Disclosure
Freeze Codes
Document 6209
Time Frames
1040X
100

After greeting the taxpayer, what do we ask for in order to open up an account?

What is their SSN/ITIN/ATIN?  IRM 10.10.3.3.6 

100

What command code(s) are used to locate any freeze codes on an account?

What is TXMODA, IMFOL?

100

What section can you find information about DLN?

What is section 4?

100

What is the time frame for a paper filed return?

What is 6 weeks?

100

What is the time frame for a 1040x?

what is 16wks?


200

What are the 3 categories that are needed in order to open an account?

What is the name, address, DOB?  10.10.3.3.6

200

What freeze code indicates a 1040x was filed?

What is -A freeze?


200

What section could you find information about Computer Condition Codes?

What is Section 3?

200

What is the time frame when they have received notice CP05?

What is 60 to 180days?

200

When the time frame has passed what should a CSR do?

What is leave a note in the CII case and give a 30day TF?

300

If there is an MFT32, TPP, or IDT on the account what should you do?

What is additional authentication?  IRM 21.3.2.3 and 10.10.3.3.6

300

What Freeze code indicates possible RIVO involvement?

What is the -R freeze?

300

What section can you find out about blocking series?

What is Section 12?

300

What is the time frame for a refund that came from an adjustment that was done?

What is 4 to 6 weeks?

300

Can you process a 1040x over the phone?

What is true?

400

What additional questions are asked from additional authentication?

What is income, WH, filing status, dependent information, biological parents, country of birth, etc....?

400

What command code indicates Exam involvement?

What is -L freeze?

400

What section can you find the TC520 Closing Chart?

What is Section 11?

400

What is the time frame for a refund trace on a DD refund?

What is 120days?

400

What 2 IRMs are used when determining CATA criteria? 

What is IRM 21.5.3-2 and 21.5.3-3?

500

What notice may appear as an alert on the disclosure tool and is an indicator to do HR?

What is CP53? IRM 21.1.3.2.3

500

What 2 freeze codes will you refer a taxpayer to the Centralized Insolvency Operation (CIO) if the situation calls for it for both phone and paper? 

What is -V and -W?

500

What hold code is used to prevent an adjustment notice from being issued?

What is 3?

500

What is the max time frame for IDT as of now?

What is 582?

500

When processing a 1040x and the ASED has expired what should you do?

What is informing your lead immediately