Note:

If CP 260 or CP 210/220 will generate before the TC 841 posts use Local Control File to intercept the notice.

If deleting a refund to transfer a credit from the refunding module will create a balance due, follow the table below:

If

Then

The taxpayer was not issued a previous settlement notice

Input TC 570 on debit side of credit transfer to suppress the CP 260 or input CC REQ54, TC 290 .00, Hold Code 3, to suppress an Adjustment notice. (See note below)

The taxpayer was issued a previous notice for the same balance due amount

Input TC 570 on debit side of credit transfer to suppress the CP 260 or input CC REQ54, TC 290 .00, Hold Code 3, to suppress an Adjustment notice.

The taxpayer was issued previous notices for amounts other than the resulting balance due or previous refunds

Allow the CP 260 or Adjustment notice to generate. Use the appropriate posting delay code on the credit transfer.