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our client's Form 1040 e-file was rejected citing the following: Software ID in the Return Header must have passed testing for the form family and TaxYr., /efile:Return/efile:ReturnHeader/efile:SoftwareId Value: ####### To resolve the rejection, do the following: Browse to ?:\UTS16\Control\Mef\Schema (where ? is the drive TaxWise is installed on). Locate and delete the following files: 1040.mefsf 1040.mefsm Uninstall the 1040 module. For additional information, see our solution on How to uninstall a module in SureFire®. Download and reinstall the 1040 module. For additional information, see our solution on How to download updates through the Tax Software. Create the e-file and resubmit / transmit.

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.   The following are scenarios in which this occurs: 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: 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: 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.  

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. In the meantime, for returns with card products, make sure to list only the physical address on the rejected applications, as well as on any new applications in the foreseeable future.

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.     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.  

The customer overrode column b instead of checking the override box and making the corrections on the 1040

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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigos de Rechazo de e-File: AL40-275 y AL40-280

Please use a physical address for your office information.   The address hasto bechanged under MyAccount if you are SureFire user and on the office information for Refunds Today customers, Remove all P O Box information, and resend the enrollment.

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.

Make sure the bank in application is also your active bank. To fix bank reject error for Site not Found, please do the following 2 steps   Step 1 - How do I change my active bank? 1. Go to https://support.SureFire.com/ 2. Log in to the SureFire Solution Center as the Admin user 3. Under the heading Account Services 4. Click on Refund Settlement Solutions 5. Log in using the admin user name and the password that you created for this site 6. 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 1. Log into SureFire as the Admin User 2. Go to Tools UtilitiesSetup AssistantSetupSetup Assistant 3. 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.

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.   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.   To update Partner Verification, do the following:Log intoSureFire as the Admin user and navigate to ToolsUtilities/Setup Assistant Setup Setup Assistant Partner Verification.Select Refresh App data.

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.   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.

Go to the Bank menu, select Maintenance Setup, Fix Rejected Bank Apps. 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. Once the window is closed, a transmission session will occur to send the corrected bank application.

Enter a valid issue date.

Enter a valid email address for the EFIN owner.

The application is rejecting due to the dash in the middle initial field. Please remove the dash from the field and resend.

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.

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 Go to Main Information Sheet. Select Check here if using the Practitioner PIN method for e-filing this income tax return. Go to Form CA 8879 - E-file Signature Authorization. Remove any amount entered on For Self-Select PIN only section. Re-create the e-file and re-submit the return.

You are getting the CA Reject F540/NR/NRS/2EZ-355       Resolution: Complete CA Form 3532. This form must be included in the e-file.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigo de rechazo de California: F540/NR/NRS/2EZ-355

To correct this rejection   Un-install the CA module (both the Individual and Business if applicable). Close SureFire. Navigate to the UTSXX\Control\Mef\Ext folder. Delete the Sfs.Etl.AgencyCA.dll file. Re-install the CA module(s). Open the return and delete the attachment. Close the return, then close SureFire. Open the SureFire software, then open the return. Attach the PDF file to the return. Re-create and transmit the e-file.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigo de Rechazo de CA: R0000-060

The State of California is not yet accepting 1040 e-files. You may see a Reject S0000-095 if you transmit.   If you receive a reject, you will need to:   1. Wait until we confirm that CA has officially begun accepting 1040 e-files.We will keep you apprised of this evolving situation. 2. Then, download the CA version 3 state update. 3. Then, re-create the e-file and re-send again when California begins accepting 1040s.

The negative amount on the M2 is not allowed. This amount will need to be entered in another area of the return.

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. Anytime that Form W-2 has a code Q in Box 12, this field should be completed. 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 or Combat Zone YYYYMMDD (where YYYYMMDD is the date of deployment). You cannot put anything in this field that is not listed as an option, and it must be entered exactly as shown.

In the acknowledgement detail, the dependent rejected will be listed in brackets. 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.    

View the payments in your account at https://www.revenue.wi.gov/Pages/Apps/TaxPaymentInquiry.aspx

Form 8862 must be present in the return with American Opportunity Tax Credit Claimed Indicator checked.   Add form 8862, select the box for American Opportunity Tax Credit. Complete Part IV of the form and retransmit the return.

