- 2.3.52.1 Command Code (CC) RTVUE
- 2.3.52.2 Command Code (CC) RTFTP
- 2.3.52.3 Table Of Screen Exhibits
- Exhibit 2.3.52-1 COMMAND CODE RTVUE
- Exhibit 2.3.52-2 COMMAND CODE RTVUE
- Exhibit 2.3.52-3 COMMAND CODE RTVUE
- Exhibit 2.3.52-4 COMMAND CODE RTVUE
- Exhibit 2.3.52-5 COMMAND CODE RTVUE
- Exhibit 2.3.52-6 COMMAND CODE RTVUE
Manual Transmittal
December 09, 2011
Purpose
(1) This transmits new IRM 2.3.52, IDRS Terminal Responses, Command Codes RTVUE and RTFTP.
Material Changes
(1) The 1040 Forms are migrating to MeF. Use M-TRDB for the full return transcribed portion on RTVUE.
Effect on Other Documents
None.Audience
LMSB, SB/SE, TE/GE, W&I.Effective Date
(01-01-2012)Terence V. Milholland
Chief Technology Officer
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CC Returns Transaction View (RTVUE) is a Command Code used by IDRS users to gain read-only access to the tax return data of individual tax payers that are on IRTF files. The IRTF stores the 1040, 1040A, 1040-EZ, 1040 NR, 1040 NR-EZ, and 1040 SS/PR forms and their attachments.
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The Input screen for Command Code RTVUE is displayed inSee Exhibit 2.3.52-1.
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RTVUE summary selection screens display the returns/schedules/forms submitted by a specific filer. Two summary screens are possible when using CC RTVUE, use definer code DC' and 'SM' to access summary screen pages.
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The definer code on the screen allows user to view the forms and schedules associated with the tax return. If there is more than one page in a form then there will be more than one definer code associated with the form.
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RTVUE screen allows the user to directly access the page by using the definer codes. The user can enter the TIN, MFT, tax period and definer code to directly access the page that the user wants to query.
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RTVUE and RTFTP are research command codes. The data cannot be adjusted or changed to reflect subsequent adjustments, amended returns, or duplicated returns.
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RECORD NOT FOUND —A request was made for which there is no information on the IRTF. If a return is over 3 years it will not be displayed in RTVUE.
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REQUEST CAN NOT BE SERVICED AT THIS TIME, TRY AGAIN LATER-—The portion of the IRTF files where this form resides is not available for on-line RTVUE access. This may be due to routine daily maintenance (e.g., loading new returns). Report this error message to your user support area if it occurs outside of the maintenance window of 2400 - 0600 ET.
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FILE ERROR CODE XX ON RTF FILE YYZZ XXXXXX, CONTACT IDRS TECHNICIAN—The IRTF VSAM files are not available for on-line RTVUE access. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.
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FILE ERROR CODE XX ON RTF ACCRETION FILE YYZZ XXXXXX, CONTACT IDRS TECHNICIAN—The IRTF VSAM files are not available for on-line RTVUE access. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.
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YOU ARE NOT AUTHORIZED TO ACCESS THIS PROGRAM—You do not have access to RTVUE. Report this message to your Supervisor and request access.
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INVALID REQUEST — CHECK INPUT—Check the format of the command request.
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THE TIN FIELD IS INVALID — CHECK INPUT—Check the format of the SSN.
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THE MFT MUST BE 30 - CHECK INPUT— Only MFT code 30 is allowed for RTVUE.
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THE TAX PERIOD MUST BE NUMERIC - CHECK INPUT— Check the format of the Tax Period.
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THE TAX PERIOD FIELD IS IN ERROR - CHECK INPUT—Check the format of the Tax Period.
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NON-MONETARY DATA IN MONEY FIELD # XX OF SECTION # XX IN FILE— The command code RTVUE is not reading formatted data correctly or the data is not consistent with the format. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.
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THE FORMS REQUESTED ARE NOT AVAILABLE—Check the definer code specified for the Specific Form.
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Command Code RTFTP is an extension of Command Code RTVUE developed specifically for printing the transcript of individual tax return information. There will not be any IRS computed fields displayed when the CC RTFTP command code is used. The Input screen for Command Code RTFTP is displayed inSee Exhibit 2.3.52-1.
