ITIN
How long do you have to wait to fill out an MDR request?
2 weeks
How many times can a TPP letter be issued?
up to 2 times
What Item Reference Number (IRN) needs to be input when adjusting the account to designate the amount of refund in the form of a direct deposit?
Item Reference Number (IRN) 872
What are the three basic disclosure questions?
1. Name(s) as it appears on the tax return
2. Current address
3. DOB
At what time should exemptions be sent?
Immediately
What is the timeframe for a reissuance of CP 565
A minimum of 14 business days.
To what address is the TPP letter sent?
The TRDVB address.
What's the amount of posting delay when the 1040X has not posted in TXMODA yet?
1. TC 971-134, 052, 122, 140
2. CP 05, 4464C, 2644C, 2645C, CP 05A
3. TC 971-199 with MISC < AMWEX60033 REFEFDS
When do we have to complete SETR?
Tuesdays
Who can receive information regarding status of an ITIN W-7 application?
Applicant or parent if they signed the document.
1. UPC 126-0
2. TC 971-124
3. TC 971-123
4. TC 971-129
45 days
What is the processing timeframe for a UPC that affects the TC 150?
The entire process for the return to post could take up to 16 weeks
Where can you find your weekly schedule?
WFO
What are the basic requirements for an ITIN?
1. Original ID documents
2. Completed W-7
3. Completed tax return with applicant as primary, secondary or dependent.
What type of information can you provide TP when there is an open TPP issue on the account and other open issues for several tax years?
No account information can be provided to the caller, including transcripts, if there is an unresolved TPP issue on any tax year.
What is the filing deadline to claim 2021 RRC?
Name the 6 required elements when completing a 4442.
1. Refernce
2. Destination
3. Fax number
4. Issue
5. Request
6. Timeframe
When sending an exemption, who should be on the email?
1. Lead or acting lead
2. Manager
3. Clerk
Who can schedule an appointment for a new ITIN request?
1. The ITIN filer
2. The ITIN applicant's spouse or parent on the return being filed with the application
When assigned to APP 20/21 when can the call be transferred to TPP line?
1. When 4883C was issued.
2. When there is an unresolved TPP issue and AMS notes indicate TPP passed.
When is F8995 or F8995-A required?
Always
If TP calls requesting a transcript. When do you complete HR disclosure?
When there is and IDT indicator or transcripts are not being sent to the address on file.
Where can you make changes to your W-4?
EAP