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❌ Error Code R000-904-03 - Software ID Testing Failed This guide explains how to resolve the IRS reject error R000-904-03, which occurs when the Software ID in the return header has not passed IRS testing for the tax year and form being filed. ❌ Error Details Error Code: R000-904-03 Error Message: "Software ID in the Return Header must have passed testing for the form family and TaxYr." What it means: The IRS rejected your Form 1040 e-file because the SureFire software ID hasn't been tested and approved by the IRS for this specific tax year and form. Common cause: This usually happens when you're using an older or corrupted Form 1040 module that hasn't been re-registered with the IRS system. ⚠️ Before You Begin You will need: Administrator access to your computer Internet access to download software updates About 15-20 minutes to complete the process The backup of your current return (just in case) 📋 How to Fix Error R000-904-03 Step 1: Locate the Form Files Find and delete the corrupted 1040 form schema files. Open "This PC" or "My Computer" on your computer Navigate to the drive where SureFire is installed (usually C:) Navigate to the folder: UTS16\Control\Mef\Schema Replace "16" with your tax year if different (e.g., UTS23 for 2023) Path should look like: C:\UTS16\Control\Mef\Schema In the Schema folder, find these two files: 1040.mefsf 1040.mefsm Step 2: Delete the Corrupted Files Remove the old Form 1040 schema files to force a refresh. Right-click on "1040.mefsf" Select "Delete" Right-click on "1040.mefsm" Select "Delete" Confirm the deletion when prompted Here's what the files look like: Step 3: Uninstall the 1040 Module Remove the 1040 form module from your SureFire installation. Close SureFire completely if it's running Open Windows Control Panel Go to "Programs" or "Programs and Features" Find "SureFire" or "TaxWise" in the list Click on it and look for an "Uninstall" or "Repair" option For detailed instructions on uninstalling modules, see: How to uninstall a module in SureFire Select the 1040 module and uninstall it Wait for the uninstall to complete Step 4: Download and Reinstall the 1040 Module Install a fresh copy of the 1040 module with the latest IRS-tested version. In SureFire, go to Communications menu Click "Get Program Updates" or "Download Module Updates" For detailed instructions, see: How to download updates through the Tax Software Select the 1040 module to install Follow the installation prompts Restart SureFire when the installation completes Step 5: Re-file the Return Create a new e-file with the updated 1040 module. In SureFire, open the affected tax return Review the return to ensure all information is correct Create a new e-file (File > Create E-File or similar option in your version) Review the e-file data to ensure accuracy Transmit the e-file to the IRS The IRS should now accept it with the updated Software ID ✅ What This Fixes By deleting the old schema files and reinstalling the 1040 module: You'll get the latest IRS-approved Software ID for 1040 forms The e-file will now be properly registered with the IRS system Your return will pass the IRS testing validation Future submissions won't have this Software ID issue ⚠️ If the Error Persists If you still get error R000-904-03 after these steps: Check that you deleted the correct files (1040.mefsf and 1040.mefsm) Verify you downloaded the latest version of the 1040 module Try restarting your computer and SureFire Make sure your internet connection is stable when downloading updates Contact SureFire support for additional troubleshooting 📞 Still Need Help? If you need help fixing this error or understanding these steps, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject - Unpostable Funds Notice on... when updating acknowledgements This guide explains why you may see a “Reject - Unpostable Funds Notice” when updating acknowledgements, and what to do to resolve it. ⚠️ Before You Begin You should be ready to: Contact the bank immediately with details about the unpostable ACH funds. Correct any issues with the bank application so it can be transmitted and processed. Re-create and transmit the federal return and associated bank application as needed. 📌 What This Means (Why It Happens) This can occur when the IRS has deposited a tax refund to the bank's account, but the bank does not have an associated bank application on file and so is unable to process the refund. This is known as an Unpostable refund. The bank has only a short period of time to hold unpostable ACH funds before they are required to return the refund. You must immediately contact the bank with information regarding the processing of these funds. 🧩 Scenarios and Solutions Step 1: Check which scenario matches your client’s situation The following are scenarios in which this occurs: Problem Scenario 1 Problem: Your client's federal e-file was rejected by the IRS, so the bank application was not transmitted to the bank. You then filed a paper return for the client without discarding the bank application, so the bank's RTN and DAN still show in the Routing and Account number section on page 2 of Form 1040. This caused the IRS to deposit the refund to the bank's account. Solution: You must contact the bank to correct this problem. Problem Scenario 2 Problem: Your client's federal e-file was accepted by the IRS, but the bank application was rejected. Solution: You must fix the errors on the bank application, and then re-create and transmit the bank application as soon as possible, so the bank can process the refund. Problem Scenario 3 Problem: Your client's federal e-file was rejected by the IRS, so the bank application was not transmitted to the bank. You then transmitted a State-Only e-file indicating a bank product, and the State-Only e-file was accepted. The state deposited the refund to the bank's account, but the bank does not have an associated bank application on file. Solution: To correct this problem, you must correct and successfully transmit the federal return along with the associated bank application. Once the federal e-file is accepted, the EFC will transmit the bank application to the bank for processing. ✅ Key Reminder Because the bank has only a short period of time to hold unpostable ACH funds, you must act immediately—especially by contacting the bank and correcting/transmitting the required bank application and/or federal return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 RT Record - Invalid Address field rejections for bank applications This guide explains why you may see RT Record - Invalid Address field rejections for bank applications, and what you should do in the meantime. ⚠️ Before You Begin This can occur when a P.O. Box is listed as the address, because a physical address is now required. TPG had previously accepted some returns using a P.O. Box, but has since started rejecting them to be in compliance with OCC regulations. However, TPG is unsure whether this requirement will stay in place, so we are not yet updating Sure-Fire diagnostics to block these returns. 📊 What to Do Now Step 1: Update the address on rejected applications Use this when you need to prevent further rejections. In the meantime, for returns with card products, make sure to list only the physical address on the rejected applications. Step 2: Use the physical address on new applications Use this to avoid rejections going forward. Also list only the physical address on any new applications in the foreseeable future. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Site does not have an active enrollment for bank application submission This article explains common reasons you may see the rejection message "Site does not have an active enrollment" when submitting a bank application, and what to do next. ⚠️ Possible Reasons for This Rejection Possible reasons for this rejection is: The bank needs some information from the ERO, such as an EFIN letter. The record may not be set up correctly with the bank, such as a changed Master EFIN. We show the ERO as Approved, but the bank shows the ERO as Not Approved in its system. 📝 What CCH SFS Can Do CCH SFS does send the applications and fix the records, but in some cases you may need to speak with the bank to solve the problem. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 1040X Reject F1040X-005 This guide explains what the reject means and what to do next when you see: 1040X Reject F1040X-005 1040X Reject F1040X-002 1040X Reject F1040X-018 1040X Reject F1040X-016 1040X Reject F1040X-003 ⚠️ What This Reject Means The customer overrode column b instead of: Checking the override box, and Making the corrections on the 1040 📊 Step-by-Step Guide Step 1: Review how the override was handled Use this when you need to confirm the issue before correcting it. The reject is triggered because the customer overrode column b directly rather than using the override box and updating the original 1040. Step 2: Check the override box (instead of overriding column b) Use this when you need to follow the correct workflow for overrides. Make sure the override box is checked. Step 3: Make the corrections on the 1040 Use this when you need to ensure the corrected amounts flow properly. After checking the override box, apply the required changes on the 1040 (not by overriding column b). ✅ Success! Once the override box is used correctly and the corrections are made on the 1040, the reject condition should be resolved. ❌ Troubleshooting If you still see the reject, double-check that: You did not override column b directly. You did check the override box. The corrections were made on the 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Alabama reject code AL40-275 and AL40-280 The state of Alabama checks the state e-file against the Federal e-file that was Accepted. If the Federal return is changed after the e-file is accepted then the Alabama e-file will reject for the above issues. If the changes made to the Federal return are appropriate it may need to be amended and the Alabama return will need to be paper filed. ⚠️ Before You Begin Before you re-submit or file again, confirm whether the Federal return was changed after it was accepted. 📊 Step-by-Step Guide Step 1: Check what happened to the Federal return Use this when you need to... The state of Alabama compares the Alabama e-file to the Federal e-file that was Accepted. If the Federal return was changed after acceptance, Alabama may reject. Step 2: Determine whether the Federal changes are appropriate Use this when you need to... If the changes made to the Federal return are appropriate, the Federal return may need to be amended. Step 3: File the Alabama return correctly Use this when you need to... If the Federal return needs to be amended due to changes after acceptance, the Alabama return will need to be paper filed. ❌ What This Means Alabama reject codes AL40-275 and AL40-280 occur when the Alabama e-file does not match the Federal e-file that was Accepted—typically because the Federal return was changed after acceptance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Enrollment Rejection: Invalid Shipping Address Field This rejection means your enrollment was not accepted because one or more address fields contain invalid data. Rejection details: 4261 - Invalid Shipping Address field. 4274 - Invalid Owners Address field. 431 - The 'Owner Address' field (Field #31) in the Y Record contains invalid data. ⚠️ Before You Begin Please make sure you have a valid physical address available for the office information. Important: Use a physical address for your office information. 📊 Step-by-Step Guide Step 1: Update your office address The address has to be changed under MyAccount if you are a SureFire user. Please go to MyAccount and update the office information address. Step 2: Update Refunds Today office information (if applicable) If you are a Refunds Today customer, update the address on the office information. Go to the office information for Refunds Today customers and update the address. Step 3: Remove P.O. Box information Remove all P O Box information. Remove any P O Box entries from the address fields and ensure the address is a valid physical address. Step 4: Resend the enrollment After updating the address, resend the enrollment. Resend the enrollment so the updated address can be validated. ✅ Success! Your enrollment should be accepted once the address fields no longer contain invalid data and you have removed all P O Box information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Enrollment Rejection: Invalid SSN field - Same as EIN. You have entered an invalid EIN number on the enrollment application for the EIN field. If you do not have a EIN, please leave it blank. ⚠️ Before You Begin Please double-check the EIN field on your enrollment application: Make sure the EIN number you entered is valid. If you do not have an EIN, leave the EIN field blank. 📊 Step-by-Step Guide Step 1: Review the EIN field Use this when you need to confirm the EIN value entered on the enrollment application. You have entered an invalid EIN number on the enrollment application for the EIN field. Step 2: Leave EIN blank if you do not have one Use this when you do not have an EIN to enter. If you do not have a EIN, please leave it blank. ❌ Common Errors This rejection happens when the EIN field contains an invalid EIN number. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank record site not found in site database The bank application was resent and approved, however, returns are still rejecting. This guide shows you how to fix the Site not Found bank reject error by: Changing your active bank in the SureFire Solution Center Updating your software so it refreshes partner verification data ⚠️ Before You Begin Please make sure the bank in the application is also your active bank. You will need: Admin access to the SureFire Solution Center Admin login credentials for the site 📊 Step-by-Step Guide Step 1: How do I change my active bank? Use this when you need to ensure the bank in your application matches the bank that is currently set as active for your site. Go to https://support.SureFire.com/ Log in to the SureFire Solution Center as the Admin user Under the heading Account Services Click on Refund Settlement Solutions Log in using the admin user name and the password that you created for this site Click on the ERO enrollment link a. Agree to the enrollment b. Click on Exit to dashboard c. Click on Summary on the TPG Icon/box and turn off the active bank d. Click on Summary on the 3Fund icon/Box and turn on active user Step 2: Update your software with this information Use this when you need to refresh partner verification data so returns stop rejecting. Log into SureFire as the Admin User Go to Tools UtilitiesSetup AssistantSetupSetup Assistant Click on Partner Verification and refresh app data If Partner verification shows 3Fund, you will be able to send returns and not get an error. ✅ Success! If Partner verification shows 3Fund, you should be able to send returns without the error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank reject 51: You must be approved to offer Settlement Solutions before any Settlement Solution application can be submitted This guide explains why you may see Bank reject 51 and what to do after your bank reinstates your account. ⚠️ Before You Begin Make sure the bank has reinstated your account (approval may take a few hours to display in your software). 📊 Step-by-Step Guide Step 1: Contact Tax Office Relationship Support This office was removed from offering bank products because they had not yet submitted any applications with bank products. If they want this to be turned back on, the office will need to call our Tax Office Relationship Support line at 888-676-2056. Step 2: Wait for the bank approval to display in your software After you have contacted the bank and they reinstate your account. The approval may take a few hours to display in your software, however, please continue to update Partner Verification in your software until you see the approval. Step 3: Update Partner Verification in SureFire To update Partner Verification, do the following: Log into SureFire as the Admin user Navigate to Tools > Utilities > Setup Assistant > Setup > Setup Assistant > Partner Verification Select Refresh App data 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Rejected: Invalid TP First Print (CCh SFS will resubmit) Please don't do a print preview of the forms, the bank forms (all pages)need to be printed within the return or print them to PDF and save them to a folder in your computer. ⚠️ Before You Begin Make sure you print the bank forms correctly: Do not use Print Preview for the forms. Print the bank forms (all pages) within the return, or Print to PDF and save them to a folder on your computer. 📊 Step-by-Step Guide Step 1: Print the bank forms (all pages) correctly Use this when you need to ensure the bank can verify your printing activity. Please don't do a print preview of the forms, the bank forms (all pages)need to be printed within the return or print them to PDF and save them to a folder in your computer. Step 2: Understand why the bank rejected the return Use this when you want to know what triggers the rejection. The reason whythis is happening it'sbecause you are required by law to print and sign the documents before transmitting - we record the first print date and the last print date and send that to the bank - if they dont see it was printed either the first time, or the recent time, they will reject - and that reject is valid. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank rejection 58 - Refund Advantage - Refund Amount cannot be greater than 15 - Refund exceeds limitation. This guide explains what to do when you receive Bank rejection 58 related to Refund Advantage, where the Refund Amount cannot be greater than 15 and the Refund exceeds limitation. ⚠️ Before You Begin Before you fix the rejected bank application, make sure you will select a direct deposit or check instead of the card. 📊 Step-by-Step Guide Step 1: Open the bank maintenance tools Use this when you need to access the rejected bank application fix window. Go to the Bank menu, select Maintenance Setup, then choose Fix Rejected Bank Apps. Step 2: Update the selected product’s bank application Use this when you need to correct the bank application details. A window will open allowing changes to be made to the product selected. A direct deposit or check will need to be chosen instead of the card. Step 3: Close the window to transmit the correction Use this when you are ready to send the corrected application. Once the window is closed, a transmission session will occur to send the corrected bank application. ❌ Troubleshooting If the rejection persists, re-check that you selected direct deposit or check instead of the card in the Fix Rejected Bank Apps window, then try the transmission again after closing the window. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank rejection error - Taxpayer ID Issue Date equals the Taxpayer DOB or Spouse DOB This message appears when the Taxpayer ID Issue Date you entered matches either the Taxpayer DOB or the Spouse DOB, causing the bank to reject the submission. ⚠️ Before You Begin Make sure you have the correct issue date information for the taxpayer ID. 📊 Step-by-Step Guide Step 1: Enter a valid issue date Use this when you need to correct the bank rejection message. Update the Taxpayer ID Issue Date so it does not equal the Taxpayer DOB or the Spouse DOB. Then try the submission again. ❌ Common Errors “Enter a valid issue date.” This typically means the issue date you entered is not valid for the bank’s requirements—commonly because it matches the taxpayer’s or spouse’s date of birth. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Rejection error: Invalid EFIN Owner's Email Address This message means the bank rejected the submission because the EFIN owner email address is not valid. ⚠️ What You Need to Do Enter a valid email address for the EFIN owner. 📊 Step-by-Step Guide Step 1: Verify the EFIN Owner Email Address Use this when you need to ensure the email is formatted correctly and belongs to the EFIN owner. Update the EFIN owner email address to a valid email address, then try the submission again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Rejection: 01758 Invalid Primary Middle Initial field when processing bank products What this means: The Main Information page should not allow any special characters or digits to be entered for the taxpayer or spouse middle initial. This information is carried over to the bank application, which will reject the submission. ⚠️ Before You Begin Check the taxpayer and spouse middle initial fields on the Main Information page. Do not enter special characters (for example, a dash). Do not enter digits. 🛠️ Step-by-Step Guide Step 1: Remove the invalid character(s) The application is rejecting due to the dash in the middle initial field. Please remove the dash from the field and resend. Step 2: Resend the bank application After updating the middle initial field to remove the dash (and any other special characters or digits), resend the bank application. ✅ Success! Once the middle initial field contains only valid characters (no dash, no digits, no special characters), the bank application should accept the submission. ❌ Common Errors Dash in the middle initial field (example: “A-” or “-A”) — remove the dash and resend. Digits or special characters in the taxpayer or spouse middle initial — remove them and resend. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Bank Rejection: Advance upfront check G - TPG reject Advance upfront check G Advance upfront check G is that the taxpayer's phone number is the same as one of the phone numbers they have on file from enrollment for the ERO. ⚠️ Before You Begin To resolve this rejection, confirm the taxpayer's phone number matches the phone number(s) on file from enrollment for the ERO. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA FTB 8453 Rejection This article explains the full rejection text you may see for CA FTB 8453 and provides the steps to resolve it. 📚 What This Guide Covers Full rejection text - what the message means Resolution steps - how to fix the return and re-submit 🧾 Full Rejection Text "There is an error with the Prior Year California Adjusted Gross Income [PriorYearAGI] amount provided in the Return Header. The Primary Taxpayer on this return is ineligible to participate in the Self-Select PIN program. Our records indicate the Primary Taxpayer did not file a prior year individual income tax return and does not have a shared secret (Prior Year California Adjusted Gross Income) amount. They may still e-file by signing a California e-file Return Authorization for Individuals, form (FTB 8453 or 8453-OL)." 🛠️ Resolution Step 1: Open the Main Information Sheet Use this when you need to access the return settings. Go to Main Information Sheet. Step 2: Select the Practitioner PIN method Use this when you need to switch away from the Self-Select PIN method. Select Check here if using the Practitioner PIN method for e-filing this income tax return. Step 3: Go to CA 8879 Use this to update the e-file signature authorization. Go to Form CA 8879 - E-file Signature Authorization. Step 4: Remove Self-Select PIN amount Use this when the return should not include a Self-Select PIN amount. Remove any amount entered on For Self-Select PIN only section. Step 5: Re-create and re-submit Use this to generate the updated e-file documents and send the corrected return. Re-create the e-file and re-submit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA Reject Code F540/NR/NRS/2EZ-355 You are getting the CA Reject F540/NR/NRS/2EZ-355 ⚠️ Before You Begin To resolve this reject, you will need to complete the required California form and include it with your e-file. 📊 Step-by-Step Guide Step 1: Complete CA Form 3532 Use this when you need to resolve the CA Reject F540/NR/NRS/2EZ-355. Resolution: Complete CA Form 3532. Step 2: Include the form in the e-file Use this to ensure the reject is cleared during submission. This form must be included in the e-file. ✅ Success! Once CA Form 3532 is completed and included in your e-file, the CA reject should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA reject code R0000-060 To correct this rejection ⚠️ Before You Begin Follow the steps below to correct the rejection. 📊 Step-by-Step Guide Step 1: Un-install the CA module Use this when you need to remove the CA module before reinstalling it. Un-install the CA module (both the Individual and Business if applicable). Step 2: Close SureFire Use this when you need to fully exit the software before deleting files. Close SureFire. Step 3: Navigate to the Ext folder Use this when you need to locate the CA DLL file to delete it. Navigate to the UTSXX\Control\Mef\Ext folder. Step 4: Delete the CA DLL file Use this when you need to remove the existing CA DLL so it can be reinstalled. Delete the Sfs.Etl.AgencyCA.dll file. Step 5: Re-install the CA module(s) Use this when you need to restore the CA module(s) after deleting the DLL. Re-install the CA module(s). Step 6: Remove the attachment from the return Use this when you need to clear the old PDF attachment before re-transmitting. Open the return and delete the attachment. Step 7: Close the return and SureFire Use this when you need to fully close the return before re-opening it. Close the return, then close SureFire. Step 8: Re-open SureFire and the return Use this when you need to start fresh before attaching the correct PDF. Open the SureFire software, then open the return. Step 9: Attach the PDF file to the return Use this when you need to attach the PDF before transmitting. Attach the PDF file to the return. Step 10: Re-create and transmit the e-file Use this when you need to re-submit the e-file after correcting the rejection. Re-create and transmit the e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA Reject S0000-095: Not Authorized to Submit a Tax Return The State of California is not yet accepting 1040 e-files. You may see a Reject S0000-095 if you transmit. ⚠️ What This Means CA reject S0000-095 indicates our records show you are not authorized to submit a tax return for a tax year in the submission manifest. 📊 Step-by-Step Guide Step 1: Wait for California to begin accepting 1040 e-files Use this when you need to confirm the current CA e-file acceptance status. Wait until we confirm that CA has officially begun accepting 1040 e-files. We will keep you apprised of this evolving situation. Step 2: Download the CA version 3 state update Use this once CA has started accepting 1040 e-files. Then, download the CA version 3 state update. Step 3: Re-create the e-file and re-send Use this to submit again after CA begins accepting 1040s. Then, re-create the e-file and re-send again when California begins accepting 1040s. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 CA reject X0000-010: "CA-ScheduleM2Items-OtherReductionsType" Your State submission does not match the latest published FTB Schema or is not well formed. You must contact your software provider to resolve this error. File Name: 9605952018258ru9616p.xml Line Number: 1 Position: 8541 Reason: The ' ⚠️ Before You Begin This reject indicates the return data you submitted does not align with the latest FTB Schema and/or the submission is not well formed. You may need to adjust how the M2 amounts are entered in your return. 📊 What This Error Means The negative amount on the M2 is not allowed. This amount will need to be entered in another area of the return. 🧩 Step-by-Step Guide Step 1: Locate the M2 negative amount Find where the negative amount is being entered on Schedule M2 (M2). Step 2: Re-enter the amount in the correct return area The negative amount on the M2 is not allowed. Enter that amount in another area of the return instead. Step 3: Recreate and resubmit After updating the entry location, regenerate the submission and resubmit to confirm the reject is resolved. ❌ Troubleshooting If you still receive the reject: The submission may still not match the latest published FTB Schema or may still be considered not well formed. Next step: You must contact your software provider to resolve this error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Combat Zone Electronic Filing: IRS rejection 1068 This guide explains how to fix IRS rejection 1068 by entering the correct Combat Zone information in the correct place in your return. ⚠️ Before You Begin Before making changes, confirm that: You have a Form W-2 with a code Q in Box 12. You are updating the Taxpayer Information section on the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Enter the Combat Zone in the correct field Use this when you need to ensure the Combat Zone is recognized for electronic filing. Make sure that the Combat Zone is entered in the Special Processing entry of the Taxpayer Information section near the top of the Main Information Sheet. Whenever Form W-2 has a code Q in Box 12, this field should be completed. Step 2: Choose a valid Combat Zone option (exact match required) Use this when the Combat Zone you need is not shown on the list. Some of the valid combat zones are listed on the Main Info form. If the relevant combat zone is not listed, you can use: Combat Zone Combat Zone YYYYMMDD (where YYYYMMDD is the date of deployment) Important: You cannot put anything in this field that is not listed as an option. It must be entered exactly as shown. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers How to determine which dependent cause is listed when an IRS rejection (504) occurs on the MeF acknowledgment. 🔍 Title Determining which dependent causes IRS rejection 504 (MeF). 📊 Step-by-Step Guide Step 1: Find the rejected dependent in the acknowledgement detail In the acknowledgement detail, the dependent rejected will be listed in brackets. Step 2: Use the bracketed path to identify the dependent SSN The brackets show which dependent index is rejected. For example: /efile:Return/efile:ReturnData/efile:IRS1040ScheduleEIC[1]/efile:QualifyingChildInformation[1]efile:QualifyingChildSSN /efile:Return/efile:ReturnData/efile:IRS1040[1]/efile:DependentInformations[2]/efile:DependentSSN Value: XXXXXXXXX Where the X's are entered, the offending dependent's SSN will be listed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Reject F1-002 Our records indicate you have claimed more estimated payments than are in your account. View the payments in your account at https://www.revenue.wi.gov/Pages/Apps/TaxPaymentInquiry.aspx 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Reject F1040-448 F1040-448: Form 8862 must be present in the return with American Opportunity Tax Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim American Opportunity Tax Credit after disallowance. ⚠️ Before You Begin Form 8862 must be present in the return with American Opportunity Tax Credit Claimed Indicator checked. 📊 Step-by-Step Guide Step 1: Add Form 8862 Add form 8862. Step 2: Check the American Opportunity Tax Credit box Select the box for American Opportunity Tax Credit. Step 3: Complete Part IV and retransmit Complete Part IV of the form and retransmit the return. ✅ Success! After adding Form 8862, checking the American Opportunity Tax Credit box, completing Part IV, and retransmitting, the reject should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Reject F8962-006-01 This article explains what the reject means and how to fix it. ❌ Reject E-file Reject F8962-006-01 📊 Step-by-Step Guide Step 1: Un-override line 5 of 400% Use this when you need to resolve the E-file Reject F8962-006-01. Un-override line 5 of 400% and leave it at 401% ✅ Success! After un-overriding line 5 and leaving it at 401%, your return should be ready to e-file again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Reject IL1040-7200-2 This reject message indicates a mismatch between the Direct Deposit or Paper Check selection and the related line on the same form and page. ⚠️ Before You Begin Please review the following fields on Form IL1040 to ensure they match correctly. 📊 Step-by-Step Guide Step 1: Verify the Direct Deposit / Paper Check selection Use this when you need to confirm the correct box is selected. Make sure that Form IL1040 Step 11 Line 38a Direct Deposit box or Form IL1040 Step 11 Line 38b Paper Check box matches Line 37 on the same form and page. Step 2: Re-check Line 37 alignment Use this when you need to resolve the reject by correcting the line relationship. Form IL1040 Step 11 Line 38a Direct Deposit Box or Form IL1040 Step 11 Line 38b Paper Check Box must line 37 on the same form and page. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Reject IND-031-04: PrimaryPriorYearPIN or PrimaryPriorYearAGIAmt in the Return Header must match the e-File database This reject means the prior-year information in your return header does not match what SureFire has on file for e-filing. ⚠️ Before You Begin To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. 📊 Step-by-Step Guide Step 1: Verify prior-year PIN and AGI Use this when you need to ensure the header matches the e-File database. To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. Step 2: (Optional) Use the Practitioner PIN method Use this if you want to avoid entering the prior-year PIN/AGI information. You can also choose the Practitioner PIN method. This method does not require any of this information. Step 3: How to use the Practitioner PIN method Follow these steps to switch methods and resend. Go to the Main Information Sheet. Select the checkbox Check here if using the Practitioner PIN method for e-filing this income tax return. Select the checkbox for: What form(s) are you -e-filing using PINs? Re-create the e-file and re-transmit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ E-file Reject SD-F1040-006 - Schedule D (Form 1040), Line 1b(h) TotalGainOrLossAmt mismatch This reject occurs when Schedule D (Form 1040), Line 1b(h) "TotalGainOrLossAmt" does not match the attached Form 8949, Part I, Line 2(h) "TotalGainOrLossAmt" while checkbox A "TransRptOn1099BThatShowBssInd" is checked. ⚠️ Before You Begin You will need to review your entries on: Form 8949 Capital Gain worksheets 🛠️ Step-by-Step Guide Step 1: Restore any overrides on Form 8949 and Capital Gain worksheets Use this when you need to ensure the totals are calculated correctly and match the required fields. Restore any overrides on form 8949, and on Capital Gain worksheets. Step 2: Verify Form 8949 contains complete information Use this when you suspect missing or incomplete data is causing the mismatch. Also, verify that Form 8949 contains the complete information. ❌ What to Check for This Specific Reject Confirm that: Schedule D (Form 1040), Line 1b(h) TotalGainOrLossAmt equals the attached Form 8949, Part I, Line 2(h) TotalGainOrLossAmt Checkbox A "TransRptOn1099BThatShowBssInd" is checked (as indicated by the reject message) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Reject Fix: Error code IND-803 (Form 8962 line 11) This reject occurs when the return has a non-zero value for PremiumTaxCreditTaxLiabAmt, but Form 8962 is not present (or is not completed correctly). Fix: If PremiumTaxCreditTaxLiabAmt in the return has a non-zero value, then Form 8962 must be present in the return. ⚠️ Before You Begin You will need to review how Form 8962 is set up in the forms tree and confirm the entries on the form. 📊 Step-by-Step Guide Step 1: Confirm Form 8962 is included Use this when you need to verify the form is being sent to the IRS. Look at the Form 8962 on the forms tree—the form is checked off with a blue check mark. This means the form is going to the IRS. Step 2: Review page 1 of Form 8962 (lines 10 and 11) Use this when you need to confirm the selections and entries match the instructions. On page 1 of the form 8962, line 10, the preparer checked the box for no (continue to lines 12-23), however, the preparer completed line 11. Step 3: Follow the red note immediately below line 10 Use this when you need to correct the form based on the instructions. Please review the note in red immediately below line 10 - starting with "Complete only line 11 or lines 12-23.....if the percentage.." Step 4: Check line 6 (401%) Use this when your scenario involves the percentage threshold. Also if line 6 is 401% ❌ Troubleshooting Tip If the return has a non-zero value for PremiumTaxCreditTaxLiabAmt, make sure Form 8962 is present and completed according to the instructions (especially around line 10, line 11, and the red note below line 10). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File rejection - F1040-034-07 Form 1040 F1040-034-07Form 1040, "WithholdingTaxAmt" must be equal to the sum of the following: (1) all "WithholdingAmt" in [OtherWithholdingStatement] (2) all Forms W-2, "WithholdingAmt" (3) all Forms W-2G, "FederalIncomeTaxWithheldAmt" (4) Form 8959 This guide explains what to do when your return is rejected for this withholding mismatch. ⚠️ Before You Begin Make sure you have reviewed your withholding entries for the applicable tax years, including any additional 1099-Rs that may contain Federal withholding. 📊 What This Means Use this when you need to understand why the e-file rejection happened. Form 1040 Wkt 9 for tax year 2021 and Form 1040 Wkt 8 for tax year 2022 will only bring over the first 10 1099-Rs that contain Federal withholding. Any remaining 1099-Rs will need to be entered in the Withholding from Other 1099s at the bottom of the form. 🧾 Step-by-Step Guide Step 1: Check how many 1099-Rs with Federal withholding you have Use this when you need to confirm whether your withholding entries may be incomplete. Review your 1099-Rs and identify how many contain Federal withholding. If you have more than 10, some will not automatically carry into the worksheet. Step 2: Enter any remaining 1099-Rs in the correct section Use this when you need to add withholding that did not carry over. For any 1099-Rs beyond the first 10, enter them in Withholding from Other 1099s at the bottom of the form. Step 3: Re-check the withholding totals Use this when you need to ensure the worksheet totals match the e-file requirement. The e-file requirement for WithholdingTaxAmt is that it must equal the sum of: (1) all "WithholdingAmt" in [OtherWithholdingStatement] (2) all Forms W-2, "WithholdingAmt" (3) all Forms W-2G, "FederalIncomeTaxWithheldAmt" (4) Form 8959 ❌ Common Issue The return is rejected because WithholdingTaxAmt does not match the required sum—often because additional 1099-Rs with Federal withholding were not entered in Withholding from Other 1099s. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection - FW2-001-02 - The sum of all Form W-2s The sum of all Form W-2s, "WagesAmt" must not be greater than the sum of ["WagesSalariesAndTipsAmt" in the return and (sum of all Schedule C (Form 1040), "TotalGrossReceiptsAmt" when "StatutoryEmployeeFromW2Ind" is checked)] unless Form 8958 ⚠️ Before You Begin To resolve this e-file rejection, you need to verify a setting on Schedule C. 📊 Step-by-Step Guide Step 1: Check the Statutory employee box on Schedule C The check box on line 1, Sch C, for "Statutory employee" needs to be checked. ✅ Success! After checking the box, re-check your return to confirm the rejection is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection - Maryland Form502SU-20000-130 Subtractions from Income Form502SU-20000-130 Subtractions from Income - If one of the Subtraction Code Boxes... Please update to MD ver 4, then recreate the efile and transmit it. ⚠️ Before You Begin Make sure you have the latest Maryland update installed before recreating and transmitting your e-file. 📊 Step-by-Step Guide Step 1: Update to Maryland Version 4 Use this when you need to ensure your return uses the correct Maryland form version. Please update to MD ver 4. Step 2: Recreate the e-file Use this to regenerate the e-file using the updated form data. After updating, recreate the efile. Step 3: Transmit the e-file Use this to send the newly created e-file for processing. Then transmit the e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is this e-File Rejection? This occurs when you or another party have already e-filed a tax return for this taxpayer. ⚠️ Rejection Overview (EFC 12) Full Rejection Text: Rejection EFC 12: A return has been previously submitted to the IRS for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the IRS. 📊 Step-by-Step Guide Step 1: Confirm whether the return was e-filed elsewhere Use this when you need to determine why the IRS rejected the duplicate filing. If the return was not e-filed from your software, contact the taxpayer to see if they filed a return with another tax preparer. If not, the tax payer will need to review the information below. Step 2: If you suspect tax-related identity theft, follow the IRS recommendations Use this when you believe your SSN may have been compromised. If your SSN is compromised and you know or suspect you are a victim of tax-related identity theft, the IRS recommends these additional steps: Respond immediately to any IRS notice; call the number provided or, if instructed, go to IDVerify.irs.gov. Complete IRSForm 14039, Identity Theft Affidavit, if your efiled return rejects because of a duplicate filing under your SSN or you are instructed to do so. Use a fillable form at IRS.gov, print, then attach the form to your return and mail according to instructions. Continue to pay your taxes and file your tax return, even if you must do so by paper. Step 3: If you previously contacted the IRS without resolution, contact SureFire for specialized assistance Use this when you need help after IRS contact did not resolve the issue. If you previously contacted the IRS and did not have a resolution, contact us for specialized assistance at 1-800-908-4490. We have teams available to assist. Step 4: Review related identity protection and identity theft resources Use this to learn more about prevention and next steps. For information on Identity Protection, see Identity Protection: Prevention, Detection and Victim Assistance. For information on Identity Theft Information for Taxpayerssee IRS Publication 5027. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection 04012: Invalid Filing Composition for a New York corporate return in SureFire This article explains one common fix for e-file rejection 04012 when filing a New York corporate return in SureFire. ⚠️ Before You Begin Before you start, make sure you are ready to uninstall and reinstall the NY Business module. 📊 Step-by-Step Guide Step 1: Uninstall and reinstall the NY Business module Use this when you need to resolve e-file rejection 04012 by refreshing the NY Business module installation. Uninstall and reinstall NY Business module 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error CA F540/NR/2EX-170 - F540/NR/2EZ-170 The [PriorYearAGI] in the [PrimarySignature] element does not match FTB's records, therefore you cannot sign your return electronically. You can still e-file by signing Form 8453-OL. Path: /CA-Return/CA-ReturnHeader/PrimarySignature/PriorYearAGI ⚠️ Before You Begin Use the Practitioner's PIN Method to resolve this issue. 📊 Step-by-Step Guide Step 1: Use the Practitioner's PIN Method Use this when you need to resolve a CA e-file rejection caused by a mismatch in PriorYearAGI. Use the Practitioner's PIN Method to proceed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection Error CA F568-055 (2/12/2019 12:39:44 AM) Rejection Code: CA F568-055 Form: 568 Message: Form 568, filer's Secretary of State Number [SOSNumber], LLC Temp Number [LLCTempNumber] or Not applicable reason [NotApplicable] in the CA-ReturnHeader must be present./CA-Return/CA-ReturnHeader/Filer/CAIdNumber/SOSNumberValu ⚠️ Before You Begin Make sure you have the filer’s required identification information for Form 568, including one of the following: Secretary of State Number ([SOSNumber]) LLC Temp Number ([LLCTempNumber]) Not applicable reason ([NotApplicable]) 📊 Step-by-Step Guide Step 1: Contact the taxpayer Use this when you need to confirm the missing required field(s). Rejection error is valid. Please contact the taxpayer and ask for the filer's: Secretary of State Number ([SOS Numberor), or LLC Temp Number ([LLCTempNumber]) Or contact the applicable taxing agency if needed. Step 2: Ensure the required value is present in the CA-ReturnHeader Use this to address the exact rejection requirement. The system requires that one of the following be present in the CA-ReturnHeader: Secretary of State Number ([SOSNumber]) LLC Temp Number ([LLCTempNumber]) Not applicable reason ([NotApplicable]) Field reference from the rejection: /CA-Return/CA-ReturnHeader/Filer/CAIdNumber/SOSNumberValu ❌ Common Errors This rejection typically happens when the required identification value(s) are missing from the CA-ReturnHeader for Form 568. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file rejection error CA F568-108-1065 return Error Code: CA F568-108-1065 Form: Form 568 Message: If Form 568, Question K (NbrOfMembersDuringYr) is greater than "1", then SoleOwnerConsent must be blank. Example shown in the error: NbrOfMembersDuringYr equals 2. SoleOwnerConsent should be blank. ⚠️ Before You Begin Make sure you are reviewing Form 568 Question K and the related field SoleOwnerConsent for the return that is being rejected. 📊 Step-by-Step Guide Step 1: Remove or edit the entries on Form 568 Question K Use this when you need to fix the e-file rejection caused by Form 568 Question K. Remove or edit the entries on Form 568 Question K. ✅ Success! After updating Question K, the e-file rejection should be resolved by ensuring that when NbrOfMembersDuringYr is greater than 1, SoleOwnerConsent is left blank. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ e-file rejection error F1040-016-05 Rejection code: F1040-016-05 Date/Time: 2/4/2019 8:42:48 AM This rejection message indicates that if Form 1040, 'EarnedIncomeCreditAmt' has a non-zero value, then one of the listed conditions must be true. ⚠️ Before You Begin Review your Form 1040 and the related fields/forms referenced in the rejection. The goal is to ensure the conditions below are satisfied when 'EarnedIncomeCreditAmt' is non-zero. 📊 Step-by-Step Guide Step 1: Verify the required condition(s) Use this when you need to confirm what must be true for the rejection to clear. The rejection message includes the following condition: 'PartnershipSCorpCd' has the value ""P""; and (4) [FECRecord] is present in the return and 'WagesLiteralCd' in [WagesNotShownSchedule] has the value ""FEC"" with corresponding 'WagesNotShownAmt' having a value greater than zero; and (5) Form W-2 or Form 1099-R or Schedule C (Form 1040) or Schedule F (Form 1040) or Schedule C-EZ (Form 1040) or Form 8919 or Form 4137 is present in the return. ❌ Common Errors If 'EarnedIncomeCreditAmt' is non-zero but the required condition(s) are not met (for example, [FECRecord] is missing, or 'WagesLiteralCd' is not set to ""FEC"" with 'WagesNotShownAmt' greater than zero, or the required forms/schedules are not present), the e-file will be rejected with this code. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection Error F1040X-033 Text: This amended return cannot be filed electronically. There is no record of a previously accepted return. Please submit a paper amended tax return. To find a proper mailing address, go to irs.gov/file./efile:Return/efile:ReturnData/efile:IRS1040/efile:Amende ⚠️ Before You Begin You may need to paper file if the IRS cannot match your amended return to a previously accepted original e-file. 🧾 What This Means An original e-file using the same SSN/ITIN must be used when submitting a Form 1040-X. If not, you will have to paper file. 📊 Step-by-Step Guide Step 1: Confirm your original e-file used the same SSN/ITIN Make sure the original return was e-filed using the same SSN/ITIN that you are using for the amended return (Form 1040-X). Step 2: If there is no matching accepted original, plan to paper file If the IRS shows there is no record of a previously accepted return, you will need to submit a paper amended tax return. Step 3: Find the correct mailing address To find a proper mailing address, go to irs.gov/file./efile:Return/efile:ReturnData/efile:IRS1040/efile:Amende ❌ Troubleshooting If you used a different SSN/ITIN than the one used for the original e-file, the amended return cannot be filed electronically and you will have to paper file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection Error: 1040 IND-511-01 For the filing status selected in the return, the Primary SSN in the Return Header must not be the same as the Spouse SSN on another return for the same tax year with filing status Married filing separately. This guide explains what the rejection means and your options to resolve it. ⚠️ Before You Begin Before making changes, first verify that the SSN information in your return is accurate. 📊 Step-by-Step Guide Step 1: Verify your SSN is accurate Use this when you need to confirm the rejection is not caused by incorrect SSN data. To correct this first verify that your SSN is accurate. Step 2: If your SSN is accurate, change the filing status on your return Use this when the rejection is caused by how your SSN is associated with another return for the same tax year. If your SSN is accurate, then the filing status on your return will need to be changed. Someone else has filed you as their spouse on a Married Filing Separately return, your filing status on this return cannot be Single, Married Filing Jointly, or Qualifying Widower. Step 3: If you believe the reject was received in error, you can file by mail Use this when you do not want to change your filing status. If you feel that this reject has been received in error, and you do not want to change your filing status, you may print and file by mail. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error ILHEADER-2400-2 ILHEADER-2400-2: ILHEADER-2400-2 Paid Preparer Phone Number (PhoneNum or ForeignPhoneNum) must be present when PreparerPersonNm is present. Field shown in the message: /ns:ReturnState/ns:ReturnHeaderState/ns:PaidPreparerInformationGrp/ns:PreparerPersonNmValue: ⚠️ Before You Begin Make sure you have access to the Main Info worksheet and can edit the Preparer Information section. 🧩 Step-by-Step Guide Step 1: Update the Preparer Phone Number Use this when you need to fix an e-file rejection caused by a missing paid preparer phone number. Complete the Phone Number field on the Main Info worksheet in the Preparer Information section. ✅ Success! After you enter the Phone Number, the rejection for ILHEADER-2400-2 should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error ILNR-800-1 This rejection message indicates a data rule issue on the IL NR (Form IL-1040) e-file submission. ILNR-800-1: OtherStateResidencyFromDate must be blank when Form IL1040 Step 1D NonresidentBox is equal to X. Specifically, the rejection references: ILNR Step 1 Line 2a-2b PrimaryResidencyDates OtherStateResidencyFromDate ⚠️ Before You Begin Before resubmitting, you will need to update the IL NR Page 1 data to match the e-file requirements. 📊 Step-by-Step Guide Step 1: Clear the applicable IL NR Page 1 data Use this when you need to remove data that is not allowed for your selected NonresidentBox setting. Remove the data on IL NR Page 1 as applicable. ✅ Success! After clearing the applicable IL NR Page 1 data, OtherStateResidencyFromDate should be blank when Form IL1040 Step 1D NonresidentBox is equal to X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error IND-368 This rejection happens when your return does not include a required statement based on the value entered for OtherIncomeLitCd. ⚠️ Before You Begin Review the statement section named [OtherIncomeTypeStatement] and check the value of OtherIncomeLitCd. 🛠️ How to Fix IND-368 Step 1: Check OtherIncomeLitCd If OtherIncomeLitCd has the value "NOL" in [OtherIncomeTypeStatement], then the return must include the required NOL statement. Step 2: Ensure the Net Operating Loss statement is included then [NetOperatingLossCarryforwardDeductionStatement] must be present in the return. ✅ Success! After you add [NetOperatingLossCarryforwardDeductionStatement] to the return (when OtherIncomeLitCd is "NOL"), the IND-368 e-file rejection should be resolved. ❌ Common Errors Missing statement: [NetOperatingLossCarryforwardDeductionStatement] was not added even though OtherIncomeLitCd is set to "NOL". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error MA F1-0550 Reject Description: F1-0550 The Schedule Y, Line 17, Certain Gambling Losses amount cannot be greater than the Schedule X, line 3 Other Gambling Winnings amount. Return State / Return Data State / Schedule Y / MA Casino Gambling Losses Value: //ns:ReturnState/ns:ReturnDataState/ns:SchY/ns:MACasinoGamblingLossesValue: ⚠️ Before You Begin Make sure the amounts you enter follow this rule: Schedule Y, Line 17 (Certain Gambling Losses) must not be greater than Schedule X, Line 3 (Other Gambling Winnings) 🛠️ Resolution / What to Do I advised the customer of the causation. He overrode line 3 using the same amount as Line 17. The e-file was accepted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error OH-PIT-036 - OH-PIT-036 You entered Ohio tax withholding more than once on the same W2. Please correct and retransmit. OH-PIT-053 On one or more of your W2 forms, you claimed state income tax withholding but did not provide the state abbreviation, the Employer's Federal EIN, ⚠️ Before You Begin Make sure you have access to the W2(s) that were rejected so you can review the Ohio withholding entries and the related state information. 📊 Step-by-Step Guide Step 1: Remove duplicate Ohio State abbreviations Use this when you need to fix OH-PIT-036. To correct this rejection, remove the duplicate State abbreviations from the OH Wage and Tax Statement and un-override the fields to display populated data. Step 2: Ensure required state withholding details are present Use this when you need to fix OH-PIT-053. Confirm that for each W2 where you claimed state income tax withholding, you provided the state abbreviation and the Employer's Federal EIN. ❌ Troubleshooting If the rejection persists after making the corrections, double-check that: Ohio tax withholding is not entered more than once on the same W2 (OH-PIT-036). The OH Wage and Tax Statement has the correct State abbreviation(s). The fields are un-overridden so they display populated data. The Employer's Federal EIN is provided where state income tax withholding is claimed (OH-PIT-053). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error: F1040-034-07 in SureFire Rejection: F1040-034-07 Form 1040, error message: "WithholdingTaxAmt" must be equal to the sum of the following: [(1) all 'WithholdingAmt' in [OtherWithholdingStatement] and (2) all Forms W-2, 'WithholdingAmt' and (3) all Forms W-2G, 'FederalIncomeTaxWithheldAmt' and (4) For ⚠️ Before You Begin Please confirm which option pertains to you, and apply one of the following: 📊 Step-by-Step Guide Step 1: Confirm Federal withholdings and remove amounts entered in error Use this when you need to correct federal withholding totals so "WithholdingTaxAmt" matches the required sum. Confirm Federal withholdings, remove any amount entered in error. Step 2: If you are using Form 1040 Wkt 8/9 (tax years 2021/2022) Use this when your withholdings are coming from Wkt 8/9 and you have more than the first 10 1099-R entries with Federal withholding. Form 1040 Wkt 9 for tax year 2021 and Form 1040 Wkt 8 for tax year 2022, will only bring over the first 10 1099Rs that contain Federal withholding. Any remaining 1099Rs will need to be entered in the Withholding from Other 1099s at the bottom of the form. Step 3: If withholdings were entered on Wkt 8/9 but not on 1040 page 2 Use this when your federal withholding amounts are not reflected on the correct page of Form 1040. If withholdings were entered on Wkt 8/9 and not on 1040 pg. 2, enter federal withholdings on form 1040 pg. 2 instead. Step 4: If withholding is from 1099-SSA (Social Security) Use this when your withholding source is 1099-SSA and it was entered on the wrong form/page. If withholding is from 1099-SSA (Social Security), must remove amount entered manually on 1040 pg 2 and enter amount on 1040 Wkt 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error: Form MD 510 - Line 2 - Total distributive or pro rata share of income per federal return is equal to the sum of distributive income for all members as listed on Schedule B Parts I This guide explains how to fix the e-file rejection error related to Form MD 510, Line 2 and the totals from Schedule B Parts I. ⚠️ Before You Begin Have your return open and be ready to review and update the amounts on: Form MD 510 - Line 2 MD Schedule B - Parts I, II, III, and IV 📊 Step-by-Step Guide Step 1: Review Form MD 510 - Line 2 Use this to find the amount that must match the Schedule B totals. Go to the Form MD 510 - Line 2 - Total distributive or pro rata share of income per federal return and make note of the amount. Step 2: Add Schedule B amounts and compare Use this to ensure the totals match what Form MD 510 expects. Go to MD Sch B - Parts I, II, III, and IV and add all the amounts. If the total does not equal the amount you noted on Form MD 510 - Line 2, make the changes. Step 3: Recreate and e-file the return Use this to regenerate the forms with your updated totals. Recreate and e-file the return. ✅ Success! If the Schedule B totals now match Form MD 510 - Line 2, the rejection should be resolved after you recreate and e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection error: OH-PIT-053 in SureFire OH-PIT-053 means that on one or more of your W2 forms, you claimed state income tax withholding but did not provide required state information. Please correct the W2 and retransmit. What’s missing (as applicable): State abbreviation Employer's Federal EIN Employer's state ID number State wages ⚠️ Before You Begin Make sure you have the correct state information for the W2(s) you are retransmitting. 📊 Step-by-Step Guide Step 1: Enter the missing State Information on the W2 Use this when you need to provide the required state details that were missing from your W2 submission. Enter the missing State Information on the W2. ❌ Common Errors This rejection occurs when you claimed state income tax withholding but did not provide one or more of the following: State abbreviation Employer's Federal EIN Employer's state ID number State wages Correct the missing information and retransmit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file rejection error: R0000-004-01 This guide explains the e-file rejection error related to Form 1041 in SureFire. ⚠️ What This Means The rejection indicates that 'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) must match the return type and the version. ✅ Resolution This issue was fixed in the Federal Form 1041 Module update version 2 that was released on 3/27/2023. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection Error: X0000-031 Zip Entry names must conform to the guidelines in Publication 4164. This reject may occur due to the pdf name, in cases where a pdf is attached to the return. ⚠️ What You Need to Know The name of each PDF file cannot exceed 64 characters and should not include the following characters in the filename: Slashes (both forward / and back \) Double periods (..) All characters outside the range x20-x7E (the visible ASCII range plus space) Semicolon (;), Vertical bar (|), both left and right square bracket ([]), both left and right-angle bracket (), caret (^) and grave accent (`) Ampersand (), double quote (") 📊 Step-by-Step Guide Step 1: Check the attached PDF filename Use this when you need to confirm the PDF name meets the e-file requirements. Make sure the filename is 64 characters or less. Remove any disallowed characters from the filename (see the list above). Step 2: Rename the PDF and re-submit Use this when you need to resolve the rejection. Rename the PDF so it follows the guidelines in Publication 4164. Re-attach the renamed PDF to the return and submit again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection F8862-006-01 - Full Reject Message F8862-006-01: If Form 8862, CTCACTCODCClaimedInd is checked, then CTCACTCChildInformationGrp or ODCPersonInformationGrp must have a value. ⚠️ Before You Begin Make sure you are reviewing Form 8862, specifically page 1, where the CTC/ODC checkbox is located. 🛠️ What This Means If on 8862 page 1, the checkbox for CTC/ODC is checked, then you must have information in the corresponding sections for this credit in the 8862 form. ✅ How to Fix It Step 1: Check the CTC/ODC checkbox on Form 8862 page 1 Confirm whether the checkbox for CTC/ODC is checked (this corresponds to CTCACTCODCClaimedInd). Step 2: Enter the required information in the matching section If the CTC/ODC checkbox is checked, you must provide values in the corresponding group(s): CTCACTCChildInformationGrp or ODCPersonInformationGrp. Step 3: Re-submit after completing the missing section(s) Once the required information is added, try the e-file process again. ❌ Common Errors Checkbox is checked on 8862 page 1, but the related credit information section is left blank. CTCACTCChildInformationGrp and/or ODCPersonInformationGrp does not have a value when required. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File rejection IL1040-11730-1 on an IL return using SureFire - IL1040-11730-1FormIL1040 Step 8 Line 28 This guide explains why you may see the e-File rejection IL1040-11730-1 and what to check on your IL Form IL-1040 return. ⚠️ Before You Begin Before you make changes, confirm you have access to: Your IL Form IL-1040 (especially pg 2, line 28) Your IL Sch K-1 P (especially line 53a) Your IL Sch K-1 T (especially line 50) 📊 Step-by-Step Guide Step 1: Verify the IL-1040 line 28 amount The amount showing on line 28 of pg 2 of the IL 1040 must match or be less than the amount reported on IL Sch K1 P, line 53a, and or IL Sch K1 T, line 50. Step 2: If the amounts match, check the IL K-1 e-file marking If both amounts match, verify the IL K1 is marking for e-file. Step 3: If the IL K-1 is not marked for e-file If is not marked for e-file, go to the federal Sch K-1 and enter IL on pg 1, line 'Enter the state in which this income is to be taxed, if different from the state of' ❌ Rejection Summary (What SureFire is Checking) IL1040-11730-1 indicates: Form IL-1040 Step 8 Line 28: PassThroughEntityTaxCredit must not be greater than the sum of all occurrences of SchILK1P Step 7 Line 53a PassThroughEntityTaxCredit plus all occurrences of SchILK1T Step 7 Line 50 NResPassThro 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is IND-086? IND-086: Each "DependentSSN" in "DependentDetail" ("QualifyingChildIdentifyingNum" in "QualifyingChildInfoSSPRGrp" for 1040-SS(PR)) in the return must be unique among all dependent SSNs. ⚠️ Before You Begin To resolve this e-file rejection, you will need to verify that every dependent SSN in the return is entered correctly and that no two dependents share the same SSN. 📊 Step-by-Step Guide Step 1: Verify each dependent SSN Use this when you need to confirm the rejection cause and fix duplicate SSNs. Verify each dependent SSN. ❌ Common Errors Two dependents have the same SSN entered in the return. A dependent SSN was entered under the wrong dependent record. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection IND-508 "Primary SSN in the Return Header must not be equal to the Spouse SSN on another tax return for which filing status is Married Filing Jointly..." This article explains what the rejection means and what to do next if your client’s e-file is rejected for this reason. ⚠️ Before You Begin Confirm you are working on the correct client and tax year before making any changes to the return. 📊 What This Rejection Means Full Rejection Text “Primary SSN in the Return Header must not be equal to the Spouse SSN on another tax return for which filing status is Married Filing Jointly or [filing status is Married Filing Separately and the Spouse exemption is claimed].” 🛠️ Resolution If your client's 1040 e-file is rejected for the reason cited above   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Rejection IND-511-01 - IND-511-01 Message: For the filing status selected in the return, the Primary SSN in the Return Header must not be the same as the Spouse SSN on another return for the same tax year with filing status Married filing separately. Path: efile:Return/efile:ReturnHeader/efile:ReturnTypeC 📚 What This Guide Covers This guide explains what to do when you receive the IND-511-01 rejection, including: Verifying your SSN to confirm it is accurate Adjusting your filing status if another return was filed using your SSN as a spouse SSN Printing and filing by mail if you believe the rejection was received in error ⚠️ Before You Begin Before making changes, first verify that your SSN is accurate. 📊 Step-by-Step Guide Step 1: Verify your SSN is accurate Use this when you need to confirm the rejection is not caused by an incorrect SSN. To correct this, first verify that your SSN is accurate. Step 2: Change the filing status if needed Use this when another return was filed using your SSN as a spouse SSN on a Married Filing Separately return. If your SSN is accurate, then the filing status on your return will need to be changed. Someone else has filed you as their spouse on a Married Filing Separately return, your filing status on this return cannot be Single, Married Filing Jointly, or Qualifying Widower. Step 3: If you believe the rejection is in error, file by mail Use this when you do not want to change your filing status. If you feel that this reject has been received in error, and you do not want to change your filing status, you may print and file by mail. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file rejection MN and MN PR 0014 "Reserved" on a 1040 return using SureFire You received the MN reject 0014 with no actual rejection message, it just says Reserved   The actual reject messageis: "Street Address Contains invalid repeating information"". This is a new reject for 2016.   ⚠️ What Causes This Rejection The following repeating address information will cause the return to be rejected if found in address line: Apt Apt ❌ Common Errors You may see MN reject 0014 with no actual rejection message, it just says Reserved.   When this happens, the actual reject messageis: "Street Address Contains invalid repeating information"". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection R0000-504-02 Full Rejection Text 'DependentSSN' and the corresponding 'DependentNameControlTxt' that has a value in 'DependentDetail' in the return must match the SSN and Name Control in the e-File database. ❌ What This Means 'DependentSSN' and the corresponding 'DependentNameControlTxt' that has a value in 'DependentDetail' in the return must match the SSN and Name Control in the e-File database. 📊 Step-by-Step Guide Step 1: Verify the Dependent’s information Use this when you need to confirm the SSN and name control are correct. Verify the Dependent's Social Security numberand last name on the return with their Social Security Card. Step 2: If the information matches, correct IRS e-file database records Use this when the return matches the Social Security Card but the e-file database still rejects the return. If the entries match the Social Security Card the Taxpayer will need to contact the Social Security Administration at 1-800-772-1213, to correct their records. This may take approximately two weeks for the information to update to the IRS e-file database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide helps you understand and respond to the e-File rejection: e-File Rejection R0000-926-01 in a 1065 return ⚠️ Before You Begin Review the rejection message exactly as it appears in your software so you can match it to the correct fix. 🧾 Rejection Details Full E-File Rejection Text "If ""Amended Return"" ❌ Common Errors The provided article content only includes the rejection text snippet shown above. If you need the specific steps to correct this rejection in a 1065 return, please contact support and include the full rejection message you received. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection SA-F1040-025-01 Gambling losses cannot be greater than the gambling winnings ⚠️ Before You Begin Review your gambling income and loss entries to ensure they follow this rule: Gambling losses must not be greater than gambling winnings. 📊 Step-by-Step Guide Step 1: Check your gambling winnings Use this when you need to confirm the amount you entered for winnings. Make sure the gambling winnings amount is entered correctly. Step 2: Check your gambling losses Use this when you need to confirm the amount you entered for losses. Make sure the gambling losses amount is not greater than the gambling winnings amount. Step 3: Re-submit the e-file Use this after correcting the amounts. After updating the amounts, try the e-file again. ❌ Common Errors Losses entered higher than winnings — This will trigger the rejection message. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Rejection SEIC-F1040-501-02 This guide explains what to do when you receive the E-File rejection code SEIC-F1040-501-02. ⚠️ Before You Begin Verify the qualifying child's Last Name and Social Security Number using the information on the Social Security Card. 📊 Step-by-Step Guide Step 1: Compare the Social Security Card to the Tax Return Entries Use this when you need to confirm the information is entered correctly. Verify the qualifying child's Last Name and Social Security Number with the information on the Social Security Card. Step 2: If the Information Matches, Contact the Social Security Administration Use this when the card matches your entries exactly. If the actual card matches your entries exactly, have the Taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow Time for Updates to the IRS e-File Database Use this after the taxpayer contacts the SSA. This process takes approximately two weeks for the information to be updated in the IRS e-file database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection 140: Schedule PIT-B (New Mexico) Schedule PIT-B - Schedule PIT-B, page 1, line 8, column 2. New Mexico business and form income has a value, but Schedule PIT-B, page 2 is missing. ReturnState: /n:ReturnState ReturnDataState: /n:ReturnDataState SchPITBp1: /n:SchPITBp1 BusinessFarmInc: /n:BusinessFarmInc StateShare: /n:StateShare ⚠️ Before You Begin To fix this rejection, you will need to add PIT-B page 2 to your New Mexico return, complete the required information, and then resend the return. 📊 Step-by-Step Guide Step 1: Add PIT-B page 2 Use this when you need to add the missing form page that New Mexico is requesting. New Mexico is requesting that you add the PIT B page 2. Step 2: Complete the required information Use this to ensure the form is complete before you recreate the return. After adding PIT-B page 2, complete the required information. Step 3: Recreate and resend the return Use this to generate a corrected submission for e-filing. Once PIT-B page 2 is complete, recreate and resend the return. ✅ Success! Your New Mexico return should now include Schedule PIT-B page 2 with the required information, allowing the rejection to be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection Resolution e-file rejection: "04012 - Invalid Filing Composition" for a New York 1040 amended return in SureFire. ⚠️ Before You Begin Please follow the steps below to correct the filing composition issue for a New York 1040 amended return. 📊 Step-by-Step Guide Step 1: Open the correct New York form Use this when you need to navigate to the NY e-file settings. Go to Form NY 201. Step 2: Turn off electronic filing for the return Use this when you need to reset the electronic filing selection. Select the No check box for Do you want to electronically file this return? on Pg. 4. Step 3: Save the return Use this to apply the change you made. Click the File menu, and then click Save Return. Step 4: Uninstall and re-install the NY Individual module Use this when the module needs to be refreshed. Uninstall and re-install the NY Individual module. 📝 Note Go to the Mailbox folder and delete the module (STUINY.zip) which will appear at the very bottom of the folder. X:\UTSXX\Mailbox\ (X: is the drive where SureFire is installed, XX is the year of the software) Step 5: Turn electronic filing back on Use this to re-enable e-file after the module refresh. Select the Yes check box for Do you want to electronically file this return? on Pg. 4. Step 6: Save the return again Use this to finalize the updated e-file selection. Click the File menu, and then click Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection on TPG: "1893 - Credit amount requested greater than maximum request amount." This article explains what the TPG rejection code 1893 means and what you should do when you see it on an Advance Plus e-file submission. ⚠️ Before You Begin You may see the following full text message: "1893- Credit amount requested greater than maximum request amount."" Any Advance Plus application that is submitted will reject for 1893. 🛠️ Resolution The ERO does not need to do anything to correct these. TPG will work through them on their end to clear them out. We are working to get a permanent solution in place. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "31- Transmitter Fee" This article explains what the rejection message means and how to resolve it. 📝 Rejection Details Full message text Reject code: "31- Transmitter Fee (TM) submitted was less than the minimum allowable amount set up by the Transmitter." Reject code: "32- Electronic Filing Fee (EF) submitted was less than the minimum allowable amount set up by the ERO." Reject code: "33- Service Bureau Fee (SB) submitted was less than the minimum allowable amount set up by the ERO." 🛠️ Resolution This occurs when the ERO has entered a different fee on the Refund Advantage website. ❌ What to Check Confirm that the fee entered by the ERO on the Refund Advantage website matches the minimum allowable amounts for the applicable fee type (Transmitter Fee, Electronic Filing Fee, and/or Service Bureau Fee). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "61 - RBIN submitted is not valid."" on Republic bank applications in SureFire This article explains what the e-file rejection means and how to resolve it for Republic bank applications in SureFire. ⚠️ What This Guide Covers Identify the rejection message - "61- RBIN submitted is not valid."" Fix the issue - correct the rejected bank application Confirm training is completed - verify the ERO/Preparer completed Compliance Training 📊 Rejection Message Full message text "61- RBIN submitted is not valid."" 🛠️ Resolution Step 1: Correct the rejected bank application To fix an invalid Republic Bank Identification Number (RBIN), correct the rejected bank application. Step 2: Verify Compliance Training is completed Verify that the ERO/Preparer has completed Compliance Training. 📝 Important Note Each person who prepares bank applications in the office is required to complete Republic's online Compliance Training (located on Republic'swebsite.) Step 3: After training is complete Once training is complete 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "719 FRM - Error in calculating AZ gross income.; FRM - Error in calculating AZ gross income." (Arizona 1040 in SureFire) This article explains what the rejection means and how to resolve it for an Arizona 1040 return in SureFire. ⚠️ Before You Begin Review the amounts shown in your return so you can verify the Arizona calculations. ❌ Rejection Details Full Rejection Text 719 FRM - Error in calculating AZ gross income.; FRM - Error in calculating AZ gross income. 🛠️ Resolution Step 1: Check the Federal PY Res Wkt Use this when you need to verify the Arizona gross income calculation. On the Federal PY Res Wkt, the SE tax ded amount is listed for AZ, but all income may be listed for another state. Please verify the amounts. Step 2: Verify the amounts Use this when the rejection indicates AZ gross income was calculated incorrectly. Please confirm that the income amounts being used for Arizona are correct. 📌 Example     📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Rejection: AL Reject Code AL20S-014a (Alabama 1120S) This guide explains what the rejection message means and what to check in SureFire 2017 for an Alabama 1120S return. ⚠️ Before You Begin Make sure you are working in the correct return year and that you are preparing an Alabama 1120S e-file. 📊 What This Rejection Means Full Rejection Text AL20S-014a - "'OtherIncomeLoss (Line 5) should equal Form 1120S... 📊 Step-by-Step Guide Step 1: Locate the Alabama rejection details Use the rejection text to identify the specific line and field that must match. The rejection points to: OtherIncomeLoss (Line 5) needing to match Form 1120S. Step 2: Verify OtherIncomeLoss (Line 5) matches Form 1120S Check that the value entered for OtherIncomeLoss (Line 5) is consistent with the corresponding Form 1120S amount. If the Alabama amount does not match the Form 1120S amount, the e-file will be rejected with AL20S-014a. Step 3: Update the return and re-try e-filing After correcting the mismatch, re-submit the e-file. Once OtherIncomeLoss (Line 5) matches Form 1120S, the rejection should clear. ❌ Common Errors Mismatch between Alabama OtherIncomeLoss (Line 5) and Form 1120S (most common cause of AL20S-014a). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains how to resolve an e-file rejection in SureFire for an Arizona 1040 resident or non-resident return with the rejection message: AZ 1040 Reject Code 702 FRM - The amount on the Net Capital Gain line is not consistent... ⚠️ Before You Begin Note: Line numbers noted below may be different for prior years. ❌ Rejection Details Full Rejection Text 702 FRM - The amount on the Net Capital Gain line is not consistent with values on related lines.; FRM - The amount on the Net Capital Gain line is not consistent with values on related lines. 🧩 Resolution (Resident vs. Nonresident) Step 1: If You Are Filing as an Arizona 1040 Resident Use this when you need to fix the Net Capital Gain line consistency for a resident return. Go to Form AZ 140. Verify if there is a capital gains/loss on Pg 1, Line 19. Note: The State of Arizona is looking for Line 20 and/or Line 21 to be populated to determine whether the amount on Line 18 is a short-term or long-term capital gain or loss. Refer to the instructions to determine which line to fill out. This will satisfy the state rejection. Click File Save Return. Step 2: If You Are Filing as an Arizona 1040 Nonresident Use this when you need to fix the Net Capital Gain line consistency for a nonresident return. Go to Form AZ NR. Verify if there are Arizona capital gains/loss on Pg 1, Line 33 Note: The State of Arizona is looking for Line 34 or 35 to be populated to determine whether these are short-term capital gains or long-term gain/loss. Line 33 is an input for short-term capital gains. In order for Line 34 to populate, fill out the Form AZ NRPY Gain Wkt, Net long-term capital gains or losses from Arizona sources column. This will satisfy the state rejection. Click File Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection Resolution e-file rejection: "CT 1120C Reject Code CT010-MEF-CORP - Missing or invalid CT Tax Reg Number" for a Connecticut 1120C return in SureFire. ⚠️ Before You Begin Make sure you have the correct Connecticut CT Tax Registration Number available before you update the return. 📊 Step-by-Step Guide Step 1: Open the CT 1120 form Use this when you need to navigate to the correct place to update the registration number. Go to Pg. 1 of the Form CT 1120. Step 2: Enter the CT tax registration number Use this when you need to fix the missing or invalid CT Tax Reg Number rejection. Enter the CT tax registration number. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "DC D40-0038 - FormD40" Full Message Text   "DC D40-0038 -FormD40 ⚠️ Before You Begin To resolve this e-file rejection, please review the rejection message details and confirm the form information you submitted matches what is required for the filing. 📊 Step-by-Step Guide Step 1: Locate the rejection message Use this when you need to find the exact error text. Use the rejection message shown in your submission results, including: "DC D40-0038 -FormD40 Step 2: Verify the Form D40 information Use this when you need to confirm the data you entered is correct. Check that the Form D40 data you entered is complete and matches the requirements for your filing. Step 3: Resubmit after corrections Use this after you have made any necessary updates. After updating the Form D40 information, resubmit the e-file and confirm the rejection is cleared. ❌ Common Errors If you continue to see the same rejection, double-check that the Form D40 fields were entered accurately and that no required values are missing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "EFC reject 49 - Efile type not valid" in SureFire and SureFire Web Version This article explains the full rejection text and the resolution for EFC reject 49 when e-filing in SureFire and SureFire Web Version. 📝 Full Rejection Text “EFC reject 49 -The type of e-file is not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting these types of e-files.” 📊 Resolution Use this when you need to understand why your return was rejected and what to do next. Returns receive EFC reject 49 because they are submitted before or after the window for transmitting returns. If e-Filing of your form has not yet begun 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "EFC Reject Code 81 - ""Bank Name"" Bank applications are not currently being accepted..."" (1040 in SureFire) This article explains what this rejection means and what you need to do to fix it. ⚠️ What This Guide Covers Full rejection text - what the EFC is rejecting Why it happens - the cause in SureFire Resolution - how to re-create and re-transmit the e-file 📊 Rejection Details Full Rejection Text EFC reject Code 81 - """Bank name""applications are not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting bank applications for the current Tax Year. Bank applications are not allowed with prior tax year returns. 🛠️ Resolution This bank rejection means the ERO/Preparer is attempting to e-file the taxpayer's return with the Pre-Ack indicator selected after the Pre-Ack enrollment period has ended. ✅ Step-by-Step Guide Step 1: Re-create the e-file Make the required corrections, then re-create the e-file. Step 2: Re-transmit after corrections Once the corrections are complete, re-transmit the return. ✅ Success! After re-creating the e-file and re-transmitting with the corrections, the rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Rejection: "F1040-111-01 - The total number of Dependent Name Controls that has a value on Form 1040" The total number of Dependent Name Controls that has a value on Form 1040, Line 6c must be equal to the sum of the following: Line 6c "ChldWhoLivedWithYouCnt" Line 6c "ChldNotLivingWithYouCnt" Line 6c "OtherDependentsListedCnt" ⚠️ Before You Begin Make sure you are ready to review the dependent information you entered on Form 1040, Line 6c. 📊 Step-by-Step Guide Step 1: Check the Line 6c dependent entries Use this when you need to confirm the dependent count matches what the e-file requires. On the Main Information sheet, look at the line 6c section where you enter the dependent information. Step 2: Ensure there is a dependent on each required line Use this when you see a missing or skipped dependent line. Make sure there is a dependent on each line under First name, Last name, etc. You cannot skip line 1 and put a dependent on line 2. Step 3: If you removed someone, move others up Use this when you deleted a dependent and left a blank line. If you remove a dependent from the list, move any others up to fill in that empty line. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "F1116-003 - If for any country in Form 1116" This guide shows you how to resolve e-file rejection F1116-003. ⚠️ Before You Begin Make sure you are ready to review Form 1116 and its Part II section. 📊 Step-by-Step Guide Step 1: Open Form 1116 Page 1 Use this when you need to locate the correct section to fix the rejection. Go to Form 1116 Pg 1. Step 2: Navigate to Part II Use this when you need to update the foreign taxes explanation section. Go to Part II: Foreign Taxes Paid or Accrued. Step 3: Use F9 to link to the correct explanation line Use this when you need to populate the explanation for the correct line. Go to the F9 to explain check box and press F9 to link to Line A Expl - Form 1116 Part II Line A. Step 4: Complete the explanation section Use this when you need to provide the required explanation for other foreign taxes. Complete the section for Explanation for other foreign taxes paid or accrued. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "F1116-009-01 - If for any country in Form 1116" This guide explains what the rejection means and how to fix it in Form 1116. ⚠️ Before You Begin Make sure you can access your return and navigate to Form 1116. 📚 What This Guide Covers Full rejection error text - what triggers the rejection Resolution steps - how to correct the statement attachment requirement ❌ Full Rejection Error Text If for any country in Form 1116, Part II, column (k) 'ForeignTaxWithheldOnDivAmt' has a non-zero value, then [ForeignTaxWithheldOnDividendsStatement] must be attached to column (k). 📊 Step-by-Step Guide Step 1: Go to Form 1116 Use this when you need to review the dividend-related fields that affect the rejection. Go to Form 1116. Step 2: Check the Credit if claimed form taxes section Use this when you need to confirm whether taxes are marked as paid or accrued. Verify if Pg. 1, Part II, Credit if claimed form taxes section, (h) - Paid or (i) Accrued check box is selected. Step 3: Ensure the correct worksheet statement is entered (or removed) Use this when you need to match the statement requirement to whether dividends exist. If so, the Form 1116, Pg. 1, Line A Expl worksheet must have a statement entered on it. However, if there are no dividends to enter on the Form 1116, Pg. 1, Part II, Foreign taxes paid or accrued in foreign currency entry fields, remove any statements entered. Step 4: Save your return Use this when you need to apply your changes before re-filing. On the File menu, click Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "F2555-019 - If Form 2555" This guide explains what the rejection means and how to fix it when you are filing Form 2555. ⚠️ Before You Begin You will need to review the physical presence test dates on Form 2555 (Page 2, Line 16) and confirm they follow the instructions for the 330 full days requirement. 🧩 What This Rejection Means Full Rejection Text If Form 2555, 'claimFrgnEarnIncWaiverCd' does not have a value, and [ForeignEarnedIncomeWaiverOfTimeRequirementsStatement] is not present in the Return and Line 16 'PhysicalPresenceEndDt' has a value, then Line 16 'PhysicalPresenceEndDt' minus (-) 'PhysicalPresenceBeginDt' must be greater than 329 days. ✅ Resolution (Step-by-Step) Step 1: Go to Form 2555 Use this when you need to review the physical presence test dates required for Form 2555. Go to Form2555. Step 2: Verify the physical presence test dates (Page 2, Line 16) Use this when the rejection indicates the date range does not meet the required number of days. Verify that the physical presence test dates on Pg. 2, Line 16 entered are within a (12) month period, according to the instructions: Physical Presence Test To meet this test, you must be a U.S. citizen or resident alien who is physically present in a foreign country, or countries, for at least 330 full days during any period of 12 months in a row. A full day means the 24-hour period that starts at midnight.   To figure 330 full days, add all separate periods you were present in a foreign country during the 12-month period shown on line 16. The 330 full days can be interrupted by periods when you are traveling over international waters or are otherwise not in a foreign country. Note: See Pub. 54 for examples... Step 3: Save your return Use this after updating the dates so the e-file validation can pass. Click the File menu, Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "F4868-002-01 - If Form 4868" This article explains what the e-file rejection message F4868-002-01 - If Form 4868 means and what to do next. ⚠️ Before You Begin Have the following information ready: The full rejection message you received The tax return you attempted to e-file 📊 What This Rejection Message Means Full Rejection Message "If Form 4868 📊 Step-by-Step Guide Step 1: Review the rejection text Use the rejection message to identify what part of the return needs attention. Step 2: Confirm Form 4868 information The rejection references Form 4868, so verify the related entries on your return. Step 3: Re-check and re-submit After making any necessary corrections, run the e-file checks again and attempt submission once more. ❌ Troubleshooting If you still receive the same rejection after reviewing Form 4868-related information, double-check that all required fields are completed correctly and that the return is ready for e-file submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: "F540/NR/NRS/2EZ-010 - If Primary Taxpayer or Spouse/RDP date of death [DeceasedDate] is present..."" This guide explains what the rejection means and how to resolve it in a 1040 return using SureFire. Full Rejection Text: If Primary Taxpayer or Spouse/RDP date of death [DeceasedDate] is present, then Guardian/Executor Name [GuardianExecutorName] and Decedent Representative's Title [Title] must be present. ⚠️ Before You Begin Make sure you are working in the correct 1040 return and can access the CA 540 form pages in SureFire. 📊 Step-by-Step Guide Step 1: Open the correct form Use this when you need to go to the location where the deceased/decedent representative details are entered. Go to CA 540 Pg1 Form. Step 2: Access the deceased taxpayer/spouse information Use this when you need to enter the decedent representative name and type. Click Deceased Taxpayer or Spouse Information. Step 3: Enter the decedent representative name Use this when you need to provide the Guardian/Executor Name required by the rejection. Enter the Name of "Decedent Representative." Press F8 to overridethe fieldsandenter the first and last name. Step 4: Select the representative type Use this when you need to match the representative type required for the return. Select the box Executor for ""Representative Type."" Step 5: Run diagnostics Use this to confirm the rejection condition is resolved. Click Diagnostic. ✅ Success! If there are no errors 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "F8283-009-02 - If Form 8283" This guide explains why you received this e-file rejection and how to resolve it. ⚠️ Before You Begin Review your rejection message and confirm whether the following condition applies: If Form 8283, Section A Line 1 Column (b) checkbox 'DonatedPropertyVehicleInd' is checked, then you must include the required attachment or header selection. 📊 What This Rejection Means If the checkbox 'DonatedPropertyVehicleInd' is checked, then a binary attachment must be attached to Form 8283 (with a Description beginning with 'Form1098C' or 'DoneeOrganizationContemporaneousWrittenAcknowledgment'), or the 'Form1098CPaperDocumentInd' in the Return Header must have a choice of 'Yes' indicated. 📊 Step-by-Step Guide Step 1: Go to Form 8283 Use this when you need to access the correct form to update the required checkbox. Go to Form 8283. Step 2: Select the Check box to load Form 1098-C Use this when you need to ensure Form 1098-C is included based on your Form 8283 selections. Select the Check here to load Form 1098-C check box on Pg. 1. Step 3: Save your return Use this when you need to apply the changes before e-filing again. On the File menu, click Save Return. ✅ Resolution Complete Note:This will load the Form 1098-C. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "F8952-057 - If Form 8962" This guide explains what the e-file rejection means and how to fix it. ⚠️ What This Rejection Means Full Rejection Text If Form 8962, Line 11A "AnnualPremiumAmt" or Line 11B "AnnualPremiumSLCSPAmt" or Line 11C "AnnualContributionAmt" or Line 11D "AnnualMaxPremiumAssistanceAmt" or Line 11E "AnnualPremiumTaxCreditAllwAmt" or Line 11F "AnnualAdvancedPTCAmt " has a non-zero value, then the following must not have values: "SharedPolicyAllocationGrp" and Line 35 "AltCalcForMarriagePrimaryGrp" and Line 36 "AltCalcForMarriageSpouseGrp". 📊 Step-by-Step Guide Step 1: Review the Form 8962 instructions Please review the instructions for Form8962, Pg. 2, Line 34. Step 2: Open Form 8962 in your return Go to Form8962. Step 3: Select Page 1 Select Pg. 1. Step 4: Enter the combined amounts Enter the combined amounts in Column F on the Lines 12-23. Note: This will then show the correct allocation amounts. Step 5: Save your return Click the File menu, and then click Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "F8962-038 - Form 8962" This article explains what the e-file rejection message means for Form 8962. ⚠️ Before You Begin Review the full rejection message in your software so you can identify what needs to be corrected. 📊 Step-by-Step Guide Step 1: Locate the Full Rejection Message Use this when you need to find the exact rejection details. Full Rejection Message "Form 8962 Step 2: Identify the Rejected Form Use this to confirm which form is causing the rejection. The rejection is for Form 8962. ❌ Common Errors The provided content only includes the rejection header and the form name. If you have additional rejection details (such as a specific field or validation rule), use those details to correct the underlying issue in Form 8962. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "FW2-001-01 - The sum of all Form W-2s Line 1 'WagesAmt' must not be greater than the sum"... in a 1040 return using SureFire This guide explains what the rejection means and how to resolve it in SureFire. ⚠️ Before You Begin You will need to review the income amounts reported on your return, including: Form W-2 (Line 1: WagesAmt) Form 1040 (Line 7: WagesSalariesAndTipsAmt) Schedule C (Form 1040) (Line 1: TotalGrossReceiptsAmt) when the Line 1 checkbox StatutoryEmployeeFromW2Ind is checked Schedule C-EZ (Form 1040) (Line 1: TotalGrossReceiptsAmt) when the Line 1 checkbox StatutoryEmployeeFromW2Ind is checked Check whether Form 8958 or Form 8839 is present in the return 📚 What This Rejection Means Full Rejection Text The sum of all Form W-2s Line 1 'WagesAmt' must not be greater than the sum of [Form 1040, Line 7 'WagesSalariesAndTipsAmt' and (sum of all Schedule C (Form 1040), Line 1 'TotalGrossReceiptsAmt' when Line 1 checkbox 'StatutoryEmployeeFromW2Ind' is checked) and (sum of all Schedule C-EZ (Form 1040), Line 1 'TotalGrossReceiptsAmt' when Line 1 checkbox 'StatutoryEmployeeFromW2Ind' is checked)] unless Form 8958 or Form 8839 is present in the return. When evaluating this, a tolerance of $5.00 is allowed. Where the rejection points in the return: /efile:Return/efile:ReturnData/efile:IRSW2[1]. 📊 Step-by-Step Guide Step 1: Go to Schedule C Use this when you need to adjust the income reporting that impacts the W-2 comparison. Go to Form Schedule C. Step 2: Check Line 1 and the Statutory Employee box Use this when the rejection is related to statutory employee reporting. On Line 1 - If this income was reported to you on Form W2 and the Statutory employee" box was checked ❌ Common Errors This rejection commonly occurs when the W-2 wages (Form W-2 Line 1: WagesAmt) are higher than the amount calculated from Form 1040 Line 7 and the applicable Schedule C / Schedule C-EZ Line 1 totals (when StatutoryEmployeeFromW2Ind is checked), unless Form 8958 or Form 8839 is present. Also note that the e-file check allows a tolerance of $5.00. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "ILNR-600-2 - IF SCHILNR STEP 1 LINE 2A PRIMARYRESIDENCYDATES ILRESIDENCYTODATE IS PRESENT..." (Illinois 1040 in SureFire) Full Rejection Text IF SCHILNR STEP 1 LINE 2A PRIMARYRESIDENCYDATES ILRESIDENCYTODATE IS PRESENT, PRIMARYRESIDENCYDATES ILRESIDENCYTODATE MUST FALL WITHIN THE TAX YEAR OF THE RETURN. ⚠️ Before You Begin Make sure you are working on the correct Illinois 1040 return in SureFire before updating the residency dates. 📊 Step-by-Step Guide Step 1: Open Form IL NR Use this when you need to update the residency information that is triggering the rejection. Go to Form IL NR. Step 2: Verify the date on Page 1, Part 1, Line 2 Use this to ensure the residency end date falls within the tax year of the return. Verify that the correct date has been entered on Pg. 1, Part 1, Line 2. Step 3: Save the return Use this to apply your changes before re-filing. On the File menu, click Save Return. ✅ Resolution Complete After verifying the correct residency date and saving the return, the e-file rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "IND-511 - For the filing status selected in the return" This article explains the full e-file rejection text for: IND-511 - For the filing status selected in the return 📊 Full Rejection Text Full Rejection Text: "For the filing status selected in the return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "IRSW2-100020-020 - If Employee's Social Security Number is valid Social Security number" This guide explains what to check to resolve this e-file rejection. ⚠️ Before You Begin Have the W-2s and the applicable MD 502 or MD 505 form available so you can verify the filer information and Social Security Numbers (SSNs). 📊 Step-by-Step Guide Step 1: Verify the SSNs on the W-2s Use this when you need to confirm the employee SSNs match what is expected for filing. Verify the SSNs on the W-2s are correct. Step 2: Confirm Primary and Secondary filers match the federal return Use this when the rejection may be caused by filer mapping on the state forms. Do not reverse the Primary and Secondary filers on the MD 502 or 505 Form. Primary and Secondary filers must match the federal return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "NYC V_505 - Liability end date was not populated by the vendor /ns:ReturnState/ns:ReturnHeaderState/ns:TaxPeriodEndDt."" using SureFire This guide provides a workaround to help you resolve the NYC e-file rejection message: NYC V_505 - Liability end date was not populated by the vendor /ns:ReturnState/ns:ReturnHeaderState/ns:TaxPeriodEndDt. ⚠️ Before You Begin To workaround this issue, follow the steps below. 📊 Step-by-Step Guide Step 1: Navigate to NYC 2.4 Use this when you need to access the NYC schedule fields where the dates must be entered. Go to NYC 2.4. Step 2: Enter Beginning and Ending dates in Schedule A Use this when you need to populate the required date fields for rows that contain data. In the Schedule A: Table of Apportioned Business Income or Loss section, enter the Beginning and Ending dates in Column A for each row that has data in Column B or Column C. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "R0000-905-01 - Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status- " This guide explains why you may see this e-file rejection and how to resolve it. ⚠️ Before You Begin You may see this rejection if: Your Electronic Filing Identification Number (EFIN) has expired or was deactivated by the IRS. You did not indicate on your Form 8633 that you will be e-filing specific forms (for example: 990, 1120, 1120S, etc.). Tip: If your EFIN must be reactivated by the IRS, it will take approximately 24 hours before you can transmit any e-files. 📊 Step-by-Step Guide Step 1: Check your EFIN status with the IRS Use this when you suspect your EFIN expired or was deactivated. Contact the IRS e-Help desk at 866-255-0654 to check the status of your EFIN. Step 2: If needed, request EFIN reactivation Use this if the IRS confirms your EFIN must be reactivated. If your EFIN must be reactivated by the IRS, it will take approximately 24 hours before you can transmit any e-files. Step 3: Update Form 8633 (forms you will e-file) Use this when the rejection is caused by missing or incorrect form selections on Form 8633. This can also occur when you did not indicate on your Form 8633 that you will be e-filing specific forms (for example 990, 1120, 1120S etc). Step 4: Resolve the issue (choose one option) Use this to fix the rejection so you can transmit again. To resolve the issue, do one of the following: Option A: Update your application by contacting the IRS e-Help desk toll-free at (866) 255-0654, and request that they add the forms or show you how to edit or modify Form 8633. Option B: Update your application on the IRS e-services Web site. ✅ Success! Note: After updating your application, it generally takes 24 hours before you can re-transmit returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "Reject Code 760-004 - Federal Form 1040" This guide explains how to resolve this e-file rejection. ⚠️ Before You Begin Make sure you are working in the client return where the rejection occurred. 📊 Step-by-Step Resolution Step 1: Open the correct form Use this when you need to navigate to the payment section for the return. Go to the Form ACH 1040/ES (Balance Due). Step 2: Clear the requested payment date Use this when the rejection is related to the requested payment date entry. In the ForEstimated Tax Payment section, remove the date from the Requested payment date entry field. Step 3: Save the return Use this to ensure your changes are saved before re-filing. Click File, then Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: "Reject Code R0113 - Taxes on IT-201-ATT or IT-360.1 or IT-220 not = line 34 IT-201-ATT" (New York 1040 in SureFire) This guide explains what to check in your New York return when you receive Reject Code R0113. ⚠️ Before You Begin Please review these important residency rules: New York should be listed as a nonresident state, not a part-year resident state. Note: The taxpayer cannot be a part-year resident of New York City, but can be a nonresident of New York State. 📊 Step-by-Step Guide Step 1: Open the correct New York form Use this when you need to navigate to the New York section that contains the residency/county details. Go to FormNY IT-203. Step 2: Verify county and school district entries Use this when you need to confirm the county and school district information on the form. Verify the New York State county of residence and School district name entry fields on Pg. 1. Step 3: Save your return Use this when you need to ensure your changes are recorded before e-filing. Click the File menu and select Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: Reject Codes ILHEADER-2400-5 (Illinois 1040 in SureFire) This guide explains what the rejection means and how to fix it for an Illinois 1040 return in SureFire. ⚠️ What This Rejection Means Full Rejection Text: PAID PREPARER FIRM FEIN (PREPARERFIRMEIN OR MISSINGEINREASONCD) MUST BE PRESENT WHEN PREPARERPERSONNM IS PRESENT AND SELFEMPLOYEDIND CHECKBOX IS BLANK. 📊 Step-by-Step Guide Step 1: Go to Form IL 1040 Use this when you need to check the Preparer’s Self-Employed selection. Go to Form IL 1040. Step 2: Verify the Self-Employed checkbox on Page 2 Use this when you need to ensure the Preparer’s section is marked correctly. Select Pg. 2 and verify that the Self-Employed check box is selected in the Preparer's section. Note: If the self-employed check box is not selected, the program looks for an ERO's EIN to be entered. Step 3: Confirm the Self-Employed checkbox in Preparer’s Information Use this when you need to update the Preparer’s Information section. Go to the Form Main Info. Select the Self-Employed check box in the Preparer's Information section. Step 4: Save the return Use this when you need to apply your changes. On the File menu, click Save Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: 04079 - "Main Form Check Service Failure" (NY CT5 Corporate Extension) in SureFire 2017 This can occur when the fields on form NY CT5 have been overridden. ⚠️ Before You Begin To resolve the rejection, you will need to review the NY CT5 form and check for any overridden fields. 📊 Step-by-Step Guide Step 1: Open the NY CT5 Form Use this when you need to access the form that is rejecting. Go to form NY CT5. Step 2: Un-Override Overridden Fields Use this when you need to remove overrides that may be causing the rejection. Right-click any overridden fields then select Un-Override. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: 200003 NJ CBT 100 - No Valid Return Type Found Error Code: 200003 NJ CBT 100 Details: No Valid Return Type Found for 1377852020342j004034 - The year end is August 31, 2020. ⚠️ What This Means The tax year listed is 2020, which is not a valid year since CBT returns for 2020 have not yet been finalized. 🛠️ What You Should Do Please wait for NJ to release the updated forms. If you need to file now, you may need to paper file instead. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What is e-file Rejection 38 (SureFire)? This guide explains what e-file Rejection 38 means in SureFire and what you should do to fix it. ⚠️ Before You Begin You will need to make sure you have the latest SureFire program and form updates installed before re-trying your e-file. 📊 Rejection Message (Full Text) Full Rejection Message "EFC Reject 38 - This efile was created before downloading the latest program or form update. Please download all the latest updates 📊 Step-by-Step Guide Step 1: Download the latest SureFire updates Use this when you need to ensure your e-file is created using the most current program and form updates. Step 2: Recreate the e-file using the updated program/forms Use this when you need to generate a new e-file after updates are installed. Step 3: Resubmit the e-file Use this when you need to send the newly created e-file for processing. ❌ Troubleshooting If you still see Rejection 38 after updating, confirm that: The latest SureFire program update was downloaded and installed. The latest form updates were downloaded and installed. The e-file was created after the updates were applied (not before). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: 500-01201-010 "Line 4 Maryland Adjusted Taxable Income before NOL; Must equal..." in a Maryland 1120C return using SureFire2016. This article explains what the rejection means and how to resolve it in the meantime. ⚠️ Before You Begin You will need access to your Maryland 1120C return in SureFire2016, specifically the entries on Page 2 of the MD Form 500. 📊 Step-by-Step Guide Step 1: Review the rejection message Use this when you need to understand why the state rejected the return. Full Rejection Text Line 4 Maryland Adjusted Taxable Income before NOL; Must equal Federal Taxable Income before NOL (Line 1c) plus Total Maryland Addition Adjustments (Line 2c) minus Total Maryland Subtraction Adjustments (Line 3e). Step 2: Apply the temporary SureFire override Use this when you need to get the return accepted while SureFire addresses the issue. Resolution SureFire will address this for tax year 2017. In the meantime, override line 6 - Maryland adjusted Federal taxable income on Page 2 of the MD Form 500 and enter the value as a negative amount. This should allow the return to be accepted based upon our testing with the state of Maryland. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: 510-02150-011 Message: "Line 2 - Total distributive or pro rata share of income per Federal return must be equal to the sum of distributive income "" on a Maryland individual return in SureFire." You receive reject 510-02150-011 when e-filing form MD 510. ⚠️ Before You Begin Make sure you have the information needed to compare the Federal return amounts to the Maryland (MD 510) amounts being reported in SureFire. 📊 Step-by-Step Guide Step 1: Review the rejection wording Use this when you need to understand what the state is rejecting. The rejection indicates that: Line 2 (Total distributive or pro rata share of income per Federal return) must be equal to the sum of distributive income for all members as listed on Schedule B Parts I. Step 2: Confirm the Maryland Line 2 total matches the Schedule B Parts I sum Use this when you need to correct the mismatch causing the rejection. In SureFire, check that the amount on Maryland Line 2 matches the sum of distributive income for all members shown on Schedule B Parts I. ❌ Common Errors This rejection commonly happens when the Federal-based total on Line 2 does not exactly match the Schedule B Parts I member totals. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: 8863-528-03 - Each Student SSN that has a value on Form 8863 Problem: Your client's tax return has been rejected citing the following: Each Student SSN that has a value on Form 8863, Line 21 must not be the same as that in another Form 8863 for the same tax year. ⚠️ Before You Begin Before you take action, confirm the rejection message is specifically for: 8863-528-03 Each Student SSN on Form 8863, Line 21 That SSN must not match another Form 8863 for the same tax year 📊 Step-by-Step Guide Step 1: Verify the credit was not claimed previously Use this when you need to confirm why the e-file was rejected. Resolution: The credit has been claimed previously. Verify with the taxpayer to ensure the credit has not been claimed by anyone else on a previously accepted return. Step 2: If you believe it is an error, paper file Use this when the taxpayer confirms the credit should not have been claimed elsewhere. If you believe this is an error, paper file the tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: AL40-927 "Driver's License Expiration Date must be present (Spouse)..."" in SureFire. This article explains what the rejection means and how to fix it in SureFire. ⚠️ Before You Begin Have the correct Driver's License or State ID information available for the Spouse, including: Expiration Date Issue Date ❌ Rejection Details Full Rejection Text: "Driver's License Expiration Date must be present (Spouse). Expiration Date cannot be before Issue Date and must not be older than the year 2000." 📊 Step-by-Step Guide Step 1: Open the Form Main Information Sheet Use this when you need to update the spouse’s license/ID details. Go to Form Main Information Sheet. Step 2: Navigate to Identity Verification Use this to find the expiration date field that is causing the rejection. In Identity Verification - Expiration date of license or state ID. Step 3: Correct the Spouse’s Expiration Date Make sure the expiration date is present and meets the rejection requirements. Make a correction on the expiration date of the Taxpayer's or Spouse's driver license or state ID. Step 4: Calculate the Return Recalculate so the updated information is applied. Calculate the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: AL40-935 Rejection message: 'If Driver's License State Code equals "AL"" then the ID number must be exactly 7 digits in length (Primary) or State Identification cannot be greater than 8 digits in length. ' ⚠️ Before You Begin To clear this rejection, you will need to review the identity information on the return and make sure the ID number length matches the requirement for Alabama (AL). 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to locate the identity details on the return. Go to the Main Information Sheet. Step 2: Go to Identity Verification Use this when you need to edit the Driver's License / ID fields that are causing the rejection. Go to the Identity Verification section. Step 3: Review the Driver's License information Use this to ensure the ID number length matches the e-file requirement for AL. In the Driver's license 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: CA X0000-010 - "Your State submission does not match the latest published FTB Schema..."" This guide explains what the rejection message means and how to resolve it for a California 1040 return using SureFire. ⚠️ Before You Begin Have your CA 1040 return open in SureFire so you can review the escrow/exchange number entry. 📊 What This Rejection Means Full Message Text "CA-X0000-010 -Your State submission does not match the latest published FTB Schema or is not well formed. You must contact your software provider to resolve this error.   /CA-Return/CA-ReturnData/CAForm593/EscrowExchange/Number"" 🛠️ Resolution This can occur when you have entered the escrow or exchange number including dashes.   Based on the instructions for form CA 593 ✅ Step-by-Step Guide Step 1: Locate the CA 593 Escrow/Exchange Number field Use this when you need to find the exact field referenced in the rejection. The rejection points to: /CA-Return/CA-ReturnData/CAForm593/EscrowExchange/Number Step 2: Remove dashes from the escrow/exchange number Use this when the number was entered with dashes. Update the escrow or exchange number so it does not include dashes. Step 3: Re-submit the return Use this after correcting the field to ensure the submission matches the required schema format. After making the change, re-submit your California return. ❌ Common Errors CA X0000-010 may appear if the escrow/exchange number was entered with dashes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: California F540/NR/NRS/2EZ-170 Rejection Code / Message: "Taxpayer's Prior Year AGI does not match FTB Records" Electronic Signature (PIN): Taxpayer's Prior Year AGI does not match FTB Records. ⚠️ Before You Begin Make sure you have access to the taxpayer’s prior year information and the CA 540 return screen where the prior year AGI is entered. 📊 Step-by-Step Guide Step 1: Go to the CA 540 page 5 Use this when you need to resolve the rejection by reviewing the prior year AGI entry. On the CA 540 page 5, locate the "If electronically filing ❌ Common Errors This rejection occurs when the taxpayer's Prior Year AGI entered on the return does not match the FTB Records. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: EFC 68 Error message: "The return submitted does not contain a SubmissionID. Recreate this e-File to assign a SubmissionID and retransmit it."" This guide explains what to do when SureFire rejects an e-file due to a missing SubmissionID. ⚠️ Before You Begin Make sure you have access to the rejected return so you can recreate and retransmit the e-file. 📊 Step-by-Step Guide Step 1: Re-create the e-file for the rejected return Use this when you need to assign a new SubmissionID. Re-create the e-file for the rejected return. Step 2: Re-transmit the e-file Use this to submit the updated e-file back to the IRS/agency. Re-transmit the newly created e-file. ✅ Success! This process will create a new Submission ID. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: EFC 77 Error: "You have transmitted an e-file using a transmission relationship that is not valid in the EFC Client Database" when using SureFire This guide will help you verify your Client ID and confirm your EFIN and Registration Code so the e-file transmission relationship is valid. ⚠️ Before You Begin To complete these steps, you will need access to the SureFire program with Admin permissions. 📊 Step-by-Step Guide Step 1: Verify your Client ID Use this when you need to confirm your transmission is set up correctly. Go to Help > View Authorization and verify that your Client ID is displaying correctly. Step 2: If the Client ID is not displaying correctly Use this when the Client ID does not appear correctly in SureFire. If the Client ID is not displaying correctly in SureFire, complete the following: Step 3: Log in as Admin Log into the program as Admin. Step 4: Open the Setup Assistant Click Tools > Utilities/Setup Assistant. Step 5: Select Setup Assistant Click Setup Setup Assistant. Step 6: Verify EFIN and Registration Code Verify the EFIN and Registration Code. Step 7: Register the Code Click Register Code. Step 8: Save and close Click Save and Close. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: EFC Reject 15 "There are fee(s) on the bank application that do not match the fee(s) setup for Settlement Solutions..."" in SureFire This guide explains what this rejection means and what you need to do to fix it. ⚠️ Before You Begin You will need access to: Solution Center (login as ADMIN) Partner Verification or Enrollment Manager screens in your software Your bank application dashboard 📚 What This Rejection Means Full Rejection Text: There are fee(s) on the bank application that do not match the fee(s) setup for Settlement Solutions. These fees must match. You can login to the Solution Center as ADMIN to view the correct fees and compare what is listed in the Partner Verification or Enrollment Manager screen of your software. Please make corrections on Solution Center and/or re-download of fees and retransmit the return. 📊 Step-by-Step Guide Step 1: Compare the fees in Solution Center vs. your software Use this when you need to confirm the fees match. Login to the Solution Center as ADMIN to view the correct fees. Compare those fees to what is listed in the Partner Verification or Enrollment Manager screen of your software. Step 2: Make corrections and re-download fees if needed Use this when you need to update the fee setup so it matches. Make corrections on Solution Center and/or perform a re-download of fees. Retransmit the return after the fees match. Step 3: Check whether the correct active bank is selected in the bank application Use this when the fees mismatch because the wrong bank is active. This can occur when you have entered fees in the return that do not match what is on the Solution Center. It can also occur if you selected the incorrect active bank in your bank application. Go to the bank application dashboard and make sure the bank you are using is the active bank. Step 4: Refresh fee information by updating Enrollment Manager or Partner Verification Use this when you need to ensure the EFC receives the updated fees so they MATCH. You must communicate to the EFC by either getting Enrollment Manger updates() or get Partner Verification updates(SureFire) so the fees will update and they will MATCH the fees on the Solution Center. Step 5: Ensure your device date and time are set correctly Use this to prevent refresh issues. MAKE SURE THE DATE AND TIME ARE SET TO AUTOMATIC OR ELSE PARTNERSHIP VERIFICATIONS MIGHT NOT REFRESH 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: EFC Reject 15 - "There are fee(s) on the bank application that do not match the fee(s) setup for Settlement Solutions..."" en o SureFire " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: EFC Reject 87 Message: "Your bank fee that is entered on the bank application does not match the value CCH received from your Bank Partner during ERO Enrollment with the bank. Please verify the bank fee on the bank application matches your selection during enrollment at the bank." in SureFire. ⚠️ Before You Begin You will need to be able to log in as an Admin. 