App 1 / App 5
App1 / App 5
Procedural
Freeze Codes
Knowledge Check
100

When staffing the phone as a default screener, the taxpayer wants to know where they should report interest income on their Form 1040. What “application name” would you transfer the caller to?

What is Income 

100

Which Command Code will indicate the return was rejected

What is TRDBV

100

If the caller indicates that they do not have access to the internet or requests that you order the form(s)/publication(s) for them, input the request using _____.

What is ELITE

100

This is a resource a CSR references for information on any Freeze Code

What is Document 6209 

100

displays a list of all tax modules and/or tax periods currently active on the Taxpayer Information File (TIF).

What is CC SUMRY
200

What is the name of the application where you would transfer a person calling in with math error notice, CP 12?

What is IMF Refund 

200

When staffing the default screener application, the assistor would _____________ to properly direct the call to the correct application using the TTG.

What is Identify the issue 

200

Where on irs.gov would you do direct a taxpayer to obtain Publication 17?

What is Forms and Instructions tab 

200

What Freeze is it:                                                  There is an interest freeze on the account

What is an I-

200

The IMFOLI screen shows active tax modules present on which system?

What is Master File
300

This Command Code shows recent changes if they are still pending

What is ENMOD

300

When researching both paper and electronic returns received, which Command Code should be used

What is TRDBV
300

How many current year forms (for information returns) can a taxpayer receive when placing an order through a CSR?

What is 100

300

What freeze is it:                                                   A payment made to a full paid account, an injured spouse claim, or a return delinquency 

investigation (TDI) can all cause a _______ Freeze to post to a module

What is –R

300

What is the definition of the transaction code TC 670

What is a subsequent payment
400

This Command Code will provide the receipt and processing status of a return that has not posted to the taxpayer’s account

What is FFINQ

400

To determine the topic of the call, it may be necessary to ____________ the caller by asking questions.

What is probe

400

CC IMFOL with definer __ displays posted entity information

What is E

400

When an account contains both a –L Freeze and a –Z Freeze, with TC 421, the department that retains control of the case is?

What is Criminal Investigation

400

To update a control on TXMOD, overlay TXMOD with _____.

What is ACTON
500

What is the minimum number of days needed to cancel a payment made through Direct Pay.  

What is 2 business days 

500

What extension do you transfer a caller to when they are requesting a non-filing letter?

What is 1045 

500

When ordering publications and instructions for a taxpayer, what is the limit of copies you can send?

What is 5 

500

–R Freeze with a 971 AC 134 are indicators of...

What is Return Integrity and Verification Operations (RIVO) involvement

500

What does control base status M mean on TXMODA in the control base history area?

What is Monitor
M
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