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Effective Date: 
3/2021

Documents

 

Instructions

Updated: 3/2021

 

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.

 

Detailed Instructions

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

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

Enter the date.