TCs
This transaction code indicates AUR activity?
What is a TC 922.
______________
Document 6209
An Account in Status 22 is considered to be in this specific Collection function.
What is Automated Collection System (ACS)
_____________________________
21.5.6.4.39 T- Freeze
We use this when generating correspondence?
What is a letters?
Use this letter when the TP has not provided adequate documentation to support their claim.
What is letter 916C?
21.5.3.4.6.3 No Consideration Procedures
This Transaction Code designates that a Manual Refund was issued prior to or after a return (TC 150) has posted.
What a TC 840?
____________________________
CSI Tool: Search TC 840
21.4.4.2(1) What Is a Manual Refund?
This Transaction Code is used when a refundable credit has been allowed by the Internal Revenue Service.
What is TC 766
Document 6209
While reviewing TXMODA you find the abbreviation SFR on the right of the TC 150. SFR means.
Substitute for Return.
_____________________
21.3.1.1.5 Acronyms
Click this Icon when updating or verifying the TPs telephone contact information...
What is PHONE NUMBER?
These letters are sent when a case is incomplete for processing and you are requesting additional Documents, Schedules, Forms and/or Information.
What are letters 324C and 178C?
________________________________
21.6.3.4.2.12.3.3(1) Correspondence Letters
Paragraph 1 bullet number 1
This Form is required for the Secondary or Primary on a Married Filing Joint return to file a claim for refund as Surviving Spouse after the death of the other spouse.
What is none?
21.6.6.2.20.2(1) Processing Decedent Accounts Refunds
This TC code identifies a potential Open Examination activity and sets a -L Freeze.
What is TC 420?
__________________________
21.5.6.4.24(1) -L Freeze
Taxpayers can use this worksheet in place of the Tax Computation Worksheet when Schedule D is not required.
What is Qualified Dividends Capital Gains Tax Worksheet (QDCGTW)
__________________
AMS Worksheets (QDCGTW)
While working phone and/or paper this tool is used to process request for credit elect.
What is the Credit Transfer Tool?
A Letter ______ is an interim letter required to be used to notify a taxpayer when their correspondence is being transferred to another office (outside your directorate) for resolution. This letter advises the taxpayer there may be a delay in receiving a final response or action taken on the account(s). Fill in the blank
What is the 86C letter?
_____________________________
21.3.3.4.2.1 Use of 86C Letter - Referring Taxpayer Inquiry/Forms to Another Office
List 3 Reasons a Manual Refund might be needed.
Hardship, Deceased TP, Statute Imminent Cases, Injured Spouse, RSED Expired, -X Frz, Bankruptcy
21.4.4.3(3) Why Would a Manual Refund Be Needed?
A -R freeze and a TC 971 paired with any of these 4 Action Codes indicate RIVO involvement.
What are AC 052, 122, 134, and 140?
________________________
21.5.6.4.35(2) -R Freeze
_______ is updated when a return has an allowable refund input after the RSED has expired and may require S Override.
What is the Refund Statute Control Date (RFSCDT)?
___________________________________
21.5.3.4.3 Tax Decrease and Statute Consideration
Your CIS case has all 000-00-0000s for the TIN. What tool can be used to locate the correct SSN based on the documentation included on the case?
What is NAME SEARCH?
Send a TP this letter when they have made a mistake on their return and they will be negatively impacted by the correction of the mistake.
What is Letter 474C?
21.5.4.5.1(1) Setting Initial Math Error
First Paragraph bullet (e)
What document(s) are a Personal Representative appointed or certified by a court of law required to submit if requesting a decedent's return?
Form 1310 or copy of court certificate
__________________________
21.6.6.2.20.2
Processing Decedent Account Refunds
When Submission Processing, TPP, RIVO, and etc determine that a return is suspicious, the unit may prevent it from posting to MFT 30 by entering _____ and posting it under MFT 32.
What is TC 971 AC 111?
________________________
21.4.1.4.1.2(1) Return Found/Not Processed
In the If/Then chart in paragraph 1 the sixth box explains this process and that TXMOD/TRDBV can be used to research it.
If you have a suggestion for an acronym you can email SPDER which means?
Servicewide Policy, Directives and Electronic Resources
_______________________________
Acronym Database on IRS Source
This tool can must be used to release the S- Freeze once the cause of the TC 740 has been identified and the TP or Authorize Representative has updated the TP's address.
What is the Reissue Tool (CHK64).
21.5.6.4.38(2) S- Freeze
If/Then Box number 2
Send these letters if the Law prevents you from allowing the TP's claim either in full or in part.
What are letters 105C and 106C?
21.5.3.4.6.1 Disallowance and Partial Disallowance Procedures
When there is reason to believe the claimant is not entitled to the refund, or a controversy may arise concerning the proper payees, this Freeze code is input after requesting the adequate documentation.
What is a -K Freeze?
__________________________
21.6.6.2.20.2(5) Processing Decedent Account Refunds