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Screen prints of RTVUE cannot be given to taxpayers because sensitive data displays with their return information. RTFTP (Return Transcript for Taxpayer) displays a sanitized version of RTVUE that can be printed and given to taxpayers as an aid to resolving a taxpayer request for information. By printing RTFTP rather than ordering the document from Files, the IRS saves time, money, and responds to the taxpayer's request in a timely manner. RTFTP does not display the PER COMPTR column as RTVUE does; therefore, notate any math errors on the print.
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RECORD NOT FOUND —A request was made for which there is no information on the IRTF. If a return is over 3 years it will not be displayed in RTVUE.
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REQUEST CAN NOT BE SERVICED AT THIS TIME, TRY AGAIN LATER-—The portion of the IRTF files where this form resides is not available for on-line RTVUE access. This may be due to routine daily maintenance (e.g., loading new returns). Report this error message to your user support area if it occurs outside of the maintenance window of 2400 - 0600 ET.
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FILE ERROR CODE XX ON RTF FILE YYZZ XXXXXX, CONTACT IDRS TECHNICIAN—The IRTF VSAM files are not available for on-line RTVUE access. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.
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FILE ERROR CODE XX ON RTF ACCRETION FILE YYZZ XXXXXX, CONTACT IDRS TECHNICIAN—The IRTF VSAM files are not available for on-line RTVUE access. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.
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YOU ARE NOT AUTHORIZED TO ACCESS THIS PROGRAM—You do not have access to RTVUE. Report this message to your Supervisor and request access.
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INVALID REQUEST — CHECK INPUT—Check the format of the command request.
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THE TIN FIELD IS INVALID — CHECK INPUT—Check the format of the SSN.
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THE MFT MUST BE 30 - CHECK INPUT— Only MFT code 30 is allowed for RTVUE.
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THE TAX PERIOD MUST BE NUMERIC - CHECK INPUT— Check the format of the Tax Period.
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THE TAX PERIOD FIELD IS IN ERROR - CHECK INPUT—Check the format of the Tax Period.
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NON-MONETARY DATA IN MONEY FIELD # XX OF SECTION # XX IN FILE— The command code RTVUE is not reading formatted data correctly or the data is not consistent with the format. Report this error message to your user support area. The problem should be brought to the attention of Enterprise Computing Center-Martinsburg (ECC-MTB) via ITAMS.
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THE FORMS REQUESTED ARE NOT AVAILABLE—Check the definer code specified for the Specific Form.
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Input
See Exhibit 2.3.52-1. Initial RTVUE/RTFTP Command See Exhibit 2.3.52-2. Definer Codes -
Output