Reject: E-file Reject F8962-006-01   Solution: Un-override line 5 of 400% and leave it at 401%           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de archivo electrnico: F8962-006-01

FormIL1040 Step 11 Line 38a Direct Deposit Box or FormIL1040 Step 11 Line 38b Paper Check Box must line 37 on the same form and page.

To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. or You can also choose the Practitioner PIN method. This method does not require any of this information.   How to use the Practitioner PIN method: 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.

Restore any overrides on form 8949, and on Capital Gain worksheets.Also, verify that Form 8949 contains the complete information.

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. On page 1 of the form 8962, line 10, preparer checked the box for no, continue to lines 12-23, however, preparer completed line 11. Please review the note in red immediately below line 10 - starting with "Complete only line 11 or lines 12-23.....if the percentage.."" Also if line 6 is 401%

This occurs when you or another party have already e-filed a tax return for this taxpayer.   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.     Resolution:   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.   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.   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.   For information on Identity Protection, see Identity Protection: Prevention, Detection and Victim Assistance. For information on Identity Theft Information for Taxpayerssee IRS Publication 5027.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "EFC 12 - A return has been previously submitted to the IRS for this TIN. The return..."" para una declaracin de impuestos en SureFire. "

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.

The check box on line 1, Sch C, for "Statutory employee"" needs to be checked. "

Please update to MD ver 4, then recreate the efile and transmit it.

Uninstall and reinstall NY Business module

Use the Practitioner's PIN Method to resolve this issue.

Rejection error is valid, please contact taxpayer and ask for filer's Secretary of State Number [SOS Numberor), LLC Temp Number (LLCTempNumber) or contact applicable taxing agency.

Remove or edit the entries on Form 568 Question K.

'PartnershipSCorpCd' has the value ""P""; (4) [FECRecord] is present in the return and 'WagesLiteralCd' in [WagesNotShownSchedule] has the value ""FEC"" with corresponding 'WagesNotShownAmt' having a value greater than zero; (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.

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.

To correct this first verify that your SSN is accurate, if so 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.   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.

Complete the Phone Number field on the Main Info worksheet in the Preparer Information section.

Remove the data on IL NR Page 1 as applicable.

then [NetOperatingLossCarryforwardDeductionStatement] must be present in the return.

I advised the customer of the causation. He overrode line 3 using the same amount as Line 17. The e-file was accepted.

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.

Please confirm which option pertain to you, and apply one of the following: Confirm Federal withholdings, remove any amount entered in error. 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. If withholdings were entered on Wkt 8/9 and not on 1040 pg. 2, enter federal withholdings on form 1040 pg. 2 instead. If withholding is from 1099-SSA (Social Security), must remove amount entered manually on 1040 pg 2 and enter amount on 1040 Wkt 1.

Go to the Form MD 510 - Line 2 - Total distributive or pro rata share of income per federal return - Make note of the amount. Go MD Sch B - Parts I, II, III, and IV - Add all the amounts, if they do not equal the amount in line above, make the changes. Recreate and e-file the return.

Enter the missing State Information on the W2.

This issue was fixed in the Federal Form 1041 Module update version 2 that was released on 3/27/2023.

This reject may occur due to the pdf name, in cases where a pdf is attached to the return.   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 (")

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.

The amount showing on line 28 of pg 2 of the IL 1040 must match or be less than the amount reported on IL Sck K1 P, line 53a, and or IL Sch K1 T, line 50.   If both amounts match, verify the IL K1 is marking 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'

IND-086 Each 'DependentSSN' in 'DependentDetail' ('QualifyingChildIdentifyingNum' in 'QualifyingChildInfoSSPRGrp' for 1040-SS(PR)) in the return must be unique among all dependent SSNs.   Verify each dependent SSN.

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

To correct this first verify that your SSN is accurate, if so 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.   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.

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.   The following repeating address information will cause the return to be rejected if found in address line: Apt Apt

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.         Resolution   Verify the Dependent's Social Security numberand last name on the return with their Social Security Card.   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.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file R0000-504-02

Full E-File Rejection Text "If ""Amended Return""

Gambling losses cannot be greater than the gambling winnings

Verify the qualifying child's Last Name and Social Security Number with the information on the Social Security Card. 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. This process takes approximately two weeks for the information to be updated in the IRS e-file database.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla de Negocios del IRS SEIC-F1040-501-02

New Mexico is requesting that you add the PIT B page 2. Add the form, complete the required information, recreate and resend the return.

