What Attribute Am I?
I should not be coded when another attribute is coded incorrect?
What is attribute 100?
The taxpayer sent in copies of W2s & 1099 forms for informational purposes only. No adjustment needed. An interim letter was issued. The CSR closed the case as no action.
What is attribute 707?
UTP-Unenrolled Tax Preparer
Can I receive or review transcripts?
What is No?
except in the context of an examination in connection with a tax return that the unenrolled tax preparer prepared and signed;
After 1 minute of silence, I disconnected the call due to no response from the taxpayer?
What are attributes 508 and 906 coded as "N"?
What is the name of the current MAMC Director?
Who is Daniel Diesem
One of these two attributes must also be coded when coding Attribute 686.
What is 514 or 542?
The taxpayer calls in to check on the status of a 2022 Amended Return filed one week prior. The CSR advised the taxpayer to allow up to 16 weeks for the processing of their amended return.
What is attribute 706?
Checkbox Designee:
Can I receive information about taxpayer accounts?
What is "Y"?
provided the checkbox authority has not expired
Adjustment:
Pension: RC 016 Taxable Social Security Benefits: RC 029 Education Credit: RC 035 EIC: RC 053
CSR used: Reason codes: RC 022 Total Income, RC 035 and 053
What are attributes 686 Y, 715 Y and 904 Y?
In 2022, what was the most profitable company in the world?
Apple
Apple yielded just under $100 billion of net income
The CSR processed the Form 1040X, Amended Return within 120 days?
What is attribute 913?
Customer Issue: TP called for status of refund trace. TP was told Form 3911 was received June 20th, 2023. TP called in July and was told Form 3911 was received and to allow an additional 30 days for review.
Employee Actions/Response: CSR verified disclosure and accessed the taxpayer's account. CSR researched account told TP there is no record of Form 3911. CSR stated she looked at every screen and there is no Form 3911. CSR told TP refund was dated for 8/6/2021 in the amount of $1,386.77 and there is no record of a refund trace. CSR put TP on hold and call was disconnected.
What is attribute 623?
The CSR can provide income documents (ex. Form W2, etc. to the Secondary taxpayer on a MFJ tax return?
What is False?
Income information included on a joint return is available to both spouses on the return. Income documents (Form W-2, etc.), however, are not considered joint information.
The CSR did not use the IAT TVT Tool?
What is attribute 617?
What was Marilyn Monroe's natural hair color?
Red
The taxpayer requested Form 2441?
What is attribute 624?
Customer Issue: The POA called and stated that she was calling for her client and his surviving relatives, she stated that the TP had died, and they had filed the TP's final return. The POA explained that a letter was received that the income was underreported and the account was assessed a penalty; the POA wanted to know if the penalty could be abated.
Employee Actions/Response: The CSR explained that she did not have the tools to abate the penalty and asked the TP to call the PPS line again. The POA ended the call.
What is attribute 003?
The CSR can provide the TIN for anyone listed on the 1095-A who is not also listed on the return in question?
What is False?
IRM 21.6.3.4.2.12.4.1(4,5)
If I provided an incorrect balance due amount, I will always get a CA defect for it. True or False.
False
If the balance due was above tolerance, then attribute 715 would be coded N.
$24.99 or less - code 506 “N” and 715 "Y"-
$4.99 or under $5.00 - code 506 "Y" and 715 "Y"
$25.00 or more - code 506 “N” and 715 “N”
Which two US states border TN to the west?
Arkansas and Missouri
The taxpayer requested a Child Care form?
What is attribute 512?
We can't be drivers for 715. Who are we?
What are Disclosure, Professionalism and Timeliness Buckets
What is True?
Caution: If the caller is inquiring about multiple tax years, you must be certain that they are a party to each tax year in question and entitled to receive information on those periods. Be careful not to accidentally disclose to the wrong spouse when addressing joint filing issues.
It's the end of my TOD, I told the TP to call back and I received these defects.
What are attributes 101 and 715?
TN borders how many other US states?
Eight