See Exhibit 2.3.52-3. Summary Screen 1 See Exhibit 2.3.52-4. Summary Screen Page 2 See Exhibit 2.3.52-5. Page 1 of the 1040 Screen See Exhibit 2.3.52-6. Page 2 of the 1040 Screen
(1) INPUT REQUEST SCREEN, INITIAL RTVUE COMMAND
(2) RECORD ELEMENT DESCRIPTION
| ELEMENT | LINE | POS | ELEMENT NAME |
|---|---|---|---|
| 1 | 1 | 1–5 | RTVUE/RTFTP |
| 2 | 1 | TIN/SSN | (Mandatory) NNN-NN-NNNN (Valid SSN) |
| 3 | 1 | MFT | (Mandatory) MFT code of 30 for RTVUE and RTFTP |
| 4 | 1: | Tax Period | (Mandatory) For example: 201112 |
| 5 | 1 Possible Values: |
Definer Code | (optional) |
| EXAMPLES: |
|---|
| RTVUE/RTFTP 123-45-6789 30200912 |
| RTVUE/RTFTP 123-45-6789 30200912 R1 |
| RTVUE/RTFTP 123-45-6789 30200912 SM |
| RTVUE/RTFTP 123-45-6789 30200912 DC |
| RTVUE/RTFTP 123-45-6789 30200912 A1 |
(1) DEFINER CODES DESCRIPTION:
| Definer Code | Description |
| SM or blank | Summary Screen Page 1. |
| DC | Summary Screen Page 2. |
| R1, R2, R3, R4 etc.. | Page 1, 2, 3, 4 etc.. of 1040 forms. |
| SA | Line 1- Line 19 of Schedule A of the return. |
| A1 | Line 20 - Line 30 of Schedule A of the return. |
| SB | Schedule B of the return. |
| C1 | Line 1 - Line 13 of first Schedule C of the return. |
| CA | Line 15 - Line 41 of first Schedule C of the return. |
| C2 | Line 1 - Line 13 of second Schedule C of the return. |
| CB | Line 15 - Line 41 of second Schedule C of the return. |
| C3 | Line 1 - Line 13 of third Schedule C of the return. |
| CC | Line 15 - Line 41 of third Schedule C of the return. |
| SD | Schedule D of the return. |
| SE | Line 2 - Line 27 of Schedule E of the return. |
| E2 | Line 29 - Line 42 of Schedule E of the return. |
| F1 | Line 2 - Line 37 of first Schedule F of the return. |
| FA | Line 39 - Line 51 of first Schedule F of the return. |
| F2 | Line 2 - Line 37 of second Schedule F of the return. |
| FB | Line 39 - Line 51 of second Schedule F of the return. |
| H1 | Line 1 - Line 13 of first Schedule H of the return. |
| HA | Line 14 - Line 26 of first Schedule H of the return. |
| H2 | Line 1 - Line 13 of second Schedule H of the return. |
| HB | Line 14 - Line 26 of the second Schedule H of the return. |
| S1 | Line 1 - Line 8 of first Schedule SE of the return. |
| S2 | Line 1 - Line 8 of the second Schedule SE of the return. |
| SR | Schedule R of the return. |
| SJ | Schedule J of the return. |
| E1 | Schedule EIC of the return. |
| SL | Schedule L of the return. |
| FT | Form 1116 of the return. |
| K1 | Form 2441 of the return. |
| ED | Form 4952 of the return. |
| Y1 | Line 1 - Line 13 of first Form 8889 of the return. |
| YA | Line 14 - Line 22 of first Form 8889 of the return. |
| Y2 | Line 1 - Line 13 of second Form 8889 of the return. |
| YB | Line 14 - Line 22 of second Form 8889 of the return. |
| T1 | Line 4 - Line 24 of Form 6251 of the return. |
| T2 | Line 25 - Line 32 of Form 6251 of the return. |
| X1 | Form 8615 of the return. |
| AB | Line 1 - Line 5 of Form 8839 of the return. |
| AC | Line 7 - Line 27 of Form 8839 of the return. |
| W1 | Form 8853 of the return. |
| EC | Form 8863 of the return. |
| SZ | Form 6198 of the return. |
| N1 | Line 1- Line 10 of Form 4136 of the return. |
| N2 | Line 11 - Line 20 of Form 4136 of the return. |
| TX | Line 1 - Line 13 of Form 8919 of the return. |
| TT | Line 1 - Line 13 of second Form 8919 of the return. |
