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 3.12.21.10.2(4) below to identify the originator (to whom the Form 4227 (and document) should be sent for research and correction).
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 3.12.21.10.2(2) through (13).
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 3.12.21.10.2(2) through (13).
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 3.12.21.10.2(2) through (13).
Attach Form 4227 to the (transaction) document.
Send them to the originator for missing information, research and/or correction.
If the transaction code is 150, Section 41 will asterisk (*) as missing if the MFT is 10, Doc Code 51, Form 3552, Tax Class 8 and Section 41 is blank. (See Figure 3.12.21-27.)
Figure 3.12.21-27
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Compare the document with the register.
If the data is present on the document for Section 41 (in addition to the other items listed in Paragraph (4) above), correct the register with Action Code 6.
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