Procedures
Ext. 1005/1006
What is the extension for Procedures?
This is set when a taxpayer’s return is changed or corrected during processing, or by a Transaction Code (TC) 290, blocking series 77/78, adjustment.
What is a -G Freeze?
180 days
What is the extension period for taxpayers in a combat zone?
21.1.1.6.1
What is the Default Screener Application Guidelines IRM?
This authority expires no later than one year from the return due date (not counting extensions) for the filing year on all returns.
What is Third Party Designee Authentication?
90–120-days
What is the processing timeframe for a direct deposit refund trace request?
Helps the CSR provide complete and accurate answers to the taxpayer regarding Taxability, Eligibility, and Deductibility.
What is the Interactive Tax Law Assistant (ITLA)
Properly directs the caller to the designated area related to their inquiry.
What is a Default Screener?
Must be sent via fax or mail if the taxpayer is requesting a transcript be sent for a mortgage application.
What is Form 4506-T?
A web-based real-time system used to manage and distribute IRS published products (e.g., forms, instructions, publications and other printed products)
What is Elite?
Check was previously processed as Limited Payability Check Cancellation.
What is Disposition Code 27?
Cumulative Authority Topics
What is Amending Individual Tax Returns, Electronic Filing Options, and When to File - Due Date of Return/Extension to File?
When the topic is the receipt/status of an amended return and the taxpayer has checked Where’s My Amended Return automated system. What should you do?
What is transfer to Ext. 3158 or 3258?
If you can verify this on the IAT Disclosure Tool, then full authentication is met.
What is the Transfer Pin?
TC 150 input to a module containing a TC 971 AC 121 or TC 971 ac 124 with a DLN in the misc field equal to the Return DLN generates what?
What is Unpostable Code 1260?
Publications, Instructions, and Feedback
What are the headings on the ITLA homepage?
Asking the caller if they have a question that requires research on his/her personal or business tax account.
What is determining the topic of the call?
Must be received within 120 days of the date it was signed and dated by the taxpayer only when being used to obtain tax information for a purpose other than addressing a matter with the IRS.
What is Form 8821?
Volunteer Income Tax Assistance
What is VITA?
PRE-REFUND ADVANCE PRODUCT - TAXPAYER NOT CHARGED AN ADVANCE FEE
What is Refund Anticipation Loan Code 3?
Secondary taxpayers under age 16 who did not file in the immediate prior year.
Who is not eligible to ellectronically sign using the Self-Select PIN method?
Robot Icon
What is the automated line?
Applicant, Parent, Court-Appointed Guardian, POA, and None.
What are the signature relationships reflected on RTS?