Resolution Go to Form NY 201. Select the No check box for Do you want to electronically file this return?on Pg. 4. Click the File menu, and then click Save Return. Uninstalland 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) Select the Yes check box forDo you want to electronically file this return?on Pg. 4. Click the File menu, and then click Save Return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "04012 - Invalid Filing Composition"" para una declaracin enmendada de Nueva York 1040 en SureFire. "

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.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

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

Full message text "61- RBIN submitted is not valid.""   Resolution To fix an invalid Republic Bank Identification Number (RBIN): Correct the rejected bank application. Verify that the ERO/Preparer has completed Compliance Training Note: Each person who prepares bank applications in the office is required to complete Republic's online Compliance Training (located on Republic'swebsite.) Once training is complete

Full Rejection Text 719 FRM - Error in calculating AZ gross income.; FRM - Error in calculating AZ gross income.   Resolution 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.   Example:    

Full Rejection Text AL20S-014a - "'OtherIncomeLoss (Line 5) should equal Form 1120S

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 Note line numbers noted below may be different for prior years. Resident 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 20and/or Line 21to 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.   Nonresident 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 34or 35to 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.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "AZ 1040 Reject Code 702 FRM - The amount on the Net Capital Gain line is not consistent..."" para una declaracin de impuestos de residente o no residente de Arizona 1040 en SureFire. "

Resolution Go to Pg. 1 of the Form CT 1120. Enter the CT tax registration number.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "CT 1120C Reject Code CT010-MEF-CORP - Missing or invalid CT Tax Reg Number"" en una declaracin de impuestos 1120C de Connecticut usando SureFire "

Full Message Text   "DC D40-0038 -FormD40

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   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

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.   Re-create the e-file and re-transmit after making the corrections.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

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' and Line 6c 'OtherDependentsListedCnt'   Resolution On the Main Information sheet, look at the line 6c section where you enter the dependent information. Make sure there is a dependent on each line under First name, Last name, ect... You cannot skip line1 and puta dependent on line 2. If you remove a dependent from the list, move any others up to fill in that empty line.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de E-file: "F1040-111-01 - The total number of Dependent Name Controls that has a value on Form 1040

To resolve reject F1116-003, do the following: Go to Form 1116 Pg 1. Go to Part II: Foreign Taxes Paid or Accrued. Go to theF9 to explain check boxand press F9 to link to Line A Expl - Form 1116 Part II Line A. Complete the section for Explanation for other foreign taxes paid or accrued.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F1116-003 - If for any country in Form 1116

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).   Resolution Go to Form 1116. Verify if Pg. 1, Part II,Credit if claimed form taxes section, (h) - Paid or (i) Accrued check box is selected.If so, theForm 1116, Pg. 1, Line A Expl worksheet must have a statement entered on it.However, if there are no dividends to enter on theForm 1116, Pg. 1, Part II, Foreign taxes paid or accrued in foreign currency entryfields,remove any statements entered. On theFile menu,click Save Return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F1116-009-01 - If for any country in Form 1116

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 Go to Form2555. Verify that the physical presence test dates onPg. 2,Line 16entered are withina (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 physicallypresent in a foreign country, or countries,for at least 330 full days during any periodof 12 months in a row. A full day meansthe 24-hour period that starts at midnight.   To figure 330 full days, add all separateperiods you were present in a foreigncountry during the 12-month period shownon line 16. The 330 full days can beinterrupted by periods when you aretraveling over international waters or areotherwise not in a foreign country. Note:SeePub. 54 for examples... Click the File menu, Save Return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F2555-019 - If Form 2555

Full Rejection Message "If Form 4868

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.   Resolution Go to CA 540 Pg1 Form. Click Deceased Taxpayer or Spouse Information. Enter the Name of "Decedent Representative."" Press F8 to overridethe fieldsandenter the first and last name. Select the box Executor for ""Representative Type."" Click Diagnostic. If there are no errors

Full Reject Text If Form 8283, Section A Line 1 Column (b) checkbox 'DonatedPropertyVehicleInd' is checked, then a binary attachment [with Description beginning with 'Form1098C' or 'DoneeOrganizationContemporaneousWrittenAcknowledgment' ] must be attached to Form 8283 or the 'Form1098CPaperDocumentInd' in the Return Header must have a choice of 'Yes' indicated. Resolution Go to Form 8283. Select the Check here to load Form 1098-C check box onPg. 1. On the File menu, click Save Return. Note:This will load the Form 1098-C.

