197
The tax module addressed is on the Retention Registe
What is the basic cause of UPC 198 RC 2?
Payment was sent in for an account that is apparently full paid
What is meant by Fiscal Year Month (FYM)?
The last month of a taxpayer’s fiscal year
What causes UPC 188?
There is not a name line established for the year of the Unpostable
UPC 152 results from __________ that occurs when a transaction input as other than long entity fails to match the Master File.
a Name Control mismatch
Which Command Code and Definer recall a tax module from the Retention Register?
IMFOLB
Why must you always research the UPC 198 payment using RTR?
It might not belong to the taxpayer on whose account it appears
Where is the Fiscal Year Month found on the Master File?
ENMOD/INOLE
When do you need to input TC 013 for UPC 188?
When there is no name line and no return
Research indicates an SSN which was once valid is now invalid. There is an account already existing on the invalid side for which you cannot find a better SSN. Suspend the case and take which action?
Have an IRSN assigned
If the UPC 197 is a payment, do you always need to recall the tax module from retention? Explain why or why not.
No, it may belong to another tax module
You find that the payment belongs to the taxpayer’s spouse and was intended for a different year. How do you resolve the UPC 198?
URC 6 to the spouse SSN for the correct Tax Period
05
If there is no name line established for the year to which you want to transfer a payment, you should
Input TC 013 to establish the name line
NAMES, NAMEI, Name search, TPIIP,
Which Transaction Code (TC) is generated when a tax module is called from Retention?
TC 370
What does freeze code -A mean?
Amended return is coming.
What causes UPC 162?
The Fiscal Year Month on the Master File does not match the FYM of the transaction attempting to post.
For payments, research using "_____" to ascertain where the payment should be posted.
RTR
change the name control to match is on the master file.
How can you tell when a tax module has been moved to the Retention Register?
IMFOLI has “R” to the left of the Tax Period
TXMODA shows a history of payments for the same amount as your UPC 198 RC 2 unpostable, and a posted TC 971 AC 163. IMFOLI shows all accounts are settled. INOLE shows no cross references. How do you resolve the UPC 198?
URC 0 to post the payment so it will refund
An unpostable payment is addressing Tax Period 201811, but IMFOLI lists all previous returns posted with Tax Period Ending 12, and ENMOD says FYM 12. To resolve the case
URC 6 to 201812
how many weeks should you cycle for TC 013?
2
what is out stop number (unpostables)?
6123