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