Downloading a Form to Your Computer

Fillable forms cannot be viewed on mobile or tablet devices. Follow the steps below to download and view the form on a desktop PC or Mac.

  1. Right Click for PC or Ctrl + Click for Mac on the PDF link and click “Save link as” from the menu.
  2. Select the folder you want to save the file in and then click "Save."
  3. Navigate to the folder you saved the file in and Right Click for PC or Ctrl + Click for Mac, then select "Open With" from the menu and select Adobe Acrobat Reader DC.

    Note: Open the PDF file from your desktop or Adobe Acrobat Reader DC. Do not click on the downloaded file at the bottom of the browser since it will not open the PDF in Adobe Acrobat Reader DC. It will try to open the file in the browser that results in the same browser error message.

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Effective Date: 



Updated: 1/2011


Use Form H1862 whenever staff transmit Federal Tax Information through the mail.


When to Prepare

Form H1862 must accompany all paper documents that contain IRS data (such as fraud referrals) whenever they are transmitted from one office to another. Complete all information on the form. The sender should ensure that the receiver acknowledges the receipt of the information.

Form Retention

The sending party must retain a copy of the transmittal memorandum for five years.

Detailed Instructions

Enter the recipient's name, title, BJN and mail code in the appropriate spaces.

Enter the sender's name (as it appears in Outlook), title and division, and mail code in the appropriate spaces.

Enter the date.