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'.   Resolution Please review the instructions for Form8962,Pg. 2,Line 34. Go toForm8962. SelectPg. 1. Enter the combined amounts in Column F on the Lines 12-23. Note: This will then show the correct allocation amounts. Click the File menu, and then click Save Return.

Full Rejection Message "Form 8962

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. /efile:Return/efile:ReturnData/efile:IRSW2[1]. Resolution Go to Form Schedule C. On Line 1 - If this income was reported to you on Form W2 and the Statutory employee" box was checked

Full Rejection Text IF SCHILNR STEP 1 LINE 2A PRIMARYRESIDENCYDATES ILRESIDENCYTODATE IS PRESENT, PRIMARYRESIDENCYDATES ILRESIDENCYTODATE MUST FALL WITHIN THE TAX YEAR OF THE RETURN.   Resolution Go to Form IL NR. Verify that the correct date has been entered on Pg. 1, Part 1, Line 2. On the File menu, click Save Return.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "ILNR-600-2 - IF SCHILNR STEP 1 LINE 2A PRIMARYRESIDENCYDATES ILRESIDENCYTODATE IS PRESENT..."" en una declaracin de impuestos 1040 de Illinois en SureFire. "

Full Rejection Text: "For the filing status selected in the return

To solve this reject, do the following: Verify the SSNs on the W-2s are correct. Do not reverse the Primary and Secondary filers on the MD 502 or 505 Form.Primary and Secondary filersmust match the federal return.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo eletrnico: "IRSW2-100020-020 - If Employee's Social Security Number is valid Social Security number

To workaround this issue, do the following: Go to NYC 2.4. In the Schedule A: Table of Apportioned Business Income or Loss section, enter theBeginning andEnding dates inColumn A for each row that has data in Column B or C.           Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "NYC V_505 - Liability end date was not populated by the vendor /ns:ReturnState/ns:ReturnHeaderState/ns:TaxPeriodEndDt."" using SureFire. "

This issue can occur when your Electronic Filing Identification Number (EFIN) has expired or was deactivated by the IRS.Contact the IRS e-Help desk at866-255-0654to check the status of your EFIN.Note:If your EFIN must be reactivated by the IRS, it will take approximately 24 hours before you can transmit any e-files.   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 To resolve the issue, do one of the following:   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 Update your application on theIRS e-services Web site.     Note:After updating your application, it generally takes 24 hours before you can re-transmit returns         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "R0000-905-01 - Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status"" usando SureFire "

Resolution Go to the Form ACH 1040/ES (Balance Due). In the ForEstimated Tax Payment section, remove the date from the Requested payment date entry field. Click File, then Save Return. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "Reject Code 760-004 - Federal Form 1040

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 a nonresident of New York State. Go to FormNY IT-203. Verifyentries forthe New York Statecounty of residence and School district name entry fields on Pg. 1. Click theFile menu and selectSave Return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "Reject Code R0113 - Taxes on IT-201-ATT or IT-360.1 or IT-220 not = line 34 IT-201-ATT"" en una declaracin de impuestos 1040 de New York usando SureFire. "

Full Rejection Text PAID PREPARER FIRM FEIN (PREPARERFIRMEIN OR MISSINGEINREASONCD) MUST BE PRESENT WHEN PREPARERPERSONNM IS PRESENT AND SELFEMPLOYEDIND CHECKBOX IS BLANK. Resolution Go to Form IL 1040. Select Pg. 2and verify that the Self-Employed check boxis selected in the Preparer's section. Note:If the self-employedcheck box is not selected, the programlooks for an ERO's EIN to be entered. Go to the Form Main Info. Select the Self-Employed check box in the Preparer's Information section. On the File menu, click Save Return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "Reject Codes ILHEADER-2400-5 - PAID PREPARER FIRM FEIN (PREPARERFIRMEIN OR MISSINGEINREASONCD)..."" para una declaracin de impuestos de Illinois 1040 en SureFire. "

This can occur when the fields on form NY CT5 have been overridden.   To resolve the rejection, do the following: Go to form NY CT5. Right-click any overridden fields then select Un-Override.         Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: 04079 - "Main Form Check Service Failure"" on a New York corporate extension form NY CT5 in SureFire2017. "

The tax year listed is 2020, which is not a valid year since CBT returns for 2020 have not yet been finalized. Please wait for NJ to release the updated forms or paper file.

