2.3.10  Command Codes MFREQ and RECON

Manual Transmittal

December 12, 2014

Purpose

(1) This transmits revised IRM 2.3.10, IDRS Terminal Responses, Command Codes MFREQ and RECON.

Material Changes

(1) Exhibit 2.3.10-1 has been modified to include zeroes as valid input for BMF requests when MFT = 84, 85, or 86.

Effect on Other Documents

IRM 2.3.10, dated December 6, 2012, is superseded.

Audience

LMSB, SB/SE, TE/GE, W&I.

Effective Date

(01-05-2015)

Terence V. Milholland
Chief Technology officer

2.3.10.1  (01-01-2012)
Command Codes MFREQ and RECON Overview

  1. This section covers procedures for MFREQ and RECON command codes. Use command code MFREQ with DEFINERS "C" or "D" or RECON to request an entity module or a tax module and its related entity data when case control is not required. These command codes are not valid for non-Master File (NMF) accounts. See IRM 2.3.10.5 for input instructions.

    1. MFREQ with DEFINER "D" will bring the module data from Master File to IDRS approximately two weeks from the time of the request.

    2. MFREQ with DEFINER "C" will download the module data from CFOL to IDRS while the user is waiting online. The real module must not be on the IDRS database (TIF). The module will be extracted to the TIF again via the Weekly TIF Update routines approximately two weeks after the request.

    3. The RECON command code will download the module data from CFOL to IDRS while the user is waiting online only when the module on the CFOL has an update in a cycle later than the last extract cycle of the module on IDRS. A real module must already exist on IDRS. The module will be extracted from Master file to the TIF again via the Weekly TIF Update batch routines approximately two weeks after the request is input.

    4. Files that can be accessed include IMF, BMF, and EPMF.

  2. Use Command Code ACTON to request Master File Data when an entity and/or tax module needs to be established on the TIF and also needs to be controlled. See IRM 2.3.12 for ACTON input instructions.

  3. ACTON generates a TC 902 only when establishing a dummy entity or tax module on the TIF or when updating the name control on a dummy entity. If the requested entity and/or tax module is already present on the TIF and a TC 902 must be generated, use MFREQ or RECON, which generates a TC 902 for every accepted input. This characteristic provides a means of obtaining IMF, BMF, or EPMF update records in the event a previous update to IDRS contains incorrect or missing information.

  4. Other Command Codes generate TC 902's under certain circumstances. Some of these Command Codes are ENREQ, EOREQ, FRM34, and FRM77.

2.3.10.2  (01-01-2012)
Transaction Code 902

  1. Generation of a TC 902 to the Master File for MFREQ with DEFINER "D" causes the requested module data, if present on the Master File, to be extracted and loaded into IDRS approximately two weeks after the MFREQ or other TC 902 generating command is input. If a TIF module is not present, a MFREQ (D) or ACTON input will establish a "dummy " module so that all TC 904 transactions will be retained.

  2. A TC 902 for MFREQ with DEFINER "C" or RECON request will be generated to the Master File for every module placed on IDRS.

    1. A real module must not be present on IDRS when using MFREQ with DEFINER "C" . A module will only be placed on IDRS when it is present on CFOL.

    2. A real module must be present on IDRS when using the RECON request. A module is only placed on IDRS when the update cycle date of the CFOL module is more current than the module on IDRS.

  3. At the Master File, a segment on the account will be marked to indicate which modules are on IDRS. Master File postings to the modules will generate update records from the Master File to IDRS.

2.3.10.3  (01-01-2000)
Transaction Code 904

  1. If the Master File does not contain the module requested by the TC 902, but the input TIN is present, IDRS will receive a TC 904 with a Doc Code 99.

  2. If a requested tax module is on a retention register, the Removal DO Code will display on IDRS as part of the 904 transaction.

  3. If the requested TIN is not present on the Master File, IDRS will receive a TC 904 with a document code equal to 79 posted to the entity section. A TC 904 transaction will also appear on the tax module on IDRS.

2.3.10.4  (01-01-2002)
Retention of Modules

  1. Modules that have been requested with a TC 902 will remain on IDRS for three weeks unless other action establishes a different retention period. See IRM 2.9 Section 1.14 for a discussion of retention criteria.

2.3.10.5  (01-01-2013)
MFREQ/RECON Terminal Input

  1. All fill-ins for data fields are required on input with the exception of the plan number, which is required for all EPMF tax module requests, and for BMF tax module requests when the MFT is 46, 68, 74, 75, 76, 84, 85 or 86. See Exhibit 2.3.10-1 for the description and validity of input fields.

  2. When requesting an entity module only, use MFT 00 and tax period 000000.

  3. If the name control is not known, substitute "AAAA" for IMF valid accounts, "WXYZ" for IMF invalid accounts, or substitute any four alpha characters for BMF or EPMF accounts.

  4. See Exhibit 2.3.10-2 for sample inputs.

2.3.10.6  (01-01-2013)
MFREQ/RECON Terminal Response

  1. Terminal Response — Valid Request: If the MFREQ or RECON request is accepted, the input screen is re-displayed and "REQUEST COMPLETED " is displayed on line 24.

