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Part 3. Submission Processing

Chapter 0. General

Section 101. Schedule K-1 Processing (Cont. 1)

3.0.101  Schedule K-1 Processing (Cont. 1)

3.0.101.14 
Schedule K-1 Processing Through SCRIPS

3.0.101.14.6 
Forms Identification (FI) Function

3.0.101.14.6.2  (01-01-2008)
FI Processing

  1. If you can identify the image, make the appropriate letter or number selection from the template. Depending on the form type the following will appear (1041, 1065, or 1120S):

    1 - 1041 K-1 Page 1
    2 - 1041 K-1 Page 1 Substitute
    3 - 1041 K-1 Page 1 Non Standard
    X - Remove

    The <ACTION/Enter> key must be pressed to complete a selection.

  2. If you cannot identify the image, press <F9> to suspend the document for research. Some documents are scanned backwards. These will require research to determine exactly which document type they are. If the image is unprocessable, press <X> to remove the document from further processing.

  3. To end a session, press the <CTRL>-<P> key combination to set post-to-close. The system returns you to the Schedule K-1 Forms Identification Selection Menu when you complete the last image in the UW.

3.0.101.14.7  (01-01-2008)
Original Entry (OE) Function

  1. The OE function is used to manually key enter data from both scanned images and from paper documents. The menus shown on the screen will vary depending on how your supervisor profiled you. For instance, if you are not profiled for the OE function, this option will be grayed on the Workstation Main Menu.

3.0.101.14.7.1  (01-01-2008)
OE From Image QUICK START

  1. From the Workstation Main Menu, select Original Entry (OE).

  2. From the Original Entry (OE) Selection Menu, select Schedule K-1 OE Image.

  3. From the Schedule K-1 OE Image Selection Menu, select Form type.

  4. The first whole unit-of-work, or first individual document (because an entire unit-of-work may not require OE from image) requiring OE opens. Refer to IRM 3.0.101.14.7.5 through 3.0.101.14.7.6 when entering data.

  5. If an incorrect option was selected, press the <CTRL>-<P> key combination and then suspend this unit of work. Notify your supervisor.

  6. If you are not on the last field after entering data, press the <F6> key to release a document and display the next template.

  7. Press the <CTRL>-<P> key combination (post-to-close) to end OE from Image.

  8. The system will return you to the Original Entry (OE) Selection Menu when you complete the last document in the current unit-of-work.

3.0.101.14.7.2  (01-01-2008)
OE From Image Processing

  1. The Status Line at the bottom of the screen displays the following information:

    1. The Program field shows one of the following: "44386" , "44387" , or "44388" for Schedule K-1 documents.

    2. The DLN field shows the DLN of the document being displayed.

    3. The Document field shows the relative count of the document. For example, if it is the first document in a unit-of-work that contains 90 documents, the Document field shows a count of "1 of 90" .

    4. The Num field shows either "Nu" or blank, depending on whether you activate the embedded numeric keypad or not, respectively. See Figure 3.0.101-6.

    Figure 3.0.101-6
    This image is too large to be displayed in the current screen. Please click the link to view the image.

  2. In OE from image, you manually enter information into the template using a scanned image of the return as the source.

3.0.101.14.7.3  (01-01-2008)
OE From paper QUICK START

  1. From the Workstation Main Menu, select Original Entry (OE).

  2. From the Original Entry (OE) Selection Menu, select Schedule K-1 OE Paper.

  3. From the Schedule K-1 OE Paper Selection Menu, select the Form type.

  4. If an incorrect option was selected from OE, post-to-close, suspend the UW and notify your supervisor.

  5. Write the 14–digit DLN or two-digit sequence number in the top center of documents that you enter.

  6. Press the <F6> key to release a document and display the next template.

  7. Press the <F8> key to release a unit-of-work.

  8. Press the <F8> and <ESC> keys to end OE from Paper. Or, press <CTRL>-<P> (post-to-close) while entering, but before releasing the last document in the unit-of-work.

