Misc
What letter are we required to send the taxpayer for CNC closures?
4624C
What should a taxpayer write after the SSN/EIN on their check or money order if they are paying on a MFT 31 account?
"PTNL" and "MFT 31"
How long should we advise a taxpayer that managerial callback will be completed?
24 hours (one business day)
What transaction code must be input to indicate that the taxpayer has made an allegation of tax-related identity theft?
TC 971 Action Code 522
Using the ________ tool an ACS CR has the ability to abate a Failure to File and Failure to Pay penalty for an IMF call.
RCA
When reviewing Command Code TXMOD, what status will the account show when the payment plan has defaulted?
Status 64
What is the TC 971 Action Code that would display on Command Code TXMODA if a Bankruptcy was filed by one spouse?
100
If your manager or lead is not available, what do you do?
Use your Teams application to contact another Manager.
What form would the taxpayer be required to complete if they are indicating that they are a victim of ID Theft.
Form 14039, Identity Theft Affidavit
What letter is issued to the taxpayer if a penalty is abated?
853C
True or False? Per IRM 5.19.1.3.2.1.1(4), ACS Transfer Information, a Status 22 / Status 03 caller would be transferred to Extension 1075 on your Finesse desktop phone application.
True
What MFT indicates an account has been mirrored?
MFT 31
What tool do we access to notify the Systems Analysts & others of an Emergency?
Finesse
What transaction code must be input to indicate that the taxpayer has made an allegation of tax-related identity theft?
TC 971 Action Code 522
True or False? We required to include an IRM on form 4442?
True
What form should a CR complete if they assess an IRS employee's account?
11377-E
True or False. We are required to input an Acton on the account if a form 4442 is submitted.
True
True or False? The manager needs to contact their local authorities to report an issue with a Suicide Threat.
False, They would contact the authorities based on the TP address.
True or False? High Risk Authentication is needed if the taxpayer calls to report potential identity theft, but no ID Theft indicators are on the account yet.
False
What form is used to forward a case to Taxpayer Advocate?
E-911
What telephone number should a CR provide if a taxpayer is calling regarding a Passport Certification program?
Philadelphia Call Site at 855-519-4965
What two separate MFT modules will be created from MFT 35 during the mirroring process for Shared Responsibility Payments.
MFT 65
True or False? After the caller makes a threat, you need to put them on hold to research your next step.
False
What number should taxpayers call if they have an IDT question you could not answer?
1-800-908-4490
877-777-4778