  2. Terminal Response — Invalid Request: Error messages are displayed in inverse video beginning in position 1 of line 24. Correct the error and re-enter the screen. For additional information, see IRM 2.3, Section 2.5 (Error Messages). Other messages not listed here may appear. They should be self-explanatory. If questions arise print the screen and contact the User Support area for more information.

    1. ACCESS TO CFOL DENIED WHILE IN TRAINING/RESEARCH MODE
      The production training indicator located from the Security Information record depicts that user is operating in the training or research mode. Access to the CFOL is denied.

    2. CFOL FILE NOT AVAILABLE The CFOL is not available, try again later. If still not available, contact CSA.

    3. COMMAND CODE INVALID — COMMAND CODE MUST BE "MFREQ" OR "RECON"
      Either MFREQ or RECON can be requested by this system.

    4. DATA BASE ERROR IN REAL-TIME IDRS UPDATE PROCESS — NOTIFY CSA
      A database error has occurred while attempting to update an IDRS account with CFOL data.

    5. DATA IN NON INPUT FIELD
      Data is present in a non-input field. For example, the name control was not preceded by or was not followed by a blank.

    6. DB2 UNAVAILABLE — TRY AGAIN IN 5 MINUTES — IF STILL UNAVAILABLE, CONTACT CSA
      The CFOL Data Base is down. Try again in a few minutes. If still unavailable call CSA who will contact the appropriate staff at ECC-MTB.

    7. CYCLE DATE INVALID — CANNOT USE RECON OR MFREQ(C) DURING CYCLES 1–3
      Cannot use MFREQ with DEFINER " C" or RECON during dead cycles (cycles 1 through 3) while the CFOL is being converted to the new format.

    8. DEFINER IS NOT ALLOWED WITH RECON REQUEST
      No DEFINER is allowed for RECON requests. A DEFINER can only be used with MFREQ requests. Use MFREQ with DEFINER "D" to bring an account from Master File to IDRS in approximately two weeks from the time of request or use DEFINER "C" to bring an account from CFOL to IDRS while the user is waiting online.

    9. DEPART ERROR ABORT — NOTIFY CSA
      An error was encountered trying to update the database (IDRS). Make a screen print, including TIN, and notify a CSA.

    10. ENTITY MUST BE ON IDRS FOR RECON REQUEST
      When requesting entity data only, the real account must be on IDRS for a RECON request.

    11. ENTITY MUST NOT BE ON IDRS FOR MFREQ(C) REQUEST
      The real account must not reside on IDRS when using command code MFREQ(C).

    12. FILE SOURCE INVALID WITH COMMAND CODE
      Accounts with the requested file source cannot be processed by MFREQ.

    13. FORMAT xFMOLM SCREEN
      The account was on the Master File but not on CFOL. A xMFOL(M) command code (where x is I or B) will bring the account from the Master File to CFOL followed by a MFREQ(C) the following day to bring the account from CFOL to IDRS.

    14. FORMAT xFOLMI SCREEN
      The requested tax module did not exist on CFOL, but existing tax modules can be viewed through the command code xMFOL(I), where x is I or B or E.

    15. INVALID OUTPUT CODE RETURNED FROM DOWNLOAD — Call CSA
      The output code on the account returned from DOWNLOAD was not valid. It must be "E1" , "N1" , or "N3" . This is an internal check within the program. Please contact CSA.

    16. INVALID DEFINER FOR MFREQ — DEFINER MUST BE "D" OR "C"
      Use MFREQ with DEFINER "D" or "C" . The DEFINER "D" will bring an account from Master File to IDRS in approximately two weeks from the time of the request. The DEFINER "C" will bring an account from CFOL to IDRS while the user is waiting online.

    17. MFT INCONSISTENT WITH TIN
      The MFT is inconsistent with the TIN.

    18. MFT INVALID
      The MFT is invalid — check input.

    19. NAME CONTROL INVALID
      The name control is invalid — check input.

    20. NAME CONTROL MISMATCH WITH TIF
      The input name control does not match the TIF name control.

    21. NAME CONTROL REQUIRED
      The name control is a required input field; if unknown, follow instructions in 10.5(3) above.

    22. NETWORK COMMUNICATION ERROR #
      Various error values and messages may appear here. Try again. If condition persists, make a print of the screen and notify CSA.

    23. NO xTIFn — AREA NOT AVAILABLE
      File temporarily unavailable. Enter again later. (X = B, I, T, Z) (n = 0–9)

    24. PLAN NUMBER ONLY ALLOWED WITH BMF TAX MODULES WHEN MFT EQUALS 46, 68, 74, 75, 76, 84, 85, 86, AND ALL EPMF TAX MODULES
      The input of a plan number is inconsistent with other than EPMF accounts, and BMF accounts when MFT is 46, 68, 74, 75, 76, 84, 85 or 86.