  9. The system will return you to the Original Entry (OE) Selection Menu when you release the last document in the unit-of-work.

3.0.101.14.7.4  (01-01-2008)
OE From Paper Processing

  1. In OE from Paper, the workstation operators will manually enter the information into the system and eliminate all transport processing. The operators will need the paper Schedule K-1 units-of-work to perform OE from paper. For documents entered from paper, SCRIPS assigns DLNs but does not print them on the documents. As each new Schedule K-1 document is processed, the system displays the DLN for that document in the DLN field of the Status Line at the bottom right side of the screen.

  2. Take the following steps to open a Schedule K-1 UW:

    1. In the OE Selection Menu window, type the numeric code for Schedule K-1 OE Paper. Delete the unit of work if you enter the incorrect document type.

  3. If you select an incorrect option while in the OE Selection Menu:

    1. If you have selected Schedule K-1 OE From Paper incorrectly, press the enter key to clear message window the <ESC> key to return to the previous menu.

    2. If you are beginning work on Schedule K-1 OE From Paper but have selected Schedule K-1 OE From Image incorrectly, post-to-close, suspend the OE From Image UW, and inform your supervisor.

  4. The Status Line at the bottom of the monitor screen contains the following information:

    1. The Program field shows "44386," "44387" , or "44388" for Schedule K-1 documents.

    2. The DLN field shows the DLN of the current document.

    3. The Document field shows the relative count of the document. The field will show "1 of 1" if this is the first document in the block. As each subsequent paper document is processed, the count will increase to "2 of 2" , "3 of 3" , etc.

    4. The Num field either shows "Nu" or is blank, depending on whether you have activated the embedded numeric keypad or not.

  5. Write the DLN assigned by the system in the top right of the page. Writing the DLN is necessary so that subsequent operators may retrieve the unit-of-work. The system assigned DLN is shown in the DLN field of the Status Line. The DLN will be edited only for those documents that will be processed.

  6. Occasionally documents will not be scannable (e.g. multiple pages ,writing too light, substitute forms and half pages.) These documents should be batched together to be processed as OE paper. The BBTS Transmittal should be clearly marked OE paper on these batches. The batch should be hand carried to a SCRIPS manager after input.

3.0.101.14.7.5  (01-01-2008)
Releasing a Unit-of-Work in OE

  1. For OE Image, when you release the last document in a unit-of-work, the UW is released.

    1. If <CTRL>-<P> has been pressed before releasing the UW, the OE Selection Menu will open.

    2. If <CTRL>-<P> has not been pressed, another UW will open.

  2. For OE Paper, press the <F8> key to release (close) the UW.

    1. If you answer "NO" to the question window that opens, a template appears for additional Schedule K-1 entry.

    2. If you answer "YES" to the question window, and have not issued a post-to-close, a Schedule K-1 template appears to begin a new unit-of-work.

    3. If you answer "YES" to the question window, and have issued a post-to-close, the OE Selection Menu will open.

3.0.101.14.7.6  (01-01-2008)
Selecting a Specific Unit-of-Work in OE

  1. A specific Schedule K-1 unit-of-work may be selected for OE by following these steps:

    1. From the OE Selection Menu, enter the numeric code for OE Select Block. The menus shown on the screen will vary depending on how your supervisor profiled you. For instance, if you are not profiled for the OE function, this option will not display on the menu.

    2. If an incorrect option is selected from the OE Selection menu, press the <CTRL>-<P> key combination and then suspend the unit of work.

    3. From the Open Block/UW window, enter the first 11-digits of the DLN from the Schedule K-1.

    4. Press the <ACTION/ENTER> key.

    5. The designated Schedule K-1 opens. Enter data using instructions found in IRM 3.0.101.14.8.1 as needed.

3.0.101.14.8  (01-01-2008)
Data Validation (DV) Function

  1. The DV function is used to manually correct data from both scanned images and paper documents. The menus shown on the screen will vary depending on how your supervisor profiled you. For instance, if you are not profiled for the DV function, this option will be grayed on the menu Workstation Main Menu.