📊 Resolution / Step-by-Step Step 1: Log in as an Admin Log in as an Admin. Step 2: Open Partner Verification Data Click Communications > Get Partner Verification Data. Step 3: Close the Electronic Filing Center window SureFire will display the Electronic Filing Center window. Click Close. Step 4: Save and close the Setup Assistant SureFire will display the Setup Assistant window. Click Save and Close. Step 5: Re-create and re-send the e-file Re-create the e-file and re-send the return. ✅ Success! The e-file has been re-created and re-sent after updating the required partner verification data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F1040-066-08 on a 1040 return using SureFire Install Version - F1040-066-08 Form 1040, 'TotalPaymentsAmt' must be equal to the sum of the following: WithholdingTaxAmt EstimatedTaxPaymentsAmt EarnedIncomeCreditAmt RefundableCTCOrACTCAmt RefundableAmerOppCred ⚠️ Before You Begin Make sure you are reviewing the Form 1040, page 2, line 33 payment totals and the related payment components listed below. 📊 Step-by-Step Guide Step 1: Verify the total payments on Form 1040 Use this when you need to confirm the rejection is caused by a mismatch in payment totals. The total amount of payments on Form 1040, page 2, line 33 should equal the total amount of payments reported on: WithholdingTaxAmt Estimated Tax Payments Amount Earned Income Credit Refundable CTC Or ACTC Refundable American Opportunity Credit Form 8689 Recovery Rebate Credit Schedule 3 (Form 1040) And other payments Step 2: Remove any override in the Payments section Use this when the totals do not match because a manual override was applied. Remove any override in the Payments section. ✅ Success! After you confirm the totals match and remove any override, the TotalPaymentsAmt value should correctly equal the sum of the payment components listed above. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F1040-076-01 - Form 1040 What this guide covers: Why you may see this rejection - Form 1040, Line 6c dependent eligibility requirements. How to resolve it - verify dependent date of birth and correct records if needed. ⚠️ Rejection Explanation Full Rejection Text Form 1040, Line 6c, for each dependent provided, if Line 6c (4) checkbox 'EligibleForChildTaxCreditInd' is checked, then that dependent's age must be under 17. 📊 Step-by-Step Guide Step 1: Verify the dependent’s date of birth Use this when you need to confirm the dependent’s age eligibility for the Child Tax Credit checkbox. Verify the Dependents date of birth information entered with the date of birth on the dependents birth certificate. Step 2: If the birth certificate and year of birth do not match exactly Use this when the information entered does not match official records. If the birth certificate and year of birth entered match exactly, have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct their records. Step 3: Allow time for IRS e-File database updates Use this to understand how long the correction may take to reflect in e-File. It takes approximately two weeks for this information to be updated in the IRS e-File database. ❌ Resolution Verify the Dependents date of birth information entered with the date of birth on the dependents birth certificate. If the birth certificate and year of birth entered match exactly, have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct their records. It takes approximately two weeks for this information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ e-file Rejection: F1040-103-02 - If Form 1040 Full Rejection Text   If Form 1040, Line 2 check box "Married filing jointly" is checked (element 'IndividualReturnFilingStatusCd' has the value 2) and 'SpouseDateOfDeath' has a value ⚠️ Before You Begin Review your Form 1040 filing status and spouse information to ensure they match the rejection condition: Filing Status: Line 2 check box "Married filing jointly" is checked (element 'IndividualReturnFilingStatusCd' = 2) Spouse Date of Death: 'SpouseDateOfDeath' has a value 📊 What This Means This rejection occurs when Form 1040 indicates "Married filing jointly" while a spouse date of death is also present. 📋 Next Steps Step 1: Confirm your filing status selection Check that the Line 2 "Married filing jointly" box matches the correct filing status for this return. Step 2: Review the spouse date of death field Verify whether 'SpouseDateOfDeath' should be populated for this return. Step 3: Update the return and re-submit Make any necessary corrections so the filing status and 'SpouseDateOfDeath' information are consistent, then re-submit the e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F1040-111-01 "The total number of Dependent Name Controls that has a value on Form 1040" This guide explains what this rejection means and how to fix it. ⚠️ Before You Begin To resolve this reject, you will need to review the dependent information on your return, including: Main Info sheet (Form 1040 Line 6c) Dependent statements Additional Dependents worksheet 📌 What This Rejection Means The total number of Dependent Name Controls that has a value on Form 1040, Line 6c must be equal to the sum of the following: Line 6c "ChldWhoLivedWithYouCnt" Line 6c "ChldNotLivingWithYouCnt" Line 6c "OtherDependentsListedCnt" 🛠️ Resolution Step 1: Verify how non-dependents are listed Use this when you need to ensure the correct ordering and worksheet usage for dependents. Anynon-dependents must be listed first on the Main Info sheet. Do not list non-dependents on the Additional Dependents worksheet. Step 2: Ensure dependents are listed on every line (no gaps) Use this when you need to confirm there are no skipped lines in the dependent list. A dependent must be listed on each line. Do not skip the first line or any other lines in between. If a dependent is removed from the list, move the remaining dependents up the list. Step 3: Do not override dependent count numbers on Line 6c Use this when you need to keep the dependent counts consistent with the system-calculated values. The dependent count numbers on Line 6c on the Main Info sheet should not be overridden. Step 4: Review dependent statements for excess name controls Use this when you need to remove any dependent name controls that don’t match a listed dependent. Review any dependent statements to remove any excess name controls that do not have a corresponding dependent listed. ✅ Success! After updating the dependent list and ensuring Line 6c totals match the required sum, the rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F1040-133 - "If in [OtherIncomeTypeStatement] present in the return" This article explains how to resolve the e-file rejection F1040-133 by completing the required information on the correct form. ⚠️ Before You Begin You will need access to your return so you can update the required form and then re-create and re-submit the e-file. 📊 Step-by-Step Guide Step 1: Open the correct worksheet Use this when you need to locate the line that requires the explanation. Go to Form 1040 Wkt7, line 15. Step 2: Select the box and open the explanation form Use this when you need to generate the NOL explanation entry. Select the box, press F9. Select New Form 1040 NOL Explanation. Step 3: Enter the required explanation Use this when you need to provide the explanation for the amount on the specified line. Enter explanation for the amount on line 15. Step 4: Re-create and re-submit Use this when you are ready to send the corrected return again. Re-create e-file and re-submit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F1040-164-01 Form 8862 must be present in the return with Earned Income Credit Claimed Indicator checked in a 1040 return. ⚠️ Before You Begin Make sure you have the information needed to complete Form 8862 and confirm the Earned Income Credit (EIC) Claimed Indicator is checked. 📊 Step-by-Step Guide Step 1: Add Form 8862 Add Form 8862 to the return. Step 2: Check the box for EIC Check the box for EIC (Earned Income Credit). Step 3: Complete Part I and II on Form 8862 Complete Part I and II on Form 8862. ❌ Common Errors This rejection typically occurs when Form 8862 is missing or when the Earned Income Credit Claimed Indicator is not checked in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F1040-512 Each Dependent's SSN on this return cannot be used on another return... in a 1040 return. This guide explains what this rejection means and how to resolve it so the return can be accepted for e-file. ⚠️ Before You Begin You will need: The rejected dependent’s Social Security number The Social Security Card to verify the SSN matches exactly 📊 Step-by-Step Guide Step 1: Understand the rejection Use this when you need to know why the return was rejected. Each Dependent's SSN on this return cannot be used on another return as a Primary or Secondary SSN with Line 6a checkbox 'ExemptPrimaryInd' or Line 6b checkbox 'ExemptSpouseInd' checked on that return. Step 2: Verify the SSN exactly Use this when you suspect the SSN may be entered incorrectly. Verify the rejected dependent's social security number with the social Security Card. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. Step 3: If you believe the rejection is an error Use this when you think the rejection is incorrect. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. Step 4: Contact the IRS for additional instructions Use this when you need guidance beyond the steps above. The taxpayer can also contact the IRS at 1-800-829-1040 for additional instructions. ❌ Common Issue This rejection typically occurs when the dependent’s SSN is being used on another return as a Primary or Secondary SSN with Line 6a checkbox 'ExemptPrimaryInd' or Line 6b checkbox 'ExemptSpouseInd' checked. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F1040X-001 This amended return cannot be filed electronically. Please submit a paper amended tax return. To find a proper mailing address, go to irs.gov/file./efile:Return/efile:Return ⚠️ Before You Begin You will need to mail your amended return (it cannot be e-filed). 📊 What This Means The amended return will have to be mailed. The return was amended to change the filing status from what was claimed on the original return. 🧾 Next Steps Step 1: Prepare your paper amended return Because this amended return cannot be filed electronically, you must submit it by mail. Step 2: Find the correct IRS mailing address To find a proper mailing address, go to irs.gov/file./efile:Return/efile:Return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains the e-file rejection: e-file Rejection: F1120-307-01 - "Filer's TIN and Name Control in the Return Header must match data..."" for an 1120 return. ⚠️ Before You Begin Before you resubmit, you will need to confirm that the filer identification information in your return header matches what the IRS has on file. 📊 Rejection Details Full Rejection Text "Filer's TIN and Name Control in the Return Header must match data in the e-File database unless Form 1120 📋 What This Means This rejection indicates that the filer’s Taxpayer Identification Number (TIN) and Name Control entered in the Return Header do not match the IRS e-file database for the 1120 return. 🛠️ Next Steps Step 1: Verify the Return Header filer information Check that the filer’s TIN and Name Control in the return header are correct and formatted properly. Step 2: Ensure the TIN and Name Control match IRS records Update the TIN and Name Control so they match the data in the e-file database for the filer. Step 3: Resubmit after corrections Once the header information matches, resubmit the 1120 return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F2441-524 - Form 2441 This guide explains what this e-File rejection means and how to resolve it. ⚠️ Before You Begin You will need to verify the Qualifying Person’s information against their Social Security card. ❌ What This Rejection Means Use this when you need to understand why the return was rejected. Form 2441, Part II, Line 2(a) each 'QualifyingPersonNameControl' and the corresponding Line 2(b) 'QualifyingPersonSSN' must match data from the e-File database. 🛠️ Resolution Step 1: Verify the Qualifying Person’s details Use this when you need to confirm the name and SSN are correct. Verify the Qualifying Persons's Last Name and Social Security Number with the information on the Social Security Card. Step 2: If the card matches, have the Taxpayer correct SSA records Use this when the taxpayer’s card is correct but the e-File database still rejects the return. If the actual card matches your entries exactly, have the Taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow time for the IRS e-File database to update Use this when you need to know how long it will take before you can expect the rejection to clear. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F2441-526 - Form 2441 Full Rejection Text Form 2441, Part II, Line 2(b), each 'QualifyingPersonSSN' provided must not be the same as a 'QualifyingPersonSSN' in Part II, Line 2 of Form 2441 in another accepted tax return for the same tax year. ❌ What This Rejection Means The rejected Social Security Number has already been used on another tax return for the purpose. 🛠️ Resolution The taxpayer must take one of the actions below to resolve the rejection. Step 1: Remove the person as a qualifier for electronic filing Remove the person associated with the rejected Social Security Number as a qualifying person for Form 2441 for electronic filing. Step 2: If you believe it is an error, mail a paper return If the taxpayer believes this rejection is in error, they can leave the person listed as a qualifier and mail a paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F2555-012-01 - "If Form 2555" This article explains the e-file rejection message F2555-012-01 with the text "If Form 2555. ⚠️ Before You Begin Have the following available: Your full e-file rejection details The tax return you attempted to e-file 📊 Rejection Details Use this when you need to review the exact rejection text. Full Rejection Text "If Form 2555 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F3514-015 Form 3514 Line 4 [InvestmentIncome] amount cannot be greater than $3 Message: F3514-015 Form 3514 Line 4 [InvestmentIncome] amount cannot be greater than '$3,882'. Path: /CA-Return/CA-ReturnData/CAForm3514/InvestmentIncome ⚠️ Before You Begin Corrected in CA Version 5 for 2021. Make sure all of your state modules are all up to date. 📊 Step-by-Step Guide Step 1: Update Your State Modules Use this when you need to ensure the rejection is resolved by the corrected CA Version 5 for 2021. Make sure all of your state modules are all up to date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F540/NR/NRS/2EZ-170 Rejection Message: "Prior Year AGI [PriorYearAGI] in the Primary Taxpayer Signature [PrimarySignature] element does not match FTB's records." ⚠️ Before You Begin To resolve this rejection, you will need to confirm the prior year AGI value you entered for the primary taxpayer matches what the FTB has on file. 📊 Step-by-Step Guide Step 1: Review the rejection details Use this when you need to identify what field caused the rejection. Full Rejection Text: "Prior Year AGI [PriorYearAGI] in the Primary Taxpayer Signature [PrimarySignature] element does not match FTB's records Step 2: Verify the Primary Taxpayer’s Prior Year AGI Use this when you need to correct the value that is being rejected. Confirm that the Prior Year AGI entered for the Primary Taxpayer matches the amount FTB has on record. Step 3: Update the return and re-submit Use this after you have corrected the Prior Year AGI value. After updating the Prior Year AGI to match FTB records, re-submit the e-file. ❌ Common Errors Prior Year AGI entered for the primary taxpayer does not match FTB records. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F540/NR/NRS/2EZ-220 in a 1040 inSureFire This guide explains what the rejection message means and what to do when you see: "There is an error with the Prior Year California Adjusted Gross Income [PriorYearAGI] amount provided in the Return Header..."" ⚠️ Before You Begin Make sure you have the rejection details available so you can confirm the exact issue related to the Prior Year California Adjusted Gross Income [PriorYearAGI] amount in the Return Header. 📊 What This Rejection Means Use this when you need to understand why the return was rejected. Full Rejection Text "There is an error with the Prior Year California Adjusted Gross Income [PriorYearAGI] amount provided in the Return Header. The Primary Taxpayer on this return is ineligible to participate in the Self-Select PIN program. Our records indicate the Primary Taxpayer did not file a prior year individual income tax return and does not have a shared secret (Prior Year California Adjusted Gross Income) amount. They may still e-file by signing a California e-file Return Authorization for Individuals 📋 Next Steps Use this when you need to take action based on the rejection. Step 1: Review the Prior Year California Adjusted Gross Income (PriorYearAGI) in the Return Header Confirm that the Prior Year California Adjusted Gross Income [PriorYearAGI] amount in the Return Header is correct for the Primary Taxpayer. Step 2: Understand the Self-Select PIN ineligibility The rejection indicates the Primary Taxpayer is ineligible to participate in the Self-Select PIN program because records show they did not file a prior year individual income tax return and do not have a shared secret (Prior Year California Adjusted Gross Income) amount. Step 3: Use the California e-file Return Authorization for Individuals The rejection message states they may still e-file by signing a California e-file Return Authorization for Individuals. ❌ Troubleshooting Tip If the return is rejected again, re-check that the PriorYearAGI value used in the Return Header matches the information required for the Self-Select PIN process. If the taxpayer is ineligible (as indicated in the rejection), proceed using the California e-file Return Authorization for Individuals approach. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F540/NR/NRS/2EZ-230 There is an error with the Prior Year California Adjusted Gross Income in a 1040 return. ⚠️ Before You Begin Before you fix this rejection, you should be ready to review the following items for both the primary taxpayer and the spouse/RDP: Prior-year PIN Electronic filing PIN Prior-year AGI (Prior Year California Adjusted Gross Income) 📚 What This Guide Covers What the rejection means (Full Rejection Text) Why the rejection happens How to resolve it by verifying prior-year information or using the Practitioner PIN method 🔍 What is the Rejection? Full Rejection Text There is an error with the Prior Year California Adjusted Gross Income [PriorYearAGI] amount provided in the Return Header. The Spouse/RDP on this return is ineligible to participate in the Self-Select PIN program. Our records indicate the Spouse/RDP did not file a prior year individual income tax return and does not have a shared secret (Prior Year California Adjusted Gross Income) amount. They may still e-file by signing a California e-file Return Authorization for Individuals, form (FTB 8453 or 8453-OL). ❌ Why This Happens ❌ Resolution This rejection occurs when the IRS is unable to verify the primary taxpayer's or spouse's prior-year PIN, electronic filing PIN, or prior-year AGI. 📊 Step-by-Step Guide Step 1: Verify prior-year PIN/AGI details Use this when you need to confirm the IRS can verify the information being transmitted. To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. Step 2: Consider using the Practitioner PIN method Use this when you want to avoid entering prior-year PIN/AGI information. You can also choose the Practitioner PIN method. This method does not require any of this information. ✅ Success! After updating the prior-year PIN/AGI (or switching to the Practitioner PIN method), resubmit the return so the IRS can verify the data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F5S-090 - "Gross Receipts are required for this return" in an 1120S return. This guide explains why you may see the e-file rejection F5S-090 and what to do next when the return is rejected due to gross receipts. ⚠️ Before You Begin You will need to review the gross receipts amount on your Wisconsin Form 5S. 📊 Step-by-Step Guide Step 1: Check the gross receipts amount Use this when you need to confirm the amount required for e-filing. Check the gross receipts on WI Form 5S, Page 2, line 23 (Gross Receipts). Step 2: Determine if the return can be e-filed Use this to decide whether you must switch filing methods. If the gross receipts are zero or negative, the return will need to be paper-filed. WI only allows positive amounts to be e-filed. ❌ What This Means The rejection occurs because the e-file requirement for gross receipts is not met for an 1120S return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F7004-904-01 - "Form 7004" This article helps you understand and resolve an e-file rejection related to Form 7004. ⚠️ Before You Begin Before troubleshooting, make sure you have the full rejection details available (including the rejection code and the exact message text). 📊 Rejection Details Full Rejection Text "Form 7004 📋 Next Steps Use this when you need to review what caused the rejection and correct the Form 7004 before resubmitting. ❌ Common Fixes to Check Verify the correct tax year and filing type for Form 7004. Confirm all required fields are completed and formatted correctly. Review any preparer or taxpayer information that may be inconsistent or missing. Re-check for any validation errors in the return before resubmitting. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F8862-007 - If Form 8862 If the American Opportunity box is checked on Form 8862, the return must contain the American Opportunity Credit. Review the option selection in the section above Part I to ensure the correct box has been checked. 📊 Step-by-Step Guide Step 1: Verify the American Opportunity selection Use this when you need to confirm the correct option was selected on Form 8862. Review the option selection in the section above Part I to ensure the correct box has been checked. Step 2: Confirm the American Opportunity Credit is included Use this when you need to make sure the return matches the selection you made. If the American Opportunity box is checked on Form 8862, the return must contain the American Opportunity Credit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F8863-003-03 Each "StudentSSN" that has a value on Form 8863 This guide explains what this rejection means and how to fix it. ⚠️ What This Rejection Means Each "StudentSSN" that has a value on Form 8863, Line 21 can only be used once to claim either: Line 30 "AmerOppCreditNetCalcExpnssAmt" Line 31 "LifetimeQualifiedExpensesAmt" 📊 Step-by-Step Guide Step 1: Confirm the Student SSN usage on Form 8863 The student social security number cannot be used as a social security number on both the America Opportunity Credit and the Lifetime student credit. Step 2: Verify the SSNs entered for each credit Verify the social security numbers entered for each credit on Form 8863. The social security number can only appear on one credit. Step 3: Choose which credit to claim (if the SSN is used on both) If the social security number is used on both credits, you must choose to claim one credit. ✅ Resolution The student social security number cannot be used as a social security number on both the America Opportunity Credit and the Lifetime student credit. Verify the social security numbers entered for each credit on Form 8863. The social security number can only appear on one credit. If the social security number is used on both credits, you must choose to claim one credit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F8863-512-02 Message: "For each student in Form 8863 📊 Rejection Details Full Rejection Text 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F8962-007-01 Problem: Your client's 1040 e-file is rejected, citing the following: Form 8962, Line 7 "ApplicableFigureRt" must be equal to the figure from table (see Form 8962 instructions - Table 2. Applicable Figure) based on Line 5 "FederalPovertyLevelPct". ⚠️ Before You Begin Make sure you have access to the client's Form 8962 so you can review and correct the values on Line 5 and Line 7. 📊 Step-by-Step Guide Step 1: Review the percentage on Form 8962, Line 5 Use this when you need to confirm what drives the table figure used for Line 7. On Form 8962, line 5, review the percentage. Step 2: If Line 5 is below 100%, check the required box(es) Use this when the rejection indicates Line 7 must match the table figure based on Line 5. If the percentage is below 100%, one of the check boxes above question 7 must be checked. The question states: If the percentage on line 5 is less than 100%, did the taxpayer meet the requirements under "Estimated household income at least 100% of the Federal poverty line"" or ""Alien Lawfully present in the United States"" in the instructions? Step 3: Make the corrections and re-submit Use this after updating Line 5 and the related check box selection so Line 7 can align with the table. After making these corrections 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F8962-038 - "Form 8962" This guide explains why you may see this e-file rejection and what to do to resolve it. ⚠️ Before You Begin Review your Form 8962 and check the following: Household income percentage on Form 8962, line 5 📊 What This Rejection Means This can occur when the household income percentage, on Form 8962, line 5, is more than 400%. 📊 Step-by-Step Guide Step 1: Confirm the condition on Form 8962 Check that the household income percentage on Form 8962, line 5 is more than 400%. Step 2: Complete only the required column If this condition applies, complete only column "F"" on line 11 or 12-23. Step 3: Resolve the reject To resolve this reject ❌ Troubleshooting Tip If you still receive the rejection after updating Form 8962, re-check that the household income percentage on line 5 is the value that triggers this condition and that you only completed column "F"" on line 11 or 12-23. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F8962-049 - "If Form 8962" Full Rejection Text If Form 8962, Line 2b 'TotalDependentsModifiedAGIAmt' has a non-zero value, then Form 1040 or Form 1040A, Line 6c(2) 'DependentsSSN' must have a value. Where the error is located: /efile:Return/efile:ReturnData/efile:IRS8962/efile:TotalDependentsModifiedAGIAmt ⚠️ Before You Begin To resolve this rejection, you will need to review entries on: Form 8962 (Line 2b) Form 1040 or Form 1040A (Line 6c(2)) 📊 Step-by-Step Guide Step 1: Go to Form 8962 Use this when you need to confirm the dependent modified AGI amount was entered correctly. Go to the 8962. In Line 2b - Enter total of your dependent's modified AGI, verify an amount is entered. Step 2: Go to Form 1040 (or 1040A) Use this when you need to ensure the dependent SSN is included when Line 2b has a value. Go to the 1040. In Line 6c - Dependents, verify a dependent is entered, including the Social Security Number. ❌ Note If dependent is not listed, follow Step 1 and remove the amount entered in Line 2b. 📝 IRS Instruction Reference According to Form 8962 IRS instructions, "Enter on line 2b the combined modified AGI for your dependents who are required to file an income tax return because their income meets the income tax return filing threshold. Use the worksheet next to figure these dependents' combined modified AGI. Do not include the modified AGI of dependents who are filing a tax return only to claim a refund of tax withheld or estimated tax."" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F8962-316-01 - "If Form 8962" This article explains the e-File rejection message F8962-316-01 related to Form 8962. ⚠️ Before You Begin To resolve this rejection, please review the rejection text shown in your software and confirm the information you entered for Form 8962 is complete and accurate. 📊 Rejection Details Full Rejection Text "If Form 8962 📌 Next Steps Step 1: Locate the rejection in your software Use the rejection details to identify what part of Form 8962 needs attention. Step 2: Verify your Form 8962 entries Confirm the data entered on Form 8962 matches the taxpayer’s information and is consistent with the rest of the return. Step 3: Re-submit after corrections After updating the return, e-file again and confirm the rejection is resolved. ❌ Troubleshooting If the rejection persists, double-check that all required fields for Form 8962 are filled in and that the values are entered in the correct sections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F8962-341 - "Form 8962" This article explains what the e-file rejection code F8962-341 means for Form 8962. ⚠️ Before You Begin Review the full rejection message shown in your software so you can identify what needs to be corrected for Form 8962. 📊 Step-by-Step Guide Step 1: Locate the Full Rejection Text Use this when you need to find the exact reason for the rejection. Full Rejection Text   Step 2: Confirm the Form Name Mentioned in the Rejection Use this to ensure you are working on the correct form. "Form 8962 ❌ Troubleshooting At this time, the provided rejection details are limited to the text shown above. Please use the full rejection message in your software to determine the specific field(s) or data issue causing the rejection for Form 8962. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: F9465-018-01 " In Form 9465" Full Rejection Text In Form 9465, one of the following must have a value: Line 3 Home 'PhoneNum' or Line 4 Work 'PhoneNum' or Line 3 Home 'ForeignPhoneNum' or Line 4 Work 'ForeignPhoneNum'. ⚠️ Before You Begin Make sure you have the correct phone number(s) to enter on Form 9465. 📊 Step-by-Step Guide Step 1: Open Form 9465 Use this when you need to locate the fields causing the rejection. Go to Form 9465. Step 2: Enter a Phone Number Use this when you need to satisfy the e-file requirement for Form 9465. Go to Line 3 - Home telephone or Line 4 - Work telephone and enter a phone number. ✅ Resolution After entering the phone number on Line 3 (Home) or Line 4 (Work), the rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F9465-027 (Form 9465) - Line 11a "PaymentDueAmt" vs. Line 10 "CalculatedMonthlyPymtAmt" This guide explains how to fix the e-File rejection message: F9465-027: Form 9465, Line 11a "PaymentDueAmt" can not be less than Line 10 "CalculatedMonthlyPymtAmt". If the payment due amount is less than Line 10 (calculated monthly payment amount), you will need to complete and mail Form 9465 with Form 433-F to the mailing address found on the form. ⚠️ Before You Begin Before you submit again, make sure you review Form 9465 page 1 and confirm the amounts entered on: Line 10 (CalculatedMonthlyPymtAmt) Line 11a (PaymentDueAmt) Line 11b (if you cannot pay the amount on Line 11a) 📊 Step-by-Step Guide Step 1: Enter the correct amount on Line 11a Use this when you need to match Line 11a to Line 10. Go to Form 9465 page 1 and enter the amount on line 10 on line 11a. Step 2: If you cannot pay the amount on Line 11a, complete Line 11b and Form 433F Use this when the payment due amount is less than the calculated monthly payment amount. If you can not pay the amount on line 11a, check the box on line 11b and complete form 433F. ❌ Important Note About Mailing If the payment due amount is less than Line 10 (calculated monthly payment amount), complete and mail Form 9465 with Form 433-F to the mailing address found on the form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F990-173 - "Form 990" This guide explains what to check in your return to resolve the e-File rejection for Form 990 (Error Code: F990-173). ⚠️ Before You Begin Make sure you are working in the correct return and can access the Form 990 pages. 📊 Step-by-Step Guide Step 1: Check the Part III box on page 2 Use this when you need to confirm the return indicates you have a Schedule O. Go to 990 page 2, Part III, and check the box advising that you have a Sch O. Step 2: Understand how Sch O behaves in the forms tree Use this when you see that the forms tree does not reflect the selection. The Sch O will not check off in the forms tree and will go with the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: F990-177-01 If Form 990 - IRS reject: F990-177-01: If Form 990 This article covers the e-file rejection message F990-177-01 related to Form 990. ⚠️ Before You Begin Please review the rejection details in your e-file acknowledgment and confirm you are working on the correct return and form. 📊 Step-by-Step Guide Step 1: Review Part IV Use this when you need to check the section referenced by the rejection. Part IV 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Rejection: FNRPY-0771 in SureFire Full rejection message: FNRPY-0771 The number of entries on the Schedule DI is not equal to or greater than the number of dependents/EIC qualifying children claimed on the return. Rejection detail (as shown): /ns:ReturnState/ns:ReturnDataState/ns:FormMAForm1NRPY/ns:Exemptions/ns:Depend ⚠️ Before You Begin This is a reported issue, and it has been corrected with TW 2022 MA Individual Module V4 released on 02/15/2023. 📊 Step-by-Step Guide Step 1: Update the State module Use this when you need to apply the fix that corrects the erroneous reject for FNRPY-0771. Update the State module. Step 2: Re-create the e-file Use this to ensure the updated calculations/forms are included in the submission. Re-create the e-file. Step 3: Re-submit Use this after the update and re-creation so the corrected return is transmitted. Re-submit the return. ✅ What Changed (MA V4 Release Notes) MA V4 Release Notes: CALCULATIONS a) Calculations have been updated to correct an error on Form M-8453 where line 5 when filing the 540 and lines 56 when filing the 540B were being calculated incorrectly. b) Calculations have been updated to allow for an 100% meals deduction on Schedule C, page 2, line 23 instead of just 50% per MA tax law. FORMS a) All forms are updated. PRINTING a) For the most up to date information on laser form availability, please reference our support site Forms Delivery Chart found here: https://support.SureFire.com/support/FormDevelopmentstatus.aspx ELECTRONICFILING a) SureFire is approved for electronic filing with the state of Massachusetts. b) The program has been updated to correct an erroneous reject for: The number of entries on the Schedule DI is not equal to or greater than the number of dependents/EIC qualifying children claimed on the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: Form 5500 or 5500-SF-I-104 The Plan Sponsor must be present unless the Administrator DOL rejections I-104 This article explains why you may see DOL rejections for I-104, I-104SF, P-227, and P-227SF, and how to fix them. ⚠️ Before You Begin These rejections can occur when: The Filing Signer user type is not associated with the User ID and PIN assigned to you by the Department of Labor (DOL). The Plan Sponsor signature requirements are not met as expected by the DOL rejection rules. The Plan Administrator's USERID and PIN are missing or not valid (P-227 / P-227SF). 📊 Step-by-Step Guide Step 1: Identify what the rejection is telling you Use this when you need to understand the rejection codes you are seeing. The Plan Sponsor must be present unless the Administrator signature is present. The following rejection messages may appear: I-104SF - The Plan Sponsor Signature must be present unless the Administrator signature is present. P-227 - The Plan Administrator's USERID and PIN must be present and valid. P-227SF - The Plan Administrator's USERID and PIN must be present and valid. Step 2: Verify which user types are associated with your DOL User ID and PIN Use this to confirm whether you have the correct Filing Signer user type. These rejections can occur when you do not have the Filing Signer user type associated with the User ID and PIN assigned to you by the Department of Labor (DOL). You can verify which user types are associated with your User ID and PIN by: Reviewing the welcome e-mail sent to you by the DOL when you initially registered, or Logging into your EFAST2 account at https://www.efast.dol.gov/portal/app/login?execution=e1s1. Step 3: Add the Filing Signer user type if it is missing Use this when you need to enable the correct signature method for transmission. If you do not have Filing Signer user type assigned to your User ID and PIN, you must add this user type to your User ID before you can transmit returns using an Option 2 signature method. You can add this user type by: Logging into your EFAST2 account, or Calling the DOL at 866-444-3272. ❌ Troubleshooting If you still receive rejections after confirming your user type: Double-check that your Plan Administrator's USERID and PIN are present and valid (P-227 / P-227SF). Confirm that the Plan Sponsor signature is present when required by the DOL rejection rule (I-104 / I-104SF). Re-verify that the Filing Signer user type is correctly associated with your DOL User ID and PIN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: FPYMT-074-01 Rejection message: "If the return is received after the due date of the return Full Rejection Text 📊 What This Means The IRS (or the applicable e-file system) rejected the return because it was received after the due date of the return. ⚠️ Before You Begin Review the filing due date for the return you submitted and confirm when the return was actually received. 🧩 Next Steps Step 1: Confirm the return due date Make sure you know the official due date for the tax year and return type you filed. Step 2: Verify when the return was received Check submission/receipt timing to determine whether the return was received after the due date. Step 3: Take corrective action If the return was received late, you may need to follow the appropriate late-filing process or resubmit based on your situation. ❌ Common Errors Late receipt: The return was received after the due date of the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ e-File Rejection: FW2-499 - Form W-2 The Employers EIN entered on the W-2 is not valid in the IRS e-File database. ⚠️ Before You Begin To resolve this rejection, you will need: The EIN information entered on the rejected W-2 The employer issued copy of the W-2 (to compare the EIN) 📊 Step-by-Step Guide Step 1: Verify the EIN on the rejected W-2 Use this when you need to confirm the EIN is correct. Verify the information entered for the EIN on the rejected W-2 matches the employer issued copy of the W-2. Step 2: If the EIN matches exactly, contact the employer Use this when the EIN is correct but the IRS still rejects the filing. If the information matches exactly, have the taxpayer contact the employer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: FW2-505-01 - Form W-2 This article explains what to do when you receive the e-file rejection code FW2-505-01 for Form W-2. ⚠️ Before You Begin In this situation, the IRS requires a paper filing because of the payer’s new EIN timing. 🛠️ Resolution The return will have to be filed on paper. The reason is that the EIN of the payer was issued in the current processing year. Due to IRS Fraud Prevention, they will not allow anyone to electronically file with a payer's new EIN. The IRS takes the first year to verify the EIN is legitimate. ❌ Important Note Because the payer’s EIN was issued in the current processing year, you cannot electronically file with that new EIN due to IRS Fraud Prevention rules. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: FW2G-009-01 - "If Form W-2G" This rejection message indicates you need a specific state identification number to complete your filing. ❌ What to Do Contact the issuer of the W-2G in order to obtain the state identification number that is required to be entered in Box 13. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-031-02 "PrimaryPriorYearPIN' or 'PrimaryElectronicFilingPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database" This guide explains how to resolve this e-file rejection. ⚠️ Before You Begin Make sure you have access to the return and can edit the Main Information Sheet. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to update the e-file PIN method settings. Go to the Main Information Sheet. Step 2: Select the Practitioner PIN method checkbox Use this when you are using the Practitioner PIN method for e-filing this income tax return. Select the checkbox Check here if using the Practitioner PIN method for e-filing this income tax return... Step 3: Re-create and re-submit the return Use this to ensure the updated header information is included in the e-file submission. Re-create the e-file and re-submit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-031-03 "PrimaryPriorYearPIN" or "PrimaryPriorYearAGIAmt" in the Return Header must match the e-File database" ... in a 1040 return using SureFire This article explains how to resolve this e-file rejection by updating the PIN method settings in SureFire. ⚠️ Before You Begin Make sure you have access to the return in SureFire so you can update the e-file PIN method and the form selection. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to update the return header settings. Go to the Main Information Sheet. Step 2: Select the Practitioner Pin method Use this when you are using the Practitioner PIN method for e-filing. Go to the Self-Select and Practitioner Pin(s) section, select the checkbox indicating you are using the Practitioner Pin method for e-filing this tax return. Step 3: Confirm you are e-filing the 1040 using PINs Use this when you need to ensure the correct form is selected for PIN e-filing. In the section What form(s) are you e-filing using PINs?, select the checkbox for the income tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-032-04 SpousePriorYearPIN or SpousePriorYearAGIAmt in the Return Header must match the e-File database. ❌ What This Means The prior year PIN or the Prior Year AGI entered for the Self-select PIN option for the spouse does not match the IRS e-File database. 🛠️ How to Fix It Step 1: Verify the spouse prior year information Use this when you need to confirm the values you entered are correct. Verify the information entered for the Prior Year PIN or Prior Year AGI with the information entered on the prior years tax return. Step 2: Consider using an alternative PIN option Use this if you do not want to enter prior year information. An alternative PIN option is to use the Practitioner PIN option because it does not require prior year information. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-035-01 Message: "PrimaryDeathDt" in the return must match that in the e-File database. Verify that the date of death entered in the tax return is correct. If the information in the return is correct, the surviving spouse must contact the Social Security Administration to correct their records. ⚠️ Before You Begin Make sure the date of death entered in the tax return is accurate. This rejection occurs when the return’s PrimaryDeathDt does not match what is on file in the IRS e-File database. 📊 Step-by-Step Guide Step 1: Verify the date of death in the return Use this when you need to confirm the rejection cause. Verify that the date of death entered in the tax return is correct. Step 2: If correct, have the surviving spouse update Social Security records Use this when the return is correct but the e-File database still shows a mismatch. If the information in the return is correct, have the surviving spouse contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Wait for the IRS e-File database to update Use this to understand timing after the SSA update. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-098 If "ChildTaxCreditAmt" or "AdditionalChildTaxCreditAmt" has a non-zero value in a 1040 return... This guide explains what the rejection means and how to resolve it. ⚠️ Before You Begin Have your 1040 return open so you can review the Child Tax Credit and dependent information. 📊 What the Rejection Means Full Rejection Text If "ChildTaxCreditAmt" or "AdditionalChildTaxCreditAmt" in the return has a non-zero value, then their sum must not be greater than the number of qualifying children multiplied by $1000. 🛠️ Resolution Step 1: Verify the $1,000-per-dependent limit Use this when you need to confirm the credit amount is within the allowed limit. The Child Tax Credit must not be more then $1,000 per dependent. Step 2: Check the Dependents section on the Main Info sheet Use this when you need to ensure the credit is calculated correctly for each dependent. On Main Info sheet, in the Dependents section, ensure the "CTC"" is not overridden. If so ❌ Common Issue to Watch For If the "CTC"" field is overridden, the Child Tax Credit may exceed the allowed amount per dependent, which can trigger IND-098. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-116 Message: "For each dependent in 'DependentDetail' in the return Full message text ⚠️ Before You Begin Review the dependent information in your return, specifically the section that lists dependents (the DependentDetail data). ❌ What This Rejection Means This rejection indicates there is an issue with how dependents are entered in the return under DependentDetail. The e-file system expects the dependent details to match the required structure. 📊 Step-by-Step Guide Step 1: Locate the Dependents Section Open your return and go to the area where you enter dependents. Step 2: Verify Each Dependent’s Details Confirm that each dependent you entered has the required information filled in correctly. Step 3: Re-Check the DependentDetail Entries Make sure the dependent entries are properly included in the return’s dependent detail section (DependentDetail). Step 4: Re-Submit the Return After correcting the dependent information, try e-filing again. ❌ Common Errors Missing or incomplete dependent information in the dependent details section. Dependent entries not matching the expected structure for DependentDetail. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: IND-147 and IND-152: Form 5405 First Time Homebuyer Installment payment on a 1040 return in SureFire This guide explains what the e-file rejection codes IND-147 and IND-152 mean and how to resolve them in SureFire. ⚠️ Before You Begin Before you make changes, make sure you have the return open in SureFire and that you can access: Form 5405 Sch 2 (as applicable) 📌 What the Rejections Mean IND-147 The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. What you must do: Include the amount on FirstTimeHmByrRepaymentAmt of the return Attach Form 5405 if required Path: /efile:Return/efile:ReturnHeader/efile:Filer/efile:PrimarySSN   IND-152 If Form 5405 is present in the return, then the sum of all Forms 5405, 'FirstTimeHmByrRepaymentAmt' must be equal to 'FirstTimeHmByrRepaymentAmt' in the return. Path: /efile:Return/efile:ReturnData/efile:IRS5405/efile:FirstTimeHmByrRepaymentAmt Value: ### 🛠️ Resolution This can occur when there are overrides pertaining to Form 5405. 📊 Step-by-Step Guide Step 1: Restore all overrides for Form 5405 Go to Form 5405, restore all overrides. Step 2: Restore Sch 2 line 10 (if applicable) Go to Sch 2, restore line 10, is applicable. Step 3: Save the return Save the return.   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-158 If "EarnedIncomeCreditAmt" in the return has a non-zero value and Schedule EIC (Form 1040A or 1040) is not present ⚠️ Before You Begin Review the e-file rejection message and confirm whether your 1040 return includes Schedule EIC when EarnedIncomeCreditAmt has a non-zero value. 📊 What This Rejection Means Use this when you need to understand why your return was rejected. IND-158 occurs when: "EarnedIncomeCreditAmt" in the return has a non-zero value, and Schedule EIC (Form 1040A or 1040) is not present. 📋 Next Steps Use this to resolve the issue so the return can be accepted. Open your 1040 return in SureFire. Check whether EarnedIncomeCreditAmt has a non-zero value. Verify that Schedule EIC (Form 1040A or 1040) is included in the return. If Schedule EIC is missing, add it so it matches the Earned Income Credit amount. Re-run the e-file process after making the correction. ❌ Common Errors Schedule EIC is not present even though EarnedIncomeCreditAmt is non-zero. Schedule EIC was not added for a 1040 return where it is required. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-158-01 Rejection Text: If 'EarnedIncomeCreditAmt' in the return has a non-zero value and Schedule EIC (Form 1040) is not present, then the Primary or Spouse must be at least Full Rejection Text: If 'EarnedIncomeCreditAmt' in the return has a non-zero value and Schedule EIC (Form 1040) is not present, then the Primary or Spouse must be at least ⚠️ Before You Begin This rejection indicates a mismatch between the IRS e-file database and what is being transmitted in the tax return. 🛠️ Resolution This is a mismatch between the IRS e-file database versus what is being transmitted in the tax return. The date of birth listed in the IRS e-file database indicates the Primary or Spouse as being younger than 25 or older than 65 years of age. The date of birth will need to be verified with Social Security Administration at (800)-772-1213 and the IRS e-help desk at (866) 255-0654. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-162 Thank you for using e-File in SureFire This message is an informational alert related to your e-file submission. ✅ Resolution This is an informational alert issued by the IRS and does not require any further action. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-180-01 Rejection message: "Primary taxpayer's Identity Protection Personal Identification Number (IP PIN) must match the e-File database. Please double check your entry and resubmit your return with the correct number." ⚠️ Before You Begin To resolve this rejection, you will need to verify the Primary taxpayer's Identity Protection Personal Identification Number (IP PIN) entered in your 1040 return. 📊 Step-by-Step Guide Step 1: Open the Main Information Sheet Use this when you need to access the section where the IP PIN is entered. Go to the Main Information Sheet. Step 2: Check the Identity Protection PIN section Use this when you need to confirm the IP PIN matches the e-File database. Go to the Identity Protection Pin section. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-181-01 - "The Primary Taxpayer did not enter a valid Identity Protection Personal Identification Number (IP PIN)..."" in a 1040 return. This article explains the rejection message and how to resolve it. ⚠️ What This Rejection Means Full Rejection text: "The Primary Taxpayer did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number."" 📊 Resolution Step 1: Get the correct IP PIN from the IRS Use this when you need to find the correct Identity Protection Personal Identification Number (IP PIN) for the Primary Taxpayer. Visitwww.irs.gov/getanippin for further information and resubmit your return with the correct number. Step 2: Resubmit your return Use this after you have the correct IP PIN. Resubmit your return with the correct number. ✅ Success! If the Primary Taxpayer’s IP PIN is entered correctly, the rejection should be resolved when you resubmit. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-195 (and IND-196) in a 1040 Return Using SureFire Your client’s 1040 e-file may be rejected with IRS Reject Codes IND-195 and/or IND-196 related to the IP address in the return header. ⚠️ Before You Begin You will need: Access to download and install the latest program update for SureFire An active internet connection before opening SureFire (so SureFire can obtain your IP address) 📊 Step-by-Step Guide Step 1: Identify the rejection code(s) Your client’s return is rejected with one or both of the following rejection codes: IND-195 - "'IPAddress' in 'AtSubmissionCreationGrp' in 'FilingSecurityInformation' in the Return Header must have a valid value." IND-196 - "'IPAddress' in 'AtSubmissionFilingGrp' in 'FilingSecurityInformation' in the Return Header must have a valid value." Step 2: Download and install the latest program update Download and install the latest program update version. The update contains changes to prevent returns from receiving IRS Reject Code IND-195. Step 3: Confirm you are connected to the internet before opening SureFire After installing the update, verify that you are connected to the internet prior to opening SureFire in order to obtain your IP address. Step 4: Re-create and re-send affected returns Then, re-create the e-file for any affected returns and re-send them. 📝 Note Note the words in red listed above. If you receive reject IND-196 which includes "Filing"" in the rejection text 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-199 (and related errors) in a 1040 return using SureFire This article explains what the e-file rejection message means and how to clear it for a 1040 return in SureFire. ⚠️ Before You Begin You will need to update your return form type and re-enter the bank account information on the correct page. ❌ Full Rejection Text IND-199- 'RoutingTransitNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. IND-200- 'DepositorAccountNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. IND-201- 'BankAccountDataCapturedTs' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value. 📊 Step-by-Step Guide Step 1: Change the form type to 1040 Use this when you need to clear the rejection errors by ensuring the correct form is used. To clear these rejection errors, change the 1040A or 1040EZ form to 1040. Step 2: Re-enter the bank account information on 1040 page 2 Use this when the Return Header bank fields are missing required values. After changing to 1040, re-enter the Bank account information on 1040 page 2. ✅ Resolution To clear these rejection errors, change the 1040A or 1040EZ form to 1040 and re-enter the Bank account information on 1040 page 2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-510 The Spouse SSN in the return must not be the same as the Primary SSN on another return filed for the same tax year in a 1040 return. ⚠️ Before You Begin Before you make changes, verify the spouse’s SSN using the information on the Social Security Card. 🛠️ Resolution Step 1: Verify the spouse’s SSN Use this when you need to confirm the SSN is correct. Verify the spouse's SSN with the information on the Social Security Card. Step 2: If the SSN matches exactly, remove the spouse to e-file Use this when the rejection is caused by the spouse SSN matching the primary SSN on another return. If the information matches exactly, the taxpayer must remove the spouse to be eligible to electronically file the return. Step 3: If you believe the reject is in error, mail a paper return Use this when you think the rejection is incorrect. If the taxpayer believes the reject is in error they can leave the rejected spouse listed on the return and mail a paper return. 📚 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IND-510 - "The Spouse SSN in the return must not be the same as the Primary SSN on another return filed for the same tax year"" en una declaracin de impuestos 1040 usando SureFire. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-512-01 Each "DependentSSN" in "DependentDetail" in the return... in a 1040 return. This guide explains what this rejection means and how to resolve it so you can e-file successfully. ⚠️ Before You Begin Before making changes, have the following available: Rejected dependent’s Social Security number The Social Security Card for the dependent 📊 What This Rejection Means Full Rejection Text: Each Dependents SSN on this return cannot be used on another return as a Primary or Secondary SSN with Line 6a checkbox ExemptPrimaryInd or Line 6b checkbox ExemptSpouseInd checked on that return. 🛠️ Resolution Steps Step 1: Confirm the IRS database match Use this when you need to understand why the rejection happened. According to the IRS database, the SSN of a dependent you have listed has already been used as a primary or spouse SSN for the same filing year. Step 2: Verify the dependent’s SSN exactly Use this to ensure the SSN is correct. Verify the rejected dependent’s social security number with the Social Security Card. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. Step 3: If you believe the rejection is an error Use this when the SSN appears correct but the IRS still rejects the e-file. If the taxpayer believes the reject is in error, they can leave the rejected dependent listed on the return and mail a paper return. Step 4: Contact the IRS for additional instructions Use this if you need guidance from the IRS. The taxpayer can also contact the IRS at 1-800-829-1040 for additional instructions. Step 5: If you are a third-party designee (Practitioners) Use this if you need help as a practitioner. If the preparer is the third party designee the preparer can contact e-Help (Practitioners only) at (866) 255-0654. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-515 The Primary SSN in the Return Header must not be equal to the Primary SSN in another return filed for the same tax year in a 1040 return. ❌ Resolution   Check the Primary Social Security Number against the actual Social Security Card card. If the information entered matches exactly the taxpayer needs to contact the IRS at 1-800-829-1040 for additional instructions. If the information entered is not correct, re-enter the information and re-submit the e-File. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-515 The Primary SSN in the Return Header must not be equal to the Primary SSN in another return filed for the same tax year in a 1040 return. ⚠️ Before You Begin Have the taxpayer’s Social Security Card available so you can verify the Primary SSN. 📊 Step-by-Step Guide Step 1: Verify the Primary SSN Use this when you need to confirm the SSN entered in the return header is correct. Check the Primary Social Security Number against the actual Social Security Card. Step 2: Decide what to do based on the match Use this to determine the next action after comparing the SSN. If the information entered matches exactly, the taxpayer needs to contact the IRS at 1-800-829-1040 for additional instructions. If the information entered is not correct, re-enter the information and re-submit the e-File. ✅ Resolution After verifying the Primary SSN and taking the appropriate action (contacting the IRS if it matches exactly, or re-entering and re-submitting if it does not), the e-File rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: IND-667-01 or IND-667-02 "If the Spouse SSN appears more than once in the e-File database" When you receive this rejection, it means that the return can only be e-filed using the Practitioner PIN method. 📊 Step-by-Step Guide Step 1: Use the Practitioner PIN method Use this when you receive the IND-667-01 or IND-667-02 rejection. Re-submit or e-file the return using the Practitioner PIN method, since this is the only method allowed when this rejection occurs. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IND-931-01 Message: The Dependent SSN (or Qualifying Child Identifying Number on Form 1040-SS (PR)) has been locked because Social Security Administration records indicate the number belongs to a deceased individual. ⚠️ Before You Begin To resolve this rejection, you will need to confirm the dependent’s SSN entered in SureFire and, if correct, contact the Social Security Administration to update their records. 