Tools
This tool is used to move money from one module to another
What is the Credit Transfer tool
The systems needed to resolve a taxpayer inquiry are down (e.g. IDRS, CFOL, AMS, etc). The taxpayer does not want to call back and wait on hold again. This action should be completed by the CSR
What is to complete a 4442 and advise the caller we will contact them within 30 days
IRM Reference: 21.3.5.4.2.3
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(2)
This command code is used to check for refund offset debt indicators
What is INOLES
IRM Reference: 21.4.6.4
You receive a call from a taxpayer who wants a record of changes that were made to their account after the original return was processed. This is the type of transcript you will provide and the system you will use
What is Record of Account, TDS
IRM Reference: 21.2.3.2.4
This tool is used to research multiple command codes at once, but is not required by the IRM
What is the Results tool
This transaction code indicates the Statute Assessment Expiration Date (ASED) has been extended
What is a TC 560
IRM Reference 5.18.1.9.2.3.16.2
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)
This freeze code and transaction code can be used to identify that a refund was returned as undeliverable by the post office
What is an S- freeze and TC 740
IRM Reference: 21.4.3.5.3
A taxpayer calls on January 28th because they have not received their W-2 from their employer. This is the date employers/payers have to issue information returns and the amount of time the taxpayer should wait for delivery
What is January 31st, 2 weeks
IRM Reference: 21.3.6.4.7.1
This tool is used to input a TC 971 with a corresponding action code (AC)
What is the REQ77 tool
This is required when multiple transactions are required to adjust an account to make some transactions post later
What is a Posting Delay Code (PDC)
IRM Reference: 21.5.2.4.17
A return is located in ERS, and status is 224 with 40 days remaining in suspense. The taxpayer did not receive correspondence and the CSR cannot determine the cause. This is the timeframe the taxpayer should allow to receive a letter
What is 6 weeks?
IRM Reference: 21.4.1.4.1.2.6(8)
A taxpayer calls because they haven’t received an expected refund. The CSR is unable to find the return posted to the account. These command codes will indicate why the return has not completely processed
What are ERINV/UPTIN
IRM Reference: 21.4.1.4.1
You receive a call on March 20th inquiring about the status of Form W-7 filed on February 5th. This is the timeframe that should be provided to the caller
What is 9-11 weeks during peak filing season
IRM Reference: 3.21.263.8.3
This tool is used to search for the meaning of various codes found on IDRS (e.g. reason codes, transaction codes, math errors)
What is the CSI tool
A taxpayer calls about receiving a CP 2000 notice. Research shows a TC 922 with a process code of 55. The issue is beyond the CSR's scope of training and must transfer the caller to this extension
What is 1841 English, 1842 Spanish
IRM Reference: IRM 21.3.1.6.54.1
The taxpayer purchased a home in 2008 and claimed the First-Time homebuyer credit. This is the number of years in which the credit is recaptured
What is 15 years?
IRM Reference: 21.6.4.4.17.
A taxpayer calls and states their spouse has an outstanding non-tax debt and want to know how they can receive their portion of the refund prior to filing the original return. The taxpayer can be advised to file this form along with their electronic return and to allow 11 weeks for processing
What is Form 8379, Injured Spouse Allocation
IRM 21.4.6.5.2
The taxpayer has home mortgage interest and state property taxes they did not include on their original return. They are aware they need to correct the return. This schedule should be included with their amended return
What is Schedule A?
IRM Reference: 21.6.4.4.1.2
This tool is used to leave notes on open unpostables
What is UP Histories
The taxpayer provides information to correct an EITC Math Error. This transaction code and Credit Reference number should be used on REQ54 to input the adjustment
What is a TC 290 and CRN 764
IRM Reference: IRM 21.6.3.4.2.7.9
A taxpayer calls for refund status on 3/17/23. IMFOLT show the refund was issued as direct deposit on 3/8/23. A refund trace is input. This timeframe should be provided for a response
What is 90-120 days?
IRM Reference: 21.4.2.4
The caller states they filed a return for their deceased parent that resulted in a refund of $1350. The caller is an authorized administrator and wants to know why the refund has been delayed. The caller should be advised to file this form before the refund can be issued
What is Form 1310 Statement of Person Claiming Refund Due to a Deceased Taxpayer
IRM Reference: 21.6.6.2.20.2
You identify a mixed period case without an open control. This is where you send a 4442 and the referral reason
What is the Campus AM paper function using Mixed Period for referral reason.
IRM 21.6.7.4.2.7.1