3.0.101.14.8.1  (01-01-2008)
DV From Image QUICK START

  1. From the Workstation Main Menu, select Data Validation (DV).

  2. From the Data Validation (DV) Selection Menu, select Schedule K-1 DV.

  3. From the Schedule K-1 DV Selection Menu, select Form type.

  4. The first unit-of-work opens and the cursor stops at the first highlighted field. Make the necessary corrections following instructions found in IRM 3.0.101.14.9 General Correction Procedures.

  5. Press the <CTRL>-<P> (post-to-close) key combination to end the current unit-of-work upon completion of DV from Image.

  6. The system will return you to the Data Validation (DV) Selection Menu when you release the last document.

3.0.101.14.8.2  (01-01-2008)
DV From Paper QUICK START

  1. From the Workstation Main Menu, select Data Validation (DV).

  2. From the Data Validation (DV) Selection Menu, select DV Select Block.

  3. From the "Open Block/Unit of Work" window, enter the first 11-digits of the DLN written on the Schedule K-1 in the unit-of-work.

  4. The selected unit-of-work opens and the cursor stops at the first highlighted field . Make the necessary corrections following instructions found in IRM 3.0.101.14.9 General Correction Procedures.

  5. The "Open Block/Unit of Work" window is displayed when you release the unit of work. If you want to continue Data Validation (DV) from paper go back to step 3. Otherwise press the <ESC> key to return to the DV Selection Menu.

3.0.101.14.8.3  (01-01-2008)
Selecting a Specific Unit-of-Work in DV

  1. To begin DV on a specific UW of Schedule K-1 documents, open that UW by doing the following:

    1. From the Workstation Main Menu, select the numeric code for Data Validation (DV). The Workstation Main Menu closes, and the Data Validation (DV) Selection menu opens.

    2. In the DV Selection Menu window, type the numeric code for Select Block. The DV Selection Menu window closes and an "Open Block/UW" window opens.

    3. Enter the first 11-digits of the DLN from the batch transmittal.

    4. Press the <ACTION/Enter> key. The Open Block/UW window closes and the selected UW opens.

    5. A suspended block in DV will require the operator to restore the "Auto ON" mode.

  2. The procedures for performing DV from Select Block on Schedule K-1 documents are identical to performing DV from Image of Schedule K-1 documents once the UW is opened.

3.0.101.14.9  (01-01-2008)
General Correction Procedures

  1. Use these procedures as a guide during the Original Entry (OE) and Data Validation (DV) functions. If the scanned information is correct, no action is necessary. Not all the items will always apply to specific situations in either function. During DV, if the scanner reads the information and it is in the wrong fields, the operator will need to move the information to the correct fields. See Figure 3.0.101–7 for an example of a record that will need fields corrected that are not highlighted.

    Figure 3.0.101-7
    This image is too large to be displayed in the current screen. Please click the link to view the image.

  2. If you reach the maximum field length while entering data, the cursor, in most cases, will automatically move to the next field. Therefore, incorrect characters can be inadvertently entered into the next field. Remove or correct these characters. Use standard abbreviations as shown in Exhibits 3.0.101-4 through 3.0.101-6 to help avoid this situation.

  3. Error Messages—Error messages with information are often helpful to correct the error and may be found in the Status Line. Most error messages are two lines with the first line being the error message and the second line containing information that may help resolve the error condition.

  4. While working in OE Image or DV Image, if you cannot determine the data for any field (except the Name, Street Address, City, State or Zip Code) from the image because it is illegible or the image is incomplete, suspend the UW and pull the paper document for verification. If after verification you still cannot determine the data, release blank.

  5. When validating a NABR change, ensure the system read the correct ZIP code. If addresses, city, and state changes were made and a correct ZIP code is not present on the template, correct the information to match what is on the image.