Full Rejection Message "EFC Reject 38 - This efile was created before downloading the latest program or form update. Please download all the latest updates

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).   Resolution   SureFirewill address this for tax year 2017.In the meantime, override line 6 - Maryland adjusted Federal taxableincomeon 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.

You receive reject 510-02150-011 when e-filing form MD 510:   "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

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.   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. If you believe this is an error, paper file the tax return.

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."" Resolution Go to Form Main Information Sheet. In Identity Verification - Expiration date of license or state ID. Make a correction on theexpiration date of the Taxpayer's or Spouse's driver license or state ID. Calculate the return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Full Rejection Text '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. '   Resolution Go to the Main Information Sheet. Go to the Identity Verification section. In the Driver's license

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

Full Message   Electronic Signature (PIN) -Taxpayer's Prior Year AGI does not match FTB Records.   Resolution On the CA 540 page 5, locate the "If electronically filing

Re-create the e-file for the rejected return and re-transmit.This process will create a new Submission ID.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: EFC 68 - "The return submitted does not contain a SubmissionID. Recreate this e-File to assign a SubmissionID and retransmit it."" en SureFire "

Go to Help View Authorization and verify that your Client ID is displaying correctly. If the Client ID is not displaying correctly in SureFire, complete the following: Log into the program as Admin. Click Tools Utilities/Setup Assistant. Click Setup Setup Assistant. Verify the EFIN and Registration Code. Click Register Code. Click Save and Close.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: EFC 77 - "You have transmitted an e-file using a transmission relationship that is not valid in the EFC Client Database""(SPANISH) o SureFire "

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.   This can occur when you have entered fees in the return thatdo not match what is on the Solution Center OR You have selected the incorrectactive bank in your bank application. Go the bank application dashboard and make that bank that your are using is the active bank.   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.   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 "

Full Rejection Text   "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.""     Resolution Log in as an Admin. Click Communications Get Partner Verification Data. SureFire will display the Electronic Filing Center window. Click Close. SureFire will display the Setup Assistant window. Click Save and Close. Re-create the e-file and re-send the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

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 Remove any override in the Payments section.

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.   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.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-File : F1040-076-01 - Form 1040, Line 6c, for each dependent provided, if Line 6c (4) checkbox ... en una devolucin de impuestos 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

Full Rejection Text   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' and Line 6c 'OtherDependentsListedCnt'.   Resolution   To resolve this reject, verify the following:   Anynon-dependents must be listed first on the Main Info sheet. Do not list non-dependents on the Additional Dependents worksheet. 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. The dependent count numbers on Line 6c on the Main Info sheet should not be overridden. Review any dependent statements to remove any excess name controls that do not have a corresponding dependent listed.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo Electrnico: F1040-111-01 "The total number of Dependent Name Controls that has a value on Form 1040

To resolve this reject, complete the following: Go to Form 1040 Wkt7, line 15. Selectthe box, press F9. SelectNew Form 1040 NOL Explanation. Enterexplanation for the amount on line 15. Re-createe-file and re-submit the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-File: F1040-133 - "If in [OtherIncomeTypeStatement] present in the return

Add Form 8862. Check the box for EIC. Complete Part I and II on Form 8862.

Full Rejection Text   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.   Resolution   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. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. The taxpayer can also contact the IRS at 1-800-829-1040 for additional instructions.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F1040-512 - Each Dependent's SSN on this return cannot be used on another return..."" en una declaracin 1040 "

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.

Full Rejection Text "Filer's TIN and Name Control in the Return Header must match data in the e-File database unless Form 1120

Full Rejection Text   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   Verify the Qualifying Persons's Last Name and Social Security Number with the information on the Social Security Card. 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. This process takes approximately two weeks for the information to be updated in the IRS e-File database.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-File: F2441-524 - Form 2441, Part II, Line 2(a) each 'QualifyingPersonNameControl' and the corresponding...en una Declaracin de Impuestos 1040 usando SureFire

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.   Resolution   The rejected Social Security Number has already been used on another tax return for the purpose. The taxpayer must remove the person as qualifying for Form 2441 for electronic filing; or, if the taxpayer believes this to be in error, they can leave the person listed as a qualifier 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: "F2441-526 - Form 2441

Full Rejection Text "If Form 2555

Full Rejection Message "If Form 2555

Corrected in CA Version 5 for 2021. Make sure all of your state modules are all up to date.

