=

Document Locator Number — DLN field must also be input (IMF and BMF).

None =

Specific Tax Module — MFT and Tax Period, MFT and Plan Number of MFT, Plan Number and Tax Period must also be input.

5

MFT — If input, must be 2 digits which pass standard validity criteria as described in IRM 2.3.8 except: MFT of 00 and NMF MFTs are invalid. should be input without a request type but with a tax period (to request a Specific Tax Module) or with Request Type "M" with no tax period (to request all tax modules for an MFT). For multiple inputs an "R" should be entered instead of the MFT to repeat that of the previous entry.

6

PLAN NUMBER — Must be 3 numeric characters. Valid range is 001-999. Must be present for EPMF MFT 46, 74, and 76.

7

TAX PERIOD — YYYYMM format. The full six digit TAX PERIOD must be entered when only one Specific Tax Module or one BMF Literal Tax Module is requested for a quarterly return (MFT 01, 03, and 04). However, as an option to obtain the transcripts for all the quarters of the requested tax year for these same MFT's, enter only the year (for example 85). For Specific Tax Module requests or BMF or IMF Literal requests for annual returns (MFT–30, 02, 05, 06, 07, 33, 34, 36, 37, 44, and 67), the year is required, but the month ending is optional. If the month ending is known, enter it. If the month ending is omitted, Master File processing will attempt to locate a Fiscal Year Month on the entity to use to match up to the Specific Tax Module. If there is no FYM on the entity, the default is to "12" . MFT 10 and MFT 11 must be entered with full TAX PERIOD. MFT 15 tax period must be 199012 or greater and month must be 12. A tax period of "000000" should be entered for a specific request for MFT 01 or MFT 52 only, to obtain a transcript for a Federal Tax Deposit module. For multiple inputs an "R" should be entered instead of the TAX PERIOD to repeat that of the previous entry.

8

TRANSACTION CODE — If present, must be three numeric characters.

9

TRANSACTION DATE — Input in MMDDYYYY format. Should not be later than the current date.

10

TRANSACTION AMOUNT — Input commas when required. First position should not be blank or $. If the amount is a credit amount input a minus (-) after the amount, if a debit input nothing after the amount. should not exceed 14 characters (excluding minus sign). For IMF: should not exceed 13 characters (excluding minus sign).

11

Reserved

12

RECEIVER EMPLOYEE NUMBER — Input only if the receiver of transcript data is other than the terminal operator. (See Item 15 below for exception when using the "L" feature.) First 2 characters must be a valid Service Center or District Office, within input Service Center's jurisdiction. Last eight characters should not be all zeros. For multiple inputs, an "R" should be entered instead of the RECEIVER EMPLOYEE NUMBER to repeat that of the previous entry's. If the RECEIVER NAME/REMARKS is to be entered but not a RECEIVER EMPLOYEE NUMBER, enter a comma in its place followed by RECEIVER NAME/REMARKS immediately to the right.

13

RECEIVER NAME/REMARKS — If receiver does not have a unique Employee Number, input identifying information for transcript distribution. Do not input "*" , or "?" . For multiple inputs, an "R" should be entered instead of the RECEIVER NAME to repeat that of the previous entry's. (See Item 15 below for exception when using the "L" feature.) This field can contain one to 21 characters.

14

LINE REPEAT INDICATOR— (Optional) If the operator wants the two previous line items (items 13 and 14) to be carried over to all the subsequent entries on this screen, then the operator enters an "L" in item 15. Both RECEIVER EMPLOYEE NUMBER and RECEIVER NAME/REMARKS must be input when using the "L" . You cannot use the Repeat Indicator "R" to repeat the RECEIVER EMPLOYEE NUMBER and/or RECEIVER NAME/REMARKS field on any request following an "L" line until both fields have been changed, voiding the previous "L" line repeat indicator. The values in items 13 and 14 will be written on every subsequent MFTRA request until both fields are changed (manually entered) by the operator. By the use of "L" , an operator can easily enter multiple requests on the same screen with the same RECEIVER EMPLOYEE NUMBER and RECEIVER NAME/REMARKS with a minimum of keystrokes.

15

RC LITERAL/IG LITERAL — This will be either "RC" (which stands for REQUEST COMPLETED for this one entry), or "IG" (which stands for REQUEST IGNORED for this one entry), or two blanks. None of these "RC" or "IG" literals will be present on an initial entry, but they may be present on a subsequent entry. If present, and the operator wishes to enter a subsequent request on that line, the "RC" or "IG" must be manually cleared out. Any entry ending with an "RC" or an "IG" is ignored by MFTRA on any possible subsequent re-entries. This feature allows the operator to alter any one (or more) of the entries and re-enter any portion of the screen (or the entire screen) without the need to clear out individual line entries and literals. Leaving the "RC" or the "IG" intentionally on subsequent entries prevents inadvertent duplicate requests. Manually clearing out the "RC" entry or the "IG" entry (via "NEW LINE" button on keyboard) facilitates the entry of multiple screens of specific requests. Those entries initially ending with an "RC" that did not have the "RC" entry cleared out will not be accepted for re-entry, and will be identified on subsequent entries with "IG" to indicate they were ignored. For example, if eight specific requests are entered on one screen for all the quarters of MFT "01" Form 941 Tax Returns in the years ending in 1987 and 1988, and the operator also desires to obtain all the quarters of MFT "03" Form 720 Tax Returns for the same taxpayer and for the same years, all the operator has to do is change all the MFT's to "03" and clear out the "RC" or the "IG" literals, then re-enter with the entry code to the right of the last significant entry line.