Procedures for QW-4 Program Cases

When contacted by the taxpayer add the case to WHCS.

≡ ≡ ≡≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ ≡ for instructions on handling these cases.

Cases where lock-in letters were issued by the QW-4 program will not have a TC 971 AC 146/147 transaction on Master File. You must input a TC 971 AC 146 to IDRS, using the current date on the current year, before inputting a modification or release transaction. It is not necessary to input the TC 971 AC 146 to WHCS, only the subsequent TC 97X AC 14X.

When modifying a QW-4 lock-in, input TC 971 AC 148 with posting delay (1) on the current year to WHCS and IDRS.

Update AMS history.