8822 Basics
Find the TP's most current address on file using this command code.
What is INOLES?
Route out when this is on the account.
What is a Z Freeze?
Use this year on the Year Name Line.
What is the current tax year?
Use this abbreviation in your remarks for Lockbox.
What is L?
This many pages will print when corresponding for Miscellaneous Address Changes.
What is one?
Do not update the address when the receive date stamp is prior to this.
What is the Address Cycle Update?
Use this command code to see if a secondary on a joint account is filing separately.
What is IMFOLI?
The box on the right side of the form is checked. Check this box when changing the address in IAT.
What is the Primary Address Change Indictor box?
What is 8822?
Correspond with this when the TP's old address does not match the previous three and there is ID Theft on the account.
What is a 104c letter?
One of these is not like the others: original signature, TIN, old address, title, TP name.
What is the title? (Not a required element)
Use this command code to see a TP's residence history.
What is FINDSD/I?
Input the change of address on IDRS in either of these two cases.
What is an international to domestic change or information is contained on Continuation Name Line
This type of miscellaneous address change has no required elements.
What is Lockbox?
Do not include this when corresponding for Miscellaneous Address Change.
What is an enclosure?
What is a Field Assistance stamp?
Use this command code to see if a POA is already on the TP's account.
What is CFINK?
Use this initial in your remark when changing an FS2 account and both TPs have signed.
What is B?
This type of miscellaneous address change contains the same required elements as 8822.
What is TP Correspondence?
Use this form to correspond for most issues when working 8822.
What is Form 15355?
Never detach either of these two forms from Form 8822.
What is a 3911 or a 56?
You've made a change to an FS2 account. Research for this next.
ID Theft on secondary account?
These are Lockbox indicators.
Stamp with LB, US Bank-USB stamp, green stamp/ink
Write this on Form 8822 when the TP is deceased.
What is "Estate of"?