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
Follow the table/procedures in IRM 3.12.21.10.1(8) below to identify the originator (to whom the Form 4227 (and document) should be sent for research and correction).
A state code may not occur more than once per document.
There can be no spaces between groups of state codes and wages. Missing fields will appear invalid. Move the data to fill the spaces.
IMPORTANT: Follow 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 appropriate notation described in IRM 3.12.21.10.1(5).
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 appropriate notation described in IRM 3.12.21.10.1(5).
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 appropriate notation described in IRM 3.12.21.10.1(5).
Attach Form 4227 to the (transaction) document.
Send them to the originator for missing information, research and/or correction.
Get a plain-English answer with a citation back to this text.
Ask AI about this code