plus normal processing timeframe of 6 weeks for paper return - up to 17 weeks total.

IRM Reference: 3.21.263.8.4

500

This IRM would be referenced if the account has a TC922 and you are trying to determine whether or not to transfer to AUR.

What is IRM 21.3.1.5.53, Status of IMF Underreporter Cases?

IRM Reference: IRM 21.3.1.5.53

500

The taxpayer did not claim the RRC on their 2020 return. Refer to this page for directions on what the taxpayer should do.

What is RRC FAQS on IRS.gov, Question G1: "I'm eligible for a 2020 RRC, but did not claim it on my 2020 tax return. Do I need to amend my tax return?"

Reference: RRC FAQs on IRS.gov, Question G1 under Topic G, Correcting issues after the 2020 tax return is filed.

M
e
n
u