  6. If a document is received and appears totally blank (No Payer/Payee Entity or tax data) Suspend unit of work.

  7. The <CTRL>-<F7> combination key function provides the operator the ability to access the last edited field or the last flagged field of the previous document.

  8. After DV is complete the system will run a verification of Parent DLN's. If the Parent DLN is missing from any of the documents within the unit of work the error message "Blank Parent DLN still exists after DV. Press Action/Enter to review possible parent matched" . Another window will appear stating "Possible Parent Match 1 of (however many) is this the same payer?" . If the operator selects "YES" , SCRIPS will populate the Payer information. If the operator selects "NO" , the system will continue to ask until it has gone through all payers in the unit of work.

    Note:

    The valid file Location code are valid for CSC-Parent FLC 31,

    Note:

    The valid file Location codes are valid for CSC-Parent FLC 60 and 78

  9. If DLC is 78 or 60, clear field and press action/ enter twice.

  10. For additional information on Function Keys refer to IRM 3.41.274, Exhibits 1 and 2.

3.0.101.14.9.1  (01-01-2008)
Schedule K-1 Name and Address Information

  1. Form 1041 Schedule K-1

    • Payee Information - - Transcribe name(s) and address information from the box labeled "Beneficiary’s name, address, and ZIP code" .

    • Payer Information - - Transcribe Payer name Line 1 from the box labeled "Name of trust or decedent’s estate" . Transcribe Payer Name Line 2 and address information from the box labeled "Fiduciary’s name, address, and ZIP code" .

  2. Form 1065 Schedule K-1

    • Payee Information- - Transcribe name(s) and address information from Part II

    • Payer Information - - Transcribe name(s) and address information from Part I

  3. Form 1120S Schedule K-1

    • Payee Information - - Transcribe name(s) and address information from Part II.

    • Payer Information - - Transcribe name(s) and address information from Part I.

  4. In certain situations the scanner may read a name, address or city without spaces. If the name and/or address can be determined leave as is.

3.0.101.14.10  (01-01-2008)
Name Entries

  1. Except as noted below, enter the information as shown with as many characters as permitted. Refer to Exhibit 3.0.101-4 for a list of standard abbreviations. If the scanned information is correct, no action is necessary.

  2. If a partner number is shown, do not enter

  3. If an account number is shown above and to the right of the 1st name line, enter it on the 1st name line. (See example below)

    Mr. & Mrs. John Q. Willow Account #14542
    % Donald Birch International  
    123 Adams Avenue  
    Little Rock, Ark. 72201  

  4. Enter as:

    1st Name Line: MR. & MRS JOHN Q WILLOW ACCT 14542
    2nd Name Line: % DONALD BIRCH INTERNATIONAL
    Street Address: 123 ADAMS AVE
    City: LITTLE ROCK State: AR Zip: 72201

  5. If a city or state is shown as part of the first name line, enter the complete name of the city or state, no abbreviations.

    Example First Bank of GA
    Enter as: FIRST BANK OF GEORGIA

  6. Enter a space before and after an ampersand (&). In the payer name line enter "and" or "&" as shown.

    (1) Example: Jim Lime and Joe Doe, Ptrs Enter as: JIM LIME AND JOE DOE PTRS
    (2) Example: J. Elm & R. Ash, Inc Enter as: J ELM & R ASH INC

  7. Omit punctuation, except for hyphens. Do not enter a space before or after hyphens.

    (1) Example: O'Tulare: Enter as: OTULARE
    (2) Example: Maple-Pecan Enter as: MAPLE-PECAN

  8. Remove all periods. Do not leave a space unless the period is removed from an initial or an internet name; such as "Flower.com" which should be entered as "Flower (space) com" .

  9. If there are initials in the name line and the scanner reads the initials correctly, however it does not leave the spaces, leave the name the way it was picked up by the scanner. If you need to make any corrections or re-input the name line, use the spaces between the initials.

