Form 4804 PDF Details

In the complex world of tax documentation and reporting, understanding and properly utilizing the Form 4804 is essential for businesses and individuals alike who engage in submitting specific types of information returns magnetically to the Internal Revenue Service (IRS). This form, integral to reporting financial activities and transactions to the government, is a critical component in the IRS's effort to streamline the processing and handling of data. Required when submitting information returns including but not limited to Forms 1098, 1099, 5498, W-2G, 1042-S, and 8027, the Form 4804 serves as a transmittal document that accompanies the magnetic media files sent to the IRS. Given its importance, it is imperative that filers carefully complete each section of the form accurately, from specifying the type of file being submitted—be it original, test, replacement, or correction—to providing the transmitter’s control code and contact information. Additionally, acknowledging the affidavit requirement underscores the seriousness with which this document must be approached. Ensuring precision in completing this form not only aids in the efficient processing of information by the IRS but also helps in averting potential issues or delays in handling. With penalties potentially in play for incorrect or incomplete submissions, the stakes are high for getting it right. Addressing this form with the seriousness it warrants can make a significant difference in the smooth handling of one's tax-related responsibilities.

QuestionAnswer
Form NameForm 4804
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesTCC, 1042-S, Murall, delaware form 4804 2020

Form Preview Example

(SEE INSTRUCTIONS ON BACK)

 

 

Department of the Treasury – Internal Revenue Service

IRS Use Only

OMB No.

 

 

1545-0367

 

 

Transmittal of Information Returns

 

Form 4804

 

 

 

 

Reported Magnetically

 

 

(Rev. May 2002)

 

Please type or print in BLACK ink

 

 

 

 

(Use a separate Form 4804 for each file.)

 

 

 

 

 

 

 

1. Type of file represented by this transmittal

2. Tax year for

 

 

 

 

 

which media is

 

 

Original

Test

submitted

 

 

Replacement

Correction

 

 

 

 

 

 

 

3. Transmitter Control Code (TCC) (Required)

4. Name of transmitter (Owner of TCC)

 

 

 

 

 

 

 

5.Name/address of company and name/title of person who should receive correspondence on problem files (should be the same information as in 'T' record)

Company Name

Address ____________________________________________________________________

City ____________________________________ State ____________ Zip _______________

Contact Person ______________________ Telephone Number (_____) ________________

E-mail Address ______________________________________________________________

6.Forms 1098, 1099, 5498, W-2G Combined total of payee 'B' records

7.Form 1042-S Total number of 'Q' records

8.Form 8027 Total number of establishment(s) reported

9.Transmitter in-house media number(s)

Affidavit

Under penalties of perjury, I declare that I have examined this transmittal, including accompanying documents, and, to the best of my knowledge and belief, it is correct and complete.

(Normally, the payer must sign the affidavit above. The authorized agent of the payer may sign if all conditions are met as stated on the back.)

SIGNATURE (Required)

IRS Use Only

Title

Date

Catalog Number 27210I

Form 4804 (Rev. 5-2002)

Form 4804 (Rev. 5-2002)

General Instructions

Paperwork Reduction Act Notice. We ask for the information on these forms to carry out the Internal Revenue Laws of the United States. You are not required to provide the information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form must be retained as long as their contents may become material in the administration of any Internal Revenue law. Generally, tax returns and return information are confidential, as required by Code section 6103.

The time needed to provide this information would vary depending on individual circumstances. The estimated average time is:

Preparing Form 4804 . . . . . . . . . . . . . . . . . . . . . . . 15 min.

If you have comments concerning the accuracy of these time estimates or suggestions for making this form simpler, we would be happy to hear from you. You can write to the Tax Forms Committee, Western Area Distribution Center, Rancho Cordova, CA 95743-0001.

DO NOT SEND THE FORMS TO THIS OFFICE. Instead, see the instructions below on where to file. When completing this form, please type or print clearly in BLACK ink.

Purpose of Form. Use Form 4804 when submitting the following types of information returns magnetically: Form 1098, 1099, 5498, W-2G, 1042-S, and 8027. You must include Form 4804 with all magnetic media you submit to the Internal Revenue Service.