    25. PLAN NUMBER INVALID
      The EPMF plan number must be in the range 001–999. BMF plan numbers must be in the range of 000–999 when MFT equals 46 or 76, in the range of 001—999 when the MFT equals 74, or 75 , in the range of 100—999 when the MFT equals 84, in the range of 100—499 when MFT equals 85 or 86, or in the range of 001—999 when the MFT equals 68 (or zeroes if the tax period is less than 200201).

    26. PLAN NUMBER REQUIRED
      The plan number must be input when requesting an EPMF tax module, or a BMF tax module when MFT equals 46, 68, 74, 75, 76, 84, 85 or 86.

    27. PLEASE WAIT—REQUEST is BEING PROCESSED
      The MFREQ/RECON program has temporarily been deactivated. Processing will continue when reactivated.

    28. SEVERE ERROR HAS OCCURRED — CONTACT CSA
      Self explanatory.

    29. SYSTEM-I/O-ERROR-nnnnnn-NOTIFY CSA
      Unusual error condition occurred. Make a screen print if possible, and contact the CSA.

    30. TAX MODULE MUST BE ON IDRS FOR RECON REQUEST
      When requesting a specific tax module with a RECON request, the real tax module must reside on IDRS.

    31. TAX MODULE MUST NOT BE ON IDRS FOR MFREQ(C) REQUEST
      When requesting a specific tax module using the MFREQ command code with DEFINER "C" , the real tax module must not reside on IDRS.

    32. TAX PERIOD INCONSISTENT WITH MFT
      The tax period is inconsistent with the MFT.

    33. TAX PERIOD INVALID
      The input tax period is invalid.

      Note:

      The TAX PERIOD must be less than or equal to the current year and month plus one year.

    34. THIS TIN DOES NOT EXIST
      The account does not exist at Master File. The user may wish to research the TIN or create a new account if necessary.

    35. TIN INVALID
      The input TIN is invalid or inconsistent with the input file source.

    36. YOU ARE NOT PROFILED TO ACCESS IMF
      User does not have access to IDRS Individual Master File.

    37. YOU ARE NOT PROFILED TO ACCESS BMF
      User does not have access to IDRS Business Master File.

    38. YOU HAVE THE MOST CURRENT DATA
      Based on the latest Master File extract date, the most current update information for the requested account already exists on IDRS.

  3. Terminal Response — System Error. System error messages are displayed in inverse video beginning in position 1 of line 24. System errors reflect a problem relating to the availability of a file or an error with a common subroutine. In many cases a CSA should be notified, and a print made of screen input and response if possible, to aid in pinpointing and correcting programming or data base problems. See the Error Messages section of IRM 2.3 Section 2.5, for definitions of these messages and corrective actions.

Exhibit 2.3.10-1 
MFREQ Input Format

Input Format Command Code MFREQ/RECON

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Record Element Description

Element Line Position Description and Validity
1 1 1–5 Command Code — "MFREQ" or "RECON"
2 1 6 DEFINER — Must be "D" or "C" for MFREQ command code or blank for RECON command code.
      The DEFINER "D" will extract the module from Master File approximately two weeks from the date of request. The DEFINER "C" will be used to extract the module from CFOL (if present) while the user is waiting online.
3 1 7–18 TIN and Display File Source Field
3.1 1 7–16 EIN (nn-nnnnnnn) — See Standard Validity Criteria, IRM 2.3.8.
3.2 1 17 Display File Source (EIN format) — Must be "P" or blank and be consistent with the TIN.
3.1 1 7–17 SSN (nnn-nn-nnnn) — See Standard Validity Criteria, IRM 2.3.8.
3.2 1 18 Display File Source (SSN format) — Must be "*" , "V" , "W" , or blank and be consistent with the TIN.
4 2 1–2 MFT Code — See Standard Validity Criteria, IRM 2.3.8. Use 00 to request an entity module.
5 2 4–9 Tax Period — Must be in YYYYMM format and be consistent with the MFT. Use 000000 to request an entity module.
6 2 11–14 Name Control — See Standard Validity Criteria, IRM 2.3.8. Also, this field must be preceded by and followed by a blank. If the name control is unknown:
      (a) Enter "AAAA " for IMF valid.
      (b) Enter "WXYZ " for IMF invalid.
      (c) Enter any four alpha characters for BMF.
      (d) Enter any four alpha characters for EPMF.
7 2 16–18 Plan Number — Must be input for EPMF modules and must be in the valid range 001–999. Must also be input for BMF modules where MFT = 46 or 76, and must be in the valid range 000–999, or where MFT = 74 or 75 with a valid range of 001–999, or where MFT = 84 with a valid range of 100–999 or zeroes, or where MFT = 85 or 86 with a valid range of 100–499 or zeroes, or where MFT = 68 with a valid range of 001—999, or zeroes if the MFT 68 tax period is less than 200201). Use 000 to Request Entity module.
Note 24 1–70 Line 24 is reserved for error messages or "request complete" message.

Exhibit 2.3.10-2 
MFREQ/RECON Sample Inputs

BMF EIN example:

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BMF valid SSN example:

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BMF valid SSN example (name control unknown):

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BMF and EPMF example with plan number:

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IMF valid SSN example (name control unknown):

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IMF invalid SSN example:

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