Command Code MFTRA Input Examples — Request Types

Specific Tax Module — This entry will produce a transcript containing entity data (except posted transactions), all data for the requested tax module, and for IMF and BMF, and a list of inactive (lower level) modules. If the requested tax module is not found on the Master File, retention register (vestigial) data will be returned, but only for the specific tax module requested and only if this specific tax module has gone to the retention register. Except for Request Types "L" and "X" , this is the only Request Type, which will extract tax module data from the lower levels. Note that the full tax period must be entered for quarterly returns. For yearly returns, the entry of the Month Ending portion of the Tax Period is optional. If the Tax Module requested has gone to the Retention Register, an Automatic Microfilm request will be generated without the need for input of an ESTAB "M" .

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Four Quarterly Tax Module Request — This entry will produce a transcript containing entity data (except posted transactions), the quarterly tax modules for the input year, and retention register (vestigial) data only for the MFT requested (and only if the modules have gone to the retention register), and inactive (lower level) modules. Valid only for MFTs 01, 03 & 04.

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Complete Account Request — This entry will produce a transcript containing all entity and tax module data associated with the input TIN. For IMF and BMF, a list of retention register (vestigial) and inactive (low level) tax modules, will also be provided. Note There is no three year limitation to returns on EPMF Complete hardcopy requests to be used in the rare instances where the other Request Types ("M" and "Y" in particular) are inadequate to resolve the work. For non-EPMF accounts, all Tax Module data is extracted.

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Entity Module Request — This entry will produce a transcript containing all entity data including posted transactions. For IMF and BMF, this also includes a list of inactive (low level) tax modules.

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Open Module Balance Request — This entry will produce a transcript containing entity data (except posted transactions) and all tax modules that meet offset criteria. If no modules meet offset criteria, the request will be satisfied by returning the Entity information only.

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Debit Module Balance Request — This entry will produce a transcript containing entity data (except posted transactions) and all tax modules that meet offset criteria. If no modules meet offset criteria, the request will be satisfied by returning the Entity information only.

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Credit Module Balance Request — This entry will produce a transcript containing entity data (except posted transactions) and all tax modules with credit module balances. For IMF and BMF, this also includes a list of inactive (low level) tax modules.

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Transaction Amount/Date/Code/DLN Requests — These entries will produce a transcript containing entity data (except posted transactions) and any tax modules which contain a transaction that had the same Transaction Amount, Transaction Date, Transaction Code or DLN as was input. In order to match up to a Credit Amount on Transaction Amount searches, a minus sign (-) must be entered. Leaving a blank to the right of the Transaction Amount will only match up to Debit Amounts.

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The Request Type determines when an additional input field is required. If Request Type "T" is input, then the Transaction Code must be input. If Request Type "A" is input, then the Amount field must be input. If Request Type "D" is input, then the Transaction Date must be input. If Request Type "#" is input, then the DLN field must be input.

MFT (Tax Class) Request — This entry will produce a transcript containing only those tax modules for the input MFT (BMF and IMF) Also, entity data (except posted transactions) and a list of retention register (vestigial) and inactive (low level) tax modules.

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All BMF tax modules for a year, use Request Type "Y" . Note: month portion of the tax period field is optional. The use of MFTRA (hardcopy) is preferred, due to volume of data extracted. Type "Y" will obtain information for the four quarterly returns that precede and correspond to the Fiscal Year Month Ending. For example, if a corporation files its corporate return (MFT = 02) with a Tax Period Ending 200106 and the Request Type "Y" is entered for "2001" , the quarterly returns extracted along with the corporate return will be those for 200009, 200012, 200103 and 200106.

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BMF and IMF Literal transcripts (hardcopy only), use Request-Type "X" . Note month portion of the tax period field is optional for most yearly tax modules and all quarterly filed tax modules. To obtain all 4 quarters of tax modules for MFT 01, 03, or 04, omit month portion. For all but two of the yearly filed tax modules, omit month portion. The full six-digit Tax Period must be entered for yearly filed returns for MFT 10, MFT 11 and MFT 15. MFT 15 tax period must be 200212 or greater and month must be 12. The four requests below will extract transcript data for seven tax modules even if the Fiscal Month Ending for the Form 1040 and Form 1120 returns is "09" . Data will be returned and edited for a module, even if found on a Lower Level at ECC-MTB. However, an Automatic Microfilm request will not be generated by IDRS if the module resides on the Retention Register.

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MFT (Tax Class) Request against the Lower Level of the Master File — Use of Request Type "L" . This entry will produce a transcript containing only those tax modules for the input MFT (BMF and IMF) and entity data (except posted transactions).

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Specific Tax Module from the Annual Temporary Retention Register Backup File — Use of Request Type "Z" . This entry will produce a transcript containing entity data (except posted transactions), and all data for the requested tax module (BMF and IMF). A list of retention register and inactive (low level) tax modules will NOT be supplied. Effective July 1991, Request type "Z" can be entered year round. These requests are satisfied once a week.

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Yearly BMF literal transcripts, use Request-Type "K" . Only the year portion of the tax period field is required for yearly tax modules and quarterly filed tax modules. Data will be returned and edited for a module, even if found on a Lower Level at ECC-MTB. However, an Automatic Microfilm request will not be generated by IDRS if the module resides on the Retention Register.

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NUMIDENT Transcript requests, use Request-Type "U" . Obtains Numident information from the Social Security Administration (SSA). Only a valid SSN should be entered. Numident information is a complete history of changes, such as name changes, as reported to SSA by the user of the SSA account number.

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