| L1 | Line 10 - Line 50 of Form 2555 of the return. |
| L2 | Line 10 - Line 50 of second Form 2555 of the return. |
| M1 | Line 1a - Line 1q of Form 3800 of the return. |
| M2 | Line 1r - Line 30 of Form 3800 of the return. |
| U1 | Line 1a - Line 13 of first Form 4137 of the return. |
| U2 | Line 1a - Line 13 of second Form 4137 of the return. |
| CZ | Form 4684 of the return. |
| P1 | Form 4797 of the return. |
| FR | Form 4836 of the return. |
| Q1 | Form 4972 of the return. |
| RY | Line 4 - Line 53 of first Form 5329 of the return. |
| RZ | Line 4 - Line 53 of second Form 5329 of the return. |
| V2 | Form 8586 of the return. |
| IR | Form 8606 of the return. |
| Z1 | Form 8814 of the return. |
| HC | Form 5405 of the return. |
| TF | Form 8917 of the return. |
| CS | Form 8941 of the return. |
| DR | Form 8888 of the return. |
(1) OUTPUT SCREEN (Summary Screen 1)
(2) RECORD ELEMENT DESCRIPTION:
| ELEMENT | LINE | POS | DESCRIPTION |
|---|---|---|---|
| 1 | 1 | 1–5 | RTVUE command code. |
| 2 | 1 | 7-17 | Valid SSN. |
| 3 | 1 | 19-20 | MFT. |
| 4 | 1 | 21-26 | Tax Period. |
| 5 | 1 | 28-29 | Definer Code. |
| 6 | 1 | 31-34 | Name Control -- Identifies the first four characters of the taxpayer's principal name. |
| 7 | 1 | 47-57 | Spouse's SSN. |
| 8 | 1 | 60-65 | Form Name. |
| 9 | 2 | 1-35 | First name of the taxpayer's name. |
| 10 | 2 | 37-71 | Last Name of the taxpayer's name. |
| 11 | 3 | 1-35 | Street address of the taxpayer. |
| 12 | 3 | 37-61 | City and State of the taxpayer. |
| 13 | 3 | 64-75 | Zip code of the taxpayer. |
| 14 | 4 | 5-27 | Filing Status of the taxpayer. |
| 15 | 4 | 35-44 | Date of birth of the taxpayer as provided by SSA |
| 16 | 4 | 52-61 | Date of death of the taxpayer as provided by SSA. |
| 17 | 5 | 9-10 | Identifies the total number of exemptions claimed on the tax return. |
| 18 | 5 | 22-27 | Identifies the cycle the account was merged. |
| 19 | 5 | 39-53 | Total income claimed on the tax return. |
| 20 | 5 | 64-77 | Total tax liability computed on the tax return. |
| 21 | 6 | 14-28 | Total adjustments/deductions claimed on the tax return. |
| 22 | 6 | 43-57 | Total payments claimed on the tax return. |
| 23 | 6 | 65 | Entity code on the tax return. |
| 24 | 6 | 77 | Input system source code, values are - O -On-line filing. P - Cyberfile. D - Digest. |
| 25 | 7 | 8-22 | Math error code |
| 26 | 7 | 31-32 | Direct Deposit Reject code. 00 - Direct deposit not requested. 10 - Valid direct deposit. 21 - Missing Routing Transit Number (RTN). 22 - Invalid RTN (non-numeric characters present). 23 - Invalid RTN (first two digits not in valid range). 24 - Invalid RTN. 25 - Invalid RTN (failed internal RTN algorithm check). 31 - Missing depositor account number. 32 - Invalid depositor account number (non-alpha/numeric characters present). 33 - Missing account number (Form 1040 PC and electronic returns only). 34 - Invalid account number (Form 1040 PC and electronic returns only). Contains non-numeric characters or less than three characters. 35 - Invalid account number (Form 1040 PC and electronic returns only). Does not match account number when algorithm is applied. |
| 27 | 7 | 65 | Refund Indicator. |
| 28 | 8 | 16-25 | Dependent 1 date of birth. |
| 29 | 8 | 34-43 | Dependent 2 date of birth. |