Full Rejection Text "Prior Year AGI [PriorYearAGI] in the Primary Taxpayer Signature [PrimarySignature] element does not match FTB's records

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

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). 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.   To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. You can also choose the Practitioner PIN method. This method does not require any of this information.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F540/NR/NRS/2EZ-230 - There is an error with the Prior Year California Adjusted Gross Income"" en una declaracin de impuestos 1040 en SureFire "

Check the gross receipts ( WI Form 5S, Page 2, line 23 Gross Receipts). If they are zero or negative the return will need to be paper-filed. WI only allows positive amounts to be e-filed.

Full Rejection Text "Form 7004

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.

Full Rejection Text   Each 'StudentSSN' that has a value on Form 8863, Line 21 can only be used once to claim either Line 30 'AmerOppCreditNetCalcExpnssAmt' or Line 31 'LifetimeQualifiedExpensesAmt'.     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.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "F8863-003-03 - Each 'StudentSSN' that has a value on Form 8863

Full Rejection Text   e-file Rejection: F8863-512-02 - "For each student in Form 8863

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'.   Resolution: On Form 8962, line 5, reviewthe percentage.If it 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? After making these corrections

This can occur when the household income percentage, on Form 8962, line 5, is more than 400%. If this conditions apply, complete only column "F"" on line 11 or 12-23. To resolve this reject

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.   /efile:Return/efile:ReturnData/efile:IRS8962/efile:TotalDependentsModifiedAGIAmt   Resolution Go to the 8962. In Line 2b - Enter total of your dependent's modified AGI, verify an amount is entered. 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.   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.""         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Full Rejection Text "If Form 8962

Full Rejection Text   "Form 8962

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'.   Resolution Go to Form 9465. Go to Line 3 - Home telephone number or Line 4 - Work telephone and enter a phone number.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: F9465-018-01 " In Form 9465

Go to form 9465 pg 1 and enter the amount on line 10 on line 11a. If you can not pay the amount on line 11a, check the box on line 11b and complete form 433F.

Go to 990 page 2, Part III and check the box advising that you have a Sch O. The Sch O will not check off in the forms tree and go with the return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-File: F990-173 - "Form 990

Part IV

This is a reported issue, and it has been corrected with TW 2022 MA Individual Module V4 that was released on 02/15/2023. Update State module, re-create e-file, and re-submit   MA V4 Release Notes: CALCULATIONS a)CalculationshavebeenupdatedtocorrectanerroronFormM-8453 whereline5whenfilingthe540andlines56whenfilingthe540B werebeingcalculatedincorrectly. b)Calculationshavebeenupdatedtoallowforan100%mealsdeductionon ScheduleC,page2,line23insteadofjust50%perMAtaxlaw. FORMS a)Allformsareupdated. PRINTING a)Forthemostuptodateinformationonlaserformavailability, pleasereferenceoursupportsiteFormsDeliveryChartfoundhere https://support.SureFire.com/support/FormDevelopmentstatus.aspx ELECTRONICFILING a)SureFireisapprovedforelectronicfilingwiththestateofMassachusetts. b)Theprogramhasbeenupdatedtocorrectanerroneousrejectfor: ThenumberofentriesontheScheduleDIisnotequaltoorgreaterthan thenumberofdependents/EICqualifyingchildrenclaimedonthereturn.

PROBLEM: The Plan Sponsor must be present unless the Administrator signature present. 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.   RESOLUTION: 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 by logging into your EFAST2 account at https://www.efast.dol.gov/portal/app/login?execution=e1s1.   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 by calling the DOL at 866-444-3272.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: Form 5500 or 5500-SF-I-104 The Plan Sponsor must be present unless the Administrator DOL rejections I-104, I-104SF, P-227, and P-227SF- usando SureFire

Full Rejection Text "If the return is received after the due date of the return

The Employers EIN entered on the W-2 is not valid in the IRS e-File database. 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.

Resolution   The return will have to be filed on paper, because the EIN of the payer was issued in the current processing year.Due to IRS Fraud Prevention, they willnotallow anyone to electronically file with a payer's new EIN. The IRS takes the first year to verifythe EIN is legitimate.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: FW2-505-01 - Form W-2, Line B 'EmployerEIN' was issued after the Tax Year in the Return Header in a 1040 return.

