Software and Tools Flashcards
7 cards from real IRS practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Software and Tools flashcards as text
A tax preparer receives an acknowledgment code of 'A' after transmitting a return through MeF. What does this mean?
Answer: The return was accepted by the IRS
An acknowledgment code of 'A' in the MeF system means the return has been accepted by the IRS for processing.
Which tool in the IRS e-Services suite is used specifically to verify taxpayer identities and prevent fraudulent refunds?
Answer: Identity Protection PIN (IP PIN) system
The IP PIN system assigns a unique six-digit number to taxpayers to prevent identity thieves from filing fraudulent returns using their SSN.
What is the maximum dollar threshold for a same-day wire transfer payment to the IRS without additional approval?
Answer: There is no standard threshold; it depends on the financial institution
Same-day wire transfer limits depend on the taxpayer's financial institution; the IRS does not set a single universal threshold for this payment method.
Which IRS e-Services tool allows Authorized IRS e-file Providers to manage their EFIN (Electronic Filing Identification Number)?
Answer: e-File Application
The e-File Application within IRS e-Services is used by providers to apply for, manage, and update their EFIN and associated information.
When a return is rejected through MeF with an error code, how long does the taxpayer typically have to correct and resubmit to still be considered timely filed?
Answer: 5 calendar days
Taxpayers generally have 5 calendar days after the filing deadline to correct and resubmit a rejected electronic return without penalty.
What technology standard does the IRS MeF system use to transmit tax return data between software vendors and the IRS?
Answer: XML (Extensible Markup Language)
MeF uses XML-based schemas to transmit structured tax return data between authorized software providers and the IRS.
An ERO discovers they filed a return with an incorrect bank routing number for direct deposit. Which IRS process should be used to correct this before the refund is issued?
Answer: Contact the IRS e-help Desk and request a refund intercept
If an incorrect routing number was used, the ERO or taxpayer should contact the IRS e-help Desk promptly to request a refund intercept before the deposit is processed.