📊 Step-by-Step Guide Step 1: Verify the dependent SSN in SureFire Use this when you need to confirm the SSN was entered correctly. Verify the dependent's SSN was entered correctly on the Main Info form (or the Additional Dependents worksheet if more than four dependents). Step 2: If the SSN is correct, have the taxpayer contact the SSA Use this when the SSN is correct but the e-file database still rejects the return. If the SSN is correct, have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administrations records. Step 3: Allow time for the update to process Use this to set expectations for when the rejection will clear. It takes Approximately 2 weeks to update in the efile database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: INGEN-005 (Indiana) - "Software Developer Code has not been certified by Indiana for MeF filing..."" for Indiana returns. This article explains what the INGEN-005 rejection means and how to resolve it for Indiana returns. 📚 What This Guide Covers You will learn: Full rejection text for INGEN-005 How to fix the issue by matching the correct tax year forms An example showing the correct filing year 📊 Rejection Details Full Rejection Text: "Software Developer Code has not been certified by Indiana for MeF filing. The return is not accepted." 🛠️ Resolution Step 1: Confirm the fiscal year matches the tax year forms being filed The fiscal year of the return must match the tax year forms being filed. Indiana does not allow returns to be e-filed on prior year forms. This rule is common to all return types. Step 2: Use the correct tax year forms for the return’s dates Make sure you file using the tax year forms that match the return’s fiscal year. Example: A return with fiscal year dates of 1/1/2020 to 1/31/2020 must file on 2020 tax year forms. ✅ Success! Once the correct tax year forms are used (matching the return’s fiscal year), the INGEN-005 rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: IRSW2-1000820-010 - "When present" This guide explains what this rejection means and how to fix it. ⚠️ What This Rejection Means Full Rejection Text When present, State Income Tax Amount must be positive or zero and can't exceed Federal Wages Path 1: /ReturnState/ReturnDataState/IRSW2[2]/W2StateLocalTaxGrp[1]/StateIncomeTaxAmt Value: 224 Path 2: /ReturnState/ReturnDataState/IRSW2[2]/W2StateLocalTaxGrp[2]/StateIncomeTaxAmt Value: 192 📊 Step-by-Step Guide Step 1: Review the W2 Use this when you need to find the State tax amount that is causing the rejection. Go the W2. Step 2: Verify Box 17 (State Tax) Use this when you need to confirm the amount entered matches the correct State tax. Go to Box 17 - State Tax and verify the amount entered. Step 3: Decide next steps Use this when you need to know what to do after verifying the amount. If the correct amount is entered, you will have to paper file the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: MI 5 - "Schema Validation Error - TaxWithheld" in a Michigan Individual return The state of Michigan has set a limit for the amount of withholding that can be claimed in an e-filed return. Michigan limit: $999,999 ⚠️ Before You Begin If the return claims more than a million dollars of MI state withholding, you will need to paper file it due to a state limitation. 📊 What to Do Step 1: Check the MI state withholding amount Use this when you need to confirm whether the claimed MI withholding exceeds the Michigan limit. The limit is $999,999. Step 2: If it exceeds $1,000,000, paper file the return Use this when you receive the MI 5 rejection related to TaxWithheld. If the return claims more than a million dollars of MI state withholding, paper file it due to a state limitation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains the e-file rejection: NCD400-2085 - "If line 18 is zero or blank" Full Rejection Text If line 18 is zero or blank ⚠️ Before You Begin Before you fix this rejection, make sure you have access to the return you are e-filing and can review the value entered on line 18. 📊 Step-by-Step Guide Step 1: Locate Line 18 on Your Return Use this when you need to find the field the rejection is referring to. Open the return and navigate to the section that contains line 18. Step 2: Check Whether Line 18 Is Zero or Blank Use this when you need to confirm what the rejection is detecting. Verify whether line 18 is currently set to 0 or left blank. Step 3: Update Line 18 to a Valid Value Use this when you need to resolve the rejection. If line 18 is zero or blank, enter the correct value so it is no longer zero or blank. Step 4: Re-Check and Re-Submit Use this when you need to confirm the fix worked. Re-check the return for accuracy, then try e-filing again. ❌ Common Errors Line 18 left blank after completing the return. Line 18 entered as 0 when it should contain a different amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: NY 04074 - CT ELF Schema Validation Failure This rejection usually occurs when you are missing an update.   If you still receive this rejection after you have updated your software, then it may be because of one or more of the following reasons: 📊 Step-by-Step Guide ⚠️ Before You Begin Make sure you have updated your software. If you still receive this rejection after you have updated your software, review the sections below to find the specific cause. Step 1: Check for Short Liability Periods If the return is a short liability period, you must paper-file the return or e-file using the prior year's tax software.   Currently, the NY DTF determines the tax year counting 12 months prior to the liability period ending date, and it uses that tax year's schema. They are working to change this to always use the beginning date.   Step 2: Verify the Preparer's NYTPRIN This rejection occurs if the preparer's NYTPRIN is invalid according to NY Schema.   NY Schema dictates that the NYPTRIN is 8 digits and cannot begin with zero.   Step 3: Review New York CT-3 Issues Check the State or county of Incorporation field and other CT-3 related entries.   You may have entered a state abbreviation or other unallowed information in the State or county of Incorporation field. To correct this problem, delete the current entry, and then select a state from the drop-down menu. You will receive this rejection if line 41 is less than zero. The two-digit state abbreviation in the Preparer Signature area must be in capital letters, or you will receive this rejection.   Step 4: Review New York CT-3-S Issues Check the State or county of Incorporation field, Designee phone number, and line 22 amount.   You may have entered a state abbreviation or other unallowed information in the State or county of Incorporation field. To correct this problem, delete the current entry, and then select a state from the drop-down menu. The phone number entered in the Designee's phone number field at the bottom of page 3 may differ from the ERO's phone number. To correct this problem, enter a corresponding phone number in the Designee's phone number field. The amount on page 2, line 22 may be negative. This line must be zero or positive.   Step 5: Review New York CT-5 Issues Check the Date paid value on line 12.   You may have entered an invalid date in the Date paid column on line 12. To correct this problem, enter a date using the MM/DD/YY format.   Step 6: Review New York CT-34-SH Issues Check shareholder residency/entity status entries and required related fields.   You may have entered data on this form for Shareholder residency status or Shareholder Entity status without any other data, such as shareholder name, ID number, or address. To correct this problem, either enter the rest of the necessary information, or remove any unnecessary information from these fields. You may not have entered a capital letter in the Shareholder Entity Status column on page 3.   Step 7: Review New York CT-222 Issues Check Page 4, Line 90 for negative amounts.   The amount on Page 4, Line 90 should not be negative. This line must be zero or a positive amount. Override Line 90, Column B, C, and D to 0.   Step 8: Review New York IT-204 Issues Restore overridden worksheet amounts and verify the Designee PIN format.   You may have overridden amounts on the All Partner Detail worksheet. To correct this amount, restore these fields. On page 1, the Designee PIN must be 5 alphanumeric characters.   Step 9: Review New York IT-204-LL Issues Check line 4 amount, and ensure the Address field length is within limits.   The amount on line 4 may be negative. This line must be zero or positive. The Address field may contain more than thirty characters. To correct this problem, trim the Address field to thirty characters, and enter the remaining characters in the Care of Addressee or Address Continuation field of the Taxpayer Information section.   ❌ Troubleshooting Notes If you have updated your software and still receive this rejection, use the checklist above to locate the specific form/field issue causing the schema validation failure. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: OH-SD-005 "The school district number entered on the SD 100 is not a valid" This guide explains what to do when you receive the OH-SD-005 e-file rejection message. ⚠️ Before You Begin Have the return open so you can update the school district number on the SD 100. 📊 Step-by-Step Guide Step 1: Open the OH SD100 (Page 1) Use this when you need to locate the SD 100 form details. Go to the OH SD100, Pg 1. Step 2: Correct the school district number Use this when the entered school district number is incorrect or invalid. Go to the Enter the school district number for this return: field at the top of the form and remove the incorrect value. Step 3: Look up valid school district codes Use this when you need the correct school district number. Press F1 in order to access the School District Codes list in the help files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: OH-SD-005 "Incorrect Value on the SD 100. Value 9999 is invalid in an Ohio 1040 return in SureFire." This rejection occurs when an invalid School District Number (SD#9999) has been entered on the Ohio SD-100 - School District Income Tax Return. Since "9999" is not an actual taxing district, the return is rejected. ⚠️ Before You Begin Make sure you have the correct Ohio school district information for the taxpayer’s address. 📊 Step-by-Step Guide Step 1: Locate the SD-100 School District Income Tax Return Use this when you need to find where the School District Number (SD#) was entered. Open the Ohio SD-100 - School District Income Tax Return in SureFire. Step 2: Verify the School District Number (SD#) Use this when you need to correct the invalid SD# value causing the rejection. Check the School District Number field and confirm whether the value entered is 9999. Step 3: Replace 9999 with the correct SD# Use this when you need to ensure the SD# is a valid taxing district. Update the SD# to the correct value for the taxpayer’s taxing district. The value 9999 is invalid because it is not an actual taxing district. Step 4: Re-submit the return Use this when you need to send the corrected return to the IRS/state. After updating the SD# on the SD-100, re-file the return to confirm the rejection is resolved. ❌ Troubleshooting If you still receive OH-SD-005 after updating the SD#: Double-check that the SD-100 School District Income Tax Return is the form being corrected. Confirm the SD# matches the correct taxing district for the taxpayer’s address. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: PA20-S/PA-65-022 "Incomplete Corp filing. Main RCT Form Missing." in a 1120S return using SureFire This rejection happens when SureFire is transmitting one or more forms that Pennsylvania (PA) does not want included with the e-file for this situation. Follow the steps below to discard the listed forms and re-transmit the e-file correctly. ⚠️ Before You Begin Discard the following forms to e-file correctly: RCT-101 Form 798 8879C Form 863 Form PA RCT 103   📊 Step-by-Step Guide Step 1: Discard the listed forms Use this when you need to remove forms that are causing the PA e-file rejection. Discard the following forms to e-file correctly: RCT-101 Form 798 8879C Form 863 Form PA RCT 103   Step 2: Re-transmit the e-file Use this after removing the forms so the e-file matches what PA is expecting. PA is looking for the RCT-101 because one or more of the above forms are being transmitted with the return. Delete them and re-transmit the e-file.   📝 Additional Information How do I discard a form in ? Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: PA20-S/PA-65-022 "Incomplete Corp filing. Main RCT Form Missing"" en una declaracin de impuestos 1120S usando SureFire. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-004-01 in a 1040 return using SureFire Rejection message: Full Rejection Text "'ReturnTypeCd' (specified in the Return Header) and the return version (specified by the 'returnVersion' attribute of the 'Return' element) of the return must match the return type and the version supported by the Modernized e-File system." ⚠️ Before You Begin To resolve this rejection, you will need to uninstall and reinstall the Federal module. Note: The original resolution instructions reference uninstall/reinstall steps for the Federal module. 📊 Step-by-Step Guide Step 1: Uninstall the Federal module Use this when you need to remove the current Federal module so it can be reinstalled. Uninstall the Federal module. Step 2: Reinstall the Federal module Use this when you need to restore the Federal module to the correct version supported for Modernized e-File. Reinstall the Federal module. For instructions on how to uninstall and reinstall the Federal module ✅ Success! After reinstalling the Federal module, the return should be able to match the correct ReturnTypeCd and returnVersion supported by the Modernized e-File system. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-058-01 "An XML document that represents a binary attachment must have a valid reference to an attached file"" in a return using SureFire. ⚠️ Before You Begin Review the attachments included with your e-file submission. This rejection is related to how the attachments are referenced in the e-file XML. 📊 What This Rejection Means Full Rejection Text   "An XML document that represents a binary attachment must have a valid reference to an attached file."" 🛠️ Resolution This rejection references the attachments to the e-file. Review your attachments and try the following: Step 1: Shorten the attachment name Use this when you need to... shorten the name of the attachments. Shorten the name of the attachments. Step 2: Remove spaces from the attachment name Use this when you need to... remove spaces in the name of the attachment. Remove spaces in the name of the attachment. Step 3: Remove special characters from the attachment name Use this when you need to... remove special characters in the name of the attachment. Remove special characters in the name of the attachment Step 4: Check K-1 company name formatting Use this when you need to... confirm the company name on K-1's does not include characters that can trigger the rejection. Reject can also occur due to company name on K-1's - Example: The """" ""-"" in the company name 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: R0000-180 Message: "TaxYr" specified in the Submission Manifest must equal the year of the schema version ("YYYY" digits of the attribute "returnVersion" of the Return) that is being used to file the return. ⚠️ Before You Begin Before you fix this rejection, you will need to confirm that your US 1040 module version matches the version listed on SureFire Solution Center. 📊 Step-by-Step Guide Step 1: Confirm the correct US 1040 version Use this when you need to verify the schema/module version used for your filing. Make sure US 1040 is the same version as listed on SureFire Solution Center. To check the version, go to HelpView Authorizations within the program to view the 1040 Indirect version. Step 2: If the version is incorrect, uninstall/reinstall US 1040 Use this when your installed US 1040 module does not match the required version. If the version is incorrect, uninstall/reinstall the US 1040 module. Step 3: If you already reinstalled, download the latest module from Solution Center Use this when you have already reinstalled but still need the newest module version. If the module has been uninstalled/reinstalled previously, uninstall the US 1040 module, then visit the Solution Center https://support.SureFire.com/to login and download the latest US 1040 module version. ✅ Success! This rejection should be resolved once your US 1040 module version matches the version required for the schema version used to file the return. 📝 Note To uninstall/reinstall the US 1040 module, please see the related article How do I uninstall and reinstall a module in SureFire? also see How do I update the SureFire software and modules? 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-500-01 Rejection Text: 'PrimarySSN' and 'PrimaryNameControlTxt' in the Return Header must match..." Applies to: a 1040 return. ⚠️ Before You Begin To resolve this rejection, you will need to verify the primary taxpayer’s: Last name (spelling and format) SSN (the correct SSN for the primary taxpayer) 🛠️ Resolution The last name for the primary taxpayer on the return does not match what the IRS and/or the Social Security Administration (SSA) have on file. This could be caused by: A misspelling of the primary taxpayer’s last name Using the wrong SSN for the primary taxpayer Multiple or hyphenated last names 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-503-02 - "'SpouseSSN' and the 'SpouseNameControlTxt' in the Return Header must match the e-file database"" for a 1040 return using SureFire This guide explains what this e-file rejection means and how to resolve it. ⚠️ What This Rejection Means Full Rejection Text   "'SpouseSSN' and the 'SpouseNameControlTxt' in the Return Header must match the e-file database.""   Resolution   The last name for the secondary taxpayer on the return does not match the IRS Master File and/or Social Security Administration (SSA) records. 🛠️ How to Fix It Use this when you need to correct the spouse information so it matches IRS/SSA records. Step 1: Verify the secondary taxpayer (spouse) last name Make sure the spouse last name is entered exactly as it appears in IRS/SSA records. Step 2: Verify the spouse SSN Confirm you are using the correct Social Security Number (SSN) for the spouse. Step 3: Check for spelling and name formatting issues This rejection can happen due to name formatting differences. This can be caused by misspelling the last name or using the wrong Social Security Number (SSN). It can also result if the spouse has multiple or a hyphenated last name ❌ Common Causes Misspelling the spouse last name Using the wrong spouse SSN Spouse has multiple last names Spouse has a hyphenated last name 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-504-02 Message: "Each 'DependentSSN' and the corresponding 'DependentNameControlTxt' that has a value in 'DependentDetail' in the return must match the SSN and Name Control in the e-File database." This guide explains what the rejection means and how to fix it in a 1040 return using SureFire. ⚠️ Before You Begin To resolve this rejection, you will need the dependent’s information from their Social Security card. 📊 Step-by-Step Guide Step 1: Confirm the dependent’s last name Use this when you need to verify the dependent name control used for e-file matching. Verify the dependent's last name matches the information on the Social Security card. Step 2: Confirm the dependent’s Social Security number (SSN) Use this when you need to ensure the SSN matches exactly for e-file. Verify the dependent's social security number matches the information on the Social Security card. Step 3: Ensure the entries match exactly Use this when you need to pass the e-file database validation. If the actual card matches your entries exactly, the rejection should be resolved. ❌ Common Issue This rejection occurs when the DependentSSN and the corresponding DependentNameControlTxt (when it has a value in DependentDetail) do not match the SSN and Name Control in the e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Rejection: R0000-533-02 If a Dependent's Date of Death has a value in the e-File database This guide explains what the rejection message means and what you can do to resolve it. ⚠️ What This Means (Problem) Your client's Form 1040 e-file was rejected, citing the following: If a Dependent's Date of Death has a value in the e-File database, then it must not be prior to 'TaxYr' in the Return Header. 📊 Step-by-Step Guide Step 1: Verify the dependent information you entered Use this when you need to confirm the data in the return is correct. To correct the problem, verify that you have entered the information correctly. Step 2: If the information is correct, confirm accuracy with SSA or IRS Use this when the rejection persists even though your entry is correct. If it is correct, we recommend calling the SSA or the IRS to determine whether the dependents' information listed in the Master File is accurate. Step 3: Plan who will make the call Use this when SSA requires the correct party to discuss the dependent details. You may need to have your clients or a legal guardian present when making the call to the SSA, at 800-772-1213, or you may have the clients make the call themselves. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: R0000-544-02 The "PrimarySSN" must not be the same as a "DependentSSN" on another tax return if any dependents are listed in this return. This guide explains what to check and what you may need to do to resolve this e-file rejection. ⚠️ Before You Begin Have your actual Social Security card available so you can verify the Primary Taxpayer Identification Number. 📊 Step-by-Step Guide Step 1: Verify the Primary Taxpayer Identification Number Use this when you need to confirm the PrimarySSN is correct. Verify the Primary Taxpayer Identification Number against the actual Social Security Card. Step 2: Decide how to proceed based on the match Use this when the information matches exactly. If the information matches exactly, then the taxpayer will have to remove the dependents to electronically file the return, or paper file the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-900-01 Rejection message: R0000-900-01 - "The return type indicated in the return header must match the return type established with the IRS for the EIN." This article explains what the rejection means and provides the resolution guidance shown below. 🛠️ Resolution Depending on the type of return that you e-filed and received this rejection on 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-901-01 "Filer's EIN and Name Control in the Return Header must match data in the e-File database"" on Form 1041 ⚠️ Before You Begin Review the rejection details below and confirm the filer information entered in the return header matches what is on file in the e-File database. 📊 Rejection Details Full Rejection Text   "Filer's EIN and Name Control in the Return Header must match data in the e-File database.""   🛠️ Resolution Resolution   In some instances 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-902 "Taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return..."" in a 1040 return. This guide explains what this rejection means and what you can do next. ⚠️ Before You Begin Before you re-submit, make sure you have: Your return details (taxpayer and spouse TIN/SSN/ITIN) The tax period and return type you are filing (1040) 📚 What This Guide Covers What the rejection code means - why you are seeing R0000-902 Common causes - what could trigger this rejection What to do next - steps to take if you find issues 🧾 Rejection Text Full Rejection Text   "Taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return."" 🛠️ Resolution This rejection code means that a return with the taxpayer's or spouse's Social Security or Taxpayer Identification number has already been filed with the federal government.   This can happen if your spouse or another family member already filed your return for you. Other reasons for this rejection include:   Your (or your spouse's) SSN or ITIN was entered incorrectly; The same SSN or ITIN was used for both filers on a joint return; or Somebody filed a fraudulent return using your (or your spouse's) SSN or ITIN.   📋 Step-by-Step Guide Step 1: Confirm whether the return was already filed Use this when you need to... Check whether your spouse or another family member already submitted a return using the same taxpayer/spouse SSN or ITIN. Step 2: Verify the SSN/ITIN entries Use this when you need to... Ensure your (or your spouse's) SSN or ITIN was entered correctly. Step 3: Check joint return filer information Use this when you need to... Confirm that the same SSN or ITIN was not used for both filers on a joint return. Step 4: Consider possible identity fraud Use this when you need to... If everything looks correct, consider that somebody may have filed a fraudulent return using your (or your spouse's) SSN or ITIN. ❓ If you don't find any errors   📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file rejection: R0000-905-01 - "Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status" in SureFire This can occur when your EFIN is not registered to file 990, 1120 or 1120S returns electronically. ⚠️ Before You Begin To resolve this issue, you will need to update your IRS Electronic Filing Program application so your EFIN is listed in the e-File database and in accepted status for the return types you are filing (990, 1120, and/or 1120S). 📊 Step-by-Step Guide Step 1: Add the correct forms to your IRS application (Form 8633) Add Forms 990, 1120, and/or 1120S to your Form 8633, application to participate in the IRS Electronic Filing Program. Step 2: Update your application by contacting the IRS Electronic Helpline Update your application by contacting the IRS Electronic Helpline toll-free at (866) 255-0654. Step 3: Update your application on the IRS e-services website Update your application on the IRS IRS e-services website. ❌ Important Note After Updating After updating your application, it usually takes 24 hours before you can re-transmit your rejected 990, 1120, or 1120S electronic files. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-906-02 "Routing Transit Number (RTN) included in the return must be present in the e-file database"" using SureFire. ⚠️ Before You Begin Verify the RTN using the taxpayer's financial documentation (for example; a cancelled check or bank statement). 📊 Step-by-Step Guide Step 1: Verify the RTN Use this when you need to confirm the RTN matches what the taxpayer provided. Verify the RTN against the taxpayer's financial documentation (for example; a cancelled check or bank statement). Step 2: If the RTN is correct, contact the financial institution Use this when the RTN on the documentation is accurate but the e-file database still rejects it. If the information is correct as listed on the documentation, the taxpayer will need to contact their financial institution to acquire the RTN they use to receive ACH deposits. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: R0000-914-01 (1040) Full Rejection Text: Taxpayer TIN in the Return Header must not be the same as the TIN of a previously accepted electronic return for the return type and quarter ending period indicated in the tax return. ⚠️ Before You Begin This is an IRS master file electronic return rejection. The IRS efile database issues this rejection if a return under this return type and quarter ending period has already been filed and accepted using the Taxpayer SSN/EIN. If the taxpayer's SSN/EIN is correct then the taxing authority may need to be contacted and the return will need to be paper filed. 📊 What This Rejection Means Rejection code R0000-914-01 indicates that a return with the taxpayer's or spouse's Social Security or Taxpayer Identification number has already been filed with the Federal government. This can happen if your spouse or another family member already filed your return for you. 📝 Common Causes Other possibilities for this rejection include: Your (or your spouse's) SSN or ITIN was entered incorrectly; The same SSN or ITIN was used for both filers on a joint return; or Somebody filed a fraudulent return using your (or your spouse's) SSN or ITIN. 📌 What To Do Next Step 1: Check for SSN/ITIN entry errors Use this when you need to confirm the numbers were entered correctly. If you don't find any errors, continue to the next step. Step 2: Verify your information with the Social Security Administration Use this when you need to confirm your information matches SSA records. Contact the Social Security Administration at 1-800-772-1213 to verify that your information matches their file. Step 3: Paper file if you believe it is a mistake Use this when the IRS rejection still applies after verification. If you believe this is a mistake, paper file the return. Step 4: If identity theft is suspected, follow the IRS identity theft guidance Use this when you suspect your SSN/ITIN was used fraudulently. If you believe the taxpayer is a victim of identity theft, refer to: IRS Identity Theft Guide. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-922-01 Message: "Filer's EIN and Name Control in the Return Header must match data in the e-File database" This guide explains what to check and what to do when you receive rejection code R0000-922-01. ⚠️ Before You Begin Make sure you have the return available so you can verify the EIN and name entered in the return header. 📊 Step-by-Step Guide Step 1: Verify the EIN and name in the return Use this when you need to confirm the rejection is caused by incorrect header information. Verify the EIN and name were entered correctly in the return. Step 2: If the EIN and name are correct, check for name/address changes Use this when the taxpayer has changed information but the header values are already correct. If they were entered correctly and there was a name change or address change, select the Name Change or Name or Address Change check box on the return. Step 3: If the name change check boxes do not apply, contact the IRS Use this when the taxpayer does not have a name change/address change, but the rejection still occurs. If the name change check boxes do not apply to the taxpayer, then you or the taxpayer can contact the IRS to verify the name of the business. Step 4: Understand that the Name Control is often the cause Use this when you suspect the rejection is due to Name Control mismatch. The Name Control is often the cause of this rejection. Partnership name controls are automatically determined based on the first four characters of the Partnership name but in some cases can deviate from this. The client will need to contact the IRS to determine what the Name Control is currently. ❌ Troubleshooting Tip If you have already confirmed the EIN and name are correct and you have selected the appropriate name/address change options (if applicable), the next most likely issue is the Name Control. In that case, contact the IRS to confirm the current Name Control. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: R0000-927-01 - "If 'Amended Return'" Full Rejection Text   If "Amended Return" ⚠️ Before You Begin Please review the rejection message exactly as shown and confirm the return status is correct (especially if it is an amended return). 📊 Step-by-Step Guide Step 1: Review the rejection details Use this when you need to understand what the IRS/efile system is rejecting. Full Rejection Text   If "Amended Return" Step 2: Confirm the return type Use this when you need to ensure the software is treating the filing as the correct return type. Verify whether the filing should be marked as an amended return, since the rejection message references "Amended Return". ❌ Common Errors This rejection indicates an issue related to whether the return is being handled as an amended return. Double-check the return type selection and any amended return indicators. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: R0000-932-02 If "Amended Return" or (Superseded for 1120/1120S/1120-F/1041/1065) checkbox is not checked then taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return. ⚠️ Before You Begin To resolve this rejection, you will need to confirm whether the return is: Amended Superseded (for 1120/1120S/1120-F/1041/1065) Correct for the return type and tax period 📊 Step-by-Step Guide Step 1: Check the return header checkbox selections Use this when you need to ensure the correct status is selected for the filing. Verify that the "Amended Return" checkbox is checked when the return is an amended filing, or that the (Superseded for 1120/1120S/1120-F/1041/1065) checkbox is checked when applicable. Step 2: Confirm the taxpayer TIN in the Return Header Use this when you need to ensure the TIN does not conflict with a previously accepted e-file for the same period and type. Make sure the taxpayer TIN in the Return Header is not the same as the TIN of a previously accepted electronic return for the same return type and tax period indicated in the tax return. Step 3: Re-submit after correcting the checkbox status and/or TIN conflict Use this when you are ready to try the e-file again. After updating the checkbox selection and ensuring the TIN situation matches the rejection requirement, re-submit the return for e-file. ❌ Common Errors Checkbox not checked when the return is actually amended or superseded. Taxpayer TIN conflict where the Return Header TIN matches a previously accepted electronic return for the same return type and tax period. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains the e-file rejection message: R0000-933-01 - " If "Amended Return" or (Superseded for 1120/1120S/1120-F/1041) check box is not checked ⚠️ Before You Begin Review the rejection text carefully. This rejection indicates that the required checkbox selection was not made for the return type you are filing. 📊 Rejection Details Full Rejection Text R0000-933-01 - " If ""Amended Return"" or (Superseded for 1120/1120S/1120-F/1041) check box is not checked ❌ Common Errors This rejection commonly occurs when: The "Amended Return" checkbox was not checked when filing an amended return. The (Superseded for 1120/1120S/1120-F/1041) checkbox was not checked when filing a superseded return for the listed forms. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: Reject Code F1-0305 (Massachusetts 1040) Rejection Text: The Filing Status of Head of Household has been chosen with no dependents and the Custodial parent has released claim to exemption for child(ren) bubble has not been checked. ⚠️ Before You Begin To resolve this rejection, you will need to update the Head of Household custodial parent exemption checkbox on the Massachusetts return. 📊 Step-by-Step Guide Step 1: Open the Massachusetts Form MA 1 Use this when you need to access the correct form to update the filing status/exemption checkbox. Go to Form MA 1. Step 2: Select the correct Head of Household custodial parent checkbox This addresses the rejection message indicating the custodial parent has released claim to exemption for child(ren) bubble was not checked. Select the Head of household Custodial parent has released claim to exemption for child(ren) check box on Pg. 1, Line 1. Step 3: Save and confirm Saving ensures SureFire records the change before you proceed. Click Save. Click OK. ✅ Success! You have updated the checkbox on Form MA 1 to match the rejection requirements for a Massachusetts 1040 e-file in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: Reject Code X-001 Error: Administrator signed name or signature date in the Filing Header does not match..."" Full Rejection Text: "Error: Administrator signed name or signature date in the Filing Header does not match the Administrator signed name or signature date on the Form 5500." ⚠️ Before You Begin You will be updating the signing information on the Main Information form for a 5500 return in SureFire. 📊 Step-by-Step Guide Step 1: Open the Form Main Information Use this when you need to locate the correct place to update the administrator signing details. Go to the Form Main Information. Step 2: Re-type the PIN in the correct signing line Use this when the Filing Header administrator signed name or signature date does not match the Form 5500 administrator signed details. Re-type the PIN in the Name of individual signing as plan administrator line. ❌ Note The PIN is required to be hidden; therefore 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Rejection: S1-F1040-080-02 in SureFire - Full Reject Message: S1-F1040-080-02 Schedule 1 (Form 1040), "TotalOtherIncomeAmt" must be equal to the sum of: "GamblingReportableWinningAmt" "DebtCancellationAmt" "TotArcherMSAMedcrLTCAmt" "TotHSADistriHDHPAmt" "AlaskaPermanentFundD ⚠️ Before You Begin Use the workaround below to ensure the worksheet activates for e-filing. 🛠️ Workaround Step 1: Check the value on 1040 Wkt 7 If the Value on 1040 Wkt 7 is a negative, continue to the next step. Step 2: Move the negative entry to activate the worksheet Move the entry on 1040 Wkt 7 to any line below line 11 so the worksheet activates for e-filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: S8812-F1040-001-03 in SureFire The boxes A-H on Form 8812 are only applicable with dependents listed with an ITIN. If they have a valid SSN, do not check any boxes on Form 8812. ⚠️ Before You Begin Review the dependent information on Form 8812 to confirm whether the dependent is listed with an ITIN or has a valid SSN. 📊 Step-by-Step Guide Step 1: Check whether the dependent uses an ITIN The boxes A-H on Form 8812 are only applicable with dependents listed with an ITIN. Step 2: If the dependent has a valid SSN, do not check boxes A-H If they have a valid SSN, do not check any boxes on Form 8812. ❌ Common Errors Checking boxes A-H on Form 8812 when the dependent has a valid SSN can cause the e-file rejection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: SA-F990-101-01 (Schedule A) This rejection occurs when Schedule A (Form 990 or 990-EZ), Part I has certain checkboxes selected, but the required value in Part II is missing. ⚠️ What Triggers This Rejection If Schedule A (Form 990 or 990-EZ), Part I has any of the following checked: Part I, Line 5 Part I, Line 7 Part I, Line 8 …then Part II, Line 6 (f) must have a value. 📊 Step-by-Step Guide Step 1: Open Schedule A Use this when you need to locate the exact fields causing the rejection. Go to Form 990, Schedule A, page 2, Part II. Step 2: Check Part I selections Use this to confirm which Part I checkbox(es) were selected. In Schedule A, Part I, confirm whether Line 5, Line 7, or Line 8 is checked. Step 3: Enter a value for Part II Line 6 (f) Use this to satisfy the e-file requirement tied to your Part I selections. In Schedule A, Part II, line 6, column (f), enter a value. Form 990, Schedule A, page 2, Part II, line 6 column (f) must have a value if you selected lines 5, 7, or 8 on Part I. ❌ Troubleshooting If you already entered data in Part II, Line 6 (f), double-check that it is not blank and that the correct value is present. If you did not intend to select Part I, Line 5, 7, or 8, review those checkboxes and update them accordingly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: SC-F1040-002-02 Message: "One of the following lines in Schedule C Form 1040 must have a non-zero value:..." on a 1040 return in SureFire 2017. Full Text Message One of the following lines in Schedule C (Form 1040) must have a non-zero value: Line 1 'TotalGrossReceiptsAmt', Line 7 'GrossIncomeAmt', Line 28 'TotalExpensesAmt', Line 29 'TentativeProfitOrLossAmt', Line 31 'NetProfitOrLossAmt'. Path: /efile:Return/efile:ReturnData/efile:IRS1040ScheduleC[3] Value:       ⚠️ Before You Begin This rejection means your e-filed return has Schedule C fields that must contain a non-zero value, but they are currently blank or zero. 📊 Step-by-Step Guide Step 1: Check what is causing the rejection This can occur when: Schedule C page 1 has an overridden field. There is a second Sch C page 2, but no page 1. Step 2: Resolve the issue (choose one) To resolve, do one the following: Jump from the overridden field on Schedule C and correct whatever caused the need to override. Add Schedule C page 1 to the return. ❌ Common Errors If you only fix page 2 (or only remove overrides) without ensuring Schedule C page 1 is present and correct, the rejection may continue. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: SC-F1040-014 - "If Schedule C (Form 1040)" Full Message Text SC-F1040-014 - If Schedule C (Form 1040), Line 34 'ChangeInValuationsInd' has a choice of "Yes"" indicated ❌ What This Means Your e-file was rejected because the value entered for Schedule C (Form 1040), Line 34 in the field 'ChangeInValuationsInd' is not matching the required choice. The rejection indicates that the field has a choice of "Yes". 📊 Step-by-Step Guide Step 1: Locate the Schedule C (Form 1040) Line 34 field Use this to find the exact field that is causing the rejection. Open the return and navigate to Schedule C (Form 1040), then go to Line 34. Step 2: Confirm the value for 'ChangeInValuationsInd' Use this to correct the rejected selection. Verify that 'ChangeInValuationsInd' is set to the required choice. The rejection message indicates the choice should be "Yes". Step 3: Re-check and resubmit Use this to ensure the correction is applied before sending again. Save your changes, run any available checks, and then try the e-file submission again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-file Rejection: SEIC-F1040-535 "For each child on Schedule EIC...'QualifyingChildSSN' and Line 3 'ChildBirthYr' must match that in the e-File database" FullMessage "For each child on Schedule EIC (Form 1040A or Form 1040) ⚠️ Before You Begin To resolve this rejection, you will need to review the child information entered on Schedule EIC and ensure it matches the e-File database. 📊 Step-by-Step Guide Step 1: Identify each child listed on Schedule EIC Use this when you need to confirm the rejection applies to every child entered on Schedule EIC. For each child on Schedule EIC (Form 1040A or Form 1040), the e-file system expects the identifying details to match the e-File database. Step 2: Verify the QualifyingChildSSN matches the e-File database Use this when you need to correct the child’s SSN information. Confirm that the value entered for QualifyingChildSSN matches what the e-file database has on record. Step 3: Verify Line 3 ChildBirthYr matches the e-File database Use this when you need to correct the child’s birth year. Confirm that the value entered for Line 3 (ChildBirthYr) matches the e-file database. Step 4: Resubmit after corrections Use this when you are ready to try the e-file submission again. After updating the SSN and birth year for each child, resubmit the return. ❌ Common Errors SSN mismatch between what was entered for QualifyingChildSSN and what the e-file database has. Birth year mismatch between what was entered for Line 3 (ChildBirthYr) and what the e-file database has. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: SEIC-F1040-536-01 Each child in Schedule EIC must be younger than the tax payer in a 1040 return. This guide explains what the rejection means and what you can do to fix it. ⚠️ Before You Begin To resolve this rejection, you will need to review the filing status and the children listed on Schedule EIC in your 1040 return. 📊 What This Rejection Means Use this when you need to understand why your return was rejected. Each child in Schedule EIC must be younger than the tax payer if one of the following filing status checkboxes is checked in the return: Line 1 checkbox "Single" Line 4 checkbox "Head of household" Line 5 checkbox "Qualifying widow(er) with dependent child" In the return, this corresponds to 'IndividualReturnFilingStatusCd' having a value of 1, 4, or 5. If for any child in Schedule EIC the child is not younger than the tax payer, the e-file will be rejected with this error. 🛠️ Step-by-Step Guide Step 1: Confirm the filing status on the 1040 Use this when you need to verify the return conditions that trigger this rejection. Check whether Line 1 checkbox "Single", Line 4 checkbox "Head of household", or Line 5 checkbox "Qualifying widow(er) with dependent child" is selected. Make sure the filing status matches what you intend for the taxpayer. Step 2: Review each child listed on Schedule EIC Use this when you need to identify which child is causing the rejection. Open Schedule EIC and review every child included. Verify that each child’s age is younger than the tax payer’s age. Step 3: Correct the child information (if needed) Use this when you need to fix the underlying data causing the rejection. If any child is not younger than the tax payer, update the child’s information so the child is younger than the taxpayer. Re-check the ages after making changes. Step 4: Re-submit the return for e-file Use this when you are ready to test whether the rejection is resolved. Run the e-file process again after corrections. Confirm the rejection no longer appears. ❌ Common Errors Child age is incorrect (for example, a date of birth entered incorrectly) causing a child to appear older than the taxpayer. Wrong child included on Schedule EIC when the taxpayer’s filing status triggers this validation. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: VA Reject Code 760-041 Message: "Virginia Driver's License number/State Issued ID must be 9 characters."" on the Virginia Form VA 760 for a 1040 return in SureFire 2016. This guide shows you how to fix the rejection so you can successfully e-file. ⚠️ Before You Begin Make sure you have the correct Virginia Driver's License number/State Issued ID available so you can enter exactly 9 characters. 📊 Step-by-Step Guide Step 1: Open the Virginia Form VA 760 Use this when you need to locate the form that contains the rejected ID number. Go to the Form VA 760. Step 2: Re-enter the 9-character ID Use this when the e-file system reports the ID number is not the required length. On Pg. 2, re-enter the (9) characters for the Virginia Driver's License number/State Issued ID. Step 3: Save your changes Use this to ensure your corrected information is stored before re-filing. Click the File menu. Select Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: VENDOR - "You are not an approved vendor. Please contact the department to begin certification procedures...."" in a Tennessee 1065 and 1120S return. This article explains what the e-file rejection message means and what you should do to resolve it. ⚠️ Before You Begin Make sure you are working with the latest version of SureFire before you recalculate and resubmit. 🧾 Rejection Details Full Rejection Text You are not an approved vendor. Please contact the department to begin certification procedures. ✅ Resolution Use this when you need to fix the rejection by updating and resubmitting the state return. Please recalculate and resubmit the return state only on the latest software release. 📝 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: VENDOR - "You are not an approved vendor. Please contact the department to begin certification procedures...."" en una declaracin comercial de Tennessee en SureFire 2017. " 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: VENDOR - "You are not an approved vendor. Please contact the department to begin certification procedures...."" on a Tennessee 1120S return in SureFire 2017 This rejection will be corrected for 2018. 2017 returns should be paper filed. ⚠️ Before You Begin Because this rejection applies to SureFire 2017 e-file attempts for the Tennessee 1120S return, you should plan to paper file for 2017. 🛠️ What to Do Step 1: Paper file your 2017 return Use this when you need to avoid the e-file rejection for SureFire 2017. This rejection will be corrected for 2018. 2017 returns should be paper filed. ❌ Troubleshooting If you are seeing the VENDOR rejection message on a Tennessee 1120S return in SureFire 2017, the guidance is to paper file for 2017. The issue is expected to be corrected for 2018. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-File Rejection: X0000-005 - "The XML data has failed schema validation" (SureFire) This guide explains what this IRS e-file rejection means and provides troubleshooting tips to help you fix the return. ⚠️ Before You Begin Make sure you have the full rejection text available and the return you are trying to e-file in SureFire. 📊 What This Rejection Means Full Rejection Text "The XML data has failed schema validation." Resolution This IRS rejection X0000-005 occurs when something inside the return is not conforming to IRS standards.   There are several possibilities that can cause this rejection since it covers nearly every field in a return. 🧩 Tips for Troubleshooting the Return Step 1: Check for extra spaces Use this when you need to... Check for extra spaces between letters or words. Step 2: Check for unexpected symbols Use this when you need to... Check for symbols that may have been entered. ❌ Common Causes (From This Rejection) Extra spaces between letters or words Symbols entered in fields where they are not allowed Any return data that does not conform to IRS standards 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 E-File Rejection: X0000-005 (Schema Validation) This rejection happens when the date you entered for EstimatedPaymentDueDt is not one of the allowed values. Error message: The XML data has failed schema validation. cvc-enumeration-valid. Value '2022-07-10' is not facet-valid with respect to enumeration. ⚠️ Before You Begin You must enter a date that is allowed for EstimatedPaymentDueDt. The allowed dates are: [2022-01-18, 2022-02-15, 2022-03-15, 2022-04-18, 2022-05-16, 2022-06-15, 2022-07-15, 2022-08-15, 2022-09-15, 2022-10-17, 2022-11-15, 2022-12-15, 2023-01-17, 2023-02-15, 2023-03-15, 2023-04-18, 2023-05-15, 2023-06-15, 2023-07-17, 2023-08-15, 2023-09-15, 2023-10-16, 2023-11-15, 2023-12-15] 📊 Step-by-Step Guide Step 1: Find the EstimatedPaymentDueDt date you entered Use this when you need to locate the date that is being rejected. Review the value entered for EstimatedPaymentDueDt. In the rejection example, the rejected value was 2022-07-10. Step 2: Change it to an allowed date Use this when you need to fix the schema validation issue. Update EstimatedPaymentDueDt to one of the allowed dates listed above. For example, since 2022-07-10 is not allowed, you would need to use 2022-07-15 (the allowed date for that period). Step 3: Re-submit the e-file Use this when you are ready to test the corrected submission. After updating the date, re-submit your e-file and confirm the rejection is resolved. ❌ Common Errors If you see a message like: cvc-enumeration-valid and the rejected value is not in the allowed list Then the fix is always the same: enter a date that is allowed for EstimatedPaymentDueDt from the list provided. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: X0000-020 (California 1065-Partnership) in SureFire This article explains the full rejection message and provides the resolution guidance for this specific SureFire e-file rejection. ⚠️ Rejection Text (Full Message) "Your Federal return does not match the latest published IRS Schema or is not well formed. You must"" "Your Federal return does not match the latest published IRS Schema or is not well formed. You must contact your software provider to resolve this error."" 🛠️ Resolution This rejection code issues when e-filing a partnership with only one partner. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection: XMS00-099 - "Wages" Form MS 107 is not required because thereturn contains a blank W-2. Remove the blank W-2, then theinformation will flow to Form MS 107. ⚠️ Before You Begin You may see this rejection when your return includes a blank W-2, which affects whether Form MS 107 is required. 📊 Step-by-Step Guide Step 1: Remove the blank W-2 Use this when you need to resolve the XMS00-099 rejection. Remove the blank W-2 from the return. Step 2: Confirm the information flows to Form MS 107 Use this to ensure the rejection is corrected. After removing the blank W-2, the information will flow to Form MS 107. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: XMS00-099 - "Wages 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This article explains the e-file rejection message: R0000-055-02 - If the signature option "Binary Attachment 8453 Signature Document" is selected... ⚠️ Rejection Message Details Full Text Message "R0000-055-02 - If the signature option "Binary Attachment 8453 Signature Document" is selected (the element 'SignatureOptionCd' in the Return Header has a value of "Binary Attachment 8453 Signature Document")" ❌ Common Errors This rejection occurs when the signature option is set to "Binary Attachment 8453 Signature Document" and the return header element 'SignatureOptionCd' has the value "Binary Attachment 8453 Signature Document" on an 1120 or 1120S return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file rejection: "SC-F1040-014 If Schedule C (Form 1040)" This guide helps you understand what to enter for the e-file rejection text for error code SC-F1040-014. ⚠️ Before You Begin You will need the rejection text you want to fill in for this specific e-file rejection. 📊 Step-by-Step Guide Step 1: Fill in the Rejection Text Use this when you need to enter the rejection text for this error. Fill Rejection Text: "If Schedule C (Form 1040) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 e-file Rejection on a Mississippi Corporate Return (SureFire 2017) This guide explains the e-file rejection message you may see in SureFire 2017 when filing a Mississippi corporate return. ⚠️ Before You Begin You may be seeing an e-file rejection that includes the following message: Full Message Text "The element 'Status' in namespace 'http://www.irs.gov/efile' has incomplete content. List of possible elements expected: 'NonProfit Note: The message text appears truncated in the source content provided. 🧩 What This Means This rejection indicates the IRS e-file XML contains a Status element that is missing required information (incomplete content). The IRS expects one of the possible elements (for example, NonProfit), but the data provided was not complete. 🛠️ Next Steps Use the rejection details to locate the related corporate return fields in SureFire 2017 and ensure the required Status information is complete so the IRS can validate the e-file submission. ❌ Troubleshooting Review the e-file rejection message and confirm the Status data is fully populated. Because the message indicates expected elements (such as NonProfit), verify that the correct status type is selected and that all required fields for that status are completed. If the rejection persists, gather the full rejection details (including any additional lines after the truncated text) to share with support. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What This Guide Covers This guide explains e-file rejections IND-180 and IND-996 for a 1040 return in SureFire. IND-180 - Identity Protection PIN issues for the taxpayer or spouse IND-996 - Identity Protection PIN issues for a dependent/qualifying person ⚠️ Before You Begin Before you update anything in SureFire, make sure you have the correct Identity Protection PIN from the IRS correspondence (or know how to obtain it). 📊 Step-by-Step Guide Step 1: Fix e-file reject IND-180 (Taxpayer or Spouse Identity Protection PIN) E-file reject IND-180 is referring to the Taxpayer or Spouse Identity Protection PIN. For do the following: Go to the Main Info form. Locate the Individual Filer Information section, verify the identity protection PIN entered. For SureFire do the following: Go to the Main Info form. Locate the Identity Protection Pin section, verify the identity protection PIN entered. Step 2: Fix e-file reject IND-996 (Dependent/Qualifying Person Identity Protection PIN) E-file reject IND-996 is referring to the Dependent/Qualifying Person Identity Protection PIN. For do the following: Go to the form 1040, select the Dependents tab. Verify the Dependent's identity protection PIN entered. For SureFire do the following: Go to the Main Info form, locate the Dependents / Nondependents section. Verify the Dependent's identity protection PIN entered. ❌ Important Notes for PIN Errors If a pin is entered incorrectly, remove it and enter the correct pin. If no PIN is entered, it means a PIN is required. Contact the IRS to obtain the PIN. ✅ Verify You Have the Correct IP PIN The tax return has a value for the Identity Protection Personal Identification Number. Verify the number entered is the number on the IRS correspondence that was received by the taxpayer. The taxpayer is issued a new IP PIN each tax year. If the taxpayer cannot locate the IP PIN, they can contact the IRS at 1-800-829-1040. ✅ Requesting an IP PIN (If Not Automatically Received) Taxpayers who have had an IP PIN in the past, but have not received one automatically can request one at www.irs.gov/getanippin. Note: Requests must be made after February 2nd. ✅ IP PIN Pilot Program (Avoid Identity Theft) There is also a pilot program for taxpayers to opt into the IP PIN to avoid identity theft. This has been expanded to 3 states (FL, GA, DC). Taxpayers in these 3 states can go to www.irs.gov/getanippin and opt-in to the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Reject 22 The EFC reject states, "Missing disclosure for sharing return information with bank. Please update Consent to Use and Disclose Bank information and resubmit e-file."         To resolve the rejection 📊 Step-by-Step Guide Step 1: Update the required consent Use this when you need to fix the missing disclosure related to sharing return information with a bank. Please update Consent to Use and Disclose Bank information so the required disclosure is included. Step 2: Resubmit your e-file Use this after updating the consent so the e-file can be accepted. After updating the consent, resubmit your e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Reject 25 Verify you have the Consent to Use - FeeCollect and Consent to Disclose-FeeCollect forms included in the return. The taxpayer's PIN and date must also be on both forms. You may have to refresh the enrollment to have the forms added. ⚠️ Before You Begin You will need: Consent to Use - FeeCollect form included in the return Consent to Disclose-FeeCollect form included in the return Taxpayer PIN on both forms Date on both forms 📊 Step-by-Step Guide Step 1: Confirm the required FeeCollect consent forms are in the return Use this when you need to ensure the return includes the correct forms. Verify you have the Consent to Use - FeeCollect and Consent to Disclose-FeeCollect forms included in the return. Step 2: Make sure the taxpayer PIN and date are on both forms Use this when you need to ensure the forms have the required identifying information. The taxpayer's PIN and date must also be on both forms. Step 3: Refresh enrollment if the forms are missing Use this when you need to re-load enrollment content so the forms appear. You may have to refresh the enrollment to have the forms added. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains EFC Reject 38 and what to do when you receive this message. ⚠️ Before You Begin Make sure you have an internet connection so you can download the required program updates. 