Contact the issuer of the W-2Gin order to obtain the stateidentification numberthat is required to be entered in Box 13.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: FW2G-009-01 - "If Form W-2G

To resolve this reject, complete the following: Go tothe Main Information Sheet. Select thecheckbox Check here if using the Practitioner PIN method for e-filing this income tax return... Re-createthe e-file and re-submit the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de archivo electrnico: IND-031-02 - "PrimaryPriorYearPIN' or 'PrimaryElectronicFilingPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database

Resolution Go to the Main Information Sheet. Go tothe Self-Select and Practitioner Pin(s) section, select the checkbox indicating you are using the Practitioner Pin method for e-filing this taxreturn. Inthe sectionWhat form(s) are you e-filing using PINs?, select the checkbox for the income tax return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IND-031-03. "'PrimaryPriorYearPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database""... en una Declaracin de Impuestos 1040 con SureFire "

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. Verify the information entered for the Prior Year PIN or Prior Year AGI with the information entered on the prior years tax return. An alternative PIN option is to use the Practitioner PIN option because it does not require prior year information.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IND-032-04 - SpousePriorYearPIN' or 'SpousePriorYearAGIAmt' in the Return Header must match 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 have the surviving spouse 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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-File: IND-035-01 - 'PrimaryDeathDt' in the return must match that in the e-File database.

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 mutliplied by $1000. Resolution The Child Tax Credit must not be more then $1,000 per dependent.On Main Info sheet, in the Dependents section, ensure the "CTC"" is not overridden. If so

Full message text "For each dependent in 'DependentDetail' in the return

Full Message Text: 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 and attach Form 5405 if required. /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. /efile:Return/efile:ReturnData/efile:IRS5405/efile:FirstTimeHmByrRepaymentAmt Value: ### Resolution: This can occur when there are overrides pertaining to Form 5405. Go toForm 5405, restore all overrides. Go to Sch 2, restore line 10, is applicable. Save the return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "IND-147 and IND-152: Form 5405 First Time Homebuyer Installment payment"" en una declaracin 1040 en SureFire. "

Full Message Text   IND-158 "If 'EarnedIncomeCreditAmt' in the return has a non-zero value and Schedule EIC (Form 1040A or 1040) is not present

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.

Resolution: This is an informational alert issued by the IRS and does not require any further action.

Full Rejection Text "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.""   Resolution   Go to the Main Information Sheet.   Go to the Identity Protection Pin section

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 Visitwww.irs.gov/getanippin for further information and resubmit your return with the correct number.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

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.   Resolution Download and install the latest program update version. The update contains changes to prevent returns from receiving IRS Reject Code IND-195. After installing the update, verify that you are connected to the internet prior to opening SureFire in order to obtain your IP address. Then, re-create the e-file for any affected returns and re-send them.   Note the words in red listed above. If you receive reject IND-196 which includes "Filing"" in the rejection text

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. 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.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IND-199 - "'RoutingTransitNum' in 'AtSubmissionCreationGrp' in 'AdditionalFilerInformation' in the Return Header must have a value."" en una declaracin 1040 utilizando SureFire. "

Resolution   Verify the spouse's SSN with the information on the Social Security Card. If the information matches exactly, the taxpayer must remove the spouse to be eligible to electronically file the return. 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. "

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:   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. Verify the rejected dependents 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. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. The taxpayer can also contact the IRS at 1-800-829-1040 for additional instructions. If the preparer is the third party designee the preparer can contact e-Help (Practitioners only) at(866) 255-0654.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IND-512-01 - Each 'DependentSSN' in 'DependentDetail' en un declaracin 1040

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.

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.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "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"" en una declaracin de impuestos 1040. "

When you receive this rejection, it means that the returncan onlybe e-filed using the Practitioner PIN method.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-File: IND-667-01 or IND-667-02 - "If the Spouse SSN appears more than once in the e-File database

Full Rejection Text 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. Resolution Verify the dependent's SSN was entered correctly on the Main Info form (or the Additional Dependents worksheet if more than four dependents).If theSSNis correct, havethe 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.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IND-931-01 - "The Dependent SSN (or Qualifying Child Identifying Number on Form 1040-SS (PR)) has been locked because Social Security Administration records indicate..."" en una declaracin 1040 en SureFire. "

Full Rejection Text: "Software Developer Code has not been certified by Indiana for MeF filing. The return is not accepted.""   Resolution: 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. Example: A return withfiscal year dates of 1/1/2020to 1/31/2020must file on 2020tax year forms.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

