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.
- Right Click for PC or Ctrl + Click for Mac on the PDF link and click “Save link as” from the menu.
- Select the folder you want to save the file in and then click "Save."
- 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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Use Form H1863 to document that staff removed Federal Tax Information (FTI) from the files.
When to Prepare
When staff clearing IRS information must remove paper documents containing FTI from the files, document the removal on the log. Complete all information on the form. Complete the return date when the information is returned to the files. Even while FTI is temporarily removed from a two-barrier environment, staff must ensure that it is not left unattended in plain sight.
Retain Form H1863 for five years from the last removal of FTI indicated on the form.
Place the Region, Division and Unit Number in the appropriate space at the top of the document.
Each time a document is removed, note the following in the appropriate space:
- Type of document
- Case Name
- Case Number
- Staff the Document is Assigned to
- Return Date