📊 Step-by-Step Guide Step 1: Confirm why you’re seeing the reject EFC Reject 38 means you have sent the return before your software was updated. Step 2: Update the program After logging into the program, go to Communications Select Get Program Updates The update will download. When finished, you will need to close the program and reopen it (you do not need to restart your computer). A dialogue box will appear saying Sure-Fire has been updated to version _ _._ _. Step 3: Update modules and resend Log back into the program and go to Tools. Select Get Module Updates. Run the updates. If you are up to date on modules the message will read No mail to toss. Recreate the E-file (run diagnostics and hit the E-file button). Resend the return. Step 4: If it still happens If you continue to get the same EFC reject code after this process, contact customer support directly to assist further. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Reject Codes This is a record of the EFC Reject Codes. 📋 Reject Code Reference Reject code 2: Missing entry value Reject Code 3: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 4: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 5: The e-file did not process properly. No corrections need to be made; simply recreate the e-file and resend. Reject Code 6: The primary last name is blank. Please enter the primary last name. Reject Code 7: The company name is blank. Please enter the company name. Reject Code 8: The EFIN on this return does not match the EFIN that we have on file for this Client ID. Login to the Solution Center as ADMIN to view the EFIN on file for this CID. Reject Code 9: Unknown service center Reject Code 10: EFile and extension conflict Reject Code 11: An extension has been previously submitted to the IRS for this TIN. The extension has a status of accepted or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the IRS. Reject Code 12: A return has been previously submitted to the IRS for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the IRS. Reject Code 13: A return has been previously submitted to this state for this TIN. The return has either an accepted or pending status. If accepted, please do not resubmit. If corrections need to be made, please amend the return. If the return is pending, please wait for an acknowledgement from the state. Reject Code 14: There is a previously filed bank application for this TIN on file. It is either in an accepted status or pending. If accepted, please do not resubmit. If pending, please wait for an acknowledgement from the bank. Reject Code 15: There are fee(s) on the bank application that do not match the fee(s) submitted on the ERO application. These fees must match. Please make corrections. You can login to the Solution Center as ADMIN to view the correct fees. Reject Code 16: You are currently signed up to do Bank Products, therefore you can not send a Fee Collect Return. Please remove the Fee Collect application from this return. Reject Code 17: Bank application contains invalid data. Please verify all information on the bank application. Reject Code 18: Foreign phone number contains invalid data. Please verify that the foreign phone number is correct. Reject Code 20: You must be approved to offer bank related Audit Shield before submitting a bank related Audit Shield application. Wait for that approval, then recreate the efile and send or remove the Audit Shield application from the return, create a new efile, and resend now. Reject Code 21: Client not approved to sell Audit Shield. Please remove the Audit Shield application from the return and resubmit. Reject Code 22: Missing disclosure for sharing return information with bank. Please update Consent to Use an Disclose Bank information and resubmit e-file. Reject Code 23: Missing disclosure for sharing return information with Audit Shield. Please update Consent to Use and Disclose Audit Shield information and re-submit e-file. Reject Code 24: Missing disclosure for sharing return information with regional office Reject Code 25: Missing fee collection disclosure Reject Code 26: One or more pages of a multiple-page schedule or form are missing. (See exceptions, below.) 1. Page 2 may be present without Page 1 (and vice-versa) for the following forms or schedules: Schedule E Form 4684 Form 4797 Form 8283 Form 8824 Form 8853 2. Page 2 of the following forms and schedules need not be transmitted if there are no entries on that page: Schedule C Schedule C (5713) Schedule D Schedule F Schedule H Schedule O (5471) Schedule 2 Form 2441 Form 4562 Form 5329 Form 6251 Form 8275 Form 8275-R Form 8582-CR Form 8606 Form 8621 Form 8697 Form 8801 Form 8839 Form 8915 3. Pages 2,3 and 4 are optional for Form 2210, but neither Page 2, 3 or 4 can be present without Page 1. 4. Pages 2 and 3 are optional for Form 8582, but neither Page 2 nor Page 3 can be present without Page 1. 5. Page 4 of Form 4136 may be present without Pages 1, 2, or 3 but if Pages 1, 2 or 3 are present, Page 4 must be included. 6. For the following forms, Page 1 must be present, but Pages 2-4 need not be transmitted if there are no Reject Code 27: On the Optional Statement Records (identified by an asterisk (*) in Part II Record Layouts), any Statement Reference number ('STM' plus the statement number) occurring within the tax return must have a corresponding Statement Record. Reject Code 28: See Publication 1345A Filing Season Supplement for Authorized e-file Providers, Part III - Error Reject Codes for details. Reject Code 29: This efile was created before downloading the latest program update. Please download all the latest updates, recreate the efile, and resend. Reject Code 30: On the Tax Return Record Identification Page 1, the Declaration Control Number (DCN) must be numeric and 14 bytes long. The first two digits of the Declaration Control Number (DCN) must be zeros (“00”). The last digit must equal the last digit of the filing year; for example, tax year 2011 is filing year 2012, so the value expected would be “2”. Reject Code 31: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 32: Only one Form 1040/A/EZ is allowed per return. Please discard both 1040 forms, and then re-add the desired form. Reject Code 33: State Information is incomplete. Please download the latest 1099-MISC. Recreate the e-file and transmit again. Reject Code 34: If a state has a RTN or DAN or checking account indicator or savings account indicator present, then both the RTN and DAN must be present, and also either the checking or savings account indicator must be present. Reject Code 35: Because the Federal return was rejected, this corresponding piggyback state has also been rejected. Reject Code 36: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 37: The return was received after the final cutoff date for transmissions. This return must be filed on paper. Reject Code 38: This efile was created before downloading the latest program or form update. Please download all the latest updates, recreate the efile, and resend. Reject Code 39: There are invalid characters in this e-file.This problem can occur when your computer's Regional Settings are set to anything other than English (United States), or you are running a foreign (e.g., Arabic) version of Microsoft Windows. Reject Code 40: The direct deposit account information in this return does not match the bank from which you are requesting a bank product. Reject Code 41: The return was changed after the e-file was created. The e-file was rejected to ensure that you would re-create the e-file and incorporate the changes before you transmit it. Reject Code 42: Support for e-filing corrected 1099s will be released in a later version. Once this update has been released please install that update and re-efile this return. Reject Code 43: Every 1099-DIV record that has an amount in box 1b Qualified Dividends must also have a nonzero amount in box 1a Total Ordinary Dividends. Reject Code 44: The Loan application was received after the cut-off date determined by the bank. Only non-loan products are still allowed (ERC's). Reject Code 45: The e-file was rejected because the IRAL application was rejected. Please correct the IRAL application or remove from the return before resubmitting the e-file. Reject Code 46: The data provided failed validation. Please see custom description for more information. Reject Code 47: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 48: This return appears to be invalid, and is being reviewed by Customer Service. You will be contacted by a Customer Service representative to address the error shortly. Reject Code 49: This type of efile is not currently being accepted by the EFC. Please resubmit once the EFC has begun accepting these types of efiles. Reject Code 50: You must be approved to offer Fee Colle 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Rejection 49 Returns receive EFC reject 49 because they are submitted before or after the window for transmitting returns. ⚠️ Before You Begin Check where you are in the e-Filing timeline: If e-Filing of your form has not yet begun, you must wait. If the filing season has concluded, you will need to file differently. 📊 Step-by-Step Guide Step 1: Confirm whether e-Filing has started If e-Filing of your form has not yet begun, wait until it has to try again. Step 2: Check whether the filing season has ended If the filing season has concluded, then this return will require paper filing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC rejection 71 This can occur when Versicom Toll-Free Tax Infoline PLUS (TFTI+) was chosen on the tax return, but you have not purchased this service. To correct this error, remove the TFTI+ option from the return, or purchase this service before transmitting the e-file. 📊 Step-by-Step Guide Step 1: Check whether TFTI+ was selected Use this when you need to confirm why the e-file was rejected. Verify whether the Versicom Toll-Free Tax Infoline PLUS (TFTI+) option was selected on the tax return. Step 2: Fix the mismatch Use this to resolve the rejection. Remove the TFTI+ option from the return if you did not purchase the service. Or purchase the service before transmitting the e-file if you want to keep the TFTI+ option selected. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Rejection 71: Invalid Versicom Submission in SureFire This guide explains why you may see EFC rejection 71 and how to fix it. ⚠️ Before You Begin This can occur when Versicom Toll-Free Tax Infoline PLUS (TFTI+) was chosen on the tax return, but you have not purchased this service. 📊 Step-by-Step Guide Step 1: Check whether TFTI+ was selected This error happens if TFTI+ is selected on the return, but the service was not purchased. This option can be found on the Main Info sheet below the Bank Account Information section. Step 2: Fix the submission Choose one of the following corrections. Remove the TFTI+ option from the return, or Purchase this service before transmitting the e-file. ✅ Success! After you remove TFTI+ from the return or purchase the service, you should be able to transmit the e-file without EFC rejection 71. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC rejection 77 This guide explains common reasons you may see EFC rejection 77 and what to do next. 📌 What This Rejection Means EFC rejection 77 can happen due to registration code verification issues or office relationship settings. ⚠️ Common Causes Step 1: Check your browser (registration code verification) Use this when you suspect your registration code may not match what the system expects. Using an Internet browser other than Internet Explorer may cause discrepancies in registration codes. Your registration code will have to be verified. Step 2: Consider the main office vs. add-office relationship Use this when the rejection seems tied to office setup or location relationships. The relationship between a main office and an add-office may also cause this reject. If this is the cause, our Accounts Receivable team should be able to correct this. 📝 Notes If you changed browsers or are not using Internet Explorer, registration code discrepancies may occur. If the issue is related to main office/add-office setup, Accounts Receivable can correct it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFC Rejection: "14 - There is a previously filed bank application for this TIN on file using SureFire" This article explains the meaning of the EFC rejection message and what it indicates about a previously filed bank application for the same TIN. ⚠️ Before You Begin Review the full rejection text shown in your system so you can confirm the exact message details. 📊 What the Rejection Means Use this when you need to understand why your submission was rejected. Full Rejection Text EFC Rejection: "14 -There is a previously filed bank application for this TIN on file. It is either in an accepted status or pending. If accepted ❌ Common Issue This rejection occurs when there is already a bank application on file for the same TIN in SureFire, and that existing application is either: Accepted, or Pending 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 eFile Reject "FW2-502: Form W-2" This article explains what the eFile reject FW2-502: Form W-2 means and how to fix it. ⚠️ What the Reject Means Full Rejection Text: FW2-502:Form W-2, Line B Employer EIN must match data in the eFile database./efile:Return/efile:ReturnData/efile:IRSW2[1]/efile:EmployerEIN. Value: xxxxxxxxx 📊 Step-by-Step Guide Step 1: Open the W-2 referenced in the reject Use this when you need to find the exact W-2 the reject is pointing to. Go to the Form W-2 referenced in the reject. In this example, it is the first W2: IRSW2[1]. Step 2: Verify the Employer EIN on Line B Use this to ensure the EIN matches what was received on the paper W-2. Go to Line B and verify that the Employer EIN matches the paper form W-2 received by the taxpayer. Step 3: Save your changes Use this to apply the corrected EIN so eFile can reprocess the return. Click Save. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject MO1040-0012 Reject Code: MO1040-0012 Message: The incorrect Standard Deduction amount was claimed based on Filing Status and/or Aged/Blind checkbox selections. ⚠️ Before You Begin This rejection is being addressed in a future update. 🛠️ What to Expect TW MO1040-0012 Rejection will be fixed in MO V3 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile Reject: 200008 - "Software Id is missing or Id entered is not authorized." (New Jersey 1120 Extension in SureFire) This electronic filing rejection has been addressed on a release that went out after the filing deadline. Due to this, the original workaround was to filing the New Jersey extension for an 1120C return via the New Jersey Corporation Business Tax Online Filing and Payment website.   Since the release, customers need to verify the return is opened, saved, and then re-electronically filing. 📊 Step-by-Step Guide Step 1: Open the return in SureFire Use this when you need to ensure the correct return is currently loaded before re-filing. Step 2: Save the return Use this to make sure the return updates are captured after the release. Step 3: Re-electronically file Use this after opening and saving so the filing process uses the latest information. ⚠️ Before You Begin If you previously used the workaround due to the timing of the release, note that the updated process is now: Verify the return is opened Save the return Re-electronically file ❌ Troubleshooting If you still see the rejection, double-check that you opened the correct return, saved it, and then re-attempted electronic filing after the release. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject: F3800-304 If any Form 3800 is present, and Form 3800, Part III checkbox "B" (GeneralBusCrFromPassiveActyInd) is checked, then Form 3800 must meet the required conditions. ⚠️ Before You Begin Review the reject details and confirm the values on Form 3800, Part III. 📊 What This Reject Means Part III line 2 "CurrentYearGeneralBusCrAmt" has a non-zero value 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject: F540-890 /CA-Return/CA-ReturnData/CAForm540/Refund This guide helps you resolve the e-file reject by verifying that your Direct Deposit amount matches the Refund amount. ⚠️ Before You Begin Before resubmitting, make sure you have the correct refund and direct deposit amounts available to compare. 📊 Step-by-Step Guide Step 1: Compare Direct Deposit vs. Refund Use this when you need to confirm the amounts match to clear the reject. Verify if the Direct deposit amount is different than the refund amount. ✅ Success! If the Direct Deposit amount matches the refund amount, you should be able to proceed without this specific reject. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Efile Reject: IND-369-01 Issue: If [NetOperatingLossCarryforwardDeductionStatement] is present in the return, then Schedule 1 (Form 1040), NetOperatingLossDeductionAmt must have a value greater than zero. What this means: The return includes an NOL carryforward statement, but the related NOL deduction amount is not greater than zero. ⚠️ Before You Begin Make sure you only report NOL items when there is NOL to report in the return. 🧭 Step-by-Step Guide Step 1: Check the NOL statement on the 1040 worksheet Use this when you need to remove an NOL statement that should not be present. Go to 1040 wkt 7 and remove the NOL statement if there is not NOL to report in the return. ✅ Success! After removing the NOL statement (when there is no NOL to report), the e-file reject IND-369-01 should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject: IND-517-Exception 6a in SureFire SureFire calculates the Exemptions check boxes on line 6. This guide explains what the options labeled (a), (b), and (c) mean and when to select them. ⚠️ Before You Begin If any of the following conditions apply, select the appropriate check box(es). 📊 Step-by-Step Guide Step 1: Select check box (a) for a dependent situation If the taxpayer can be claimed as a dependent on another person's tax return, select check box (a). Step 2: Select check box (b) for married filing jointly If the filing status is married filing jointly and the spouse can be claimed as a dependent on another person's tax return, select check box (b). Step 3: Select check box (c) for head of household with a nonresident alien spouse If the taxpayer is using filing status 4 (head of household) and claiming an exemption for a nonresident alien spouse, select check box (c) and type the spouse's name and SSN or ITIN. Note: A nonresident alien spouse cannot be the qualifying person for head of household filing status. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject: OH-PIT-033 (Missing W-2 State Information) Reject Code: OH-PIT-033 Message: On one or more of your W-2 forms - OH-PIT-033 On one or more of your W-2 forms, you claimed state income tax withholding but did not provide the state abbreviation, the Employer's state ID number and/or the state wages. Please correct and retransmit ⚠️ Before You Begin Make sure you have access to the W-2(s) being e-filed so you can review the state withholding details and the required state fields. 📊 Step-by-Step Guide Step 1: Verify the Employer's State ID on your W-2(s) Use this when you need to confirm the missing state information that caused the reject. Verify if one of the W2s has The Employer's state ID missing. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject: SD-F1040-018 If Schedule D - SD-F1040-018If Schedule D (Form 1040), "DisposeInvestmentQOFInd" has a choice of "Yes" indicated then Form 8949 must be present in the return. ⚠️ Before You Begin Review your return to confirm whether DisposeInvestmentQOFInd is set to "Yes" for Schedule D (Form 1040). 📊 Step-by-Step Guide Step 1: Confirm Form 8949 is Included Use this when you need to resolve the e-file reject. Because the reject indicates that DisposeInvestmentQOFInd has a choice of "Yes" indicated, Form 8949 must be present in the return. ✅ Success! After ensuring Form 8949 is included in the return, the e-file reject should be addressed. ❌ Common Errors This reject commonly occurs when Form 8949 is missing from the return while DisposeInvestmentQOFInd is set to "Yes". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Reject Resolution Reject Message: The 'http://www.irs.gov/efile:MethCalcDep' element is invalid. Details: The 'http://www.irs.gov/efile:MethCalcDep' element is invalid - The value ' ' is invalid according to its datatype 'http://www.irs.gov/efile:String10Type' - The actual length is greater than the MaxLength value. ⚠️ Before You Begin Make sure you can access the return and the PA Sch C section so you can update the required method and convention information. 📊 Step-by-Step Guide Step 1: Enter a method and convention for Taxpayer Assets Use this when you need to provide the required depreciation method and convention so the e-file XML element is valid. Enter a method and convention for Taxpayer Assets Step 2: Complete section on page 2 of the PA Sch C Use this to ensure the PA Sch C information is fully completed where required. Complete section on page 2 of the PA Sch C ✅ Success! After updating the method/convention and completing the PA Sch C section, re-check the return for the e-file reject and try e-filing again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Rejection code 500UP-41040-010 (MD return) You receive e-file Rejection code 500UP-41040-010 for a MD return. Rejection Details: Line 4 Estimated Tax Required; If first-time filer, must be equal to Line 2; otherwise must be equal to lesser of Line 2 or Line 3b. ReturnState/Form500UP: /ReturnState/ReturnDataState/Form500UP/E ⚠️ Before You Begin Make sure you are working with the correct Maryland MD 500UP return and the correct prior year tax information. 🛠️ Fix for Rejection Code 500UP-41040-010 Step 1: Override Line 4 when prior year tax was zero If the prior year tax was zero, line 4 of the MD 500UP should be overridden to $0. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile rejection FPYMT-072-01 in an individual return when selecting a payment date after 4/15 If you receive the FPYMT-072-01 reject, you entered a due date after 4/15. However, because the IRS has not yet changed the due date in their systems, you received this reject. ⚠️ Before You Begin Confirm the payment/due date you selected is after 4/15. This reject is expected when the IRS system has not yet updated the due date. 📊 Step-by-Step Guide Step 1: Resend the return(s) This has been corrected on the IRS e-file system, please resend the returns. ✅ Success! After the IRS e-file system correction, resending the return(s) should allow them to pass the FPYMT-072-01 rejection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Rejection in SureFire: F4868-001-02 Full Rejection Text: Form 4868 can only be filed after the 'TaxPeriodEndDate' in the IRS Submission Manifest and on or before the due date to which the extensi ⚠️ Before You Begin Please review the condition referenced in the rejection message: unless Line 8 checkbox or Line 9 checkbox is checked. 🧩 What This Means The IRS is rejecting the Form 4868 e-file because it must be filed only after the 'TaxPeriodEndDate' shown in the IRS Submission Manifest, and it must be filed on or before the applicable extension due date. The rejection also indicates that this requirement may be bypassed only when Line 8 checkbox or Line 9 checkbox is checked. 🛠️ Next Steps Step 1: Confirm the Line 8 or Line 9 checkbox status Check whether Line 8 checkbox or Line 9 checkbox is checked, since the rejection message indicates the filing may be allowed only in that case. Step 2: Verify the TaxPeriodEndDate timing in the IRS Submission Manifest Ensure the Form 4868 is being filed after the 'TaxPeriodEndDate' listed in the IRS Submission Manifest. Step 3: Confirm the filing date is on or before the extension due date Make sure the filing is submitted on or before the due date to which the extension applies. ❌ Troubleshooting If the rejection persists: Re-check that the Form 4868 is filed after the 'TaxPeriodEndDate' in the IRS Submission Manifest. If timing is correct but you still receive the rejection: Verify whether the rejection condition applies and confirm whether Line 8 checkbox or Line 9 checkbox is checked. If the due date is missed: The IRS requires the filing to be on or before the due date to which the extension applies. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 eFile Rejection: "IND-532-01 If Spouse Date of Death has a value in the e-File database" This rejection means the system detected a mismatch related to the spouse’s Date of Death information in the e-File database. ⚠️ Before You Begin Before proceeding, make sure you have reviewed the spouse information entered on the return. 📊 Step-by-Step Guide Step 1: Verify spouse information on the return Use this when you need to confirm the spouse details are correct. Verify the spouse information entered in the return. If everything matches, proceed to the next step. Step 2: Have the taxpayer contact Social Security Administration Use this when the e-File database information needs to be corrected. If everything matches, have the taxpayer contact the Social Security Administration at (800) 772-1213. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile rejection: AL40OC-502 in an individual return using SureFire 2020 TW AL40OC-502 rejections will be fixed in the next AL update. ⚠️ Workaround Please use the workaround below until the next AL update is available. 🛠️ Step-by-Step Guide Step 1: Override the Sch OC amount Use this when you need to clear the AL40OC-502 rejection in an individual return. Override and remove the amount on line 1, column 4 on the Sch OC page 6. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile rejection: EFC reject 51 (Settlement Solutions approval required) Your account was rejected to offer bank products. What this means: You must be approved to offer Settlement Solutions before any Settlement Solution application can be submitted in a 1040 return using SureFire Web Version. ⚠️ Before You Begin In this case, the office was removed from offering bank products because they had not yet submitted any applications with bank products. If they want this to be turned back on, the office will need to call our Tax Office Relationship Support line at 888-676-2056. 📊 Step-by-Step Guide Step 1: Contact the bank relationship support Use this when you need to get your account reinstated for bank products. Call our Tax Office Relationship Support line at 888-676-2056 to have the office turned back on for bank products. Step 2: Wait for approval to display in your software Use this after the bank reinstates your account. After you have contacted the bank and they reinstate your account, the approval may take a few hours to display in your software. Please continue to update Partner Verification in your software until you see the approval. Step 3: Update Partner Verification in SureFire Use this to refresh the Partner Verification status. To update Partner Verification, do the following: Log into SureFire as the Admin user. Navigate to ToolsUtilities/Setup Assistant Setup Setup Assistant Partner Verification. Select Refresh App data. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Rejection: F1040-278-03 If Form 1040- "form8689Amt" has a non-zero value This guide explains what to do when you receive an e-file rejection stating: F1040-278-03 — If Form 1040- "form8689Amt' has a non-zero value ⚠️ Before You Begin Before resubmitting, you need to confirm whether there is an allocation of Individual Income Tax to the U.S. Virgin Islands. 📊 Step-by-Step Guide Step 1: If there is an allocation to the U.S. Virgin Islands Use this when you need to add the required form amount for the U.S. Virgin Islands allocation. Based on the error, the client needs to: Add Form 8689 Fill it out Resend the return This applies if there is allocation of Individual Income Tax to the U.S. Virgin Islands. Step 2: If there is no allocation to the U.S. Virgin Islands Use this when the return should not include the Form 8689 amount. If there is no allocation of Individual Income Tax to the U.S. Virgin Islands, then: Remove the amount on 1040 page 2 line 19 After making the change, resend the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile rejection: F8962-063 in an Individual return using SureFire This guide explains why you may see this efile rejection and how to resolve it in SureFire. ⚠️ What the Rejection Means Rejection text: At least one of the following must have a non-zero value on Form 8962: 'AnnualPremiumAmt' or 'AnnualPremiumSLCSPAmt' or 'AnnualAdvancedPTCAmt' or 'MonthlyPremiumAmt' or 'MonthlyPremiumSLCSPAmt' or 'MonthlyAdvancedPTCAmt'./efile:Return/efile:ReturnData/efile:IRS8962. 📊 Step-by-Step Guide Use this when you need to understand and fix an efile rejection related to Form 8962. Step 1: Confirm why the error is happening This error occurs when the form 8962 is included in the return but there is no information on it. Most likely, the taxpayer did not receive insurance through the Marketplace, but the selection was made on the top of the ACA worksheet in SureFire. Step 2: Open the ACA Worksheet Open the ACA Worksheet Pg 1. Step 3: Update the Marketplace selection Select “No” to the question: “Did the taxpayer …” ✅ Resolution After updating the ACA worksheet selection on Pg 1, the return should no longer include Form 8962 information that results in the F8962-063 rejection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Rejection: IND-165-02 Form 8862 must be present in the return with Child Tax Credit (nonrefundable or refundable)/Additional Child Tax Credit/Credit for Other Dependents indicator checked. The e-File database in a 1040 return using SureFire - Form 8862 must be present in the return with Chil ⚠️ Before You Begin You will need to: Add and complete Form 8862 in the return Re-create and re-submit the e-File after Form 8862 is added 📊 Step-by-Step Guide Step 1: Add Form 8862 to the return Add form 8862 to the return. Step 2: Complete Form 8862 Once you have added and completed Form 8862, you will need to re-create and re-submit the e-File. Step 3: Mark the correct box on Page 1 of Form 8862 (EIC) Page 1 of form 8862 mark first box if reject related to EIC Step 4: Mark the correct box on Page 1 of Form 8862 (CTC/ACTC) Page 1 of form 8862 mark second box if reject related to CTC/ACTC Step 5: Answer Form 8862 questions starting at line 14 Go to form 8862 answer questions starting at line 14. ✅ Success! After you add and complete Form 8862, re-create and re-submit the e-File. ❌ Troubleshooting If the rejection IND-165-02 continues, confirm that: Form 8862 is present in the return The Child Tax Credit (nonrefundable or refundable)/Additional Child Tax Credit/Credit for Other Dependents indicator is checked You re-created and re-submitted the e-File after completing Form 8862 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Rejection: IRS Business Rule F2555-021- "Form 2555" This guide helps you resolve an e-file rejection related to IRS Business Rule F2555-021 for Form 2555. ⚠️ Before You Begin Make sure you have Form 2555 open and ready to edit. 📊 Step-by-Step Guide Step 1: Open Form 2555 Use this when you need to access the form that is being rejected. 1. Open form 2555 Step 2: Enter a Valid Date Use this when the IRS requires specific date fields to be completed correctly. 2. Enter a valid date in either Line 10; Bona Fide residence begin date or Line 16; physical presence begin date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile Rejection: IRS Business Rule IND-040-01 If 'ThirdPartyDesigneeInd' in the return has a choice of "Yes" indicated This guide helps you resolve an e-file rejection related to IRS Business Rule IND-040-01. ⚠️ Before You Begin Make sure you can access the return and review the third-party information fields. 📊 Step-by-Step Guide Step 1: Verify the third party telephone number Use this when you need to confirm the return has the required third-party contact details. Verify that the third party telephone number has a value and is not overridden to blank. ❌ Common Issue If the third party telephone number is blank (or overridden to blank), the IRS business rule may reject the e-file submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile Rejection: NY Reject Code R0110 Message: "You cannot claim Full-Year NYC resident tax and YNK resident tax."" in a 1040 return using SureFire 2016. This guide explains what to change to resolve the rejection. ⚠️ Before You Begin Make sure you are working in your 1040 return in SureFire 2016. 📊 Step-by-Step Guide Step 1: Uncheck the Yonkers resident tax surcharge box The Yonkers resident tax surcharge check box should not be selected on Form NY 201, Pg. 3, Line 55. ✅ Success! After you uncheck the Yonkers resident tax surcharge box on Form NY 201, Pg. 3, Line 55, re-efile your return to confirm the rejection is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile rejection: R0000-507-01 "DependentSSN" in "DependentDetail" on the return was used as a Dependent SSN on a previously filed tax return for the same tax period in an Individual return. A Dependent has already been claimed on another tax return. The taxpayer must remove the dependent to be eligible to electronically file the return. ⚠️ Before You Begin Consider the following: If the dependent was already claimed on another return for the same tax period, you must remove that dependent to e-file successfully. If you believe the rejection is incorrect, you should follow the instructions in the next section. 📊 Step-by-Step Guide Step 1: Remove the dependent from the return Use this when you need to make the taxpayer eligible to electronically file. A Dependent has already been claimed on another tax return. To be eligible to electronically file, the taxpayer must remove the dependent. Step 2: If you believe the reject is in error, mail a paper return Use this when you think the rejection message is not correct. If the taxpayer believes the reject is in error, leave the rejected dependent listed on the return and mail a paper return. ❌ What This Rejection Means The system is indicating that the dependent’s SSN was used as a Dependent SSN on a previously filed tax return for the same tax period. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile rejection: SEIC-F1040-535-04 - For each child on Schedule EIC (Form 1040) The information for the child's year of birth is not matching the IRS record. The IRS gets this information from the Social Security Administration (SSA). ⚠️ Before You Begin You will need: The child’s SSN card information (photo or copy issued by the SSA) Access to the taxpayer’s return to confirm what was entered Phone access to contact SSA and/or the IRS if needed 📊 Step-by-Step Guide Step 1: Verify the SSN entered for the child Use this when you need to confirm the SSN on the return matches SSA records. Check that the SSN you entered in the return is correct for the child. The way to check this information is to get a photo or a copy of the SSN card that was issued by the SSA to the taxpayer and check it with what was entered in the return. If the SSN in the return is incorrect, make a change and resend the return to the IRS. Step 2: If the SSN is correct, contact SSA about the child’s date of birth and SSN Use this when the SSN matches, but the IRS still shows a mismatch for year of birth. If the SSN is correct, the taxpayer will need to call contact the Social Security Administration at 800-772-1213 to find out what information did they send to the IRS about the child's date of birth and SSN. Step 3: If SSA confirms the correct information was sent, contact the IRS (or use PPS if you are a third-party designee) Use this when SSA says they already sent the correct data, but the IRS still rejects the e-file. If the SSA confirms that the correct information was sent to the IRS, the taxpayer needs to contact the IRS at 800-829-1040 or if the preparer is the third party designee, the preparer can contact the IRS using Practitioner Priority Service (PPS) at 866.860.4259. PPS is available to all tax professionals with valid third-party authorizations, i.e., Forms 2848, 8821 and/or 8655. to find out what is information is showing in the database for the child's SSN and date of birth. Step 4: Handle discrepancies between IRS and SSA Use this when SSA and IRS records do not match. If there are discrepancies between the IRS and SSA, if SSA needs to fix, contact SSA and find out when the issue will be fixed and when the updated information will be sent to the IRS. If IRS will fix, find out from the IRS how long you will need to wait to be able to e-file. Step 5: Decide whether to wait or paper file Use this to choose the best next action based on what SSA/IRS says. Depending on the outcome of item 6 above, the taxpayer can make a decision, whether they want to wait for a fix or paper file the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile Rejections: IND-031 and IND-032 (SureFire Individual Returns) This happens when you choose the Self-Select PIN method and the IRS is unable to verify the primary taxpayer's or spouse's prior-year PIN, electronic filing PIN, or prior-year AGI. ⚠️ Before You Begin You will need to verify the following information for the taxpayer and spouse: Prior-year PIN Electronic filing PIN Prior-year AGI If you do not have that data available, you can use the Practitioner PIN method instead. 📊 Step-by-Step Guide Step 1: Confirm the PIN and AGI values Use this when you need to ensure the IRS can verify the return header information. To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. Step 2: If you do not have the data, switch to Practitioner PIN Use this when you cannot verify the prior-year PIN or AGI. If you don't have that data available, you can also choose the Practitioner PIN method in the return and submit the e-file again. ✅ Success! Once the prior-year PIN, electronic filing PIN, and prior-year AGI match what the IRS has on file (or you switch to Practitioner PIN), the rejections should be resolved when you resubmit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 efile Rejections: FW2-502 or 1099R-502-02 in an Individual Return This guide explains what to check when you receive an e-File rejection for: FW2-502 1099R-502-02 ⚠️ Before You Begin Before you re-submit the e-File, make sure you have the taxpayer’s original W-2 or 1099R available so you can compare the EIN. 📊 Step-by-Step Guide Step 1: Verify the EIN on the W-2 or 1099R Use this when you need to confirm the rejection cause. Verify the Employer Identification Number (EIN) entered on the W-2 or 1099R matches the actual document supplied by the Taxpayer. Step 2: If the EIN is incorrect, update and re-submit Use this when the EIN you entered does not match the taxpayer’s document. If the EIN is incorrect, re-enter the information and re-submit the e-File. Step 3: If the EIN matches, contact the issuer Use this when your entry matches the document but the e-File is still rejected. If the information entered matches the actual document, have the taxpayer contact the issuer of the W-2/1099R that is being rejected to verify that the Employer Identification number listed is their actual number. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Efile Rejects: ILICR-2600-1 This reject message indicates missing required data for the SchILICR Step 2 section. ⚠️ What the Reject Means The e-file rejected because: SchILICR Step 2 Line 10 Column A StudentLastName must be present. For each occurrence of SchILICR Step 2 Line 10 Column G StudentTotal 📊 Step-by-Step Guide Step 1: Locate SchILICR Step 2 Line 10 Use this when you need to find the exact section that is missing required fields. Go to SchILICR Step 2 and review Line 10. Step 2: Enter the missing StudentLastName Use this when you need to fix the specific missing required value. Make sure SchILICR Step 2 Line 10 Column A (StudentLastName) is present for each occurrence. Step 3: Verify StudentTotal entries Use this when you need to ensure related required fields are complete. Also confirm that for each occurrence, SchILICR Step 2 Line 10 Column G (StudentTotal) is provided as required. ❌ Troubleshooting If the reject persists after entering the missing value, double-check that: StudentLastName is not blank for each occurrence of SchILICR Step 2 Line 10. StudentTotal is included for each occurrence as indicated by the reject message. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 EFIN in return header must be listed... rejection for 1120/1120S e-file This rejection occurs when your EFIN has not been activated at the IRS Service Center for e-filing these types of returns. ⚠️ Before You Begin Make sure your EFIN is activated with the IRS for e-filing business returns (1120/1120S). 🛠️ How to Fix This Rejection Step 1: Contact the IRS Andover Service Center Use this when you need to activate your EFIN for e-filing business returns. To resolve this problem, contact the IRS Andover Service Center to have your EFIN activated for e-filing business returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Electronic file rejection AL Reject 9999 in an individual return using SureFire 2020 For TWO, they just need to recreate and resend the e-files. For TWD, they need to make sure they have AL V2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 ERO Bank App Reject: Invalid prior year volume The app failed because the prior year volume field is invalid. Good news: Zero is an acceptable number. ⚠️ Before You Begin Before resubmitting, confirm that the prior year volume value is entered correctly. If the correct value is 0, that is valid. 📊 Step-by-Step Guide Step 1: Check the prior year volume field Use this when you need to verify the value that caused the reject. Review the prior year volume field and make sure it contains a valid number. Zero (0) is acceptable. Step 2: Resubmit after correcting the value Use this after you update the field. After updating the prior year volume value, try submitting again. ❌ Common Errors Reject due to invalid prior year volume: The field contains an invalid value. Remember: 0 is acceptable. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Error Code IND-901 - Deceased SSN Locked This guide explains how to resolve the IRS error code IND-901, which occurs when a Social Security Number (SSN) has been locked in the IRS system because it's associated with a deceased individual. ❌ Error Details Error Code: IND-901 Error Message: "The primary SSN in the return header has been locked because Social Security Admin records indicate the number belongs to a deceased individual" What it means: The IRS system has a record indicating the primary taxpayer's SSN is associated with a deceased person in Social Security Administration records. When it occurs: When you try to e-file a return using a SSN that's been flagged as deceased in the Social Security database. 📋 How to Resolve Error IND-901 Step 1: Verify the SSN and Name The most common cause is incorrect information in your return. Check the primary taxpayer's name and SSN entered in SureFire Compare them exactly against the taxpayer's actual Social Security card Look for: Spelling errors or typos Incorrect SSN digits Name format differences (middle initial, suffix, etc.) If you find errors, correct them in SureFire and re-file If everything is correct, proceed to Step 2 Step 2: Contact Social Security Administration (If SSN is Correct) If the SSN and name match the card exactly, the issue is with SSA records, not your return. Have the taxpayer (or an authorized representative) contact the Social Security Administration Phone: 1-800-772-1213 Explain that their SSN is incorrectly flagged as deceased Request that SSA correct their records immediately Get a confirmation number and timeline for the correction Note: Updates typically take approximately 2 weeks to appear in the IRS e-file system ⚠️ Important: Legitimate Deceased Taxpayer Returns If the taxpayer actually IS deceased and you need to file a final return: Do NOT try to e-file a return for a deceased taxpayer with an IND-901 error The return will need to be MAILED directly to the IRS Include a copy of the death certificate with the mailed return Write "DECEASED" next to the taxpayer name on the return The IRS will process it through their manual return processing system Step 3: For Erroneous Deceased Flags In rare cases, the SSN is incorrectly flagged as deceased even though the person is living. The Social Security Administration will verify the taxpayer's status If they confirm the taxpayer is living, SSA will clear the deceased flag Once cleared in SSA records, it takes about 2 weeks for the IRS to update After 2 weeks, you can re-file the return electronically Step 4: Re-file the Return Once the SSA records are corrected or the SSN issue is resolved. Wait at least 2 weeks after the SSA correction is made In SureFire, create a new e-file with the corrected information Transmit the e-file to the IRS The return should now be accepted ✅ What NOT to Do Do NOT: Continue trying to e-file if you're certain the SSN is correct and the person is living Try to work around the error by modifying information E-file a return for someone actually deceased - mail it instead Wait more than 2-3 weeks after SSA corrects the record to re-try e-filing 📞 Still Need Help? If you have questions about error IND-901 or need guidance on filing a deceased person's return, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 F1040-032 Rejection After E-Filing If your return is rejected with code F1040-032, this guide explains what the message means and how to fix it. ⚠️ What This Rejection Means Your e-file rejection message says: If Form 1040, Line 13 checkbox 'CapitalDistributionInd' is not checked and Line 13 'CapitalGainLossAmt' has a non-zero value, then Schedule D (Form 1040) must be attached. In other words, your return is missing Schedule D (Form 1040) when there is an amount on Form 1040, line 13 and the corresponding checkbox CapitalDistributionInd is not checked. This is only likely if you switched to Forms mode and either made manual adjustments to line 13 or forgot to fill out Schedule D. 📊 Step-by-Step Guide Step 1: Check Form 1040 Line 13 Use this when you need to confirm whether Schedule D is required. Review Form 1040, line 13 and confirm whether: The checkbox CapitalDistributionInd is checked, and The amount on Line 13 'CapitalGainLossAmt' is zero or non-zero. Step 2: Ensure Schedule D (Form 1040) Is Attached Use this when you see the rejection message about Schedule D attachment. If Line 13 'CapitalGainLossAmt' has a non-zero value and the checkbox CapitalDistributionInd is not checked, you must attach Schedule D (Form 1040). Step 3: If You Switched to Forms Mode, Verify Your Inputs Use this when the rejection seems related to manual edits. This rejection is only likely if you switched to Forms mode and either: Made manual adjustments to line 13, or Forgot to fill out Schedule D. ❌ Troubleshooting Tip If you still receive F1040-032 after reviewing line 13, double-check that Schedule D (Form 1040) is actually completed and included with the e-file submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

IRS rejection F1040-087 (MeF) 📚 What This Guide Covers This guide explains IRS rejection F1040-087 (MeF), including what the rejection message means and the equivalent legacy reject code. 🔍 What the Rejection Means Your client's Form 1040 e-file was rejected, citing the following: If the tax return is not eligible to claim Earned Income Credit, then Form 1040, Line 64a "EarnedIncomeCreditAmt" must be equal to zero or not be present. This rejection means the Earned Income Credit was disallowed in a prior year. 🧾 Equivalent Legacy Reject Code The equivalent Legacy reject code is ERC 606: Form 1040/1040A/1040EZ - IRS Master File indicates the taxpayer is not allowed to claim the Earned Income Credit for this tax year. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains the requirements related to CA PIN Type Codes and Prior Year AGI for F540/NR/NRS/2EZ-260 returns.⚠️ Before You BeginYou will need access to the Main Info sheet and return forms for verification.📝 Important InformationF540/NR/NRS/2EZ-260 - If CA PIN Type Code [CAPINTypeCode] is equal to 'SelfSelectPIN-Practitioner', then Jurat Disclosure Code [JuratDisclosureCode] must equal 'SelfSelectPINByERO'. (Note: Shared secret is required.)If CA PIN Type Code [CAPINTypeCode] is equal to 'PractitionerPIN', then Primary Taxpayer Prior Year AGI [PriorYearAGI] and Spouse/RDP Prior Year AGI [PriorYearAGI] must NOT be present.Location: /CA-Return/CA-ReturnHeader/CAPINTypeCodeValue: CA PIN Type Code is PractitionerPIN. Primary Taxpayer Prior Year AGI is #####. Spouse/RDP Prior Year AGI is ##### (Where ##### will be the actual prior year AGI dollar amount)ResolutionGo to the Main Info sheet and verify the Self Select and Practitioner's PIN method is being used. Then, remove the prior year's AGI from the CA return.❌ Common ErrorsErrors often result from incorrect PIN type selections or prior year AGI entries.📞 Still Need Help?If you have questions, please contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 What This Guide Covers This article explains the F7004-003-03 reject related to Form 7004 (application for extension). ⚠️ Before You Begin Form 7004 can only be filed: After the Tax Period End Date (the value specified in "ReturnHeader" as "TaxPeriodEndDt") On or before the due date of the return to which the extension applies (as specified in the Form 7004 Date Charts in Publication 4164) ❌ Reject: F7004-003-03 Reject: F7004-003-03 Form 7004, the application for extension can only be filed after the Tax Period End Date ("TaxPeriodEndDt" specified in the "ReturnHeader") and on or before the due date of the return to which the extension applies as specified in the Form 7004 Date Charts in Publication 4164.   Path: /efile:Return/efile:ReturnHeader/efile:TaxPeriodEndDt   Value: 2017-12-31 🛠️ Solution Step 1: Verify the Tax Period Ending Date Use this when you need to confirm the reject is caused by an incorrect date. Verify the tax period ending date is correct. If the entry is correct per the information provided, proceed accordingly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 First name, last name, or SSN do not match E-file database If you received a rejection that references one of these three lines in your return, this guide will help you take the right next steps. ⚠️ Before You Begin Make sure you have access to the information you entered on your return so you can verify it against what you submitted. 📊 Step-by-Step Guide Step 1: Double-check the information you entered Use this when you need to confirm the rejection reason applies to your return. If you've received a rejection that is referencing one of these three lines in your return, the first step is to double-check and verify the information provided to you was correct and that it was entered without any spelling errors. Step 2: Contact the IRS to verify the E-file database Use this when everything appears correct but the rejection still happens. If everything appears correct the next step is to contact the IRS on your Taxpayer's behalf or have them contact to verify the information they have inside the E-file database matches the information you're trying to E-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Fixing and Resending Rejected Extension Returns If you have extension returns that are rejected by the IRS, the Rejects report prints when you print the acknowledgement. ⚠️ Before You Begin You will need to: Open the rejected extension return in SureFire. Identify and correct the entry that caused the rejection. Resend the extension return after the fix. 📊 Step-by-Step Guide Step 1: Open the rejected return in SureFire Use this when you need to locate what the IRS rejected. To fix the return, open the return in SureFire. The form containing the error will be marked with a red exclamation point. The specific entry causing the error will be highlighted in red. Step 2: Fix the error Use this when you need to correct the highlighted entry. After you fix the error, do one of the following: Step 3A: Run diagnostics and e-file from inside the return Use this when you want SureFire to validate the return before sending. Run diagnostics from inside the return and click the Extension E-File button. Step 3B: Use the Tools menu to make extension e-files Use this when you prefer to generate extension e-files from the main menu. Open the Tools menu and select Make Extension e-files. Step 4: Transmit the extension return Use this when you are ready to resend the corrected return to the IRS. Transmit the extension return just as you did before. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 1040 Individual e-file Rejection R0000-075-02: RTN Algorithm This guide explains why you may see the rejection: R0000-075-02-"RoutingTransitNum"(RTN) must conform to the banking industry RTN algorithm. It also covers how to fix the issue. ⚠️ Before You Begin Have your Routing Transit Number (RTN) available so you can verify it with your bank if needed. 📊 Resolution What this means: This rejection can occur when you have entered the Routing Transit Number (RTN) incorrectly. Step 1: Verify the RTN format The RTN must be correctly formatted and must contain nine numeric characters. The first two positions must be 01-12 or 21-32. Step 2: Confirm the RTN is recognized by FOMF If the RTN is correctly entered, you may still receive this error if the RTN is not present on the Financial Organization Master File (FOMF). Step 3: Check with your bank If the RTN is not correct, you need to check with the bank for the correct number. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Form 8888 Instructions: Reasons Direct Deposit is Rejected According to the instructions for Form 8888, this guide explains the common reasons your client's direct deposit request may be rejected. 📚 What This Guide Covers This article covers: Why a direct deposit request may be rejected and replaced with a check Specific rejection reasons listed in the Form 8888 instructions 📝 Reasons Direct Deposit May Be Rejected According to the instructions for Form 8888, the following are reasons your client's direct deposit request may be rejected:   If any of the following apply, your direct deposit request will be rejected and a check will be sent instead:   Your financial institution(s) will not allow a joint refund to be deposited to an individual account. The IRS is not responsible if a financial institution rejects a direct deposit. You request a deposit of your refund to an account that is not in your name. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 GA 1040 Reject Code: GAR0000-029 Reject Reason: Carry Forward cannot exceed Overpayment. This guide explains what the reject means and what to do to fix it. ⚠️ Before You Begin Make sure you have access to the GA 1040 return you already transmitted so you can update the carry forward amount. 📊 Step-by-Step Guide Step 1: Manually adjust the GA tax carried forward Use this when you need to correct the reject reason. Manually adjust the amount of GA tax carried forward to match the overpayment on the line above. Step 2: Recreate and transmit the GA return Use this after updating the carry forward amount. Recreate and transmit GA return. ✅ Success! Once the GA tax carried forward matches the overpayment on the line above, the reject should be resolved on your next transmission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I correct a rejected bank application in SureFire? This guide shows you how to correct a rejected bank application in SureFire. ⚠️ Before You Begin Make sure you know which bank application was rejected so you can locate it in the SureFire menus. 📊 Step-by-Step Guide Step 1: Open the Bank menu Use this when you need to access the bank application tools. Go to the Bank menu. Step 2: Navigate to Maintenance/Setup Use this when you need to find the rejected bank application option. Select Maintenance/Setup. Step 3: Click Fix Rejected Bank Apps Use this to start the process to correct the rejected application. Click Fix Rejected Bank Apps. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to Fix Rejected Bank Applications in SureFire 2020 This guide shows you how to fix a rejected bank application by selecting the rejected records, reviewing the reject message, correcting the related field on the Bank Application, and then re-sending the application. ⚠️ Before You Begin Before you start, make sure you have the rejected bank application information available so you can identify the reject code location (for example, Invalid ID Location). 📊 Step-by-Step Guide Step 1: Open the Fix Rejected Bank Apps tool Use this when you need to start the correction process for rejected bank applications. Click the Bank menu, Click Maintenance/Setup, and Then click Fix Rejected Bank Apps. Step 2: Select the rejected applications to correct Use this to choose which rejected records you want to correct. From the Select Rejected Records dialog box, Select the applications you want to correct by clicking each item. Step 3: Confirm the Federal Return acceptance prompt Use this when SureFire asks whether you want to continue after noting the Federal Return is already accepted. You will receive a dialog box stating the Federal Return is already accepted. Would you like to Continue? Select Yes to continue Select No to exit Step 4: Review the reject message from the Bank Ack Use this to see the reason the bank application was rejected. You will receive an onscreen dialog displaying the reject message from the Bank Ack. Select OK to continue. Step 5: Find the reject code location on the Bank Application Use this to locate the exact field that needs correction based on the reject message. Depending on the message locate on the Bank Application where the Reject Code is relevant. In this case it shows Invalid ID Location. Step 6: Correct the ID location using a valid state abbreviation Use this to fix the rejected field so the bank application can be accepted. On the Bank App go to the Taxpayer/Spouse Identification section and correct the ID location using a valid state abbreviation. Step 7: Re-send the Bank Application Use this to transmit the corrected bank application back to the bank. Re-Send Bank Application Select Diagnostics Select Send App (Note: You may be asked to reprint the Bank Application) Step 8: Transmit and exit after success Use this to complete the transmission and close out of the return. Your Transmission screen will open and send the bank application. Select Close once successful and exit the return 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I fix the rejection SureFire Reject IND-544 (Dependents provided on the return)? Fix rejection IND-544: If there are dependents provided on the return, then the Primary SSN in the Return Header must not be the same as a Dependent SSN on a previously accepted return for the same tax. ⚠️ Before You Begin Make sure you are reviewing the correct taxpayer information and that the rejection IND-544 is related to dependents provided on the return. 📊 Step-by-Step Guide Step 1: Check Line 6(a) on the Main Information Sheet Use this when you need to confirm whether the taxpayer can be claimed on another person's return. Go to the Main Information Sheet and check off Line 6(a): You can be claimed on another person's return.   