| 30 | 8 | 52-61 | Dependent 3 date of birth. |
| 31 | 8 | 70-79 | Dependent 4 date of birth. |
| 32 | 9 | 14-23 | Secondary NAP date of birth. |
| 33 | 9 | 42-51 | Secondary NAP date of death. |
| 34 | 10-22 | Definer codes supported by RTVUE |
(1) OUTPUT SCREEN (Summary Screen 2)
(2) RECORD ELEMENT DESCRIPTION:
| ELEMENT | LINE | POS | DESCRIPTION |
|---|---|---|---|
| 1 | 1 | 1–5 | RTVUE command code. |
| 2 | 1 | 7-17 | Valid SSN. |
| 3 | 1 | 19-20 | MFT. |
| 4 | 1 | 21-26 | Tax Period. |
| 5 | 1 | 28-29 | Definer Code. |
| 6 | 1 | 31-34 | Name Control -- Identifies the first four characters of the taxpayer's principal name. |
| 7 | 1 | 47-57 | Spouse's SSN. |
| 8 | 1 | 60-65 | Form Name. |
| 9 | 3-22 | Definer codes supported by RTVUE |
(1) OUTPUT SCREEN (Page 1 of 1040 Screen)
(2) Screen Display of RTVUE Example with test data:
RTVUE XYY-XZ-XYYZ 30201012 R1 RBIG SP SSN: XXY-XY-YYYY F1040 1 of 8
28211-182-04164-1 REMITTANCE: 999,999,999.99 CYCLE POSTED: 201005
FILING STATUS: 2 TAX/TPR: 170,000,000.17
PREPARER CD: A PREPARER ID: 020347948 PREPARER PHONE: 603-883-9033
THIRD PRTY IND: 1 THIRD PRTY PIN: 12345 SPEC PROCESSING CD: SPEC PC CD
THIRD PRTY NAME: THIRD PARTY DESIGNEE NAME EXEMPTIONS: 08
DEPENDENTS:
1 SSN: OPQ-RS-TUVW D1NC NAI: 2 NRI: 2 2 SSN: YYY-YY-YYYY D2NC NAI: 3 NRI: 3
3 SSN: ZZZ-ZZ-ZZZZ D3NC NAI: 4 NRI: 4 4 SSN: QQY-YY-YYYY D4NC NAI: 5 NRI: 5
CC CD: P RP CD: V AD CD:
PRE DEL: 5,000,000,005 ME CD: 000000000000000 PECF CD: 1 AGE:
SP AGE: RCVD DATE: 20110415 LATE FILER CD: 1 F4563 ATTACHED: 1
NRA SPOUSE IND: 1 ADD'L F8814 ATTACHED: 1 BLIND: 0 SP BLIND: 0
EFILE WAIVER CD: 1 ELF FIRST SSN: OPQRSTUVW ELF SECOND SSN: YYYYYYYYYY
PER RETURN PER CMPTR
LN 7 WAGES | 1,000,000,001 |
LN 8a TAXABLE INTEREST: SCH B | 2,000,000,002 |
LN 8b TAX-EXEMPT INTEREST | 8,000,000,008 |
LN 9a ORDINARY DIVIDEND INCOME: SCH B | 4,000,000,004 |
LN 9b QUALIFIED DIVIDENDS | 5,000,000,005 |
LN 10 REFUNDS OF STATE/LOCAL TAXES | 6,000,000,001 |
LN 11 ALIMONY RECEIVED | 7,000,000,007 |
(1) OUTPUT SCREEN (Page 2 of 1040 Screen)
(2) Screen Display of RTVUE Example with test data:
RTVUE XYY-XZ-XYYZ 30201012 R2 RBIG SP SSN: XXY-XY-YYYY F1040 2 of 8
PER RETURN PER CMPTR
LN 12 BUSINESS INCOME OR LOSS: SCH C | 8,000,000,008 | 9,000,000,009
LN 13 CAPITAL GAINS OR LOSS: SCH D | 10,000,000,010 | 110,000,000.11
LN 14 OTHER GAINS OR LOSSES: F4797 | 0 |
LN 15a GROSS IRA DISTRIBUTIONS | 35,000,000,035 |
LN 15b TAXABLE IRA DISTRIBUTIONS | 36,000,000,036 |
LN 16a GROSS PENSION/ANNUITY AMOUNT | 14,000,000,014 |
LN 16b TAXABLE PENSION/ANNUITY AMOUNT | 15,000,000,015 |
LN 17 RENT/ROYALTY/PARTNERSHIP/ESTATE | 16,000,000,016 | 17,000,000,017
RENT/ROYALTY INCOME/LOSS | | 13,000,000,013
PARTNERSHIP/S-CORP INCOME/LOSS | | 32,000,000,032
ESTATE/TRUST INCOME/LOSS | | 33,000,000,033
LN 18 FARM INCOME OR LOSS: SCH F | 18,000,000,018 | 19,000,000,019
LN 19 UNEMPLOYMENT INCOME | 21,000,000,021 |
LN 20a GROSS SOCIAL SECURITY BENEFITS | 23,000,000,023 |
LN 20b TXBL SOCIAL SECURITY BENEFITS | 24,000,000,024 | 25,000,000,025
TXBL SOCIAL SECURITY ERS VERIFD | | 27,000,000,027
LN 21 OTHER INCOME | 28,000,000,028 |
LN 22 TOTAL INCOME | 30,000,000,030 | 31,000,000,031
LN 23 EDUCATION EXPENSE | 65,000,000,065 | 62,000,000,062
ARCHER MSA DEDUCTION | 51,000,000,051 | 52,000,000,052