Reason Codes
Case Category
Instructors
Misc
CAT-A
100
What is Reason Code 007?
What is Income For Wages, Salaries, Tips, Etc.
100
What is a XRET?
What is a 1040X Document Scanned to a CII
100
Who was the last instructor to present?
Who is Julia
100
When do you input IRN 872 and what amount?
What is when Direct deposit is requested and computed overpayment.
100
What is the limit for Schedule K-1?
What is $50,000 or more
200
What is Reason Code 036?
What is Tax Credits.
200
What is a MEFA?
What is Electronically Filed Amended Return
200
Who started the class the first day?
Who is April
200
What Transactions Code is used Only When Adjusting a superseding return?
What is Transaction code 871
200
What is the limit to Qualified Business Income Dedctions?
- $5,000 or more
- $5,000 or more
- 20% of
Schedules +
$5,000 or more - QBID is $75,000 or more
300
What is Reason Code 012?
What is Business Income (Or Loss)
300
What is a Superseding Return
What is an Amended or Duplicate return filed on or before the due date or the extended due date.
300
Who left to another department?
Who is William
300
What is TC 970 AC 001 mean?
What is Direct deposit was requested on Amended
300
What is the limit for Form 8863?
What is $2,500 or more
400
What is Reason Code 018?
What is Schedule E Income (Or Loss)
400
What is a Mixed Period Case?
What is when returns from different tax periods, but for the same taxpayer, are processed to the same tax module.
400
Who replaced William?
Who is Jessica
400
When suspending to CAT-A What is need in the notes?
What is the Ased and Claim amount
400
What is the Limit for Form 3800?
What is Any
500
What is Reason Code 035?
What is Education Credit.
500
What is a Mixed Entity Case?
What is two taxpayers file a return with the same TIN
500
Who has worked here the longest?
Who is Bibi
500
When is it required to use the capture feature on CII to capture the "Request Completed" Screen?
What is the letter tool/ Letter requests when "write your own is used"
500
What is the limit for Additional Child Tax Credit?
What is $4000