Step 2: Decide whether the taxpayer was claimed correctly Use this to determine whether you should remove the exemption or mail a paper return. The taxpayer has been claimed as a dependent on another tax return. If this is correct, the taxpayer exemption will need to be removed from the return. If the taxpayer believes this to be in error, they can leave the exemptions as listed and mail a paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How do I re-create and re-send an e-file for a fixed state rejection in SureFire? If a state e-file has been rejected and needs to be re-sent, follow these steps. ⚠️ Before You Begin Make sure you have access to the rejected return in SureFire and that you have completed the fixes needed for the state rejection. 📊 Step-by-Step Guide Step 1: Open the rejected return Use this when you need to access the return that was rejected. Open the rejected return. Step 2: Run Diagnostics Use this to re-check the return before re-sending. Run Diagnostics. Step 3: Mark the state check box Use this to select the state you are re-sending. Mark the check box next to the state. Step 4: Create the e-file Use this to generate the e-file for the selected state. Click the E-file button. Click OK. Step 5: Close the return Use this to exit the return after creating the e-file. Close the return. Step 6: Send the Federal/State returns Use this to transmit the e-file you just created. Click theCommunications menu, and click Send Federal/State Returns to... Step 7: Select the return and send Use this to choose the correct return for transmission. Select the returnyou wish to send, and click Send. Step 8: Review the E-file Submission Report Use this to confirm you are sending the correct return. Print, save, or close the E-file Submission Report after verifying the return being sent is the correct one. Step 9: Confirm the transmission Use this to either proceed with or cancel the transmission. Click Yes to continue sending the return or No to cancel the transmission. Step 10: Ensure all check boxes are selected Use this to make sure the transmission includes everything required. The return will be sent once all check boxes are checked off on the Electronic Filing Center dialog box. Step 11: Close when complete Use this after the transmission finishes. Click Close once the transmission is complete. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How many days do I have to resubmit a rejected federal return electronically? Perfection periods (the time you have to resubmit a rejected federal return) vary by return type. This guide shows the calendar days allowed to resubmit rejected returns electronically and, where applicable, as paper. 📋 What You Need to Know Use the table below to find the number of calendar days you have to resubmit a rejected return. 📊 Resubmission Timeframes (Perfection Periods) CalendarDays to Resubmit Rejected Return TaxProduct CalendarDays to Resubmit Rejected Return CalendarDays to Resubmit as Paper Return CalendarDays to Resubmit Rejected Extension CalendarDays to Resubmit Rejected Extension as Paper Corporation(1120) 10 10 5 5 SCorporation(1120S) 10 10 5 5 Partnership(1065) 10 10 5 5 Fiduciary(1041) 5 10 5 5 Individual(1040) 5() 10 5 10 EmployeeBenefitPlan(5500) None None None None ExemptOrganization(990) 10 10 5 5 📝 Note Note: () - In order for an Individual return to be granted five additional days, the return must be rejected on the due date. If the return is rejected before the due date, it must be resubmitted on or before the due date to still be considered timely. If the return is submitted on due date and rejected after the due date, the return is given up to the20thto be resubmitted electronically. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to check for a rejected bank enrollment record using SureFire In the event a customer's bank enrollment application is rejected or declined, the customer can go back to the Provider Enrollment Portal through the Support Site. ⚠️ Before You Begin Their dashboard is designed to provide all the details of their ERO bank application. Once they access the enrollment link, have them follow the steps below. 📊 Step-by-Step Guide Step 1: Select Exit to Dashboard Use this when you need to return to the dashboard from the enrollment flow. 1. Select Exit to Dashboard. Step 2: Select Summary for provider Use this to view the provider’s application status and messages. 2. Select Summary for provider. Step 3: Review the status and reject message Use this to identify why the application was rejected. 3. The right hand side will show details of the status and the reject message. Step 4: Edit, correct/update, and resubmit Use this to fix the information and submit again. 4. They will select Edit Application, correct or update any information and resubmit the application. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 How to fix IL Reject ILEIC-1870-1 in SureFire? Reject: IL Reject ILEIC-1870-1 Reason: OccupationLicenseYesBox or OccupationLicenseNoBox must equal X if SchILEIC Step 3 Line 2 BusinessIncomeOrLoss is present. ⚠️ Before You Begin You will need to complete the Illinois EIC-related schedule and verify the correct box is selected on the Illinois EIC page. 📊 Step-by-Step Guide Step 1: Add the IL Sch E/EIC (2022) Use this when you are claiming EIC and need the required schedule completed. Since you are claiming EIC, you will need to add the IL Sch E/EIC (2022). Step 2: Fill out the IL Sch E/EIC (2022) form Use this to ensure the schedule information is entered so the reject can clear. Fill out the form. Step 3: Verify the IL EIC page 2 line 2a selection Use this to match the required checkbox selection for line 2a. On the IL EIC page 2, line 2a, check the box that says: "Does your occupation require a city ❌ Troubleshooting If the reject does not clear, re-check that the correct selection is made for the IL EIC page 2 line 2a and that the IL Sch E/EIC (2022) schedule is fully completed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Illinois reject IL-500-2 Illinois is rejecting the e-file because it requires an ending date of 12/25 or later (thus allowing for a 52/53 filing but not a short period when it is not a final Illinois return). The return will have to be paper-filed. ❌ What This Means Illinois will not accept the electronic filing for this return because the ending date does not meet their requirement. 📊 Next Steps Step 1: Plan to paper-file Since Illinois is rejecting the e-file, you will need to submit the return by paper. Step 2: Use an ending date of 12/25 or later (if applicable) Illinois requires an ending date of 12/25 or later. This allows for a 52/53 filing but not a short period when it is not a final Illinois return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IND-147 / F1040-428-01: First Time Homebuyer Installment Payment Due This guide explains what IRS reject codes IND-147 and F1040-428-01 mean and what you need to do to fix the e-File rejection. ⚠️ Before You Begin Before making changes, be prepared to: Review the IRS First Time Homebuyer information for the Primary SSN Update the return to include the installment payment amount Attach Form 5405 if required 📊 What the Reject Codes Mean Reject code IND-147: The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. Include amount on FirstTimeHmByrRepaymentAmt of the return. Reject code F1040-428-01: The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. Include amount on Line 60b, "FirstTimeHmByrRepaymentAmt" of Form 1040 and attach Form 5405 if required. 🛠️ Solution The IRS database indicates an installment payment is due for the First Time Homebuyer Installment Payment. This payment amount should be included on your return. 📋 Step-by-Step Guide Step 1: Use the IRS First Time Homebuyer Lookup Tool Use this when you need to confirm the required installment payment details for the Primary SSN. The IRS has provided a direct online lookup tool to view the First Time Homebuyer Information. Access the lookup tool and make appropriate changes: https://sa.www4.irs.gov/irfof-fthb/ Step 2: Update Your Return With the Installment Payment Amount Use this to ensure the correct amount is entered where the IRS expects it. Include the installment payment amount on your return: On the return field: FirstTimeHmByrRepaymentAmt So it populates Line 60b on Form 1040 as "FirstTimeHmByrRepaymentAmt" Step 3: Attach Form 5405 if Required Use this when the IRS requires additional documentation for the credit. Attach Form 5405 if required. Step 4: Re-Submit After Changes Use this after you have updated the return and attachments. After you have made the changes 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Indiana reject code RHS-035 Indiana has made a modification to their system. You can now recreate and resend the rejected returns. 📊 Step-by-Step Guide Step 1: Recreate the rejected return Use this when you need to create a fresh submission after Indiana’s system update. Step 2: Resend the recreated return Use this to submit the return again now that Indiana allows it. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS and State reject code X0000-010 This guide explains what to do when you receive reject code X0000-010 from the IRS and your state. ⚠️ Before You Begin Make sure you have the return(s) you need to resend available in your software. 📊 Step-by-Step Guide Step 1: Retransmit the returns Use this when you need to correct IRS and state rejects. To correct the rejects, retransmit the returns. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1040-358 Solution: Verify that the totals on line 18 of Form 5405 have the same value as Line 56b on page 2 of Form 1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1040-389 This guide explains what to do when you see IRS Business Rule F1040-389. 🛠️ Fix for IRS Business Rule F1040-389 Step 1: Confirm the filing status is accurate Use this when you need to verify the filing status before making changes to the return. Solution: If the filing status is accurate, you must remove Form 8863 from the tax return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1040-512 This guide explains what to do when IRS Business Rule F1040-512 causes a dependent-related rejection. ⚠️ Before You Begin You will need the rejected dependent’s Social Security information so you can verify it against the Social Security Card. 🧩 Step-by-Step Guide Step 1: Verify the rejected dependent’s Social Security number Use this when you need to confirm the dependent information is correct. Verify the rejected dependent's social security number with the Social Security Card. Step 2: If the information matches exactly, remove the dependent for e-file eligibility Use this when the IRS reject indicates the dependent must not be included for electronic filing. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. Step 3: If you believe the reject is in error, mail a paper return Use this when you think the rejection is incorrect. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. Step 4: Contact the IRS for additional instructions Use this if you need guidance beyond the steps above. The taxpayer can also contact the IRS at 1-800-829-1040 for additional instructions. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1040A-510 Solution: The taxpayer has been claimed as a dependent on another tax return. If this is correct, the taxpayer exemption will need to be removed from the return. If the Taxpayer believes this to be in error, they can leave the exemptions as listed and mail a paper return. ⚠️ Before You Begin Confirm whether the taxpayer was actually claimed as a dependent on another tax return. 📊 Step-by-Step Guide Step 1: Determine whether the claim is correct Use this when you need to... Check whether the taxpayer has been claimed as a dependent on another tax return. Step 2: If it is correct, remove the taxpayer exemption Use this when you need to... If the claim is correct, remove the taxpayer exemption from the return. Step 3: If it is incorrect, mail a paper return Use this when you need to... If the Taxpayer believes this to be in error, they can leave the exemptions as listed and mail a paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1040SSPR-011 This guide explains how to resolve the issue related to IRS Business Rule F1040SSPR-011. ⚠️ Before You Begin You will need access to Form 1040SS in your software. 📊 Step-by-Step Guide Step 1: Open Form 1040SS Use this when you need to check the specific entry that may have been overwritten. Open Form 1040SS. Step 2: Verify Part 2, Line 2 Use this to confirm the value is correct and not replaced by another entry. Verify that the entry on Part 2, Line 2 has not been overwritten. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1040SSPR-023 This article explains the solution for IRS Business Rule F1040SSPR-023. 🛠️ Solution Step 1: Open Form 1040SS Use this when you need to add the required form to your return. Open Form 1040SS and add Form W-2 PR. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1099R-004 This guide explains what to do when you receive IRS Business Rule F1099R-004. 🛠️ Solution Verify the information entered for the zip code on the rejected 1099-R matches the issued copy of the 1099-R. If the information matches exactly, have the taxpayer contact the payer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1099R-004-01: The Payer Address Verify the information entered for the zip code on the rejected 1099-R matches the issued copy of the 1099-R. If the information matches exactly, have the taxpayer contact the payer. ⚠️ Before You Begin You will need: The rejected 1099-R (to review the entered zip code) The issued copy of the 1099-R (to compare the zip code) 📊 Step-by-Step Guide Step 1: Compare the zip code Use this when you need to confirm the payer address zip code matches. Verify the information entered for the zip code on the rejected 1099-R matches the issued copy of the 1099-R. Step 2: If the zip code matches exactly, contact the payer Use this when the payer address zip code is already correct. If the information matches exactly, have the taxpayer contact the payer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F1099R-502-01 This guide explains what to do when you receive IRS Business Rule F1099R-502-01 and the e-File is rejected. ⚠️ Before You Begin You will need: The 1099-R document supplied by the Taxpayer The Payer’s Federal Identification Number currently entered in your e-File 📊 Step-by-Step Guide Step 1: Verify the Payer’s Federal Identification Number Use this when you need to confirm the number you entered matches the source document. Verify the Payer's Federal Identification Number entered on the 1099-R matches the actual document supplied by the Taxpayer. Step 2: Re-enter and re-submit if it is incorrect Use this when the entered number does not match the taxpayer’s document. If incorrect, re-enter the information and re-submit the e-File. Step 3: If it matches, contact the issuer Use this when the number you entered matches the taxpayer’s document, but the IRS still rejects it. If the information entered matches the actual document, have the taxpayer contact the issuer of the 1099-R that is being rejected to verify that the Employer Identification number listed is their actual number. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F4952-001 This guide explains what to do when you see the IRS Business Rule F4952-001. ⚠️ Before You Begin Make sure you have the correct return open so you can review Form 4952. 📊 Step-by-Step Guide Step 1: Open Form 4952 Use this to locate the form that is triggering the rule. Open Form 4952. Step 2: Enter a value on the required lines Use this when the form should be completed. Enter a value in Line 1, Line 2, or Line 8. Step 3: If the form was used in error, remove it Use this when you do not need this form on the return. If the form was used in error, delete the form. ✅ Success! After entering the required value(s) or deleting the form (if it was used in error), the business rule should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F8862-002 This article explains how to resolve the issue related to IRS Business Rule F8862-002. ⚠️ Before You Begin Have your Form 8862 available and be ready to review the entries on Lines 4 and 5. 📊 Step-by-Step Guide Step 1: Open Form 8862 Use this when you need to access the form where the IRS rule is being evaluated. Open form 8862. Step 2: Verify the days on Line 4 Use this to confirm the number of days entered matches what is required. Verify the days entered on Line 4 is correct. Step 3: Enter month and day correctly on Line 5 Use this when Line 4 is correct but the rule still needs a valid date format on Line 5. If the days are correct, you must enter a 2 digit month and 2 digit day in either the birth or death on line 5. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F8863-528-03 The student's Social Security Number on Form 8863 has already been used to claim an Education Credit on another tax return. ❌ What This Means A student on Form 8863 has already been claimed on another tax return for the purpose of education credits. 📊 Step-by-Step Guide Step 1: Remove the student from Form 8863 The taxpayer must remove the student to be eligible to electronically file the return. Step 2: If you believe the reject is incorrect, mail a paper return If the taxpayer believes the reject is in error they can leave the rejected student listed on the return and mail a paper return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule F8885-004 Eligibility for this credit is determined through either the taxpayer's or spouse's Department of Labor (DOL) or the Pension Benefit Guaranty Corporation (PBGC) payments. ⚠️ Before You Begin To determine eligibility: Trade adjustments assistance recipients may call the DOL at 877-872-5627. Alternative trade adjustments recipients may call the DOL at 877-872-5627. PBGC recipients should call 800-400-7242. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule FW2-505-01 in SureFire Verify the information entered for the EIN on the rejected W-2 matches the employer issued copy of the W-2. If the information matches exactly, have the taxpayer contact the employer. 📊 Step-by-Step Guide Step 1: Compare the EIN on the rejected W-2 Use this when you need to confirm the EIN was entered correctly. Verify the information entered for the EIN on the rejected W-2 matches the employer issued copy of the W-2. Step 2: If the EIN matches exactly, contact the employer Use this when the EIN information is correct but the W-2 is still rejected. If the information matches exactly, have the taxpayer contact the employer. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-018 This guide explains how to resolve the issue related to IRS Business Rule IND-018. ⚠️ Before You Begin Before making changes, review the spouse information on the return to confirm whether a date of death was entered. 📊 Step-by-Step Guide Step 1: Verify the spouse’s date of death Use this when you need to confirm whether the date of death was entered correctly. Verify that the spouse's date of death was not entered by mistake when preparing the return. Step 2: Enter the required address value if a date of death is present Use this when the spouse’s date of death is present on the return. If the date of death is present, you must enter a value in the "In Care Of" address line. ✅ Success! After verifying the spouse’s date of death and entering the required "In Care Of" value (when applicable), the IND-018 rule should be satisfied. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-023-01 Your client’s 1040 e-file is rejected with the following message: If "PINTypeCd" in the Return Header has the value "Self-Select Practitioner" and "PrimarySignaturePIN" has a value 📊 What This Means This rejection indicates there is a mismatch between the Return Header PIN type and the presence of a Primary Signature PIN value. Specifically, the IRS rule triggers when: PINTypeCd is set to "Self-Select Practitioner", and PrimarySignaturePIN is also populated (has a value) ⚠️ Before You Begin ⚠️ Before You Begin Before resubmitting the return, you will need to review the return’s PIN-related fields: Return Header value for PINTypeCd PrimarySignaturePIN value 📊 Step-by-Step Guide Step 1: Confirm the Return Header PIN type Check what the IRS is seeing in the Return Header. Locate the PINTypeCd value in the Return Header and confirm whether it is set to "Self-Select Practitioner". Step 2: Check whether PrimarySignaturePIN is populated Verify whether a Primary Signature PIN value exists. Find PrimarySignaturePIN and confirm whether it has a value. Step 3: Resolve the mismatch causing IND-023-01 The IRS rule rejects the e-file when both conditions are true. To address the rejection, ensure the return does not meet both conditions at the same time: If PINTypeCd is "Self-Select Practitioner", then PrimarySignaturePIN should not be set to a value. Update the return so the IRS business rule is satisfied, then re-run the e-file process. ❌ Common Errors PINTypeCd is set to "Self-Select Practitioner" while PrimarySignaturePIN is also populated. If you see the same rejection after making changes, re-check both fields again to confirm they match the rule requirements. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-026 Solution: Verify that one of the following is present in the return: Primary Prior Year AGI, or Primary Prior Year PIN, or Primary Electronic Filing PIN If you do not have this information available, you can use the Practitioner PIN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-035 This guide explains what to do when you need to verify the date of death information related to a tax return. ⚠️ Before You Begin Make sure you have access to the tax return information so you can confirm the date of death entered is correct. 📊 Step-by-Step Guide Step 1: Verify the date of death in the tax return Use this when you need to confirm the date of death entered matches the correct information. Verify that the date of death entered in the tax return is correct. Step 2: If the return information is correct, contact Social Security Use this when the tax return is correct, but Social Security records may need updating. If the information in the return is correct have the surviving spouse contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow time for the update to process Use this when you need to know how long it takes for updates to reflect in IRS e-File. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-049-01 Your client's 1040 e-file is rejected, citing the following: Tax returns from the U.S. Posessions of American Samoa, Guam, U.S. Virgin Islands and the Commonwealth of the Northern Mariana Islands may not be electronically filed. ⚠️ Before You Begin You must enter an APO (Army Post Office) or FPO (Fleet Post Office) address for the tax return in order to electronically file the tax return. 📌 Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla comercial del IRS IND-049-01. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule IND-531-01 Verify that the date of death entered in the tax return is within the current tax year. If the information in the return is correct, have the surviving spouse contact the Social Security Administration to correct the Social Security Administration records. ⚠️ Before You Begin You will need to: Confirm the date of death entered in the tax return is within the current tax year. Determine whether the information in the return is correct. 📊 Step-by-Step Guide Step 1: Verify the Date of Death Use this when you need to confirm the date of death is correct for the current tax year. Verify that the date of death entered in the tax return is within the current tax year. Step 2: Have the Surviving Spouse Correct SSA Records (If Information Is Correct) Use this when the return information is correct and SSA records need updating. If the information in the return is correct, have the surviving spouse contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow Time for IRS e-File Database Update Use this to set expectations for when updates will reflect in IRS systems. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule R0000-075 Solution: Verify the RTN against the taxpayer's financial documentation (for example; a canceled check or bank statement). If the information is correct as listed on the documentation, the taxpayer will need to contact their financial institution to acquire the RTN they use to receive ACH deposits. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule R0000-571-01 This guide explains what to do when your return is rejected due to IRS Business Rule R0000-571-01. ⚠️ Before You Begin You will need the rejected dependent’s Social Security number and access to the Social Security Card information to verify the number matches exactly. 📊 Step-by-Step Guide Step 1: Verify the dependent’s Social Security number Use this when you need to confirm the reject reason is accurate. Verify the rejected dependent's social security number with the Social Security Card. If the information matches exactly, continue to the next step. Step 2: Remove the dependent to e-file Use this when the Social Security number matches exactly. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. Step 3: If you believe the reject is in error, choose the paper option Use this when you think the IRS reject is incorrect. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. Step 4: Correct Social Security Administration records (if needed) Use this when the dependent’s records may need correction. The taxpayer can also contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 5: Allow time for IRS e-File database updates Use this to plan for when the change will be reflected. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule R0000-902 This guide explains what to do when you need to verify the Primary Taxpayer Identification Number. ⚠️ Before You Begin Have the taxpayer’s identification available so you can compare it exactly. Actual Social Security Card or ITIN card 📊 Step-by-Step Guide Step 1: Verify the Primary Taxpayer Identification Number Use this when you need to confirm the taxpayer’s ID matches the official card. Verify the Primary Taxpayer Identification Number against the actual Social Security Card or ITIN card. Step 2: If the information matches exactly Use this when the entered details are correct. If the information entered matches exactly, the taxpayer needs to contact the IRS at 1-800-829-1040 for additional instructions.  Step 3: If the information does not match Use this when the entered details are incorrect. If the information entered is not correct, re-enter the information and re-submit the e-File. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule R0000-906 This article explains the solution for IRS Business Rule R0000-906. 🛠️ Solution Solution: Verify the RTN against the taxpayer's financial documentation (for example; a canceled check or bank statement). If the information is correct as listed on the documentation, the taxpayer will need to contact their financial institution to acquire the RTN they use to receive ACH deposits. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule Reject F1040-358-02 in 20XX using SureFire Verify that the totals on line 8 of Form 5405 has the same value as line 10 on SCH 2 page 1 of Form 1040. 📊 Step-by-Step Guide Step 1: Compare the totals Use this when you need to confirm the IRS business rule inputs match across forms. Verify that the totals on line 8 of Form 5405 has the same value as line 10 on SCH 2 page 1 of Form 1040. ❌ Common Errors If the values do not match, the IRS business rule reject may continue until the totals are corrected so that Form 5405 line 8 equals Form 1040 SCH 2 page 1 line 10. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule Reject IND-038 If Forms 1040A or 1040EZ has a spouse Date of Death, the address in the tax return must not be a foreign address. ❌ What This Means If the spouse Date of Death is present, the return address cannot be a foreign address. If the address is considered a foreign address, you cannot e-file the return: it must be filed on paper. 🛠️ Step-by-Step Fix Step 1: Verify the spouse Date of Death Use this when you need to confirm the spouse Date of Death was entered correctly. Verify that the spouse's Date of Death was not entered by mistake. Step 2: Check the address type Use this when you need to ensure the address is not treated as foreign. If the address is considered a foreign address, you cannot e-file the return: it must be filed on paper. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule Rejection IND-667 When you receive this rejection, it means that the return can only be e-filed using the Practitioner PIN method. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule Rejection X0000-005 This guide explains how to resolve the IRS Business Rule Rejection error X0000-005. ⚠️ Before You Begin Before making changes, confirm you are working in the most current version of your tax application. 🛠️ Step-by-Step Guide Step 1: Verify you are on the most current version Use this when you need to ensure the rejection is not caused by an outdated application. Verify that you are at the most current version of the tax application. Step 2: Check the return for invalid characters Use this when the rejection is caused by characters entered in fields that do not allow them. Look through the return for invalid characters such as the pound sign, periods, commas and dashes that are in entry fields. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule SEIC-F1040-534-01 This guide explains what to do when you receive this IRS business rule related to a rejected dependent. ⚠️ Before You Begin You will need the rejected dependent’s Social Security information so you can verify it against the Social Security Card. 📊 Step-by-Step Guide Step 1: Verify the rejected dependent’s Social Security number Use this when you need to confirm the dependent’s identity information. Verify the rejected dependent's social security number with the Social Security Card. Step 2: If the information matches exactly, remove the dependent for e-file eligibility Use this when the Social Security Card information matches what was entered. If the information matches exactly, the taxpayer must remove the dependent to be eligible to electronically file the return. Step 3: If you believe the reject is in error, choose the paper filing option Use this when the reject may be incorrect. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. Step 4: Contact the Social Security Administration to correct records Use this when you need the Social Security Administration records updated. The taxpayer can also contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 5: Allow time for updates to appear in the IRS e-File database Use this to understand timing after contacting SSA. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Business Rule SEIC-F1040-535-02 Each Qualifying child's social security number that has a value on Schedule EIC and the Qualifying Child Year of Birth must match what is on file in the IRS e-File database. ⚠️ Before You Begin To resolve this rule, you will need to verify the Qualifying child's Year of Birth against the child's birth certificate. 📊 Step-by-Step Guide Step 1: Verify the Qualifying Child's Year of Birth Use this when you need to confirm the correct Year of Birth for the qualifying child. Verify the qualifying child's Year of Birth on the child's birth certificate. Step 2: Confirm the Birth Certificate Matches Your Entries Use this when you need to determine whether the information is already correct. If the actual birth certificate matches your entries exactly, have the Taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow Time for IRS e-File Database Update Use this when you need to know how long the update takes. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS E-File Rejection Business Rule F8862-002-01 This guide explains what to check when you receive IRS e-file rejection related to business rule F8862-002-01. ⚠️ Before You Begin You will need to open Form 8862 to review the dates and enter the required month/day format. 📊 Step-by-Step Guide Step 1: Open Form 8862 and verify Line 7 Use this when you need to confirm the entered days are correct. Open Form 8862 and verify that the days entered on Line 7 are correct. Step 2: If Line 7 days are correct, enter month and day on Line 8 Use this when the rejection requires a specific date format. If the days are correct, you must enter a 2 digit month and 2 digit day in either the birth or death on Line 8. ❌ Troubleshooting Tip If the rejection persists, re-check that: Line 7 days match what the IRS expects Line 8 includes a 2 digit month and 2 digit day in the correct section (birth or death) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject Code F1040-103 (MeF): If the Taxpayer or Spouse Died in 2011 or 2012 This guide explains what to enter in Sure-Fire when the taxpayer or spouse died in 2011 or in 2012 (before filing the tax return). ⚠️ Before You Begin You should have the following information available: Date of death for the taxpayer and/or spouse (if applicable) Name of the person filing the return for the deceased person (if needed) 📊 Step-by-Step Guide Step 1: Enter the date of death Use this when you need to report a death that occurred in 2011 or in 2012 before filing. Enter the date of the death of the taxpayer or spouse in the appropriate box if either one died in 2011, or in 2012 before filing the tax return. Important: You must enter the full four-digit year in the date; for example, 03/09/2011. Do not type the slashes: Sure-Fire enters those for you. Step 2: Enter the name of the person filing the return Use this when you need to identify who is filing for the deceased person. If you have not previously done so, go to Name Line 2 in the U.S. address area at the top of the Main Information Sheet, and enter the name of the person filing the return for the deceased person. This may be the surviving spouse if the filing status is Married Filing Jointly (MFJ), or a personal representative such as an executor, administrator, or anyone who is in charge of the deceased taxpayer’s property. Step 3: Confirm how Sure-Fire prints the information Use this to understand what will appear on the printed return. When you print the return, SureFire prints the date of the death and DECD next to the deceased person's name in the address area at the top of Form 1040, page 1, as required by the IRS. Step 4: Review the automatic checkbox selection Use this to verify Sure-Fire selected the correct checkbox based on your entries. Sure-Fire calculates the This tax return is being filed by checkboxes based on the filing status and date(s) of death you entered. If this return has a filing status of Married Filing Jointly (MFJ) and you entered a date of death for "taxpayer" or "spouse" but not both, Sure-Fire automatically selects the Surviving Spouse checkbox. If this return has any other filing status, or you entered a date of death for both taxpayer and spouse, SureFire selects the Someone Else checkbox. Step 5: Override the calculation if needed Use this if the checkbox selection does not match your situation. If needed, you can override the calculation by pressing F8 while in each field, and then entering the correct information. Step 6: Check the Name field character limit Use this to avoid name field errors on Form 1040. Note: The Name field on Form 1040, page 2, must be no longer than 30 characters. This also includes the spaces and the ampersand ("and" sign). Removing some letters from the names, such as the middle initial, and shortening the last names will suffice, as long as the first 4 letters of the first and last names are present. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS reject code F1040-428-01 and F1040-429-01 This article explains what these IRS e-file rejection codes mean and how to resolve them. ⚠️ Before You Begin You will need the correct First Time Homebuyer Installment Payment amount that the IRS has on file for the Primary and/or Spouse SSN. 📌 What the Rejection Codes Mean F1040-428-01 The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. Include amount on Line 23, of Form 1040 and attach Form 5405 if required. F1040-429-01 The e-File database indicates a First Time Homebuyer Installment Payment is due for the Spouse SSN. Include amount on Line 23, of Form 1040 and attach Form 5405 if required. 🛠️ Resolution Step 1: Verify the IRS amount on file Youor the taxpayer can verify the amount that the IRS has on file at http://www.irs.gov/Individuals/First-Time-Homebuyer-Credit-Account-Look-up You can also call the FTHBC Toll Free number at 800-919-0352. Step 2: Enter the verified amount on the return Once you have verified the amount, enter it on the return, re-create the e-file, and resend. Step 3: If it rejects again If the return is rejected again after verifying the amounts, paper file the return or contactthe IRS e-help Desk at (866)255-0654 for additional information on this rejection. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigos de Rechazo del IRS F1040-428-01 y F1040-429-01 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject Code: IND-031-01 If you receive the following reject code: "Primary Prior year PIN or Primary Electronic filing PIN or Primary prior year AGI amount in the return header must match the e-file database." ⚠️ Before You Begin You will want to double check that the PIN's and AGI are correct. 📊 Step-by-Step Guide Step 1: Verify the PINs and AGI Use this when you need to confirm the information in your return header matches what the IRS expects. You will want to double check that the PIN's and AGI are correct. Step 2: If the information is correct, contact the IRS Use this when you have already verified the details but the reject code still appears. If the information is verified with prior year's tax return and is still getting rejected, you will want to contact the IRS to see what information is not corresponding with the e-file database. ❌ Common Errors This reject code indicates that the Primary prior year PIN, Primary Electronic filing PIN, or Primary prior year AGI amount in the return header does not match the IRS e-file database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject Code IND-180 The tax return has a value for the Identity Protection Personal Identification Number. Verify the number entered with the number on the IRS correspondence received by the taxpayer. The taxpayer is issued a new IPPIN each tax year. If the taxpayer cannot locate their IPPIN they can contact the I R S at 1-800-829-1040. 📊 Step-by-Step Guide Step 1: Confirm the IPPIN on the return Use this when you need to verify the Identity Protection Personal Identification Number (IPPIN) entered on the tax return. Verify the number entered with the number on the IRS correspondence received by the taxpayer. Step 2: Make sure the IPPIN matches the current tax year Use this to avoid using an IPPIN from a different year. The taxpayer is issued a new IPPIN each tax year. Step 3: If the taxpayer cannot find the IPPIN, contact the IRS Use this when the IPPIN is missing or cannot be located. If the taxpayer cannot locate their IPPIN they can contact the I R S at 1-800-829-1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject Code IND-901 This guide explains what IRS reject code IND-901 means and what to do next. ⚠️ Before You Begin Have the primary taxpayer’s Social Security card available so you can compare the name and Social Security number exactly. 🛠️ Step-by-Step Guide Step 1: Verify the primary taxpayer’s details Use this when you need to confirm the IRS reject is caused by a mismatch. Check the primary taxpayer’s name and Social Security number against the actual Social Security card. If the information entered matches exactly, proceed to the next step. Step 2: Have the taxpayer correct Social Security Administration records Use this when the entered information is correct, but the IRS e-file database still rejects the return. If the information entered matches exactly, have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. Step 3: Allow time for updates to reach the IRS e-file database Use this to set expectations for when the reject may clear. This process takes approximately two weeks for the information to be updated in the IRS e-file database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS reject code R0000-689 The date entered in the "Date Signed" field on Form 1040 EF Info beneath the Practitioner and Self-Select PIN section must have the same year as the processing year of the return. Example: When signing a Tax Year 2013 return, the signature year must be at least "2014" (returns cannot be signed before the end of the tax year). 📝 Note A TY2012 return, being filed in the calendar year 2014, would also need a 2014 signature date. 📊 Step-by-Step Guide Step 1: Check the “Date Signed” year Use this when you need to confirm the signature date matches the return’s processing year. Verify that the year in the "Date Signed" field on Form 1040 EF Info matches the processing year of the return. Step 2: Adjust the signature date Use this when you need to correct the reject. Adjust the Signature date so it is in the current processing year. ✅ Success! Once the "Date Signed" year matches the processing year, the reject code should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS reject codes IND-515 and R0000-0902 (MeF) This article explains what these IRS reject codes mean and when you may see them. 📊 What These Reject Codes Mean IND-515 occurs when the SSN is filed either on paper or through the Legacy system. If the return was already filed through the MeF system, the return will be rejected with code R0000-0902. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS reject codes IND-901 and IND-941-01 This guide explains what these IRS reject codes mean and what you should do next. ⚠️ Before You Begin You will need to: Verify the primary and/or spouse name and Social Security number against the actual Social Security card. Be prepared to contact the Social Security Administration if the information matches exactly. Know when the return must be mailed to the IRS. 📊 What These Reject Codes Mean IND-901: The Primary SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual. IND-941-01: The Spouse SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual. 📊 Step-by-Step Guide Step 1: Verify the SSN details Use this when you need to confirm the entered information is correct. Check the primary and/or spouse name and social security number against the actual social security card. If the information entered matches exactly, proceed to the next step. Step 2: Have the taxpayer contact the Social Security Administration Use this when the SSN details match the card exactly. If the information entered matches exactly, have the taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. This process takes approximately two weeks for the information to be updated in the IRS e-file database. Step 3: If you indicated the taxpayer or spouse was deceased Use this when the rejection occurs after you marked the taxpayer/spouse as deceased. If you indicated that the taxpayer or spouse was deceased and received this rejection, the return will have to be mailed to the IRS. The IRS has seen a few cases where this rejection was triggering erroneously even though the return was filled out properly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains how to resolve the IRS reject code F1040EZ-062-02, which occurs when a deceased taxpayer's name is not formatted correctly in the e-file return header. ❌ Understanding the Reject Error What Causes This Reject The error occurs when the filer name in the Return Header is missing required information for a deceased taxpayer. ❌ Error Details Error Code: F1040EZ-062-02 Error Message: Filer name in the Return Header 'NameLine1Txt' must contain "DECD" What it means: When a taxpayer has a date of death, the e-file must include the text "DECD" and the ampersand symbol (&) in the name field to indicate a deceased individual. ⚠️ Important Information SureFire automatically inserts "DECD &" into the e-file when a date of death is entered. However, the name field is limited to 35 characters total, which can cause problems when: Both taxpayer and spouse have different last names Full first and last names are too long Middle initials are included in the name 📋 How to Fix This Reject Step 1: Shorten the Taxpayer and Spouse Names The return header name field has a 35-character limit. You'll need to shorten the name to make room for "DECD &". In SureFire, open the client's tax return Go to the name/filer information section Use these shortcuts to reduce the name length: Remove middle initials - Delete any middle initials from the name Use first initial only - Change "Michael Smith" to "M Smith" Shorten spouse first name - Change "Jennifer Smith" to "J Smith" Make sure the shortened name plus "DECD &" fits within 35 characters Step 2: Understand Name Control If you need to shorten the last name, the IRS uses only the first four letters for identification. The IRS performs "name control" using only the first 4 letters of the last name So "Smith" and "Smit" are treated the same by the IRS You can safely shorten long last names to their first four letters if needed Example: "Richardson" can be shortened to "Rich" ✅ Correct Example Original name: Michael James Smith & Jennifer Marie Smith DECD & Too long (65 characters) Corrected name: M Smith & J Smith DECD & Correct length (28 characters) ✓ Step 3: Re-file Your Return After correcting the name, you're ready to re-submit to the IRS. Save your corrected return in SureFire Create a new e-file with the updated information Transmit the corrected e-file to the IRS The IRS should accept it without the F1040EZ-062-02 reject 📞 Still Need Help? If you're having trouble fixing this error or need clarification, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS reject F1040-311 This guide helps you resolve the IRS reject message F1040-311. 📊 Step-by-Step Guide Step 1: Verify the spouse signature date Use this when you need to confirm the spouse signature date is acceptable to the IRS. Verify that the spouse signature date is a valid date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide Covers This guide explains the IRS reject F1040-512 and what it means for your dependent’s Social Security Number (SSN) when e-filing. ⚠️ Before You Begin Before you make changes, review which dependent is causing the reject. 📊 Step-by-Step Guide Step 1: Understand the reject The dependent’s SSN on this return cannot be used on another return as a Primary or Secondary SSN when the corresponding checkboxes are selected (Line 6a checkbox ExemptPrimaryInd or Line 6b checkbox ExemptSpouseInd). Step 2: Determine why the dependent is marked as Primary/Secondary elsewhere This reject means the dependent was filed on a return either as a primary taxpayer or a secondary (spouse) taxpayer. If the dependent did not file a return (and you have knowledge they were not included as primary/secondary elsewhere), you will need to contact the IRS for assistance. Step 3: If it was a mistake, consider an amendment If this was an error and the dependent should not have claimed them self, they may be able to file an amendment. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS reject F1040EZ-062 If the taxpayer has a date of death, then the e-file must contain the letters and symbol DECD. ⚠️ What This Reject Means The tax application automatically inserts this information into the e-file. Important: The field is limited to 35 characters. You typically see this reject if the last names of the taxpayer and spouse are different. 📊 Step-by-Step Guide Step 1: Remove middle initials Use this when you need to reduce the total character count in the DECD-related field. Start by removing middle initials. Step 2: Shorten the spouse’s first name Use this when the field is exceeding the 35-character limit. Shorten the spouse's first name to the first initial. Step 3: Shorten the taxpayer’s name Use this when you still need to reduce characters after shortening the spouse’s name. Shorten the taxpayer's name to the first initial. Step 4: If you must shorten the last name, follow IRS name control rules Use this when the last name length is still causing the reject. If you have to shorten the last name, the IRS does name control on the first four letters of the last name. ✅ Success! After shortening the names as needed (and ensuring the DECD information fits within the 35-character limit), the e-file should be accepted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject R0000-507-01: Dependent SSN already used on a previously filed return This reject message means: "DependentSSN" in "DependentDetail" on the return was used as a Dependent SSN on a previously filed tax return for the same tax period. ⚠️ Before You Begin Have your tax return open so you can verify the dependent’s Social Security Number (SSN). 📊 Step-by-Step Guide Step 1: Verify the dependent’s SSN Use this when you need to confirm the dependent information on the return. Open the Tax Return, and verify the Social Security Number of the dependent is correct. Step 2: If the SSN is incorrect, update and re-file Use this when the dependent SSN does not match what the IRS expects. If the SSN is not correct, please correct the SSN, create a new e-file and then re-transmit. Step 3: If the SSN is correct, contact the appropriate agency Use this when the SSN on the return is already correct. If the SSN is correct in the return, please contact the Social Security Administration at 1-800-772-1213 or the IRS at 1-866-255-0654. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject: S2-F1040-147 The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. Include the amount on Schedule 2 (Form 1040) using FirstTimeHmByrRepaymentAmt and attach Form 5405 if required. ⚠️ Before You Begin You will need to: Confirm the IRS is showing a First Time Homebuyer Installment Payment due for the Primary SSN. Be ready to update the amount on Form 1040, Schedule 2, Line 10 (using FirstTimeHmByrRepaymentAmt). Attach Form 5405 if required. 📊 Step-by-Step Guide Step 1: Include the repayment amount on Schedule 2 (Form 1040) Use this when you need to report the First Time Homebuyer Installment Payment due for the Primary SSN. The IRS shows First Time Homebuyer Installment Payment is due for the Primary SSN. Include the amount on Form 1040, Schedule 2, Line 10 (using FirstTimeHmByrRepaymentAmt). Step 2: Attach Form 5405 if needed Use this when the IRS requires documentation for the First-Time Homebuyer Credit. Attach Form 5405 if needed. Step 3: If it rejects again, contact the IRS Use this when the repayment is not showing correctly in the IRS database. If it rejects again the Taxpayer will need to contact the IRS to see that the repayment is showing in their database. ✅ Helpful Reference The IRS provides a First-Time Homebuyer Credit Account Look-up the taxpayer can use. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Reject: F5695-015 in SureFire IRS Reject: F5695-015 Issue: If Form 5695, line 7a "QlfyFuelCellPropertyInUSInd" has a choice of "No" indicated ❌ What This Means then Line 7b "QlfyFuelCellPropertyHmAddress" and Line 10 "FuelCellPropKWCapNum" must not have a value and [ Line 8 "FuelCellPropCostAmt" and Line 9 "FuelCellPropStdPctCrAmt" and Line 10 "FuelCellPropKWCapAmt" and Line 11 "FuelCellPropAllwblCostAmt" ] must have a zero value if an amount is entered. ❌ Common Fix When line 7a is set to "No", make sure: Line 7b "QlfyFuelCellPropertyHmAddress" has no value Line 10 "FuelCellPropKWCapNum" has no value If you enter any amounts, then these must be zero: Line 8 "FuelCellPropCostAmt", Line 9 "FuelCellPropStdPctCrAmt", Line 10 "FuelCellPropKWCapAmt", and Line 11 "FuelCellPropAllwblCostAmt" 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Rejected: OtherIncomeTypeStatement / OtherIncomeLitCd = "NOL" IRS rejected for the following: If in [OtherIncomeTypeStatement] present in the return - IRS rejected for the following: If in [OtherIncomeTypeStatement] present in the return, "OtherIncomeLitCd" has the value "NOL" ⚠️ Before You Begin Review your return to confirm whether [OtherIncomeTypeStatement] is present and whether "OtherIncomeLitCd" is set to "NOL". 📊 Step-by-Step Guide Step 1: Attach the NOL statement Use this when you need to resolve an IRS rejection related to NOL reporting. Then [NetOperatingLossCarryforwardDeductionStatement] must be attached to the corresponding 'OtherIncomeTypeStmt'. We added the NOL statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection F1040-087 (MeF) This rejection means the Earned Income Credit was disallowed in a prior year.The equivalent Legacy reject code is ERC 606:Form 1040/1040A/1040EZ - IRS Master File indicates the taxpayer is not allowed to claim the Earned Income Credit for this tax year. 📊 Step-by-Step Guide Step 1: Understand what the rejection means This rejection indicates the Earned Income Credit was disallowed in a prior year, and the IRS Master File does not allow the taxpayer to claim the credit for the current tax year. Step 2: Note the equivalent Legacy reject code The equivalent Legacy reject code is ERC 606. Step 3: Confirm the IRS Master File message Form 1040/1040A/1040EZ - IRS Master File indicates the taxpayer is not allowed to claim the Earned Income Credit for this tax year. ❌ Troubleshooting If you received this rejection, the IRS is indicating the Earned Income Credit cannot be claimed for the current tax year due to a prior-year disallowance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection F1040-162 (MeF) This rejection can occur when the combination of the Taxpayer First Name, Taxpayer Last Name, Spouse First Name, and Spouse Last Name is too long. ⚠️ Before You Begin You will need to shorten the name fields so they meet IRS character limits. 🛠️ How to Fix It Step 1: Shorten the name fields Use this when you need to reduce the total characters in the name fields. To solve this problem, you need to shorten the name fields. Step 2: Keep the total characters within the IRS limit Use this when you need to confirm you are within the IRS allowable character count. The total number of allowable characters, including spaces and the & (ampersand), is 35 characters. Step 3: Confirm SSN/Name Control validation Use this when you need to ensure the IRS SSN/Name Control will validate correctly. The IRS validates SSN/Name Control based on the first four letters of the last name. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection F2120-002 (MeF) This issue can be caused by the dependent's name not being capitalized on Form 2120. ⚠️ Before You Begin You will need to review the dependent's name as it appears on Form 2120. 📊 Step-by-Step Guide Step 1: Update the dependent’s name capitalization Use this when you need to fix IRS rejection F2120-002 (MeF) caused by name formatting. To correct this problem, type the dependent's name in capital letters. ✅ Success! Once the dependent's name is entered in capital letters on Form 2120, the rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection FW2-002 (MeF) This guide explains why you may see IRS rejection code FW2-002 (MeF) and how to resolve it. ⚠️ Before You Begin Review what was included with your return: If you included a copy of a Form W-2 worksheet with no wages entered, this can trigger the rejection. 📊 What This Means This can occur when you have included a copy of a Form W-2 worksheet with no wages entered. The IRS does not allow these types of returns to be e-filed, so you must paper-file the return if this is required. 🛠️ How to Fix It Step 1: Paper-file if required If the IRS requires it due to the W-2 worksheet with no wages, you must paper-file the return. Step 2: Work around the IRS limitation (if applicable) Otherwise, you can work around this IRS limitation by discarding the W-2 with no wages, and then entering any necessary entries from that W-2, such as third-party sick pay, in the appropriate places on Form 1040 and other forms in the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection IND-019 (MeF) This guide explains what to do when you receive IRS rejection IND-019 (MeF). Note: These steps apply to a return where the taxpayer or the spouse is deceased. 📊 Step-by-Step Guide To solve this problem: Step 1: Open Form 8879 Use this when you need to prepare Form 8879 for a deceased taxpayer/spouse. Go to Form 8879. Do not enter any information for the deceased spouse, other than the date. Step 2: Override the Date field Use this when you need to update the date for the deceased spouse. Right-click the Date field, and then select Override. Step 3: Enter today’s date Use this when you need to set the current date. Enter the current date (today's date). Step 4: Do not enter PIN/ERO Firm Name or authorize options Use this to avoid entering fields that should not be completed for the deceased spouse. Do not enter a PIN or ERO Firm Name, and do not check the Authorize/Do Not Authorize checkboxes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Rejection IND-181 Verify the IP PIN entered on the return with the number on the IRS correspondence received by your client. ⚠️ Before You Begin Taxpayers are issued a new IP PIN each tax year. 📊 Step-by-Step Guide Step 1: Confirm the IP PIN matches the IRS correspondence Use this when you need to verify the correct IP PIN for the tax year. Verify the IP PIN entered on the return with the number on the IRS correspondence received by your client. Step 2: If the IP PIN is missing, contact the IRS Use this when your client cannot find the IP PIN. If your client cannot locate the IP PIN, have him/her contact the IRS at 800-829-1040. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Rejection IND-181 This guide explains what to check when you receive IRS rejection IND-181 and how to help your client resolve it. ⚠️ Before You Begin To resolve IND-181, you will need: The IP PIN entered on the return The IP PIN number from the IRS correspondence received by your client 📊 Step-by-Step Guide Step 1: Verify the IP PIN matches the IRS correspondence Use this when you need to confirm the IP PIN is correct. Verify the IP PIN entered on the return with the number on the IRS correspondence received by your client. Important: Taxpayers are issued a new IP PIN each tax year. Step 2: If the client cannot locate the IP PIN, contact the IRS Use this when your client does not have the IP PIN available. If your client cannot locate the IP PIN, have him/her contact the IRS at 800-829-1040. Step 3: If the IP PIN was not received automatically, request one online Use this when the taxpayer previously had an IP PIN but did not receive one automatically. Taxpayers who have had an IP PIN in the past but have not received one automatically can request one at https://www.irs.gov/Individuals/Get-An-Identity-Protection-PIN. Step 4: Check whether the taxpayer is eligible for the IP PIN pilot opt-in program Use this when the taxpayer wants to opt into the IP PIN program to help avoid identity theft. There is also a pilot program for taxpayers to opt into the IP PIN, to avoid identity theft. This has been expanded to 3 states (FL, GA, DC). Taxpayers in these 3 states can go to https://www.irs.gov/Individuals/Get-An-Identity-Protection-PIN and opt-in to the program. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Rejection IND-197 Message: TotActiveTimePrepSubmissionTs' in 'FilingSecurityInformation' in the Return Header must have a value. ⚠️ Before You Begin To resolve this IRS rejection, you will need to open the return in SureFire, allow the “Time in Return” to calculate, and then recreate the e-file. 