NOTE: A separate Form 4804 must be submitted for each file.

Specific Instructions

Block 1

Indicate whether the data in this shipment is an original, correction, replacement or test file by checking the appropriate box. Check ‘Replacement’ only if you are sending media in response to a specific request from IRS/MCC and you have a Form 9267 attached.

Definitions

Correction: A correction is an information return submitted by the payer to correct erroneous information previously sent to and processed by IRS/MCC.

Replacement: A replacement is an information return file sent by the filer at the request of IRS/MCC because of errors encountered while processing the filer's original return. Your replacement file may be submitted electronically even if the original file was sent on magnetic media.

Block 2

Indicate the tax year for which media is being submitted.

Block 3

Enter the five-character alpha/numeric Transmitter Control Code assigned by IRS. TCCs for Form 1042-S filing begin with the numbers 22. TCCs for Form 8027 filing begin with the numbers 21.

Block 4

Enter the name of the transmitter. (Reference Affidavit Requirements below.)

Block 5

Enter the name and address of the company, along with the name/title of the person to whom correspondence concerning problem media in need of replacement should be sent. This information should match the information that appears in the Transmitter 'T' Record in your file. Please include an email address if available

NOTE: IRS no longer returns media in need of replacement.

Block 6,7,8

Use only the boxes appropriate to the forms you are reporting. A separate Form 4804 is required for the information returns in box 6, 1042-S Forms in box 7, and 8027 Forms in box 8.

Block 6

Enter the combined number of all payee 'B' records on the media sent with this Form 4804.

Block 7

If reporting Form 1042-S, enter the total number Recipient ‘Q’ records.

Block 8

If reporting Form 8027, enter the number of establishments reported.

Block 9

If your organization uses an in-house numbering system to identify media, indicate the media number(s) in the appropriate block.

Mailing Address:

Send your media with transmittal Form(s) 4804 to the address below:

IRS, Martinsburg Computing Center

Information Reporting Program

230 Murall Drive

Kearneysville, WV 25430

NOTE: Form 4802, Transmittal of Information Returns Reported Magnetically/Electronically (Continuation) is obsolete.

Affidavit Requirement

A transmitter, service bureau, paying agent, or disbursing agent (all hereafter referred to as “agent”) may sign Form

4804 on behalf of the payer (or other person required to file), if the conditions in items 1 and 2 are met:

1.The agent has the authority to sign the form under an agency agreement (oral, written, or implied) that is valid under state law.

2.The agent signs the form and adds the caption “For: (Name of payer or other person required to file)”.

he authorized agent’s signing of the affidavit on the payer’s behalf does not relieve the payer of the responsibility for filing a correct, complete, and timely Form 4804, with attachments, and will not relieve the payer of any penalties for not complying with those requirements.

How to Edit Form 4804 Online for Free

When working in the online PDF tool by FormsPal, it is easy to fill out or change Murall here. To make our editor better and less complicated to use, we constantly design new features, with our users' feedback in mind. With some simple steps, you'll be able to begin your PDF journey:

Step 1: Press the "Get Form" button in the top section of this webpage to open our editor.

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Be attentive while completing this pdf. Make sure that every single blank is filled out accurately.

1. Begin completing your Murall with a number of essential blank fields. Gather all of the required information and make sure absolutely nothing is forgotten!

federal form 4804 conclusion process outlined (step 1)

2. Once the last part is completed, go on to type in the relevant details in all these: Transmitter Control Code TCC, Form Total number of, Form S Total number of Q records, Transmitter inhouse media numbers, Affidavit, Under penalties of perjury I, IRS Use Only, Title, Date, and Catalog Number I Form Rev.

Part no. 2 of filling in federal form 4804

It is possible to get it wrong while filling in the Date, thus you'll want to go through it again prior to deciding to send it in.

Step 3: Prior to submitting this document, ensure that all form fields are filled in correctly. The moment you believe it's all good, click “Done." After registering a7-day free trial account here, it will be possible to download Murall or send it through email without delay. The file will also be at your disposal in your personal cabinet with your each and every edit. If you use FormsPal, you can complete forms without needing to get worried about data leaks or data entries getting shared. Our secure software ensures that your private details are kept safely.

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