Refund Resolution
This timeframe is provided to taxpayers for e-file return refund processing.
What is 3 weeks processing timeframe?
IRM reference: 21.4.1.4 (2)
This IRM should be referenced when taxpayer calls the AM phone line and one of the TPP letters was received.
What is IRM 25.25.6.6.1?
IRM Reference: 25.25.6.6
This action may be taken if taxpayer does not provide correct date of birth during disclosure?
What is Additional Taxpayer Authentication?
IRM Reference: 21.4.1.5.7.1(6)
This tool must be used when there is a S- freeze on the account and a refund should be re issued.
What is the Reissue Refund Tool (CHK64)?
IRM Reference: 21.5.6.4.38
The account has T- freeze with balance due in status 22 for an individual account, we will transfer the taxpayer to this extension for assistance.
What is 1075 ENG 1071 SP?
IRM Reference: 21.5.6.4.39
TTG: ACS
A return is on ERS status 349, this timeframe should be provided to taxpayers for resolution.
What is 10 weeks timeframe?
IRM reference: 21.4.1.4.1.2.6 (9).
The taxpayer has a foreign address and authenticated by phone for a UPC126-0 and should allow this timeframe for return processing.
What is 9 weeks?
IRM Reference: 25.25.6.5.1.1(6)
This should be requested if the taxpayer address does not match the one on IDRS?
What is request the address as it appears on the last tax return or as modified by IRS records?
IRM Reference: 21.1.3.2.3 (5)
The taxpayer should be referenced to this number if the module contains and AQC indicator.
What is 855-873-2100?
IRM Reference: 21.5.6.4.35.3.1
What is Reasonable Cause Assistant (RCA)?
IRM Reference: 21.2.2.4.5.1
This timeframe needs to be allowed before initiated a refund trace on a paper check with a foreing address.
What is 9 weeks from mailing date?
IRM reference: 21.4.1.4.4 (2)
This IRM should be reference when the return has posted and the account contains an unreversed TC 971 AC 129 and no open control to IDRS number 14873XXXXX.
What is IRM 25.25.6.6.5
IRM Reference: 25.25.6.6
This should be requested if there is an IDT IDT1, IDT3, IDT8, IDT9, MXEN, SCRM or SSA2 open control in the module.
What is request additional taxpayer authentication?
IRM Reference: 21.1.3.2.3 (8)
To correct a date of birth error on IRS records give the taxpayer this phone number for the Social Security Administration.
What is 800-772-1213. IRM 21.1.3.2.3 (5)
These status indicate the account is on balance due notice status.
What are status 21, 54, 56 & 58?
Reference: Document 6209 Section 8A.
The module has a Refund Hold with a posted TC 971 AC 804 and TC 971 AC 805. This IRM should be referenced for procedures.
What is IRM 21.5.6.4.35.4 Refund Holds?
IRM Reference:21.5.6.4.35.4
This letter is sent to the taxpayer when their return is confirmed as Identity Theft.
What is letter 4674C?
IRM Reference: 25.25.6.6.3.1
This IRM should be referenced when disclosing return information of a minor.
What is IRM 11.3.2.4.10?
IRM Reference: 11.3.2.4.10
This form must be the October 2011 version or later to be processed.
What is the Form 2848? IRM 21.1.3.3 (9) Note.
This status indicates the account is assigned to a Revenue Officer.
What is status 26?
IRM Reference: 21.5.6.4.39
Document 6209 Section 8A
This action needs to be taken if taxpayer return was zeroed out by RIVO.
What is a 4442 to RIVO using category "RIVO-Complex Issue not ID Theft."
IRM Reference: 21.4.1.4.1.2 (1)
This should be advised to taxpayers when the caller received a 5747C letter.
What is advise the caller to first visit the IDverify website, and if unable to authenticate, they must visit the TAC?
IRM Reference: 25.25.6.6.6
This information may not be discussed with a Third Party Designee.
What is may not discuss collection or examination proceedings (e.g., issues that are beyond return processing issues such as when the account is assigned to ACS, Examination (Exam), AUR, etc.).
IRM Reference: 21.1.3.3.1
Taxpayers should be referred to this number in regards to Innocent Spouse Status.
What is 855-851-2009?
Reference: TCD 0034
This IRM should be referenced when the taxpayer requests penalty relief through oral statement.
What is IRM 21.5.2.4.9.2?
IRM Reference: 21.5.2.4.9.2