📊 Step-by-Step Guide Step 1: Wait for “Time in Return” to calculate Use this when you need to ensure the required timestamp value is generated in the return header. Open the return and watch the Time in Return at the bottom of the SureFire window and wait until it shows at least one minute in return. Then: Save and Close the return. Re-open the return. Create the e-file again. Step 2: If time is not calculating at the bottom Use this when “Time in Return” does not update after you open the return. If time is not calculating at the bottom: Login as the Admin user. Go to Tools / Utilities / Setup Assistant. Open Setup Assistant. Under General Options, uncheck Enable screen reader for visually impaired. Then: Open the return and watch the Time in Return at the bottom of the SureFire window and wait until it shows at least one minute in return. Save and Close the return. Re-open the return. Create the e-file again. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS Rejection R0000-902 (MeF) This guide explains why you may see IRS rejection R0000-902 (MeF) and what it means. ⚠️ What This Rejection Means This rejection can occur when a return with the same SSN for the filing year has already been accepted. 📊 Step-by-Step Guide Step 1: Confirm the SSN and Filing Year Use this when you need to verify you are working with the correct taxpayer and tax year. Check that the SSN and filing year on the return match what was intended. Step 2: Check Whether the Return Was Already Accepted Use this when you need to determine why the IRS rejected the filing. This rejection happens if a return for the same SSN and filing year has already been accepted. ❌ Common Errors If you submitted (or another preparer submitted) a return for the same SSN and filing year and it was accepted, the IRS may reject the duplicate filing with R0000-902 (MeF). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejection R0000-933 This rejection can occur when a return with the same TIN has been previously accepted by the IRS. ❌ What This Means This rejection can occur when a return with the same TIN has been previously accepted by the IRS. 📞 Contact the IRS For more information, contact the IRS Business Specialty Hotline at 800-829-4933. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejections F1040-071 and 0295 According to IRS instructions as of the 2010 filing year, if a taxpayer has federal withholdings but a negative AGI, his or her return must be paper-filed. ⚠️ Before You Begin You should confirm the following before deciding how to file: Federal withholdings are present AGI is negative Filing year guidance (as of the 2010 filing year) 📊 What This Means If the taxpayer has federal withholdings but a negative AGI, the return must be paper-filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejections IND-031 and IND-032 (MeF) This rejection occurs when the IRS is unable to verify the primary taxpayer's or spouse's prior-year PIN, electronic filing PIN, or prior-year AGI. ⚠️ Before You Begin To correct the IRS rejections, you will need to verify the following information: Taxpayer prior-year PIN Taxpayer electronic filing PIN Taxpayer prior-year AGI Spouse prior-year PIN Spouse electronic filing PIN Spouse prior-year AGI 📊 Step-by-Step Guide Step 1: Verify the PINs and prior-year AGI Use this when you need to ensure the IRS can verify the information it received. Verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. Step 2: Consider using the Practitioner PIN method (optional) Use this when you want to avoid entering the prior-year PIN/AGI information. You can also choose the Practitioner PIN method. This method does not require any of this information.  📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 IRS rejections STATE-901 and STATE-902 If you see STATE-901 or STATE-902, you will need to resubmit the state e-file after the Federal return is accepted. ⚠️ Before You Begin You will need to confirm the Federal return status before resubmitting the state e-file. 📊 Step-by-Step Guide Step 1: Wait for the Federal return to be Accepted Use this when you need to ensure the Federal return is accepted before resubmitting the state. If this situation occurs, you need to resubmit the state e-file (once the Federal return is Accepted) by opening the return and running diagnostics, and then re-creating and transmitting the e-file. Step 2: Open the return and run diagnostics Use this to identify and resolve issues before you re-create the e-file. Open the return and run diagnostics. Step 3: Re-create and transmit the state e-file Use this to generate a new state submission after diagnostics are complete. Re-create and transmit the e-file. 📝 Notes Each time the IRS rejects the Federal 1040 return, they will also reject the linked State return. If the Federal return has already been accepted, un-link the state and send the state return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Kansas reject code 006 The preparer will need to do one of the following in order to e-file these returns. (Option A is the preferred method if the returns are simple to re-create.) 📊 Step-by-Step Guide Option A (Preferred): Re-create the Kansas return Use this when the returns are simple to re-create. Remove KS from the return. Close the return. Open and add and complete the KS return again for each return. Option B: Uninstall and reinstall the Kansas module Use this when you need to reset the Kansas module to resolve the reject code. Uninstall the Kansas module. For instructions on how to Uninstall the module, see. Note: Do not attempt to open any KS returns while this module is uninstalled. Install KS version 3. (The module is attached to the bottom of this article) Uncheck the Unlink box on the KS 40, Pg 2 on each return, then Save the returns. Reinstall KS version 5. Re-create and re-transmit the e-files. ⚠️ Before You Begin Important: Do not attempt to open any KS returns while the Kansas module is uninstalled. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 MA Reject FNRPY-894 in a 1040 return This guide explains what to enter on the Federal K-1 so your Massachusetts (MA) Sch E forms can activate and you can complete the rest of the MA Sch E packet. ⚠️ Before You Begin Make sure you are working in the Federal K-1, page 1 section that contains the burgundy area for state taxation. 📊 Step-by-Step Guide Step 1: Enter the other taxing state on the Federal K-1 Use this when you need to resolve the MA reject by ensuring the correct state is selected for taxation. On the Federal K-1, page 1, locate the section colored in burgundy that states: Enter the state in which this income is to be taxed, if different from the state of (abbreviation for resident state). To the right, there is a direct entry line for the part or nonresident state to be entered. Step 2: Enter the other taxing state per the form instructions Use this to ensure the state entry matches the instructions for the form. Enter the other taxing state according to the form instructions. Step 3: Confirm MA Sch E forms activate Use this to verify the change triggers the correct MA forms. This will activate the MA Sch E forms and allow you to complete MA E-2 and the remaining forms in the MA Sch E packet. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ MD reject Form502-01730-012 - Form502-01730-012 Line 42 Refundable Earned Income Credit - Must be equal to state EIC from Line 22 multiplied by .56 minus Maryland tax from Line 21 of Form 502; if less than zero, enter 0. Return Path: /ReturnState/ReturnDataState/Form502/RefundableEIC ❌ What This Means The state hasn't updated the business rules yet, please hold the returns. Please check the SureFire Blog for updates on when this will be updated to e-file. 🛠️ Step-by-Step Guide Step 1: Hold the Return Use this when you need to pause filing until the state updates the business rules. The state hasn't updated the business rules yet, please hold the returns. Step 2: Check the SureFire Blog for E-File Updates Use this to learn when the update is available for e-file. Please check the SureFire Blog for updates on when this will be updated to e-file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 MD Reject Form502-01880-005v - "Exception code is invalid - For list of Form 502 valid exception codes..."" in SureFire Web Version 2017 Full Reject Message: Exception code is invalid - For list of Form 502 valid exception codes see current year MeF Handbook for Individuals.   Reject Path: /ReturnState/ReturnDataState/Form502/ExceptionCodes ❌ What This Means The reject indicates that the Exception code is not valid for Form 502. For the list of valid Form 502 exception codes, see the current year MeF Handbook for Individuals. 📊 Step-by-Step Guide Step 1: Verify the withholding on the MD return Use this when you need to confirm the data being sent matches what Maryland expects. Per the state of MD, verify the withholding on the MD return. Step 2: If the withholding is correct, paper file the return Use this when the reject cannot be corrected for e-file submission. If the withholding is correct, paper file the return. Step 3: Submit a service request Use this when you need help determining the correct handling for this specific reject. You should also submit a service request since the reject may be different for each return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 MNP1 rejection 0007 Rejection Message Form CRP, if lines A or B are significant; worksheet for line 10 RefundableRentCreditAmt must exist. ⚠️ Before You Begin Make sure the required worksheet exists for the CRP form. Specifically: If lines A or B are significant, the worksheet for line 10 RefundableRentCreditAmt must exist. 🛠️ Resolution / How to Fix Step 1: Check the MNPR page 1 selection Use this when you need to ensure the correct worksheet values populate on the CRP form. On the page 1 of the MNPR, the customer needed to select the option for the Nursing Home/Adult Foster Care option in order for worksheet 3 values to populate on the CRP form. ✅ Success! After selecting the Nursing Home/Adult Foster Care option on MNPR page 1, worksheet 3 values should populate on the CRP form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 New York efile Rejection: 02708 - "Document received date is before Postmark date."" for a 1040 return NY Reject 02708 - Document received date is before Postmark date Payment date must be the date the e-file is being transmitted. ⚠️ Before You Begin Make sure you have the correct transmission date for when you are sending the 1040 e-file. 📊 Step-by-Step Guide Step 1: Confirm the correct payment/transmission date Use this when you need to ensure the e-file dates match what the state expects. Set the payment date to the date the e-file is being transmitted. Step 2: Re-submit the e-file after updating the date Use this after correcting the date that caused the rejection. After updating the payment date to match the transmission date, re-submit the 1040 e-file. ✅ Success! The rejection should be resolved once the payment date reflects the actual e-file transmission date. ❌ Common Errors Using an earlier date for payment date that causes the document received date to appear before the postmark date. Not matching the transmission date when the e-file was actually sent. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 New York Rejection R0103 Message: You received rejection from the state of New York with code R0103. Public employee 414(h) retirement contribution not equal to amount on W-2. ⚠️ Before You Begin Have your W-2 available so you can review the amounts and the code(s) in Box 14. 📊 Step-by-Step Guide Step 1: Check W-2 Box 14 Please go to the W-2 box 14. Step 2: Use the correct New York codes The only allowable codes for NY are: 414HSUB and IRC125S. Step 3: Enter the appropriate code for NY Please enter the appropriate code for NY. ✅ Resolution Update the NY code in W-2 Box 14 using one of the allowable codes: 414HSUB or IRC125S, so it matches the amount reported on the W-2. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NJ Reject 200901: Header Return Period Begin Date Missing/Invalid (SureFire 2016) This article explains what to do if you receive the NJ Reject 200901 error indicating that the Header Return Period Begin Date is missing or invalid in SureFire 2016. ⚠️ Before You Begin Please follow the steps below carefully. You will uninstall and re-install the NJ Business Module. 📊 Step-by-Step Guide Step 1: Un-install the NJ Business Module Use this when you need to remove the existing module files so they can be refreshed. Un-install the NJ Business Module. Step 2: Remove MeF Schema files Use this when you need to delete the specific schema files that may be causing the reject. Navigate to the UTS16\Control\MeF\Schema folder. * Delete the following: NJBusiness.mefsf, NJBusiness.mefsm, NJPartnership.mefsf, NJPartnership.mefsm files Step 3: Remove MeF Binding files Use this when you need to clear bindings that start with the listed prefixes. Navigate to the UTS16\Control\MeF\Bindings folder * Delete the following: Anything that starts with BusinessNJ and Business1120SNJCBT Step 4: Re-install the module Use this when you need SureFire to recreate the module and update everything correctly. Then re-install the module and everything should update correctly 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NJ Reject 370 or 384 (370NJ-1040 / 384NJ-1040) Message: Total Income contains Invalid +/or Missing Required DataValue: 5/31/2023 3:05:56 PM Message: Tax contains Invalid +/or Missing Required Data Per Development....   ⚠️ Before You Begin Before you re-submit, review how your New Jersey return handles wages and withholding. 🧩 What This Means Use this when you need to understand why New Jersey rejected the return. State limitation states that New Jersey does not allow a return to be submitted that has withholdings but no wages. 🛠️ How to Fix It Step 1: Check for non-taxable wages Use this when you have wages that are not taxable. If the return has non taxable wages, those would need to entered on line 20b to show non taxable income. Step 2: Use the paper-file option if needed Use this when you cannot enter wages as non-taxable on line 20b. The only other option is to paper file the return. ❌ Troubleshooting Tip If you still see the reject after making changes, confirm that the return no longer has withholdings without wages, and that any non-taxable wages are entered on line 20b. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 North Dakota Reject Codes FND1-006 and FND1-007 The state of North Dakota checks the state e-file against the Federal e-file that was Accepted. If the Federal return is changed after the e-file is accepted then the North Dakota e-file will reject for the above issues. If the changes made to the Federal return are appropriate it may need to be amended and the North Dakota return will need to be paper filed. 📊 Step-by-Step Guide Step 1: Confirm what happened to the Federal return Use this when you need to... Determine whether the Federal return was changed after the Federal e-file was accepted. Step 2: Understand why North Dakota rejected Use this when you need to... Know that North Dakota compares the state e-file to the Federal e-file that was Accepted. If the Federal return was changed after acceptance, the North Dakota e-file will reject for FND1-006 and FND1-007. Step 3: Decide whether the Federal changes require an amendment Use this when you need to... If the changes made to the Federal return are appropriate, it may need to be amended. Step 4: File the North Dakota return appropriately Use this when you need to... After amending the Federal return (if needed), the North Dakota return will need to be paper filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY reject 04676 - ACH debit amt > payment enclosed amount This guide explains what to do when you receive NY reject 04676 related to ACH debit amount and the payment enclosed amount. ⚠️ Before You Begin Make sure you know whether the payment is being mailed. 📊 Step-by-Step Guide Step 1: Update the NY 3S form page Use this when you need to correct the ACH debit amount when the payment is being mailed. Go to Form NY 3S Pg 3, and remove any amounts in the ACH field if the payment is being mailed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY Reject R0129 - NY Reject R0129NYS withholding not = amount on wage and tax statements They should be able to manually load the NY 1099 NEC and complete that form - the state withholding will need to be overridden. We no longer support a version of the NY 1099MISC now that IRS has separated nonemployee compensation out to it's own form. 📊 Step-by-Step Guide Step 1: Manually load the NY 1099 NEC Use this when you need to address the NY Reject R0129 issue by ensuring the correct form is used. They should be able to manually load the NY 1099 NEC and complete that form. Step 2: Override the state withholding Use this when the state withholding does not match the amount shown on the wage and tax statements. The state withholding will need to be overridden. ⚠️ Important Notes We no longer support a version of the NY 1099MISC now that IRS has separated nonemployee compensation out to it's own form. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 NY rejection STATE-007 on business extension e-file This article explains what the STATE-007 rejection means and how to fix it. ❌ Reject STATE-007 The IRS Submission-ID referenced in the State Submission must be that of an IRS Return in SureFire.   Why this happens: This happens when the state gets the return before the federal is accepted. 📊 Step-by-Step Guide Step 1: Wait for the Federal return to be accepted Use this when you need to ensure the State references the correct IRS Submission-ID. Once the Federal return has been accepted, proceed to the next steps. Step 2: Run diagnostics, recreate the e-file, and transmit again Use this to regenerate the submission using the accepted Federal information. Once the Federal return has been accepted run diagnostics, create the e-file, and transmit again. Step 3: Unlink the State from the Federal (if needed) Use this when the State submission is tied to the wrong or not-yet-accepted Federal submission. The State also can beunlinked from the Federal.   How to do this in NY EF Info: In this is done on the NY EF Info form Page 1 at the very top of the form, "Check here to unlink state MEF."   In SureFire: In SureFire this will be done based on the type return but will be under the question ✅ Success! After the Federal return is accepted and you rerun diagnostics, recreate the e-file, and transmit again (unlinking the State if necessary), the State submission should reference the correct IRS Submission-ID in SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Paper resubmission of rejected Form 1065 e-files This guide explains what the IRS requires when you need to submit a paper Form 1065 after an electronic filing attempt was rejected or could not be retransmitted successfully. ⚠️ Before You Begin You should follow these IRS instructions when: You submit the return on paper after attempting to file it electronically, or At the end of the filing season, you are unable to successfully retransmit corrected returns electronically. 📊 What to Include With the Paper Return Step 1: Attach a letter explaining why you are filing on paper Use this when you need to explain the reason for the paper submission. According to the IRS, you should attach a letter to the paper return explaining why the return was submitted on paper. Step 2: Include a copy of the Acknowledgment File (ACK FILE) Use this to help avoid late-filing penalties. You should also include a copy of the Acknowledgment File sent by the Ogden Submission Processing Center. A copy of this ACK FILE is needed to bypass assessment of any late-filing penalties. Step 3: File the paper return to the correct IRS Center within the required timeframe Use this to ensure the return is sent to the right place and on time. The entire paper return should be filed at the IRS Center where the partnership would normally file their paper Form 1065 return, within ten (10) days from the date of the return that was rejected electronically. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject - Unpostable Funds Notice on <MM/DD> when updating acknowledgements in SureFire This can occur when the IRS has deposited a tax refund to the Settlement Solution provider's account, but the provider does not have an associated Settlement Solution application on file for the that taxpayer. And they are unable to process the refund. This is known as an Unpostable refund. ⚠️ Before You Begin The Settlement Solutions providers have a short period of time to hold unpostable ACH funds before they are required to return the deposit. Please contact the Settlement Solutions provider immediately for available optionsregarding the processing of these funds. 📊 Step-by-Step Guide Step 1: Identify which scenario applies The following are scenarios in which this occurs: Scenario 1 Issue: The Settlement Solutions application is only transmitted to the provider after CCH SFS receives an accepted federal acknowledgement. For this client, thee-file was rejected then the return was printed and mailed tothe IRS. OnForm 1040page 2 the Settlement Solution provider's Routing and Account were printed and this is where the IRS deposited funds. However, the provider does not have a corresponding application so they are unable to post the funds. Solution: If CCH SFS has an existing Settlement Solution application for that taxpayer, we will transmit it to the provider at your request. The ERO should also contact the Settlement Solutions provider to verify that funds have not been returned. Scenario 2 Issue: Your client's federal e-file was accepted by the IRS, but the Settlement Solutionsapplication was rejected. Solution: The errors for the rejected Settlement Solutions applications will need to be fixed, then re-create and transmit the application as soon as possible. Scenario 3 Issue: Your client's federal e-file was rejected by the IRS. Prior to resending the federal e-file, a state only e-file was transmitted and accepted. The state e-file indicated the refund should be deposited to the same account as the federal. The deposits funds to the Settlement Solutions provider, but the provider doesnot have an associated application on file. Solution: Immediately fix the reject errors and re-transmit the e-file with the Settlement Solutions application. CCH SFS automatically send the Settlement Solution application to the provider upon receipt of the federal acceptance acknowledgement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject "OHCOM-028 and OHCOM-036" in SureFire This article explains what these rejection codes mean and what you need to do to correct and retransmit your Form W-2 information. ⚠️ Before You Begin Make sure you have access to the W-2 forms you submitted so you can review the state and local wage details that were rejected. ❌ Rejection Details OHCOM-028 On one or more of your W-2 forms, you claimed state income tax withholding but did not provide the state abbreviation, the Employer's state ID number and/or the state wages. Please correct and retransmit. OHCOM-036 You provided Local wages or Local income tax amount but did not provide the state name and / or the locality name. Please correct and retransmit. 📊 Step-by-Step Guide Step 1: Review each Form W-2 Use this when you need to ensure the rejection causes are fixed before retransmitting. For each Form W-2, ensure each one has the proper EIN, state listed, wages, or local wages. Step 2: Correct missing state/local details Use this to address the specific missing fields that triggered the rejection codes. For OHCOM-028: Confirm the state abbreviation, the Employer's state ID number, and the state wages are provided when state income tax withholding is claimed. For OHCOM-036: Confirm the state name and the locality name are provided when local wages or local income tax amount are provided. ✅ Success! Once each Form W-2 includes the proper EIN, state listed, wages, or local wages (and the required state/local details for the rejection codes), you can correct and retransmit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject 0994 M1 line D must equal federal taxable income (E-file error) What this means: The MN return is pulling the federal taxable income from the wrong point in the calculation. Specifically: Reject 0994 M1 line D must equal federal taxable income. If the federal taxable income is zero, the MN return is pulling the federal taxable income. It is using the taxable income before the QBI deduction. It needs to pull the taxable income after the QBI deduction. ⚠️ Before You Begin Make sure you are using the latest MN module update, since this issue was addressed there. 📊 Resolution Step 1: Update the MN module This was fixed with the latest MN module update. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Reject 22: Missing disclosure for sharing return information with bank This reject means your e-file is missing the required disclosure for sharing return information with a bank. You will need to update the Consent to Use and Disclose forms and then resubmit the e-file. ⚠️ Before You Begin Check whether the return includes a bank application. 🛠️ Step-by-Step Guide Step 1: Confirm whether a bank application is included If the return does not have a bank application, you should remove the bank use and bank disclosure forms. Step 2: Remove bank forms if there is no bank application If the return does not have a bank application remove the bank use and bank disclosure forms, recreate and resend the e-file Step 3: Update Consent to Use and Disclose Forms (when applicable) and resubmit Please update Consent to Use and Disclosure Forms and resubmit the e-file. ❌ Troubleshooting Tip If you still receive Reject 22 after updating, double-check that the correct Consent to Use and Disclose Forms are present for the bank sharing scenario and that bank use/disclosure forms are removed when there is no bank application. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject 511NR-016 for Oklahoma This guide explains what to check when you receive the 511NR-016 rejection for Oklahoma. ❌ What This Rejection Means Form 511NR, line 18 (TaxBase) multiplied by line 19 (StatePercentageTax) should equal line 20 (StateTaxAmount). Check all three entries. 📊 Step-by-Step Guide Step 1: Verify Line 18 (TaxBase) Use this when you need to confirm the TaxBase value is correct. Step 2: Verify Line 19 (StatePercentageTax) Use this when you need to confirm the StatePercentageTax value is correct. Step 3: Confirm Line 20 (StateTaxAmount) Matches the Calculation Use this when you need to confirm that: Line 18 (TaxBase) × Line 19 (StatePercentageTax) = Line 20 (StateTaxAmount) 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject 763-128 If claiming Itemized Deductions on Form 763 Line 10 Reject 763-128 occurs when you claim Itemized Deductions on Form 763, line 10, but the itemized deduction amounts do not match the required Virginia totals. Rule: If claiming Itemized Deductions on Form 763 line 10, then Itemized Deductions must equal Virginia Itemized Deductions on Schedule A line 19. ⚠️ Before You Begin With a joint Federal and separate VA returns, the only way to file this soon would be to override the Schedule A with only the taxpayer amounts and override the total on VA 763, line 10. Note: We'll look at adding taxpayer/spouse splitting to this form, but it's not something that can be done quickly. ❌ Troubleshooting ❌ Why You’re Seeing Reject 763-128 This reject is triggered because the Itemized Deductions you entered on Form 763 line 10 must match the Virginia Itemized Deductions on Schedule A line 19. 📊 Step-by-Step Guide Step 1: Override Schedule A using only taxpayer amounts Use this when you need to file this soon with joint Federal and separate VA returns. Override the Schedule A with only the taxpayer amounts. Step 2: Override VA 763 line 10 total Use this to keep the VA totals consistent with the required rule. Override the total on VA 763, line 10. ✅ Important Note We'll look at adding taxpayer/spouse splitting to this form, but it's not something that can be done quickly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject 9999 THE ELEMENT EPFOTHERTHIRDPARTY IN NAMESPACE HTTP://WWW.IRS.GOV/EFILE HAS INCOMPLETE CONTENT. LIST OF POSSIBLE ELEMENTS EXPECTED: PSEPHONE PSEFOREIGNPHONE IN NAMESPACE HTTP://WWW.IRS.GOV/EFILE. ⚠️ Before You Begin Please to enter Phone number, replace birthday, and mark no driver license if don't have one. 📊 Step-by-Step Guide Step 1: Enter the Phone Number Please to enter Phone number. Step 2: Replace the Birthday Replace birthday. Step 3: Mark No Driver License (If Applicable) Mark no driver license if don't have one. ❌ Troubleshooting This reject happens because the element EPFOTHERTHIRDPARTY has incomplete content. The IRS expects one of the possible elements: PSEPHONE or PSEFOREIGNPHONE in the namespace HTTP://WWW.IRS.GOV/EFILE. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject 9999 - THE "HTTP://WWW.IRS.GOV/EFILE:DLORSTATEIDNUMBER" ELEMENT IS INVALID - THE VALUE "INVALID LINE FEED*" IS INVALID ACCORDING TO ITS DATATYPE "HTTP://WWW.IRS.GOV/EFILE:ILSTRING12TYPE" - THE ACTUAL LENGTH IS GREATER THAN This guide explains what to do when you receive Reject 9999 related to the HTTP://WWW.IRS.GOV/EFILE:DLORSTATEIDNUMBER element. ⚠️ Before You Begin Make sure you review how you marked Identity Verification for the taxpayer’s state ID or driver’s license. 📊 Step-by-Step Guide Step 1: Open the main information page Use this when you need to review the Identity Verification selections you made. Go to the main information page. Step 2: Check the Identity Verification selections Use this when you need to correct the state ID/driver’s license information that was entered. Under the heading Identity Verification, you marked the box that the Taxpayer did not provide a state ID or drivers license, but you added IL as the state where the ID was issued. Step 3: Fix the mismatch Use this to resolve the Reject 9999 error by aligning your selections with the required data. Either: Remove the state, or Check a different box and provide all the required information. ✅ Success! After you correct the Identity Verification state/box selection and provide the required information (or remove the state), the Reject 9999 issue should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject BINATTACH-98030-010 - BINATTACH-98030-010PDF whose name matches AttachmentLocation must be attached This message indicates that the attachment was rejected because the PDF file name does not match the required AttachmentLocation naming. ⚠️ Before You Begin You will need the PDF file that was submitted so you can rename it and reattach it. 📊 Step-by-Step Guide Step 1: Rename the PDF Use this when you need to match the required attachment naming. Advised the customer to change the name of the PDf and reattach it. Step 2: Reattach the renamed PDF Use this after renaming so the system accepts the attachment. Reattach the PDF using the updated name so it matches the required AttachmentLocation naming. ❌ Common Errors Attachment rejected again - The PDF name still does not match the required AttachmentLocation naming. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Reject Code - R0011 Joint claim and spouse's first name - R0011 Message: Joint claim and spouse's first name, last name, DOB, and/or SSN blank ❌ What This Means On IT-203 page 1, between questions A and B (in red), the filing status is married filing joint. You will be asked: Do you want to file IT-203-C? 🛠️ Step-by-Step Fix Step 1: Check the IT-203-C Question Use this when you need to confirm whether IT-203-C should be filed. On IT-203 page 1 between questions A and B (in red), confirm the filing status is married filing joint and review the question: Do you want to file IT-203-C? Step 2: Answer Yes if the Spouse Had No NY Income Use this when you are using IT-203-C because a spouse had no NY income. If you are using IT-203-C (for example, you are indicating that a spouse had no NY income), this question should be answered Yes. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject code 25: Missing Disclosure statement They are setup to have a regional office, so they need to add the disclosure forms. What to do: Type RO in the add form list. ⚠️ Before You Begin Make sure you are in the area where you can add forms to the regional office setup. 📊 Step-by-Step Guide Step 1: Add the Disclosure Forms Use this when you need to add the required disclosure forms for a regional office. Type RO in the add form list. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide explains how to resolve Reject Code EIC-F1040-501-01 related to dependent name and SSN matching.⚠️ Before You BeginYou will need access to the dependant's Social Security information and IRS contacts.❌ Error DetailsError Reject Code EIC-F1040-501-01Also for: SEIC-F1040-501-02, R0000-504-01- Each 'QualifyingChildNameControl' that has a value on Schedule EIC(Form 1040A or 1040), Line 1, and 'QualifyingChildSSN' that has a value on Line 2, must match that in the e-File database.- Each 'DependentSSN' and the corresponding 'DependentNameControl' that has a value on Line 6c(2) of the return, must match the SSN and Name Control in the e-File database.How to Fix:You accidentally entered the wrong Name / SS# for the dependant. Double-check the information you entered based on their Social Security CardThe Social Security department accidentally sent over the wrong information to the IRS. You may need to contact the Social Security Administration for exact spelling of the child's nameUnfortunately, the only other thing you can do is to contact the IRS. The best number to try is the IRS E-File Help Desk number which is 1-866-255-0654.📞 Still Need Help?If you have further questions or need assistance, please contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Reject code F8949-003-03 Message: For each property on Form 8949, Part I and II, if "AdjustmentsToGainOrLossCd" has a value, then it must be one of the following: (B, C, D, E, H, L, M, N, O, Q, R, S, T, W, X, Y, Z).Path: /efile:Return/efile:ReturnData/efile:IRS8949/efile:ShortTermCapitalGainAndL ⚠️ Before You Begin You will need to review the adjustment codes on your Form 8949 (Parts I and II), specifically column F. ❌ Troubleshooting ❌ What This Reject Means On Form 8949, column F contains adjustment codes. You can not have an adjustment without a code, or a code without any adjustment. 📊 Step-by-Step Guide Step 1: Check Form 8949 column F Use this when you need to verify the adjustment code and adjustment are both present together. Review each property on Form 8949, Part I and Part II and look at column F (adjustment codes). Step 2: Make sure adjustments and codes match Use this when you need to correct the mismatch that causes the reject. Ensure you do not have: An adjustment with no adjustment code An adjustment code with no adjustment Step 3: Use only allowed adjustment codes Use this when you need to confirm the code is valid for the reject. If "AdjustmentsToGainOrLossCd" has a value, it must be one of the following: (B, C, D, E, H, L, M, N, O, Q, R, S, T, W, X, Y, Z) Step 4: Fix the issue and resubmit Use this when you are ready to correct the return after making changes. Please fix and resubmit. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject code IND - 195 & IND - 196 Your client’s return is rejected with one or both of the following rejection codes. ❌ Problem Your client’s return is rejected with one or both of the following rejection codes. IND-195 - 'IPAddress' in 'AtSubmissionCreationGrp' in 'FilingSecurityInformation' in the Return Header must have a valid value. IND-196 - 'IPAddress' in 'AtSubmissionFilingGrp' in 'FilingSecurityInformation' in the Return Header must have a valid value. ⚠️ Before You Begin You will need: Access to download and install the program update version 31.05 An internet connection that is stable/strong before opening Sure-Fire 📊 Step-by-Step Guide Step 1: Download and install update 31.05 Use this to update Sure-Fire so returns are less likely to receive these IRS rejects. Download and install the program update version 31.05. The update contains changes to prevent returns from receiving IRS Reject Code IND-195. Step 2: Verify you are connected to the internet before opening Sure-Fire Use this to ensure Sure-Fire can obtain a valid IP address. After installing the update, verify that you are connected to the internet prior to opening Sure-Fire in order to obtain your IP address. Step 3: Re-create and re-send affected returns Use this when a return was already created and rejected. Then, re-create the e-file for any affected returns and re-send them. 📝 Important Notes (IND-196) Note the words in red-listed above. If you receive reject IND-196 which includes "Filing" in the rejection text, verify that you have a strong internet connection especially if you are on a wireless connection. A spotty connection causes a value to populate that will result in this reject. After verifying you have a strong internet connection, open the return, create a new e-file and transmit. ✅ Success! After updating to 31.05, confirming a strong internet connection before opening Sure-Fire, and re-creating/transmitting affected returns, the rejects should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis article explains the Error Reject Code IND-35 and how to fix it when the PriorYearPIN or PriorYearAGI must match the e-File database.⚠️ Before You BeginYou will need:A return with PriorYearAGI/PIN mismatch📊 Step-by-Step GuideStep 1: Open the ReturnOpen the tax return that is showing the error.Step 2: Go to Main Information SheetNavigate to the Main Info sheet.Step 3: Locate Practitioner PIN SectionLook towards the bottom of the Main Info sheet for Self-Select Practitioner PIN.Step 4: Check Practitioner PIN MethodCheck the box labeled "Check if using the Practitioner PIN method for e-filing this income tax return or Form 4868 with direct debit".You can now delete the original 20XX AGI and 20XX PIN fields for the Taxpayer and Spouse.📞 Still Need Help?If you are having trouble, contact our support team:Phone: 1-800-516-9442Or submit a support ticket

🔍 Reject Code IND-35 - Reject for Prior Year AGI/PIN This reject is common for tax payers who did not file with their current tax preparer in prior years. To get around this rejection, you will need to edit the shown information on the MAIN INFORMATION sheet. ⚠️ Before You Begin You must ensure the prior year AGI/PIN fields are CLEAR. 📊 Step-by-Step Guide Step 1: Edit the MAIN INFORMATION sheet Use this when you need to update the information that is causing the reject. Go to the MAIN INFORMATION sheet and edit the shown information to resolve the IND-35 reject. Step 2: Confirm the prior year AGI/PIN fields are CLEAR Use this to ensure the prior year AGI/PIN values are not filled in when they should be cleared. You must ensure the prior year AGI/PIN fields are CLEAR. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

📚 What This Guide CoversThis guide shows you how to handle Reject Code R0000-504-01 related to dependant name mismatches during e-file submissions.Understand the common causes.Learn how to fix the issue.⚠️ Before You BeginYou will need access to the client's tax return and their dependent information.📋 Step-by-Step GuideStep 1: Identify Rejection ReasonReview the e-file reject code SEIC-F1040-535-03 and check the dependant name and SSN information for accuracy.Step 2: Verify Dependant DetailsConfirm dependent's date of birth and Social Security number with their official documents.Step 3: Correct Data EntryUpdate the dependent's information in the tax software to match official records exactly.❌ Common ErrorsErrors can result from typos or mismatch in government databases.📞 Still Need Help?Contact support at 1-800-516-9442 or submit a support ticket

🔍 Reject codes IND - 199 / IND - 200 / IND - 201 This guide explains what these reject codes mean and how to resolve them. ⚠️ Before You Begin To fix these reject codes, you will: Download the latest US Module Edit the return (including retyping the first name) Recreate the efiles and resend ❌ Problem Details IND-199 'RoutingTransitNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value IND-200 'DepositorAccountNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value IND-201 'BankAccountDataCapturedTs' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value 📊 Step-by-Step Guide Step 1: Download the latest US Module Use this when you need to update the module so your return can generate the required header values. Step 2: Edit the return Edit the return such as retyping the first name. Step 3: Recreate the efiles and resend After editing, recreate the efiles and resend them. ✅ Resolution Downloading the latest US Module, then editing the return such as retyping the first name and recreate the efiles and resend. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject error 90 - Customer is getting reject error 90 when trying to transmit a pre-Ack return Complete the Settle Solution agreement ⚠️ Before You Begin Please ensure you have access to the Settle Solution agreement so you can complete it before attempting the transmit again. 📊 Step-by-Step Guide Step 1: Complete the Settle Solution agreement Complete the Settle Solution agreement. ❌ Common Errors If the customer is still receiving reject error 90 after completing the Settle Solution agreement, contact support for further assistance. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject error: AL40-FIT-775 For 2021, taxpayer will need to paper file this return. This worksheet may be removed for 2022 as the federal credits will likely revert back to the 2020 calculations. However, we will make a change that would avoid this rejection in 2022, in case Alabama keeps the worksheet or some semblance of it. ⚠️ Before You Begin You may need to paper file for 2021 to address this rejection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject errors - F8962-002-03 (If Form 8962) F8962-002-03 occurs when: If Form 8962, Line 1 "TotalExemptionsCnt" has a non-zero value, then Line 2a "ModifiedAGIAmt" must be equal to the required calculated amount (based on the sum of Form 1040 and other referenced fields, including Form 2555, Line 45 "TotalIncomeEx..."). ⚠️ Before You Begin Please make sure you are working with Form 8962 and that you can edit the form lines related to: Line 2a (ModifiedAGIAmt) 📊 Step-by-Step Guide Step 1: Un-override Line 2a on Form 8962 Use this when you need to fix the reject error by restoring the correct calculated value for Line 2a. Un-override the line 2a on the form 8962. ✅ Success! After un-overriding Line 2a on Form 8962, the value should return to the correct calculated amount, which helps resolve the F8962-002-03 reject error. ❌ Common Errors If the reject error still appears after un-overriding Line 2a, double-check that Line 2a is no longer manually overridden and that the underlying income/exemption inputs used for the calculation are correct. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject F1310-024 for form 1310 - Reject F1310-024 If there is a court appointed representative, the return cannot be be filed electronically unless the return is being amended. ⚠️ Before You Begin Confirm whether a court appointed representative is involved with the return. 📊 Step-by-Step Guide Step 1: Check for a court appointed representative Use this when you need to verify why the return is being rejected. If there is a court appointed representative, the return cannot be filed electronically. Step 2: Determine whether the return is being amended Use this when you need to know the only exception to the electronic filing restriction. The return can be filed electronically only if the return is being amended. ❌ Common Errors This rejection occurs when a court appointed representative is present and the return is not being amended. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject F8868-056 and F8868-057 on a 990 Extension for SureFire This article explains what the reject code F8868-056 means when filing a Form 990 extension in SureFire. ⚠️ Before You Begin To resolve this reject, you will need to review the value being sent for the Form 8868 field: ExtensionReturnCd 📊 What the Reject Means F8868-056 If Form 8868, Item "ExtensionReturnCd" value is "02" (Form 990-BL) ❌ Common Errors This reject occurs when the ExtensionReturnCd value is set to "02", which corresponds to Form 990-BL. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject for NYS R0100 This article explains what the NYS R0100 rejection means and what you need to do next. ⚠️ Before You Begin Review the following rule: NYS Wages should not be equal to zero when W-2 shows NY wages. 📊 What You Need to Do Use this when you need to address the NYS R0100 rejection. Step 1: Verify NYS Wages vs. W-2 NYS Wages should not be equal to zero when W-2 shows NY wages. Step 2: Plan for Paper Filing The return will need to be paper filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject FPYMT-095 If the timestamp (in the GTX key or Response to Send Submissions Request) is on or before the due date... in an 1120 return using SureFire. Full Rejection Text: If the timestamp (in the GTX key or Response to Send Submissions Request) is on or before the due date of the return ( ⚠️ Resolution The payment due date cannot be in the future. The payment due date must be the current date that the return is being transmitted on or the date must be prior to the date of transmission, but not more than five days. 📊 Step-by-Step Guide Step 1: Check the payment due date Use this when you need to confirm the due date is not set to a future date. The payment due date cannot be in the future. Step 2: Set the payment due date to an allowed date Use this when you need to make sure the due date matches the transmission timing rules. The payment due date must be: The current date that the return is being transmitted on, or The date prior to the date of transmission, but not more than five days. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject from EFC - 51 You must be approved to offer Settlement Solutions before any Settlement Solution application can be submitted. This message means your partner account is not yet approved to submit Settlement Solution applications. ⚠️ Before You Begin Make sure you have access to your partner verification details and that you can contact support if needed. 🧩 What to Do Next Step 1: Update Partner Verification Use this when you need to ensure your partner status is current and eligible to offer Settlement Solutions. Update Partner verification. Step 2: Contact Customer Support Use this when you need help getting approved to offer Settlement Solutions. Contact Customer Support. ❌ Why You’re Seeing This EFC - 51 indicates you must be approved to offer Settlement Solutions before any Settlement Solution application can be submitted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject IND-300-01 and R0000-057-01 This guide explains why the IRS will reject IND-300-01 and R0000-057-01 in certain situations when you are trying to file electronically. ⚠️ Before You Begin Keep in mind: The IRS won’t allow a court appointed rep to receive the refund on 1310 and file electronically unless they’re amending. 🧩 Why You See These Rejects Use this when you need to understand the reason behind the reject codes. Step 1: Understand the IND-300-01 rejection The IRS will reject for IND-300-01 if the 1310 isn’t present. Step 2: Understand the follow-up rejection when 1310 is present If the 1310 is present and Box B is checked, the IRS will reject for F1310-024. Step 3: Know what this means for filing method Because of these reject rules, you end up having to paper file. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject IND-941 in a 1040 return Below are some examples of these systematically locked rejection codes. If the ERO cannot resolve the reject, they will need to have the taxpayer contact the Social Security Administration (SSA) to find out why they locked the SSN. ⚠️ Before You Begin If the ERO cannot resolve the reject, the taxpayer will need to contact the Social Security Administration (SSA) to find out why they locked the SSN. 📊 Examples of IND-941 Systemically Locked Rejections Use this when you need to identify what the IND-941 message is indicating for the SSN in the return. Step 1: Review the IND-941 message details IND-941 IRS reject -- The Spouse SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual. Form 1040/A/EZ - The Primary SSN (SEQ 0010) has been systemically locked based on IRS information which indicates there is not a filing requirement for this SSN. Form 1040/A/EZ - The Primary SSN (SEQ 0010) has been locked. Social Security Administration records indicate the SSN belongs to a minor.The account was locked per the request of the minors parent or guardian. Form 1040/A - Dependents SSN (SEQ 0175, 0185, 0195, 0205) has been locked because Social Security Administration records indicate the number belongs to a deceased individual. Form 1040/A - One (or more) Dependents SSN (SEQ 0175, 0185, 0195, 0205) claimed on your return has been locked per the taxpayers request. Schedule EIC - The Qualifying Child SSN (0015, 0085) has been locked because Social Security Administration records indicate the number belongs to a deceased individual. Schedule EIC - The Qualifying Child SSN (0015, 0085) has been locked per the taxpayers request. Schedule EIC - The Qualifying Child SSN (0015, 0085) has been locked per the request of the qualifying childs parent or guardian. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject KYSUB-0064 in SureFire Federal return must have been sent to IRS and accepted status. ⚠️ Before You Begin This rejection indicates that the federal return has not yet been sent to the IRS and/or is not in accepted status. 📝 Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo KYSUB-0064 en SureFire. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject R0000-195 in SureFire Reject R0000-195PDF was 7203 This guide explains what to do when you see this reject message. 📊 Step-by-Step Guide Step 1: Remove the PDF to create the extension Use this when you need to resolve the reject by recreating the required file extension. Remove the PDF to create the extension. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject R0106 - Standard deduction must equal standard deduction on form NY IT-203 when using SureFire This issue occurred because user override line 33. ❌ What to Do to Fix It To fix, un-override the line NY IT 203, line 33, standard deduction, and use the software calculation 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject SSE-F1040-021-04 This guide helps you resolve the reject message: Reject SSE-F1040-021-04 🛠️ Step-by-Step Guide Step 1: Verify Sch 1, Page 2, Line 15 Use this when you need to confirm the required field is present and not being replaced. Make sure Sch 1 pg 2 line 15 is not missing or overridden. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Reject: F540-690 There is an error with the Real Estate and Other Withholding in the "Payments" section of your return. Error detail: If Form 540, Line 73 [RealEstateAndOtherCAWithholding] is significant, then Form(s) 592-B and/or 593 must be attached. Location: /CA-Return/CA-ReturnData/CAForm540/Payments/RealE ⚠️ Before You Begin You will need to attach the required forms (592-B and/or 593) to your return so the rejection can be cleared. 📊 Step-by-Step Guide Step 1: Go to the correct line and attach the forms Use this when you need to attach the required forms for CA Form 540, Line 73. Go to CA Page 3 Line 73. Attached the 592-B and 593 by clicking link next to line item. Step 2: Attach using the function key on Line 73 Use this when you want a quick way to attach forms from Line 73. On Line 73, click F9 to attach form 592-B and 593. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Reject: IRS Business Rule R0000-905-01 This message indicates you need to verify your authorization with the IRS before you can submit returns for the return type shown. ⚠️ Before You Begin You will need to: Confirm you are authorized to submit returns for the return type indicated. Verify that the EFIN you entered matches what you have on file with CCH Small Firm Services. 📊 Step-by-Step Guide Step 1: Contact e-Help Use this when you need help verifying your authorization. Contact e-Help at 1-866-255-0654. Step 2: Update your IRS authorization Use this when your authorization needs to be updated on the IRS side. Update this authorization on the IRS Web site e-Services - Online Tools for Tax Professionals for verification that you are authorized to submit returns for the return type indicated. Step 3: Verify your EFIN matches exactly Use this when the EFIN entered does not match what your account has on file. Verify the EFIN entered on Form 8879 matches exactly what you have on file with CCH Small Firm Services by reviewing your EFIN information on the Solution Center. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Reject: S1-F1040-295 - If Schedule 1 (Form 1040) - Reject:S1-F1040-295 - If Schedule 1 (Form 1040), "TuitionAndFeesDedAmt" has a non-zero value, then Form 8917 must be attached to "TuitionAndFeesDedAmt". This reject message explains what you must do when Schedule 1 (Form 1040) includes a non-zero Tuition and Fees Deduction amount. ⚠️ Before You Begin Review whether the taxpayer is: Applying for the Tuition and Fees Deduction Qualifying for the deduction (or electing to use the form) 📊 Step-by-Step Guide Step 1: Confirm whether Form 8917 is required If the taxpayer is applying for the Tuition and Fees Deduction, then the form 8917 must be completed and filed with the return. Step 2: Check Schedule 1 for a non-zero Tuition amount If an amount is present in Schedule 1 and the taxpayer does not qualify or is not electing to use this form, the amount in Schedule 1 must be removed. ❌ What This Means If "TuitionAndFeesDedAmt" has a non-zero value on Schedule 1 (Form 1040), then Form 8917 must be attached to support that amount. ✅ Resolution If applying for the Tuition and Fees Deduction, complete and file Form 8917 with the return. If the taxpayer does not qualify or is not electing to use this form, remove the amount from Schedule 1. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