  10. Abbreviate name information only when it is abbreviated on the document, except for standard abbreviations: CO for company, CORP for corporation and INC for incorporated. (See Exhibit 3.0.101–4 for a list of valid abbreviations) .

    • For the "¢" symbol enter "CENT" .

    • For the "+" symbol enter "PLUS"

    • For the "@" symbol enter "AT"

    • For the "$" symbol enter "DOLLAR"

    • For ".com" enter a space instead of the "."

    • If initials are DBA, CPA, LLC, MD, PC, etc. you do not need to space for periods. The initials must be run together. If the scanner leaves spaces, you can leave as is unless another correction is necessary

  11. Omit a slash (/), if shown in the name line between two names (e.g. John Pine/Mary Birch). Leave a space.

    Exception:

    On date replace the slash (/) with a hyphen (-).

  12. If an "In-Care-Of name" is present, enter "%" , space, and the name. If information is already present on Name Line 2, include as much as possible after the In-Care-Of information is input.

  13. Enter Name Line 2 as shown. If a foreign address is present in entity information, use the second name line for foreign information only.

  14. If additional names are present. ignore the information

  15. If the name appears with the last name first, and the first name last, enter the first name first and the last name last.

  16. If the name begins with the word"the" and has more than one word following "the" do not enter "the."

  17. If name line of the Payee is blank or illegible, enter a "Z" in the Payee name line field.

3.0.101.14.10.1  (01-01-2008)
Address Elements

  1. If the scanned information is correct, no action is necessary.

  2. Do not enter periods in the address field.

  3. Enter abbreviations for street abbreviations as shown in Exhibit 3.0.101-5.

  4. If an Ampersand (&) is present in the address field, spell out as "and" .

  5. If two street addresses are present with the same city, state and ZIP, enter the first street address.

  6. If two addresses are present with different city, state and ZIP, enter the first address.

  7. If a document has a PO BOX or Post Office Box, enter the Post Office box or an asterisk(*) followed by a space. .

    Example: Enter As:
    PO Box #24 *(space) 24

  8. If a document has a street address and a PO Box, enter both on the street address line with the PO Box or (*) entered first. If the combination is too long, the PO Box takes precedence. Enter as much of the street address as possible using abbreviations as necessary to limit this entry to 35 positions.

  9. If the street address is missing or illegible, enter "Z" in the address field.

  10. If the "In care of" is in front of a name on the address line move to Name Line 2.

  11. If the city is missing or illegible, enter "ZZZ" in the city field.

  12. Major City Codes listed in Exhibit 3.0.101-6 may be used. If a Major City Code is used and a Zip Code is not present, a valid five-digit Zip code for that city will be generated by the system.

  13. If North, South, East or West is shown as part of the city name, use the standard abbreviation (i.e. North = N, South = S, etc). Do Not use a major city code in this instance.

    Example: Enter As:
    West Miami W Miami
    North Ogden N Ogden

  14. If city is present it must be alpha. For example, enter 29 Palms as TWENTY NINE PALMS.

  15. Enter standard abbreviations for states and territories as shown in Exhibit 3.0.101-6.

  16. If there is no state but a ZIP code is present, press the <ACTION/Enter> key in the ZIP code field. This will generate the state code for this ZIP code in the Status Line. Follow the screen prompts to accept this code or to enter a different code.

  17. If there is no ZIP code but a state is present, press the <ACTION/Enter> key in the ZIP code field. The system will generate the default ZIP code for that state.

  18. If the state does not match the ZIP Code presented, delete the ZIP Code and generate the default ZIP Code for this state.

  19. If both the state and ZIP code are blank, leave both blank.

  20. APO or FPO addresses must be transcribed with the appropriate two-character state code followed by the corresponding unique five-digit ZIP code.

