Tax Period Heading Data

Lines

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Record Element Description

Item

Description

1

FILING STATUS INDICATOR (FS)—Indicates the taxpayers' marital status which applies to this particular tax module. IMF only. Values are 0–9. OR IRA SPOUSE INDICATOR—(SI) IMF MFT-29 only Values are: 0 = No IRA 1 = Primary spouse has IRA 2 = Secondary spouse has IRA 3 = Both have IRA 4 = IRA Notice issued 5 = IRA Notice issued to primary 6 = IRA Notice issued to secondary 7 = IRA Notice issued to both

2

Trust Fund Recovery Indicator

3

≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡

4

LIEN INDICATOR blank = No lien data 4 =Lien data on MF only.

5

CONTROL DLN

6

CAF INDICATOR —If value is significant, indicates an authorized representative for this tax period. For further information input Command Code CFINQ

7

LEFT HAND FREEZE CODE

8

RIGHT HAND FREEZE CODE

9

TDA MODULE COLLECTION POTENTIAL YIELD SCORE

10

MFT Code

11

Plan Number if MFT is 46. Report Number if MFT is 76.

12

TDI MODULE COLLECTION POTENTIAL YIELD SCORE

13

INTEREST TOLERANCE CODE

14

MATH ERROR INCREASING TAX INDICATOR

15

HISTORICAL ULC—The ULC the return was filed in

16

RESOURCES AND WORKLOAD MANAGEMENT QUEUE INDICATOR (TIF ONLY) Account in the Queue (TIF Transcripts only) 1—TDA Account is in the Queue 2—TDI Account is in the Queue 3—Both TDA and TDI account are in the Queue

16

NOTICE COUNT

17

BACKUP WITHHOLDING INDICATOR

18

MASTER FILE MODULE BALANCE

19

C CORP IND if applicable.

20

TWO PERCENT INTEREST DT if applicable.

21

GENERAL AGREEMENT ON TARIFF & TRADE 0=TAX MODULE NOT SUBJECT TO GATT CREDIT INTEREST REDUCTION 1=TAX MODULE IS SUBJECT TO GATT CREDIT INTEREST REDUCTION Note: This field became significant in January 1997.

22

ACCRUED INTEREST AMOUNT

23

MASTER FILE "COMPUTE TO" DATE —The date to which the accrued interest amount has been computed, unless the interest amount is under tolerance.

24

CSED DT

25

ACCRUED PENALTY AMOUNT

26

MASTER FILE "COMPUTE TO" DATE—The date to which the accrued penalty amount has been computed.

27

REFUND STATUTE EXPIRATION DATE

28

TERRORIST ATTACK CODE - Defines the type of penalty and/or interest relief a taxpayer may receive based on being the victim of a terrorist attack. Values: 00 - Not impacted. 01 – TC 971 AC 87 posted with FEMA number 1391 or 3168 (penalty & interest relief) – taxpayer in one of the 6 counties. 02 – TC 971 AC 87 posted with FEMA number 3169 (penalty & interest relief) or 9999 (penalty relief only) – taxpayer in one of the other NY/NJ counties. 04 – TC 971 AC 86 posted with FEMA number 1391, 3168 or 3169 (penalty & interest relief) – taxpayer who self-identified.

29

BFS LEVY CODE

30

INSTALL AGREE FTD CODE

31

MEF BALANCE DUE INDICATOR - Identifies the tax module as having a posted unpaid MEF balance due return. 0-NA 1-MEF balance due return posted on the tax module.

32

ACCOUNTS RECEIVABLE DOLLAR INVENTORY CODE 0—Credit balance, zero balance or debit balance smaller than $25,000. 1—Debit balance of $25,000.00 to $99,999.99 2—Debit balance of $100,000.00 to $999,999.99 3—Debit balance of $1,000,000.00 to $49,999,999.99 4—Debit balance of $50,000,000.00 or greater

33

ASSESSMENT STATUTE EXPIRATION DATE

34

TWO PERCENT DATE TURNED OFF INDICATOR blank = Not significant 1 = TWO-PERCENT-INTEREST-DT has been set back to zeroes via an adjustment. (See TWO-PERCENT-INTEREST-DT, Item 34 above.)

35

PASSPORT LEVY 971 INDICATOR 0 = No levy issued on the most recent assessment with a significant money amount. 1 = Levy on the most recent assessment with a significant money amount.