❌ Reject: SB-F1040-006-01 If Schedule B (Form 1040A or 1040), Line 7a "FinCENForm114Ind" has a choice of "Yes" indicated. ❌ What This Means Your submission is being rejected because Schedule B (Form 1040A or 1040), Line 7a "FinCENForm114Ind" shows a choice of "Yes". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejected ERO Bank App - Invalid Owner's Address field This guide explains what to do when your ERO Bank App is rejected due to an Invalid Owner's Address field. 🧩 What to Do Step 1: Correct the ZIP code extension on the shipping address Use this when you need to fix the address information that is causing the rejection. Correct the four digit extension for the ZIP code on the shipping address. Step 2: Resend the app Use this after updating the address so the system can re-validate your submission. After correcting the extension, resend the app. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejection codes for Form 5500 e-files This article lists common rejection codes you may see when filing Form 5500 electronically, along with what each code means. ⚠️ Before You Begin To use this guide: Find the rejection code shown in your e-file results. Review the Explanation for that code. Update the related schedule lines/attachments in your Form 5500 package. 📋 Rejection Code Explanations Code B-600MB Fail when Schedule MB, Line 9c(1), 9c(2), 9c(3), or 9h is greater than zero and the Schedule of Funding Standard Account Bases (Attachments/SchMBFndgStndAccntBases) is not attached. Code B-601SB Fail when Schedule SB is attached and the Summary of Plan Provisions (Attachments/PlanProvisions) and the Summary of Actuarial Methods and Actuarial Valuation does not consist of the Summary Assumptions (Attachments/ActrlAssmptnMthds). Code B-606MB Fail when Schedule MB, Line 9l is not equal to the sum of Lines 9f, plus 9g, plus 9h-Amount, plus 9i, plus 9j(3), plus 9k(1), plus 9k(2). Code B-607SB Fail when (Schedule SB, Line E, Single Employer is checked and Form 5500, Line A, Single Employer is not checked) or (Schedule SB, Line E, Multiple A or Multiple B is checked and Form 5500, Line A, Multiple Employer is not checked). Code B-608MB Fail when the total employer contributions for the year indicated in Schedule MB, Line 3(b)-Total is not equal to the amount reported in Line 9g. Code B-614MB Fail when the value provided in Schedule MB, Line 3(b)-Total is not equal to the sum of all Schedule MB, Line 3(b) values. Code B-614SB Fail when the value provided in Schedule SB, Line 18(b)-Total is not equal to the sum of all Schedule SB, Line 18(b) values. Code B-615MB Fail when the value provided in Schedule MB, Line 3(c)-Total is not equal to the sum of all Schedule MB, Line 3(c) values. Code B-615SB Fail when the value provided in Schedule SB, Line 18(c)-Total is not equal to the sum of all Schedule SB, Line 18(c) values. Code B-624SB Fail when Schedule SB, Line 22 is less than 25. Code B-624SF Fail when Schedule SB, Line 22 is less than 25. Code B-626MB Fail when Schedule MB, Line 9d contains a value greater than zero and Lines 9a, 9b, 9c(1)-Amount, 9c(2)-Amount and 9c(3)-Amount are all less than or equal to zero. Code B-627MB Fail when Schedule MB, Line 9i contains a value greater than zero and Lines 9f, 9g, and 9h-Amount are all less than or equal to zero. Code B-633 Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank. Code B-634 Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank. Code B-635MB Fail when Schedule MB, Line 2b(4)(1) is not equal to the sum of Lines 2b(1)(1), plus 2b(2)(1), plus 2b(3)(c)(1). Code B-635SB Fail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1). Code B-636MB Fail when Schedule MB, Line 2b(3)(c)(2) is not equal to the sum of Lines 2b(3)(a)(2) plus 2b(3)(b)(2). Code B-636SB Fail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2). Code B-637MB Fail when Schedule MB, Line 2b(4)(2) is not equal to the sum of Line 2b(1)(2), plus 2b(2)(2), plus 2b(3)(c)(2). Code B-615MB Fail when the value provided in Schedule MB, Line 3(c)-Total is not equal to the sum of all Schedule MB, Line 3(c) values. Code B-615SB Fail when the value provided in Schedule SB, Line 18(c)-Total is not equal to the sum of all Schedule SB, Line 18(c) values. Code B-624SB Fail when Schedule SB, Line 22 is less than 25. Code B-624SF Fail when Schedule SB, Line 22 is less than 25. Code B-626MB Fail when Schedule MB, Line 9d contains a value greater than zero and Lines 9a, 9b, 9c(1)-Amount, 9c(2)-Amount and 9c(3)-Amount are all less than or equal to zero. Code B-627MB Fail when Schedule MB, Line 9i contains a value greater than zero and Lines 9f, 9g, and 9h-Amount are all less than or equal to zero. Code B-633 Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank. Code B-634 Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank. Code B-635MB Fail when Schedule MB, Line 2b(4)(1) is not equal to the sum of Lines 2b(1)(1), plus 2b(2)(1), plus 2b(3)(c)(1). Code B-635SB Fail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1). Code B-636MB Fail when Schedule MB, Line 2b(3)(c)(2) is not equal to the sum of Lines 2b(3)(a)(2) plus 2b(3)(b)(2). Code B-636SB Fail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2). Code B-637MB Fail when Schedule MB, Line 2b(4)(2) is not equal to the sum of Line 2b(1)(2), plus 2b(2)(2), plus 2b(3)(c)(2). Code B-638MB Fail when Schedule MB, Line 9e is not equal to the sum of Lines 9a, plus 9b, plus 9c(1)-Amount, 9c(2)-Amount, plus 9c(3)-Amount, plus 9d. Code B-640MB Fail when Schedule MB, Line 5h is checked and Line 5k is blank. Code B-641MB Fail when Schedule MB, Line 8d(4) is blank and Line 8d(3) is checked "yes". Code B-642MB Fail when Schedule MB, Line 8d(5) is blank and Line 8d(3) is checked "yes". Code B-643MB Fail when Schedule MB, Line 8d(6) is blank and Line 8d(3) is checked "yes". Code B-644MB Fail when Schedule MB, Line 9c(1)-Balance is less than Line 9c(1)-Amount. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejection error: A binary attachment submitted in the PDF format must begin with the file header "%PDF in a SureFire" This guide helps you resolve a SureFire rejection error related to PDF attachments. ⚠️ Before You Begin Before you try again, make sure you can access the PDF attachment and the SureFire attachments folder on your server. 📊 Step-by-Step Guide Step 1: Check the PDF attachment name and verify it opens Use this when you need to confirm the attachment is valid and correctly named. If there is a pdf attached, verify the PDF attachment name does not have any special characters or spaces, also verify that it opens correctly. Step 2: Remove the PDF and locate the attachment file Use this when the file name is correct but the rejection still occurs. If the name is correct, remove the pdf, thenlocate and deletethe attachment file Y:\utsXX\attachments (Y is the drive where SureFire is installed and X is the 2 last digits in the year) Step 3: Add the PDF back, confirm it opens, and re-file Use this when you are ready to re-submit after replacing the attachment. Add back the Pdf, make sure it can open and then e-file again 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejection error: IND-131 If "Form8814Cd" in the return has the value "FORM 8814", then Form 8814 must be present in the return. Path: /efile:Return/efile:ReturnData/efile:IRS1040/efile:Form8814Cd ⚠️ Before You Begin Check the value of Form8814Cd in the return. If it is set to "FORM 8814", you must include Form 8814 in the return. 📊 Step-by-Step Guide Step 1: Verify the Form8814Cd value Use this when you need to confirm whether the return indicates "FORM 8814". Locate Form8814Cd at: /efile:Return/efile:ReturnData/efile:IRS1040/efile:Form8814Cd Step 2: Ensure Form 8814 is included Use this when you need to resolve the rejection by adding the required form. If Form8814Cd has the value "FORM 8814", then Form 8814 must be present in the return. ❌ Common Errors Form8814Cd is set to "FORM 8814" but Form 8814 is missing from the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejection Error: STATE-901 and STATE-902 The IRS submission ID referenced in the state submission manifest must be present in the e-file database when using SureFire. This article explains why you may see STATE-901 or STATE-902 and what to do next. ⚠️ Before You Begin These rejection codes can happen when you submit both the Federal and linked state MeF e-files to the Electronic Filing Center in the same batch. Key idea: The IRS may process the linked state e-file before the Federal e-file it is linked to. 📊 What Causes STATE-901 / STATE-902? If the IRS processes the linked MeF state e-file first, it validates that the 1040 submission ID associated with the linked MeF state is in Accepted status. If the Federal return has not yet been Accepted, the state submission is rejected with rejection codes STATE-901 or STATE-902. 🛠️ Step-by-Step: How to Fix It Step 1: Wait until the Federal return is Accepted STATE-901/STATE-902 occur because the Federal return is not yet Accepted when the IRS validates the linked state. Once the Federal return is in Accepted status, you can resubmit the state e-file. Step 2: Reopen the return in SureFire After the Federal return is Accepted, you must regenerate the state e-file so the IRS can match the correct submission ID. Open the return in SureFire. Step 3: Run diagnostics Diagnostics help ensure the return is ready to recreate and transmit. Run diagnostics from within the return. Step 4: Re-create and transmit the e-file Then rebuild the e-file and send it again. Re-create and transmit the e-file for the state (after the Federal return is Accepted). ✅ Notes to Keep in Mind Each time the IRS rejects the Federal 1040 return, they will also reject the linked State return. If the Federal return has already been accepted, un-link the state and send the state return. Alabama, Arizona, Arkansas, Kansas, Minnesota, Mississippi, and Oklahomado not allow unlinked state e-files, therefore, the state return will have to be paper filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejection: F568-108 (CA 1040 return) in SureFire This rejection occurs when Form 568, Question K [NbrOfMembersDuringYr] is greater than 1, and [SoleOwnerConsent] must be blank. Example from the rejection: NbrOfMembersDuringYr equals 2. SoleOwnerConsent must be blank. ⚠️ Before You Begin Make sure you are working in the correct return and form: CA 568 (Page 3) Single Member LLC Information and Consent section 📊 Step-by-Step Guide Step 1: Open the CA 568 Page 3 section Use this when you need to find the exact area that contains the consent information. Go to the CA 568 Page 3. Locate the section "Single Member LLC Information and Consent. Complete only if the LLC is disregarded." Step 2: Remove the information under the consent section Use this when the rejection indicates SoleOwnerConsent must be blank. Remove the information from under this section as well as the following section starting with the question ""What type of entity is the ultimate owner of this SMLLC"". 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Rejects on April 15th This guide explains what to do if your return was rejected when the filing deadline is April 15, including when you must file the corrected return or a paper return. ⚠️ Before You Begin You’ll need your IRS reject/acknowledgment information (including any notification date) so you know the deadline for correcting and resubmitting. 📊 Step-by-Step Guide Step 1: Know the retransmit window The IRS allows 5 days to retransmit returns that were sent prior to the due date but were rejected. Step 2: If the deadline is April 15, correct by April 20 If the filing deadline is April 15, you would have until April 20 to correct a return that was submitted before the deadline but then rejected. Step 3: If you can’t correct electronically, file a paper return If the taxpayer chooses not to have the electronic portion corrected and transmitted to the IRS, or if it cannot be accepted for processing by the IRS, the taxpayer must file a paper return. Step 4: Know the paper-return filing deadline To be filed timely, the paper return must be filed by the later of: the due date of the return, or ten (10) calendar days after the IRS gives notification that the electronic portion of the return was rejected or cannot be accepted for processing. Step 5: Include an explanation The paper return should include an explanation of why the return is being filed after the due date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Republic Bank reject 198 This guide explains why you may see the “Republic Bank reject 198” message and how to fix it. ⚠️ What This Rejection Means This can occur when you have: Entered a Company Name with an invalid character, such as * or @ Left the company name off the return Entered a name that does not match the company name on your ERO application These names must match. 📊 Step-by-Step Guide Step 1: Verify the Preparer Information Use this when you need to ensure the preparer details are correct. To solve this problem, make sure that the preparer information is entered correctly in the Preparer Information section of the Main Information Sheet. Step 2: Fix the Rejected Bank Application Use this when you need to correct a rejected bank application. To correct a rejected bank application: On the Bank menu, select Maintenance/Setup. Click Fix Rejected Bank Apps. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Republic Bank reject 198 This can occur when you have entered a Company Name with an invalid character, such as , *, or @; you have left the company name off the return; or the name you entered does not match the company name on your ERO application. These names must match. ⚠️ Before You Begin Make sure the company name and preparer information are correct and consistent: Company Name - Do not use invalid characters (such as , *, or @). Company Name on the Return - Ensure the company name is included. Match to Your ERO Application - The name you entered must match the company name on your ERO application. 📊 Step-by-Step Guide Step 1: Verify preparer information Use this when you need to ensure your submission matches what the system expects. To solve this problem, make sure that the preparer information is entered correctly in the Preparer Information section of the Main Information Sheet. Step 2: Fix the rejected bank application Use this when you need to correct a bank application that was rejected. To correct a rejected bank application, on the Bank menu, select Maintenance/Setup, and then click Fix Rejected Bank Apps. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Republic bank rejections This article explains what to do for Republic bank rejection codes 70, 71, 61, and the set of rejection codes that will be fixed and resent to the bank. 📊 Step-by-Step Guide Step 1: Handle Rejects 70 and 71 (ID Issue dates) Use this when you see rejection codes 70 and 71 related to ID issue dates. Customer Service will send the Client IDs and SSNs and correct issue date to our Bank Products team. They will correct the application and resend it to Republic bank. Step 2: Handle Reject 61 (RBIN) Use this when you see rejection code 61 related to RBIN. The ERO can go to Fix Rejected Bank Applications in the software and the number is fixed there. It automatically resends the bank application for that return back to us to send to the bank. Step 3: Know which rejection codes will be fixed at CCH SFS and resent by 4 pm on January 19, 2012 These codes are scheduled to be corrected and resent to the bank. The following rejection codes will be fixed at CCH SFS and resent to the bank by 4 pm on January 19, 2012. 22 - ERO is not approved/renewed for the current year 217 - The Date/Time stamp of Last Print field (field #117) in the B record contains invalid data 216 - The Date/Time stamp of First Print field (field # 116) in the B record contains invalid data 214 - The Spousal Opt-Out from First-Print Bank Application field (field # 114) in the B record contains invalid data 212 - The Product from First-Print Bank Application field (field #112) in the B record contains invalid data 205 - The Transmitter Fee from First-Print Fee Disclosure (field #105) in the B record contains invalid data 203 - The Customer Identification Number (field #103) in the B record contains invalid data 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SA-F1040-015-02 and SA-F1040-014-01 Form 4684 was not checked off, which was causing the rejections. The declaration number needed to be entered at the top of the form in order to make the rest of form 4684 calculate. ⚠️ Before You Begin Make sure Form 4684 is properly checked off and that the declaration number is entered at the top of the form. 📊 Step-by-Step Guide Step 1: Check off Form 4684 Use this when you need to fix rejections caused by Form 4684 not being checked off. Confirm that Form 4684 is checked off. If it is not, it can cause rejections. Step 2: Enter the Declaration Number at the Top of Form 4684 Use this when you need the rest of Form 4684 to calculate correctly. Enter the declaration number at the top of Form 4684. This is required for the rest of Form 4684 to calculate. ❌ Common Errors Form 4684 not checked off - can cause rejections. Declaration number not entered at the top of Form 4684 - prevents the rest of Form 4684 from calculating. ✅ Success! Once Form 4684 is checked off and the declaration number is entered at the top of the form, the rest of Form 4684 should calculate correctly and the rejections should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Santa Barbara Tax Products Group (TPG) reject code 1812 in SureFire This guide explains what reject code 1812 means and how to resolve it in SureFire. ⚠️ Before You Begin You will need: The taxpayer’s DAN details (to confirm the occurrence of 9816, 9818, 9819, or 9820) The bank’s Routing Transit Number (RTN) to verify the correct RTN 📊 What is Reject Code 1812? Full Rejection Text 1812-Taxpayer's RTN = Bank's RTN and the occurrence of 9816, 9818, 9819, or 9820 exists in taxpayer's DAN. 📊 Resolution Step 1: Confirm the RTN format The Routing Transit Number (RTN) must contain nine numeric characters. Step 2: Verify the first two positions of the RTN The first two positions must be 01 through 12, or 21 through 32, 61 through 72, or 80. Step 3: If the numbers are not correct, verify with the bank If these numbers are not correct, you need to verify with the bank the correct RTN. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SBTPG rejection 01770 Every EFIN owner must complete compliance training with Santa Barbara prior to getting your Refund Transfer approvals. If you have not yet done so, follow the steps below. ⚠️ Before You Begin You will need: Access to SBTPG’s website Your EFIN The password (the ERO’s PIN) 📊 Step-by-Step Guide Step 1: Complete compliance training with Santa Barbara Use this when you need to complete required compliance training before approvals. Go to SBTPG’s Web site: www.sbtpg.com Click Compliance Training 2013 at the right. Select Tax Preparer or an Employee as appropriate. The tax preparer must type the EFIN and password (which is the ERO’s PIN). Click Start Training to begin the training process. Step 2: Fix any rejected returns Use this after you have completed the training to resolve rejection code 01770. On the Bank menu, select Maintenance/Setup. Click Fix Rejected Bank Apps. Select the rejected returns, and then click OK on each screen. Note: There is no other action required other than clicking OK for rejection code 01770 after you have completed compliance training. ✅ Success! After you complete compliance training and click OK for each rejected return (rejection code 01770), your rejected returns should be fixed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SC E-file rejection: 0008 Missing or Invalid Foreign Province or State State rejection error code: 0008 Message: Missing or Invalid Foreign Province or State. 📚 What This Guide Covers This guide explains what the SC E-file rejection 0008 means and what you should do next. 🧩 What This Error Means This error is caused by incorrect wording of the foreign province entered. ✅ What to Do Next Step 1: Get the Correct Foreign Province Wording from SC Please contact the state of SC so they can provide the correct wording needed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Sch A (1040): Valid entries for line 28 (MeF returns) This article provides guidance on what you can enter for Line 28 on Schedule A (Form 1040) for MeF returns. 📝 Notes Line 23 - Other Deductions can be anything. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Section 179 expense deduction excluding return from efile This guide explains what this message means and what you should do next. ⚠️ Before You Begin You will need to review the relevant tax details and instructions referenced in this article. 📊 Step-by-Step Guide This is excluded because of two issues.   First, when the self-employment tax is zeroed out, the IRS will reject the e-file with Fed Reject Code 0195. 0195 Schedule SE - When Self-Employment Tax is significant, Deduction for 1/2 of Self Employment Tax must be significant, and vice versa. If Self-Employed Deduction Schedule SE of Form 1040 is significant, it must equal Deduction for 1/2 of Self Employment Tax from Schedule(s) SE. If Deduction for 1/2 of Self Employment Tax of Schedule SE is significant, and Exempt-Notary Literal is not significant, then Self-Employed Deduction Schedule SE of Form 1040 must be significant. Second, the IRS adjusts refunds or sends tax bills to customers who have reduced self-employment tax.The IRS DOES NOT GET AND HAS NOTHING IN PLACE TO GET the data input in the return with the efile. They can't tell why the customer has reduced self-employment income and tax so the math is wrong from their perspective.   This was verified with the IRS prior to implementation.   ❌ Common Errors If the message does not match your situation, double-check your form inputs and selections. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Site does not have an active enrollment for bank application submission. This article explains common reasons you may see this rejection and what to do next. ⚠️ Possible Reasons for This Rejection Possible reasons for this rejection is: The bank needs some information from the ERO, such as an EFIN letter. The record may not be set up correctly with the bank, such as a changed Master EFIN. We show the ERO as Approved, but the bank shows the ERO as Not Approved in its system. ❌ What Happens Next CCH SFS does send the applications and fix the records, but in some cases you may need to speak with the bank to solve the problem. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 State 901 Rejections This can occur when you submit the client's linked state return to the EFC in the same batch as the Federal return, but the state return gets processed by the IRS before the linked Federal return. ⚠️ Before You Begin To correct this issue, you will need to re-transmit the state return after the Federal return has been accepted. 📊 Step-by-Step Guide Step 1: Re-transmit the state return after Federal acceptance Use this when you need to correct State 901 rejections caused by processing order. To correct this problem, you need to re-transmit the state return once the Federal return has been accepted, verifying that the federal return is not marked to e-file. Step 2: Prevent the issue in the future Use this to avoid State 901 rejections going forward. To avoid this problem in the future, wait to submit the state e-file until after the Federal e-file has been issued an Accepted acknowledgment. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 States that do not have a rejection code This guide verifies which states do not use reject codes, even though they do offer e-file. 📋 States Without Reject Codes The following states do not use reject codes, even though they do offer Efile: Georgia Iowa Mississippi Missouri South Carolina Vermont 📝 Notes Note: Colorado only has one reject code, which is D for Duplicate DCN (Declaration Control Number). If a Colorado tax return is rejected for this reason, you must correct the DC.   Puerto Rico's e-file system sends a response code immediately upon transmission of electronic files, rather than reject codes like the IRS and most states. If you close the transmit window without writing down the code, you will have to re-transmit the file to find out the code. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Bank App Reject: RT resubmittal cannot be processed Bank App Reject: RT resubmittal cannot be processed, funding has been received. 📚 What This Guide Covers This guide explains why you may see this reject message and what it means for your bank app submission. ⚠️ Before You Begin Review the status of your submission: TPG already has the bank app Funds have been disbursed 🛠️ What This Reject Means Use this when you need to understand why the system rejected your resubmittal. TPG already has the bank app and funds have been disbursed. The bank app can no longer be submitted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire CA E-File Rejection: F100S-100 (Form 100S) - Question C [BusinessActivityCode] [BusinessActivityCode] must be a valid 6 digit Principal Business Activity (PBA) code per the current Form 100S Booklet. Path: /CA-Return/CA-ReturnData/CAForm100S/Form100SScheduleQ/BusinessAct ⚠️ Before You Begin Ensure you are using a valid code for the corresponding year. 📊 Step-by-Step Guide Step 1: Use the Correct Year’s PBA Code Use this when you need to ensure your Business Activity Code matches the Form 100S requirements for the filing year. CA 2022 Principal Business Activity Codes: https://www.ftb.ca.gov/forms/2022/2022-100s-booklet.html#principal-business-activity-codes 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire CO E-file Rejection 22-104-101 - Colorado E-file Rejection 22-104-101 In Form 104AD, line 4 cannot exceed the result of $24,000 minus line 3 when the taxpayer is 65 years or older. 📚 What This Guide Covers Fix status - This issue was fixed in the module release for CO version 3. What to verify - Confirm the latest module version is installed. Form updates - Form 104AD lines 3 and 5 were updated due to a change in the instructions. ⚠️ Before You Begin Verify the latest module version is installed. 📊 Step-by-Step Guide Step 1: Confirm the fix is applied This issue was fixed in the module release for CO version 3. Step 2: Verify your module version Verify the latest module version is installed. Step 3: Understand the Form 104AD updates Form 104AD, Lines 3 and 5 were updated due to a change in the instructions. The social security subtraction will now calculate for recipients age 55 and over with appropriate limits. ✅ Success! After updating to the latest CO module version, the Form 104AD calculations will follow the updated instructions, including the social security subtraction for recipients age 55 and over with appropriate limits. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file IN state rejection: SDEDUCT-021 If the Nontaxable Portion of Unemployment Compensation Deduction is claimed (code = 615 and amount field 0), at least one 1099-G wage statement must be attached. ⚠️ Before You Begin You may need to review your Indiana (IN) state return to confirm a 1099-G is included when the deduction is claimed. 📊 Step-by-Step Guide Step 1: Confirm the reason for the rejection Use this when you see the rejection message. IN is requesting a 1099G in the state return. Step 2: Add Form 1099G to the state return Use this to satisfy the state requirement. Add form 1099G to state return. Step 3: Remove any 1099G-related overrides (if present) Use this if you previously changed 1099G settings. Remove any overrides on the state return related to 1099G, if any. Step 4: Resubmit the return Use this after updating the state return attachments. Resubmit return. ✅ Success! After adding the required 1099G and removing any related overrides (if applicable), the IN e-file rejection should be resolved when you resubmit. ❌ Common Errors Missing 1099G attachment — IN requires at least one 1099-G wage statement when the Nontaxable Portion of Unemployment Compensation Deduction is claimed (code = 615 and amount field 0). 1099G-related overrides still applied — Overrides on the state return related to 1099G can prevent the state from accepting the submission. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file Rejection Code: OR-030 Schedule OR-ASC or ASC-NP total(s) must match total entered on 40 This issue was fixed in the OR module update released on 04/25/2023. Please make sure to update all modules and resubmit the return. 📊 Step-by-Step Guide Step 1: Update the OR module Use this when you need to resolve the OR-030 rejection by applying the fix. This issue was fixed in the OR module update released on 04/25/2023. Step 2: Update all modules Use this to ensure every part of your return is using the latest updates. Please make sure to update all modules and resubmit the return. Step 3: Resubmit the return Use this after updating so the e-file submission reflects the corrected totals. Please make sure to update all modules and resubmit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error for NJ 1065 NR Partner - Total Due contains calculation error ReturnState/ReturnData/TotalDueValue: This issue was fixed in the latest NJ business module update released on 04/25/2023. Please make sure all the modules installed are up to date. ⚠️ Before You Begin Before re-filing, confirm your NJ business modules are updated to the latest version (the fix was released on 04/25/2023). 📊 Step-by-Step Guide Step 1: Update your NJ business modules Use this when you need to resolve the e-file rejection caused by a calculation error in Total Due. Install the latest NJ business module update released on 04/25/2023. Step 2: Confirm all modules are up to date Use this to ensure the fix applies to your current setup. Please make sure all the modules installed are up to date. ✅ Success! Once your NJ business module update (04/25/2023) is installed and all modules are current, the rejection related to Total Due contains calculation error should be resolved. ❌ Common Errors If you still receive the rejection after updating, double-check that: The NJ business module update released on 04/25/2023 is installed. All installed modules are up to date. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: F1040-442 Rejection message: Form 1040, 'TotalAdjustmentsAmt' must be equal to Schedule 1 (Form 1040), 'TotalAdjustmentsAmt'. Path shown in the error: efile:Return/efile:ReturnData/efile:IRS1040/efile:TotalAdjustmentsAmtValue ⚠️ Before You Begin Make sure you are reviewing Form 1040 line 8a, since the rejection indicates the overridden field on that line needs to be restored. 📊 Step-by-Step Guide Step 1: Restore the overridden field on line 8a Please restore the overridden field on line 8a of Form 1040. ✅ Success! Once line 8a is corrected by restoring the overridden field, the e-file rejection related to F1040-442 should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: F540-765 Message: If Form 540, line 91 [UseTax] is zero, then Line 91 [NoUseTaxOwed] or Line 91 [UseTaxPaidDirectlyToCDTFA] checkbox must be checked. Field details: /CA-Return/CA-ReturnData/CAForm540/UseTaxValue: UseTax is 0. NoUseTaxOwed is . U ⚠️ Before You Begin To resolve this e-file rejection, you will need to review Form 540, page 3, line 91 and ensure the correct checkbox is selected. 📊 Step-by-Step Guide Step 1: Open the correct form page Use this when you need to find the exact location of the error. Go to CA 540 Pg3 Step 2: Navigate to line 91 Use this when you need to confirm what is entered on line 91. Scroll down to line 91 Step 3: Check the correct checkbox Use this when you need to match the rejection requirement (UseTax is 0). Make sure to check the 'No use tax is owed' box. Step 4: Recreate and resubmit Use this when you need to regenerate the e-file submission after changes. Recreate e-file and submit. ✅ Success! If UseTax is 0 on Form 540, line 91, checking 'No use tax is owed' should satisfy the e-file requirement and allow the submission to pass. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: IL1040-3400-2 SureFire e-file rejection error: IL1040-3400-2When Step 1D for the IL1040 or Step 1E for the IL1040X Nonresident Box or Step 1D for the IL1040 or Step 1E for the IL1040X Part Year Resident Box is equal to X, Form IL1040 Step 5 Line 11 NetIncome must be e ⚠️ Before You Begin Review the IL1040/IL1040X interview steps to confirm whether the relevant box is set to X. 📊 Step-by-Step Guide Step 1: Override IL 1040 Line 11 NetIncome Use this when you need to: Fix the e-file rejection by ensuring the correct value is entered for NetIncome. Unoverride IL 1040 Line 11 NetIncome. ❌ Common Errors If the rejection persists, re-check that the applicable Step 1D/Step 1E selection is set to X and that Form IL1040 Step 5 Line 11 NetIncome is entered correctly. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: ILK1P-1400-1 This guide explains what the rejection message means and what to check so you can correct the e-file rejection. ⚠️ Before You Begin Make sure you have access to the return where you entered the SchILK1P amounts/entries for: SchILK1P Step 2 Line 9a (individual) SchILK1P Step 2 Line 9b (grantor trust) SchILK1P Step 2 Line 9b (disregarded entity) 🧩 What the Error Means The e-file was rejected because the values you entered for the grantor trust or disregarded entity do not match the required value (X) for the individual line. The rejection message indicates: GrantorTrust or DisregardedEntity (from SchILK1P Step 2 Line 9b) are not equal to X Individual (from SchILK1P Step 2 Line 9a) must be equal to X 🛠️ Step-by-Step Guide Step 1: Verify SchILK1P Step 2 Line 9a (Individual) Check the value entered for the individual amount and confirm it matches the required value (X). Step 2: Verify SchILK1P Step 2 Line 9b (Grantor Trust / Disregarded Entity) Check the grantor trust and/or disregarded entity entries on Line 9b and confirm they match the required value (X) as well. Step 3: Correct the mismatch so the required equality holds Update whichever entry is incorrect so that the individual value (Line 9a) and the grantor trust/disregarded entity value(s) (Line 9b) are consistent with the required value (X). ✅ Success! Once SchILK1P Step 2 Line 9a (individual) and SchILK1P Step 2 Line 9b (grantor trust / disregarded entity) are corrected so they are equal to X, the rejection should be resolved. ❌ Common Errors Individual (Line 9a) does not match the required value X. GrantorTrust or DisregardedEntity (Line 9b) does not match the required value X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: ILNR-500-1 / 600-1 / 800-1 / 900-1 Rejection message: ILResidencyFromDate must be blank when NonresidentBox is equal to X in Step 1 of the Form IL1040 or Form IL1040X. Original note: Remove the entries for PY Resident on Sch IL NR Step 1. ⚠️ Before You Begin Make sure you are editing the correct Illinois form: Form IL1040 or Form IL1040X Schedule IL NR 📊 Step-by-Step Guide Step 1: Update Sch IL NR Step 1 (PY Resident) Use this when you need to fix an e-file rejection related to ILResidencyFromDate and the NonresidentBox setting. Open the return and go to Sch IL NR. Go to Step 1 (including lines 2a-2b). Remove the entries for PY Resident on Sch IL NR Step 1. Confirm that ILResidencyFromDate is blank when NonresidentBox is set to X. ❌ Troubleshooting If the rejection still appears, double-check that: NonresidentBox is equal to X in Step 1 of the form. ILResidencyFromDate is blank (no dates entered). You edited the correct section for Form IL1040 or Form IL1040X. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: IN S5-IT40-026 & S5-IT40-027-01 Rejection message: If Line 11, AdditionalAutomaticTaxpayerRefund is present then INSSA1099 or INSSIStatement is required, reject the return. IRS/State path: /irs:ReturnState/irs:ReturnDataState/irs:FormIT40/irs:SchINRefund ⚠️ Before You Begin This could happen if they did not get the refund credit last year so they cannot get it this year. 📊 What to Do Step 1: Confirm the required forms/statements are included If Line 11, AdditionalAutomaticTaxpayerRefund is present, then INSSA1099 or INSSIStatement is required. Step 2: Get causation details from the IN taxing agency Please contact the IN taxing agency if you need additional details about the causation of this rejection error. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: IND-298-01 This rejection message indicates that your return does not meet the required conditions for e-file acceptance. ⚠️ What This Means If RefundAmt in the return has a non-zero value and the filing status of the return is married filing jointly and both PrimaryDeathDt and SpouseDeathDt have values, then one of the following must be true. 📊 Step-by-Step Guide Step 1: Attach the required Form 1310 Use this when you need to resolve the IND-298-01 rejection. Need to attach two Form 1310 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: NJ1CBT65 - Total Due contains calculation error SureFire e-file rejection error: Total Due contains calculation errorReturnState/ReturnData/TotalDueValue: ⚠️ Before You Begin Make sure you are ready to update your NJ Business module. 🛠️ Fix / Step-by-Step Step 1: Update the NJ Business module The fix for this issue was included in the last NJ Business module update. Please update module. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: NY 07118 An invalid modification number was entered on the form This guide explains where to find the correct modification numbers and how to double-check your entries to resolve NY 07118. ⚠️ Before You Begin Have your New York return forms available, especially: NY 225 Schedule A B NY 225 Wkt 1 📊 Step-by-Step Guide Step 1: Locate the correct modification numbers Use this when you need to confirm you are using the right modification number. Modification numbers are found on NY 225 Schedule A B. Step 2: Verify the modification number matches the filer type Use this when the modification number seems correct, but the rejection still happens. Double check that codes are correct for the type of filer. For example: On NY 225 Wkt 1, line 201 says CT-3-S filers only But the chart on the instructions says it should be for CT-34-SH filers Make sure you follow the correct filer type for your situation. Step 3: Double-check your entries for accuracy Use this when you want to rule out simple data entry issues. Double check entries for accuracy. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: RHS-002-02 SureFire e-file rejection error: RHS-002-02 The Timestamp field in the ReturnHeaderState must contain the postmark date of the return. Indiana expects this element to contain the date and time of the tax returns transmission to the IRS. This date cannot ⚠️ Before You Begin Make sure you are using the latest IN Module version available to resolve this rejection. 📊 Step-by-Step Guide Step 1: Update the IN Module The IN Module Version 3 was released to fix this issue. ✅ Success! After updating to IN Module Version 3, the RHS-002-02 rejection should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection error: SF-PNR-002-02 Meaning of the error: If Line 1 on the Credits Schedule F, TaxWithheld, is not null or zero, it must equal the sum of the state tax withheld amount(s) on all wage statements. Other withholding not on an Indiana-supported wage statement may cause this rejection. What this means for your return: Per State specification, e-filing of the return cannot be taken. Please paper file. ⚠️ Before You Begin You will need: Your return data for Credits Schedule F (specifically Line 1: TaxWithheld) All wage statements for the taxpayer The state tax withheld amounts shown on each wage statement 📊 Step-by-Step Guide Step 1: Check Credits Schedule F, Line 1 (TaxWithheld) Use this when you need to confirm what SureFire is rejecting. Locate Credits Schedule F and review Line 1: TaxWithheld. If Line 1 is null or zero, it may be acceptable. If Line 1 is not null or zero, it must match the total of the state tax withheld amounts from all wage statements. Step 2: Add up state tax withheld on all wage statements Use this when you need to verify the required total. For each wage statement, find the state tax withheld amount and add them together. Then compare that sum to the value entered on Credits Schedule F, Line 1 (TaxWithheld). Step 3: Correct the mismatch (if needed) Use this when you need to resolve the rejection reason. If the total from the wage statements does not equal the value on Line 1, update the return so that: Line 1 on Credits Schedule F, TaxWithheld equals the sum of state tax withheld amounts on all wage statements. Note: Other withholding not on an Indiana-supported wage statement may also contribute to the rejection. Step 4: Paper file the return Use this when you need to follow the state requirement. Per State specification, e-filing of the return cannot be taken. Please paper file. ❌ Common Errors Line 1 is not null or zero but does not equal the sum of state tax withheld from all wage statements. Withholding included that is not on an Indiana-supported wage statement. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file rejection: CIT2021-0078b and CIT2021-0093 CIT2021-0078bAR1100CT - Missing Form: Annualized Penalty for Underpayment of Estimated Tax: b.) Arkansas Schedule AR2220A not included with return. CIT2021-0093AR1100CT - Missing Information: Business Representative Phone. ⚠️ Before You Begin Make sure you are working in the correct return and that you can access the AR110CT form in SureFire. 📊 Step-by-Step Guide Step 1: Check the AR110CT box at the top of the form Please make sure the box at the top of form AR110CT in SureFire is checked in order to be added to the return/e-file preventing this rejection. ✅ Success! Once the box at the top of AR110CT is checked, the form will be included with your return/e-file, which should prevent the rejection. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file Rejection: F1040X-002-01 Rejection Code: F1040X-002-01 Message: Form 1040-X, "AdjustedGrossIncomeAmt" in "CorrectNumberOrAmountGrp" must be equal to "AdjustedGrossIncomeAmt" in the amended or superseded return. Where it appears: efile:Return/efile:ReturnData/efile:IRS1040X/efile:CorrectNumberOrAmountGrp/efile:Adjus... ⚠️ Before You Begin Before resubmitting, check the 1040-X override/un-override settings so the amounts match correctly. 📊 Step-by-Step Guide Step 1: Verify the override box on Form 1040-X Use this when you need to ensure the override settings are applied correctly. Make sure the box on 1040X saying "to override all entries in column A. Go to 1040X Un-override column b and column c" is checked. ❌ Common Errors If the override/un-override box is not checked as described above, the "AdjustedGrossIncomeAmt" values may not match between the "CorrectNumberOrAmountGrp" and the amended or superseded return, which can trigger rejection F1040X-002-01. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection: IL1040-10500-2 When this happens: When Step 1B for the IL1040 or Step 1C for the IL1040X FilingStatus is equal to 2 for Married Filing Joint and Secondary Signature, ILStateDLorID, DLOrStateIDNumber is present, it must not be equal to PrimarySigna ⚠️ What to Check This occurs when the driver's license is the same for both the filer and spouse. Verify each taxpayer has a different driver's license entered. 📊 Step-by-Step Guide Step 1: Verify driver’s license entries Use this when you need to confirm the filer and spouse do not share the same driver’s license information. This occurs when the driver's license is the same for both the filer and spouse. Verify each taxpayer has a different driver's license entered. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection: KS 10 Valid SSN is required to claim Food Sales Tax refund - Valid SSN is required to claim Food Sales Tax refund, EIC or Child Care Credit Value: Valid SSN is required to claim Food Sales Tax refund, EIC or Child Care Credit (Provider's). ⚠️ Before You Begin Validate the SSN fields for: Food Sales Tax refund EIC Child Care Credit (Provider's) 📊 Step-by-Step Guide Step 1: Validate the SSN fields Use this when you need to confirm the SSN information is correct for the e-file submission. Validate the SSN fields for Food Sales Tax refund, EIC and Child Care Credit (Provider's). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire e-file rejection: R0000-670-01 Rejection message: If IRS Payment Record or IRS ES Payment Record is present, and PIN Type Code in the Return Header has the value "Self-Select Practitioner" ⚠️ Before You Begin Please review the following condition that triggers this rejection: IRS Payment Record or IRS ES Payment Record is present PIN Type Code in the Return Header has the value "Self-Select Practitioner" 📝 Details then 'PractitionerPINGrp' 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-file rejection: SB-F990-015 Rejection Code: SB-F990-015 Trigger: If Schedule B (Form 990, 990-EZ, or 990-PF), Part I, col (b) "Address" contains the value "AddressNotApplicableCd" ⚠️ Before You Begin Review the Schedule B information you entered for Part I, col (b) "Address". 📊 Step-by-Step Guide Step 1: Check the required organization checkbox Use this when you need to resolve this e-file rejection. then 'Organization501cInd' checkbox must be checked. Step 2: Verify the organization type value Use this to ensure the organization type meets the rejection requirements. and 'organization501cTypeTxt' must not equal "3". ✅ Success! After updating these fields, re-run the e-file process to confirm the rejection is resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Rejection: SF-F1040-022 If Schedule F (Form 1040) "ElectionDeferCropInsProcInd" checkbox is checked, then [PostponmentCropInsDsstrStmt] must be attached to Schedule F. ⚠️ What This Means If the taxpayer wants to defer crop insurance proceeds to income for 2023, select this check box and complete an election explanation statement. The statement attachment required for this line is not supported in SureFire. The return will have to be paper filed. 📊 Step-by-Step Guide Step 1: Confirm the checkbox is selected Use this when you need to verify why the rejection is happening. If Schedule F (Form 1040) "ElectionDeferCropInsProcInd" is checked, the required attachment is triggered. Step 2: Prepare for paper filing Use this when SureFire cannot generate the required attachment. The statement attachment required for this line is not supported in SureFire, so the return will have to be paper filed. ❌ Troubleshooting Rejection code: SF-F1040-022 Cause: Schedule F (Form 1040) "ElectionDeferCropInsProcInd" checkbox is checked, and [PostponmentCropInsDsstrStmt] must be attached. What to do: The statement attachment required for this line is not supported in SureFire, so the return will have to be paper filed. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire E-File Rejection: SSE-F1040-017-03 If Schedule SE (Form 1040) - SSE-F1040-017-03 If SelfEmploymentTaxAmt has a non-zero value, then DeductibleSelfEmploymentTaxAmt must have a non-zero value. Path: efile:Return/efile:ReturnData/efile:IRS1040ScheduleSE/efile:SelfEmploy ⚠️ Before You Begin You will need to review the values on Schedule SE (Form 1040), especially: Sch SE Line 13 for DeductibleSelfEmploymentTaxAmt Sch SE Line 12 to confirm whether it has a non-zero value 📊 Step-by-Step Guide Step 1: Remove the overridden field for DeductibleSelfEmploymentTaxAmt Use this when you need to fix the rejection by ensuring the correct value is being used on the form. Remove the overridden field on Sch SE Line 13 for DeductibleSelfEmploymentTaxAmt. Step 2: Verify Line 12 and Line 13 values match the e-file rule Use this to ensure the form meets the IRS requirement that triggered the rejection. If Line 12 has a non-zero value, then Line 13 must have a non-zero value. Step 3: After correcting, resubmit the return Use this once the corrected values are in place. After correcting, resubmit return. ❌ Common Errors This rejection typically happens when: SelfEmploymentTaxAmt is non-zero, but DeductibleSelfEmploymentTaxAmt is zero or missing. Sch SE Line 12 has a non-zero value, but Sch SE Line 13 does not. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire IN Reject SDEP-003 - SDEP-003 Issue: Line 7, AddtlDependentExemptions should be equal to the total number of AddtlDependentChildExemption included in the schedule. IRS Field: /irs:ReturnState/irs:ReturnDataState/irs:SchINDEP/irs:AddtlDependentExemptions ⚠️ Before You Begin Make sure you are reviewing the correct schedule section for IN Sch Dep before changing any values. 📊 Step-by-Step Guide Step 1: Go to IN Sch Dep and un-override line 7 Use this when you need to remove any custom override so the line can correctly reflect the schedule totals. Go to IN Sch Dep, un-override line 7. Step 2: Verify line 7 matches only Additional Dependents Use this to ensure the reject condition is resolved by aligning the count to the correct items. Line 7 should match only Additional Dependents. ✅ Success! After un-overriding line 7 and confirming it matches only Additional Dependents, AddtlDependentExemptions should equal the total number of AddtlDependentChildExemption included in the schedule. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire MA Reject F1-0078 Reject Code: F1-0078 What the reject means: The Capital Gain Tax amount on the Form 1 must equal the Capital Gain Tax amount on the Schedule D or the Schedule DIS. Related fields: ReturnState > ReturnDataState > Form > MAForm1 > Tax > LongTermGain > Tax ⚠️ Before You Begin Please make sure you have the latest module updates installed before resubmitting your return. 📊 Step-by-Step Guide Step 1: Update your MA modules This issue was fixed with the module update for MA version 4. Install the MA version 4 module update so the fix is applied to your return. Step 2: Resubmit your return After updating, you will need to submit again. Resubmit the return after the module update is applied. ✅ Success! This issue should be resolved after updating to the MA version 4 module and resubmitting the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire MA State Reject F1-1520 - F1-1520 The income tax due to another state or jurisdiction amount is incorrect based on the Schedule OJC. Reject/Indicator: ReturnState/ns:ReturnDataState/ns:FormMAForm1/ns:IncomePaidToOtherStateValue ⚠️ Before You Begin You will need to ensure Schedule OJC (Sch OJC) is included and completed, then recreate your E-file. 📊 Step-by-Step Guide Step 1: Add Schedule OJC The state is requesting Sch OJC. Please add the Sch OJC to the return. Step 2: Complete Required Information Fill in any fields the program requires for Schedule OJC. Fill any required information on Schedule OJC. Step 3: Recreate and Re-File After updating Schedule OJC, you must regenerate the E-file. Recreate E-file and submit again. ✅ Success! Once Schedule OJC is added and all required information is completed, the reject related to the income tax due to another state or jurisdiction amount should be resolved. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 SureFire Reject SC-F1040-002-02 One of the following lines in Schedule C (Form 1040) must have a non-zero value: Line 1: TotalGrossReceiptsAmt Line 7: GrossIncomeAmt Line 28: TotalExpensesAmt Line 29: TentativeProfitOrLossAmt Line 31: NetProfitOrLossAmt Location: /efile:Return/efile:ReturnData/efi ⚠️ Before You Begin You may see this reject when a Schedule C has no income or activity. The IRS requires at least one of the listed Schedule C lines to contain a non-zero value. 🛠️ What to Do Step 1: Discard Schedule C forms with 0 income or activity Please discard any Sch Cs that have 0 income or activity and resubmit. ✅ Success! After removing the Schedule C(s) with 0 income or activity, resubmit so the remaining Schedule C includes a non-zero value on at least one of the required lines. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Texas 1065 Reject 5205: Invalid combination of tax forms Message: Invalid combination of tax forms - Invalid combination of tax forms. Value: Form Number = Header This article explains what to do when you see the Texas 1065 reject 5205 related to an invalid combination of tax forms. ⚠️ Before You Begin Before making changes, make sure you are ready to reinstall the required modules. 📊 Step-by-Step Guide Step 1: Uninstall and Reinstall the 1065 and TX Module Use this when you need to fix the invalid combination of tax forms reject. Uninstall/Reinstall the 1065 and TX module 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The "http://www.ftb.ca.gov/efile:FirstName" element... validation error The most common causes for these validation errors are: ❌ Common Causes Federal Form 2441 - If the EIN box is not marked, the program treats the number entered as an SSN. California form 3506 - The return is marked as an organization, but the identifying number is entered in the SSN box, because it was categorized that way on the Federal return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 The filing you were attempting to submit was not... (5500 reject) This article explains why you may see a 5500 reject message and how to fix it so you can resubmit your return. ⚠️ Before You Begin You may need the following to complete the fix: Your correct User ID and PIN used for signing the return Access to the EFAST system to verify your PIN and user type 📊 Step-by-Step Guide PROBLEM: The filing you were attempting to submit was not received by the government. Required signatures are blank or invalid. Please correct the problem and attempt your filing submission again. If you need assistance resolving this problem, contact your software provider or the EFAST2 helpdesk (1-866-463-3278). RESOLUTION: This reject can occur when the User ID or the PIN entered on the 5500 EF Info form is not valid for signing the return. Verify that you have entered the correct User ID. Step 1: Verify your User ID Use this when you need to confirm the signing identity used for the return. Verify that you have entered the correct User ID. Step 2: Verify your PIN in the EFAST system Use this when you need to confirm the PIN you entered matches your EFAST PIN. To verify you entered the correct PIN, you can log in to the EFAST system (https://www.efast.dol.gov/portal/app/login?execution=e1s1) using your username and password. Click on the View Your PIN button. Step 3: Confirm your user type Use this when you need to ensure the correct user role is being used to sign. You can also click on the User Profile link to verify you have the user type as Filing Author or Filing Signer. Step 4: Update the 5500 EF InfoPIN entry in your return Use this when you need to correct the PIN/signature information on the return. Once you have verified your PIN, open the return, edit the 5500 EF InfoPIN entry. Step 5: Update the signature date on page 1 Use this when you need the signature block to reflect the corrected signing details. Change the signature date on the 5500 Page 1. Step 6: Reprint, sign, and replace the signature PDF Use this when you need to generate a new signed PDF after updating signature details. Print page 1 and 2 of the 5500. Sign, scan and replace the signature PDF with the new signature. Step 7: Re-create and transmit the return Use this when you are ready to submit the corrected return again. Re-create the efile and transmit the return. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 TPG rejection: Advance Upfront Check N - Bank rejection Advance Upfront Check N Please make sure that 1040X is not selected or added in the return. TPG wants the ERO to contact for details on Upfront Reject codes with no description. ⚠️ Before You Begin You should confirm the following before resubmitting: 1040X is not selected or added in the return. Upfront Reject codes that have no description are handled by contacting the ERO for details (as requested by TPG). 📊 Step-by-Step Guide Step 1: Verify the return form selection Please make sure that 1040X is not selected or added in the return. Step 2: Get details for Upfront Reject codes with no description TPG wants the ERO to contact for details on Upfront Reject codes with no description. ❌ Troubleshooting If you see this rejection, double-check that 1040X is not selected or added in the return. If the Upfront Reject code shows no description, contact the ERO to obtain the required details (per TPG). 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 What are the top IRS Electronic Filing Rejection codes for 1040 returns? This guide lists the most common IRS e-File rejection codes you may see for Form 1040 returns, along with what each code means and what you should do next. ⚠️ Before You Begin Before you try to fix a rejection, be ready to: Verify Social Security names and numbers using the taxpayer’s and dependents’ Social Security cards Confirm prior-year information (prior year PIN/AGI) against the original prior year tax return Check W-2 employer EIN against the actual W-2 document Use the correct IRS forms when required (for example, Form 8862) 📋 Top 1040 Rejection Codes Listed below are the Top 1040 Rejection Codes: Reject Code R0000-504-01 Meaning: Each Dependent SSN and the corresponding DependentNameControl that has a value on Line 6c(2) of the return, must match the SSN and Name Control in the e-File database What the IRS checks: The IRS checks the Social Security number against the name control which is usually the first 4 letters of the last name. What to do: Verify the dependents last name and Social Security number against what they have on the Social Security card. If the card matches exactly, have the taxpayer contact the Social Security Administration at: 1-800-772-1213 to correct the Social Security Administrations records. It takes Approximately 2 weeks to update in the efile database. Reject Code R0000-507-01 Meaning: Dependent SSN on Line 6c(2) of the return was used as a Dependent SSN in a previously filed tax return for the same tax period. What to do: Someone has already filed a return listing this person as a dependent. You cannot electronically file the return with this dependent listed. If the taxpayer believes this reject is in error, you can leave the rejected dependent on the return and mail a paper return. Reject Code Seic-F1040-501-01 Meaning: Each QualifyingChildNameControl that has a value on Schedule EIC(Form 1040A or 1040), Line 1, and QualifyingChildSSN that has a value on Line 2, must match that in the e-File database. Important note: You will see this together with the first reject (R000-504-01) because the IRS checks both the dependent information and the information you submit for the Earned Income Credit. If the name does not match on one, it does not match on the other either. Why this happens: The IRS does not just check one, because sometimes you can have a qualifying child for the earned income credit who is not a dependent. These both mean that the Social Security number and the name dont match what the IRS has on file. What to do: As with the reject R0000-504-01, verify the Social Security number and the name with the Social Security card, and if they match, have the taxpayer contact the Social Security Administration to correct their information. Reject Code R0000-500-01 Meaning: PrimarySSN and PrimaryNameControlTxt in the Return Header must match the e-File database. What to do: This is another reject for the mismatch for the name, but in this case it is for the Taxpayer. Correct this reject by verifying the name and the Social Security number with the SS card. If it matches exactly as it was typed, then have the Taxpayer contact the Social Security Administration to get the information corrected in their system. This could take up to 2 weeks to update. They can contact the Social Security Administration at: 1-800-772-1213. Reject Code FW2-502 Meaning: Form W-2, Line B EmployerEIN must match data in the eFile database. What to do: This is another mismatch, but this one is for the employer listed on the W2. Verify the employer Id number entered on the W2 against the actual document supplied by taxpayer. If it is incorrect, reenter the information and resubmit the efile. If the information matches the actual document, have the taxpayer contact the issuer of W2 to verify that the EIN listed is the actual number. Reject Code IND-031-01 Meaning: PrimaryPriorYearPIN or PrimaryElectonicFilingPIN or PrimaryPriorYearAGIAmt in the Return Header must match the e-File database. What to do: The prior year information entered for the taxpayer doesn't match what the IRS has on file. Verify what is entered for the prior year pin or agi, matches what is on the original prior year tax return. You can also use the practitioner pin option as an alternative, because it doesn't require prior year information. Reject Code R0000-503-01 Meaning: Taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return. What to do: A return with the same Social Security number for the same filing year has already been accepted by the IRS. If you believe this is a mistake, you can paper file the return. If you believe the taxpayer is a victim of identity theft, visit the following website to help the taxpayer take action: https://www.irs.gov/uac/Taxpayer-Guide-to-Identity-Theft Reject Code SEIC-F1040-506-01 Meaning: Each QualifyingChildSSN that has a value on Schedule EIC (Form 1040A or 1040), Line 2 must not be equal to another Qualifying Child SSN on another accepted return for the same tax year. What to know: You will also see this reject along with 0000-507-01, where the dependent Social Security number was already used on a return. Somebody has already filed a return claiming this What to do: Social Security number for the Earned Income Credit. The taxpayer must remove the dependent as a qualifying child for the earned income credit, to be eligible for electronic filing. If the taxpayer believes this to be in error, leave the dependent listed for the qualifying child and mail a paper return. Reject Code F1040-512 Meaning: Each Dependents SSN on this return cannot be used on another return as a Primary or Secondary SSN with Line 6a checkbox ExemptPrimaryInd or Line 6b checkbox ExemptSpouseInd checked on that return. What to do: This reject means that the Social Security number for the dependent that you listed has already been used on a return where this person claimed his/her own exemption. Verify the dependents rejected Social Security number matches the Social Security card. If the information matches exactly, then remove the dependent in order to be able to efile the return. If the taxpayer believes the reject to be in error, then leave the dependents information and file a paper return. The dependent may also need to file an amended return removing the exemption. The taxpayer can also contact the IRS at: 1-800-829-1040 for additional instructions. Reject Code IND-046 Meaning: The IRS e-File database indicates that the filer must file Form 8862 to claim the Earned Income Credit because it was previously disallowed, but the return does not include Form 8862. What to do: This taxpayer is claiming Earned Income Tax Credit and has been denied this credit in a prior tax year. You must add Form 8862 to the return to be reconsidered for claiming the Earned Income Tax Credit. Once you have added and completed Form 8862, you will need to re-create and re-submit the e-File. Reject Code SEIC-F1040-535-01 Meaning: Each Qualifying child's social security number that has a value on Schedule EIC and the Qualifying Child Year of Birth must match what is on file in the IRS e-File database. What to do: Verify the qualifying child's Year of Birth on the child's birth certificate. If the actual birth certificate matches your entries exactly, have the Taxpayer contact the Social Security Administration at 1-800-772-1213 to correct the Social Security Administration records. This process takes approximately two weeks for the information to be updated in the IRS e-File database. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket

🔍 Will the direct debit payment go through if the return is rejected when using SureFire? No, the payment won't go through until the return is accepted. 📞 Still Need Help? If you are having trouble, contact our support team: Phone: 1-800-516-9442 Or submit a support ticket