Entity Determination
What will your Entity be if there is a DECD present?
Long Entity
Sue or Chester Deer
SUE & CHESTER<DEER
Name Line
Enter a period (.) for each illegible character and continue entering the entire line.
What does Action Code 341 mean?
Million Dollar Refund
NOTE: It is up to us to make sure that this Action Code is present whenever processing a Million Dollar Refund. (Check LN35A)
What do you do when you have a "G" in the CCC?
Follow regular procedures and then end the document after entering the Received Date.
What will your Entity be if you have an International Return(foreign address)?
Short Entity
Enter Action code 651 and end the document.
John H. Camelot III
JOHN H<CAMELOT<III
AIL
Street Address
City/State
Enter the pound sign (#) for the illegible character and go to the next field.
What do you do if your Action Code starts with a 6?
Follow normal procedures, then end the document after entering the Action Code.
What are the 3 MUST ENTER Sections?
7, 32, 47
What will your Entity be if you have AIL info present?
NOTE: This does not have to be underlined.
Long Entity
John A. Doe Deceased and Jane B. Peach
JOHN A<DOE<DECD & JANE B PEACH
Money Amounts
Press F12 to fill the field with question marks.
What Action Code indicates an International Return?
651
NOTE: It is up to us to make sure this is Action Code is entered, whenever processing an International Return.
What do you enter if you have more than one or an invalid Received Date?
Fill the field with periods.
If you are unsure what your Entity is, what should you do?
Run it through the E-EIF Index
Your Name: Maria de Jesus Garza
Spouse's Name: Juan Martinez
MARIA<DE JESUS GARZA<& JUAN MARTINEZ
Action Code & Zip Code
Enter past the field
Where is the RRPS found and what do you do if it is present?
Top of the block header, enter an "S" in the RPS box.
What FPC will make your Entity a Long?
If your FPC contains an "8" or "9", your Entity will be Long.
Joe Apple Y.
JOE<APPLE Y
CODES: SPC, CCC, FPC, RPC, & AUD C
EXCEPTION: ACT CD and ZIP CODE
Enter a pound sign (#) for each illegible character.
What do you do if your Action Code is less than 3 digits?
Enter past the field
What Schedules are Sections 4 and 5 made up of?
Section 4
Schedule 01
Section 5
Schedule 02(1st half in ISRP)
Schedule 03(2nd half in ISRP - starts with Green Must Enter box)