Effective Date: 
1/2011

Documents

Instructions

Updated: 1/2011

Purpose

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

PROCEDURES

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.

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