Refund Research
Provides current processing year plus two prior year return information
What is IRS2GO, WMR, Refund Hotline?
Where we can find the rejection message of an electronic return?
What is MeF?
-R freeze with A TC 971 AC 134 means?
What is RIVO involvement?
Is responsible for offsetting tax refunds to child support, non-tax Federal agency debts, state income taxes and unemployment compensation debt.
What is The Bureau of the Fiscal Service (BFS)?
Online system that allows IMF taxpayers to securely access their tax refund and account information.
What is IOLA?
ERS Status Code 221 and the taxpayer did not receive or misplaced the correspondence, and you can determine the cause for the condition. What IRM provide you with the guidance?
What is IRM 21.4.1.4.1.2.5?
What freeze creates this condition: ITIN that has expired with or without name control change.
What is -R freeze?
Research ________ and ________ TINs to determine possible offset.
What is primary and secondary?
Research _______, ________, and _________ to determine whether a refund was issued systemically (TC 846) or manually (TC 840).
What is CC IMFOLT, CC BMFOLT and CC TXMOD?
Unworked error record that is usually a simple problem. Advise the taxpayer to allow normal return processing time and that the best way to get the most current information about their refund is through the automated systems.
What is ERS Status Code 100?
The PATH Act mandates that the IRS does not issue any refund on tax returns claiming the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) until?
What is February 15th?
Advise the taxpayer to call back when ____________________ from the issue/mailing of the paper check date have passed of a trace cannot be started on one of the self-service platforms.
What is four weeks (nine weeks if it’s a foreign address)?
When the taxpayer meets a condition for the waiver in response of letter CP 53E we input...
What is TC 290 with reason code 235?
If ERS status is not specifically noted and you cannot determine the cause for the condition (except Status 100), advise the taxpayer to allow ___________.
What is 10 weeks from the original received date of the e-Filed or paper return for their refund or additional correspondence?
If the UPC 126 RC 0 is closed with a URC of 0 then...
What is advise taxpayer to allow 9 weeks from the closing date for processing?
Advise the taxpayer they will be contacted by the Refund Inquiry Unit within:
What is 6 weeks for a paper refund check, or 120 days for a direct deposit refund, from the date the Form 3911 is received.
Bank account numbers of refund commonly display the taxpayer's SSN as the last nine digits, or displays the SSN in reverse order, in the account number on CC IMFOBT. This is an example of what type of refund?
What is RAL or RAC?
FLC 20, Paper Return. What is the Fax Number for ERS/Rejects File Location?
What is 855-204-5020?
Scenario: The UPC 147 RC 0 remains open or is in suspense and it’s been more than 8 cycles since the transaction went unpostable. What IRM we can use for the guidance in this scenario?
What is IRM 21.5.5.3.3.3?
The caller may use terms such as, the bank returned the refund as a bank lead (External lead) OR I have a lead number (XXXXXX XX) OR the bank received an indemnification letter from IRS or the funds were requested/returned. Follow the IF and THEN chart in IRM ____________.
What is IRM 25.25.8.7, Responding to Taxpayer Inquiries or if the conditions in IRM 25.25.8.7, do not exist, follow IRM 21.4.1.5.7.1, Direct Deposit of Refunds?