Learning Activity

TTG

100

Where to file address F.1040 & Sole Proprietor 

What is Procedural 1005

200

Rejected ELF Rejected IMF 

What is Individual Accts 1020

300

CP 2000 Spanish 

What is Individual Accts 1021

400

Alimony: Income Deduction

What is Tax Law Income 1110

500

Status of Recovery Rebate Pymt

What is AM Economic Impact Pymt 1026

Form 1040s

100

Income, Tax, Refundable Credits

What is sections of F. 1040/Tax Return

200

Line 7 for 2018

What is AGI

300

This is the amount you overpaid 

What is a Refund

400

2018 Self Employment Tax on Schedule 

What is Schedule 4

500

Refund amount applied to next tax year

What is a Credit Elect 

CCs

100

Verify SSN/Name/DOB

What is INOLES

200

View Entity 

What is ENMOD

300

Displays Index Screen w/ All Active Tax period & Modules

What is IMFOLI

400

View posted Transactions, AGI, Pymts, Credits, Penalties 

What is TXMOD(A)

500

Show original return including forms and schedules, show processing and status code.

What is TRDBV

App 1& 5

100

Request Forms & Pubs, Address

App 5 CSR Duties

200

You use taxpayer state or zip code

What is Look up Address/TAC office

300

No Authentication Required 

What is Default Screener

400

Elite Timeframe

What is 10 Business Days

500

Preparer Misconduct Form 

What is F. 14157(A)

App 20

100

If the caller requests that you hold, advise the caller that you can hold no more than?

What is 2 mins

200

UPC 126 0, TC 971/123, TC971/124, TC 971/129

4883C
5071C
5447C
5747C
6330C
6331C
6167C

What is TPP Indicators

300

Verifying payments, review status of return/refund, resolve math errors, provide documentation to TP/POA/TIA

What are duties of CSR on App 20

400

Taxpayer states a Form W-2, and/or Form 1099-R, was not furnished. The contact/inquiry is prior to February 15th. Then 

1. Advise the taxpayer he/she should always attempt to obtain the information from their employer or payer prior to contacting the IRS. Also provide the taxpayer/caller the information, found above in paragraph 3.
2. Advise the taxpayer to wait until after February 15th in order to allow the issuer the proper amount of time to issue and send the forms.

What is Procedures for 

Non-Receipt, Incorrect, or Loss of Form W-2, Form 1099, and Form 1098 - Information Returns

500

• Account information other than refund status.
• A transcript or tax account information sent to an address that is not the address of record 
• Verification of estimated tax payments on an account without a filed or posted return.
• IP PIN issues where the taxpayer calls concerning a lost, misplaced, or non-receipt of a CP 01A containing their IP PIN, or was unable to retrieve their IP PIN via the application.
• Accounts with MFT 32

What is Other conditions requiring additional taxpayer authentication