    1. When APO or FPO is used, do not enter any other data in the city field.

    2. If the state code is missing, refer to the existing ZIP code for the valid state code. See Exhibit 3.0.101-6.

    3. If the ZIP code is missing, refer to the existing state code for the valid ZIP code. See Exhibit 3.0.101-6.

    4. When APO or FPO is to be transcribed in the city field, the state code field must correspond with the following:

      State Code ZIP Code Range Geographic Location
      AA 340 Americas
      AE 090–098 Europe
      AP 962–966 Pacific

    5. Enter all APO/FPO addresses as follows:

      Example Enter As
      APO New York, N.Y. 091XX APO AE 091XX
      FPO San Francisco, CA 962XX FPO AP 962XX

    6. If the ZIP code is out of range on APO or FPO addresses, enter 34001 for Miami, 09001 for New York, and 96201 for San Francisco or Seattle.

3.0.101.14.10.1.1  (01-01-2008)
Foreign Address

  1. If scanned information is correct , no action is necessary.

  2. Foreign Addresses on Schedule K-1 documents are entered as follows:

    1. Enter the foreign street address in the Second Name Line .Omit "in care of" information

    2. Enter the foreign city, state or province, and mailing code if present in the street address field. Separate the postal code from the foreign city or province by a space. Example: London 02.

    3. Enter the foreign country in the "City" field. Spell out the country if abbreviated by the taxpayer. Example: CN is Canada, . See Exhibit 3.0.101–10 for complete list of foreign country codes.

    4. Enter a period (.) in the first position of the "State" field to identify the address as foreign.

    5. Leave the ZIP code blank.

3.0.101.14.11  (01-01-2008)
Money Amount Fields

  1. Amounts are transcribed in dollars only.

  2. If a negative money amount appears in a positive only field, <F3>, <Action/Enter>. Negative amounts can be identified by a minus sign or being enclosed in parentheses or brackets.

  3. If the tax payer enters a positive or negative $.49 or less, <F3>, <Action/Enter>. If the tax payer enters a positive or negative $.50 to $.99, enter $1 or -$1 respectively.

  4. If the tax payer files a state K-1, and it has a column with the federal information, transcribe the information from the federal line.

  5. Enter negative amounts, where allowed, by leading the amount with a hyphen.

  6. If two dollar amounts are present on the same line, manually add together and enter total amount.

  7. If money amounts are illegible, suspend for "Poor Quality Image" such as:

    • Writing on image is too light

    • Image is too dark to read writing

    • appear form was folder, etc

  8. When working in OE image or DV image, if you cannot determine the data for any field including the name, street address, city, state, and zip code, suspend the UW as

  9. The Lead Data transcriber/designated employee will review the Work Status Report for suspended"Poor Quality Image" and pull the original return/document from the block and give to the employee that suspended the UW.

  10. The employee will resume the suspended block, correct the data using the paper return back to the Lead Data Transcriber/designated employee.

    Note:

    If employee cannot read the paper document, follow the instructions in 3.41.276.13.10 for unprocessable documents.

  11. The Lead Data Transcriber/designated employee will refile the return in its original block.

3.0.101.14.12  (01-01-2008)
Deleting a Block

  1. Always delete a block if the tax year cannot be determined

  2. Instructions for working the "Actual Output Report"

  3. The "Actual Output Report" list all DLN’s that was either output or deleted.

    1. Verify every DLN on the "Actual Output Report."

    2. If the batch contains a DLN not on listing on the report:

      • Pull entire block and make sure the parent DLN is written or stamped on first document.

      • Give the entire block of documents to the Lead or designated employee for research

      • If block was deleted, the Lead or designated employee will route it for processing.

      • If block was not deleted and it is still on the SCRIPS system, the Lead or designated employee will take the necessary action to have the block worked and output

    3. If a document has been deleted, pull the documents from the block, make sure parent DLN is written in upper left corner of each K1 pulled.

    4. Route deleted pulled documents to Batching for further processing.

    5. Route processed documents to Files.

    . .

