Economic Impact Payment
Sum of $1,200 ($2,400 if married filing jointly), plus an additional $500 for each qualifying child.
EIP 1
Be _______ to the taxpayer's issue.
empathetic
How can you access the Telephone Transfer Guide (TTG)?
SERP
Who/Where Tab
TTG Link
Which of the following programs gives a CSR access to ELITE?
AMS
What does the acronym 🐻 TED stand for?
Taxability, Eligibility, Deductibility
Taxpayers who received less EIP than entitled to, may be able to claim the difference, if eligible, as:
Recovery Rebate Credit
Identity Theft Affidavit
Form 14039
Did you mail in your return?
This is an example of what type of question
Closed Question
What is a Third-Party Authorization form?
A signed document made by taxpayer(s) granting specific authorities.
What Publication is Titled: Your Federal Income Tax for Individuals
Publication 17
Individuals who weren’t required to file a return were able to use the _________ on IRS.gov to submit the information necessary to obtain EIP.
IRM 21.6.3.4.2.13
Non-Filers Tool
Lost or stolen wallet, fraudulent unemployment claims, etc.
Non-Tax Related Identity Theft
To determine the topic of the call, ask the caller if they have a question about their personal or business tax account. This is an example of:
Probing
There are _________ separate Backup Withholding Programs.
Two
Processing timeframe for an amended return 1040-X?
Up to 16 weeks
Direct deposits - January 4 and February 5, 2021. Paper checks - January 6 - 24, 2021.
EIP 2
What technique does the IRS utilize to target multiple refunds with similar characteristics?
Clustering
A caller is asking about their refund. Which of the following questions will help you identify where to transfer the caller?
When did you file your return?
Once the taxpayer has enrolled in EFTPS, the taxpayer will be __________ the instructions
and PIN within ___________ after enrollment.
Mailed, 5-7 business days
What form is used to submit required attachments for e-file returns?
Form 8453
Can only offset to child support.
EIP 1
IRS Identity Theft Toll-Free Line
800-829-4933
If you enter 1065 penalty in the Find Box, the search result will display ____ as the transfer number.
1030
The purpose of Form ________ is to file a complaint against a tax return preparer or tax preparation business.
14157
How are Accounts Management TLCs sorted?
Alphabetically and by Application Number