Forms & Publications
U.S. Individual Income Tax Return
What is Form 1040?
Can only be given up to 180 consecutive days.
What is short term payment plan?
Used to do a Full Compliance Check.
What is Compliance Suite?
Command Code that is used to show cross-referenced TIN.
What is CC INOLE?
Gives guidance on information CR must provide to TP at the begging of call.
What is 5.19.5.4.12 Telephone Techniques and Communication Skills?
Tax Withholding and Estimated Tax
What is Publication 505?
Rule that gives a CR ability to change address on a taxpayer's account over the phone.
What is Oral Statement Authority?
Used to send forms and publications.
What is ELITE?
Contains basic information on all account modules.
What is CC SUMRY?
Contains chart with various call scenarios and how to proceed.
What is 5.19.1-3 ACS Call Flow?
Used to request address change
What is form 8828?
Time that must elapse before we are required to verify TPs contact number.
What is 13 cycles?
Used to assist wage earners in determining the correct amount of withholding from their paycheck.
What is Tax Withhold Estimator?
Used to see filled tax returns.
What is CC TRDVB?
Provides guidance on tools we HAVE to use.
What is IRM 5.19.1.2.8 Mandated IAT Tools?
Used to adjust withholding on wages.
What is forms W-4?
Required to identify if the taxpayer filed and paid all types of tax, penalties and interest for which they are liable for.
What is Full Compliance Check?
Can be used to access all command codes.
What is Quick CC?
Used to suppress the issuance of a collection notice on a Status 58 account.
What is CC STAUP?
Provides typical examples of issues that create balances and how to correct them.
What is 5.19.1.4.4.2 Balance Due Taxpayer Education (Cause and Cure)?
Used to send Estimated Payments.
What is 1040-ES?
Number of days a TP can be given if they have forms and information needed for an easy filling.
What is 10 days?
Used to find additional information on transaction codes.
What is Document 6209 Code Retriever?
Can be used to see if account has a payment arrangement.
What is CC IADIS?
Provides questions for disclosure.
What is 10.10.3.3.6 Identity Proofing for Required Taxpayer Authentication?