MFT-CD 13 has to be calendar year with Reference Number 628.
Reminder:
Internal Revenue Manual Part 3. Submission Processing · 2026-10-03 edition · updated 2026-10-04 · United States
Use the procedures in Paragraph (7) below to identify the originator (to whom the Form 4227 (and document) should be sent for research and correction).
Route the Form 4227 to the Accounting function (for contact with the originator for research and/or correction).
IMPORTANT: Use the procedures in the table below to identify the originator (to whom the Form 4227 (and document) should be sent for research and correction).
If Originator Prepared Form 3413 (Transcription List (Account Transfer-In)):
If Originator Prepared Form 3552 (Prompt Assessment Billing Assembly):
If Originator Prepared Form 12810 (Account Transfer Request Checklist):
Go to Page 1 (Form 3413):
Find the following (originator’s) information in the lower-left corner of the Form 3413.
"Name and Date Prepared (mmddyy)."
"Telephone Number" .
Prepare the Form 4227, Intra-SC Reject or Routing Slip with the notation Trans. Date is prior to tax period OR invalid or missing Assessment date described in IRM 3.12.21.4.2.12(3) through (6), above.
Attach Form 4227 to the (transaction) document, and send them to the originator for missing information, research and/or correction.
Send them to the originator for missing information, research and/or correction.
Go to Page 1 (Form 3552):
Find the following (originator’s) “IDRS Number” in the upper-right portion of the Form 3552 (under the Document Locator Number).
Prepare the Form 4227, Intra-SC Reject or Routing Slip with the notation Trans. Date is prior to tax period OR invalid or missing Assessment date described in IRM 3.12.21.4.2.12(3) through (6), above.
Attach Form 4227 to the (transaction) document.
Send them to the originator for missing information, research and/or correction.
Go to top of page (Form 12810):
Find (originator’s) “IDRS Number” in the upper-right portion of the Form 12810 (under the "DLN" , "Unit" , and "Stop Number" ).
Use the "Unit" or "Stop Number" if IDRS Number not there.
Prepare the Form 4227, Intra-SC Reject or Routing Slip with the notation Trans. Date is prior to tax period OR invalid or missing Assessment date described in IRM 3.12.21.4.2.12(3) through (6), above.
Attach Form 4227 to the (transaction) document.
Send them to the originator for missing information, research and/or correction.
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