3.0.101.14.13  (01-01-2008)
Correcting Misidentified Page Numbers

  1. The operator can correct misidentified page numbers using the <CTRL><Page/Skip> key combination.

  2. If a page 2 was recognized as a page 1, the DLN assigned to the document is marked for delete.

    • Press the <CTRL><Page/Skip> key to swap the page from a page 1 to a page 2.

    Since this page is no longer a page 1, it no longer needs a DLN. The DLN is deleted from the unit-of-work, and the page 2 is re-associated with it's page 1.

  3. If a page 1 was recognized as a page 2, a new DLN must be assigned to the document, and the appropriate template displayed.

    • Press the <CTRL><Page/Skip> key to swap the page and the next available sequence number (without exceeding "99" ) is assigned to the new Schedule K-1.

    This is treated as an inserted document, as described in 3.0.101.14.15.

3.0.101.14.14  (01-01-2008)
Prior Year Revision Processing

  1. If a prior year K-1 is processed by the scanner. SCRIPS Operators will:

    1. Assume K-1 is current year

    2. Convert transcription lines using exhibit 3.0.101–8

    3. Continue processing.

3.0.101.14.15  (01-01-2008)
Inserting a Schedule K-1

  1. Refer to Lead or Manager.

  2. The Lead/Manager can insert a Schedule K-1 and assign it the next available DLN sequence number in the unit of work.

  3. When inserting a Schedule K-1, OE Paper mode is entered temporarily and exited following the insertion process.

  4. SCRIPS assigns a DLN to paper documents but does not print the DLN.

    • The OE operator must hand write the DLN on the paper Schedule K-1 in the upper right corner.

    • The OE operator must key in the two-digit sequence number with each Schedule K-1 that is inserted.

3.0.101.14.16  (01-01-2008)
Payer General Instructions

  1. If the payer EIN is the same as the previous document, the system will copy the Payer information into the document and then the next K-1 will be presented.

  2. If the Payer EIN is different, a Parent Entity Template will appear and the operator is to enter Payer Entity.

3.0.101.14.17  (01-01-2008)
SCRIPS Transcription Sheets

  1. The following tables represent specific SCRIPS entry procedures.

3.0.101.14.17.1  (01-01-2008)
Payee Information - ALL DOCUMENTS

  1. Enter from Part II on new Schedule K-1 Form 1065, 1120S and 1041.

    OE/DV Screen Prompt Description Instructions
    TIN of Payee TIN

    • 1041 K-1 Beneficiary's Identifying number

    • 1065 K-1 Partners Identifying number

    • 1120S K-1 Shareholders Identifying number

    		 Enter the nine-digit TIN from the Payee area
    • If the TIN is missing, more than, or fewer than nine digits, press <ACTION> or <ENTER> to bypass the EIN field.
    First Name Line NAME1 Enter the full name as shown from the following area:
    • Form 1041 -- Beneficiary name, address and Zip code.
    • Form 1065 -- Partners name, address and Zip code.
    • Form 1120S -- Shareholders name, address and Zip code.
    If blank enter "Z" in this field.
    Second Name Line NAME2 Enter as shown or as follows:
    • If an "in-care of" name is present, enter "%" , space and then enter the name. If information is already present on Name Line 2, include as much as possible after the in care of information is input.
    • Enter Information as shown
    • If a foreign address is present, see IRM 3.0.101.14.10.1.1

3.0.101.14.17.2  (01-01-2008)
Address Information - ALL DOCUMENTS

  1. Address information for all documents

    OE/DV Screen Prompt Description Instructions
    Street Address ADDR Enter the street address from the following area:
    • Form 1041 -- Beneficiary name, address and ZIP code.
    • Form 1065 -- Partners name, address and ZIP code.
    • Form 1120S -- Shareholders name, address and ZIP code.
    a) If the address is missing or illegible enter "Z" .
    b) If a foreign address is present, see IRM 3.0.101.14.10.1.1
    City CITY