Full Rejection Text When present, State Income Tax Amount must be positive or zero and can't exceed Federal Wages /ReturnState/ReturnDataState/IRSW2[2]/W2StateLocalTaxGrp[1]/StateIncomeTaxAmt   Value: 224   When present, State Income Tax Amount must be positive or zero and can't exceed Federal Wages /ReturnState/ReturnDataState/IRSW2[2]/W2StateLocalTaxGrp[2]/StateIncomeTaxAmt   Value: 192   Resolution Go the W2. Go to Box 17 - State Tax and verify the amount entered. If the correct amount is entered, you will have to paper file the return.   Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IRSW2-1000820-010 - "When present

The state of Michigan has set a limit for the amount of withholding that can be claimed in a e-filed return. That limit is $999,999.IF thereturn claims more than a million dollars of MI state withholding please paper file it due to a state limitation.

Full Rejection Text "If line 18 is zero or blank

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:   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.       Invalid NYTPRIN   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.       New York CT-3   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.       New York CT-3-S   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.       New York CT-5   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.     New York CT-34-SH   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.     New York CT-222   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.     New York IT-204   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.       New York IT-204-LL   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.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "NY 04074 - CT ELF Schema Validation Failure - Invalid Schema"" en una declaracin de impuestos de Nueva York en o SureFire. "

This rejection occurs when an invalidSchool 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

Go to the OH SD100, Pg 1. Go to the Enter the school district number for this return: field at the top of the form and remove the incorrect value. PressF1 in order to access the School District Codes list in the help files.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: "OH-SD-005 - ""The school district number entered on the SD 100 is not a valid

Discardthe following forms to e-file correctly: RCT-101 Form 798 8879C Form 863 Form PA RCT 103   PA is looking for the RCT-101 becauseone or more of the above forms arebeing 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. "

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."" Resolution Uninstall and reinstall the Federal module. For instructions on how to uninstall and reinstall the Federal module

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:   Shorten the name of the attachments. Remove spaces in the name of the attachment. Remove special characters in the name of the attachment Reject can also occur due to company name on K-1's - Example: The """" ""-"" in the company name

Full Rejection Text '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. Resolution 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. If the version is incorrect, uninstall/reinstall the US 1040 module. If the module has been uninstalled/reinstalled previously, uninstall the US 1040 module, then visit the Solution Center athttps://support.SureFire.com/to login and download the latest US 1040 module version.   Note: To uninstall/reinstall the US 1040 module, please see the related articleHow do I uninstall and reinstall a module in SureFire?also seeHow do I update the SureFire software and modules?       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: R0000-180 - R0000-180 'TaxYr' specified in the Submission Manifest must equal the year...en una declaracin 1040 con SureFire

Rejection Text 'PrimarySSN' and 'PrimaryNameControlTxt' in the Return Header must match..." 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 taxpayers last name or using the wrong SSN for the primary taxpayer. It can also result from multiple or hyphenated last names

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.   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

Full Rejection Text "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.""   Resolution   Verify the dependent's last name and social security number with the information on the Social Security card. If the actual card matches your entries exactly

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.     RESOLUTION: To correct the problem, verify that you have entered the information correctly. 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. 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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: R0000-533-02-"If a Dependent's Date of Death has a value in the e-File database

Resolution   Verify the Primary Taxpayer Identification Number against the actual Social Security Card.If the information matches exactly, then the taxpayer will have to remove the dependents to electronically file the return, or paper file the return.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: 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.

Full Rejection Text "R0000-900-01 - The return type indicated in the return header must match the return type established with the IRS for the EIN.""   Resolution Depending on the type of return that you e-filed and received this rejection on

Full Rejection Text   "Filer's EIN and Name Control in the Return Header must match data in the e-File database.""   Resolution   In some instances

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.   If you don't find any errors

This can occur when your EFIN is not registered to file 990, 1120 or 1120S returns electronically. To resolve the issue, do one of the following:     Add Forms 990, 1120, and/or 1120S to your Form 8633, application to participate in the IRS Electronic Filing Program. Update your application by contacting the IRS Electronic Helpline toll-free at (866) 255-0654. Update your application on the IRS IRS e-services website.   Note: After updating your application, it usually takes 24 hours before you can re-transmit your rejected 990, 1120, or 1120S electronic files.

Verify the RTN against the taxpayer's financial documentation (for example; a cancelled 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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: R0000-906-02 - "Routing Transit Number (RTN) included in the return must be present in the e-file database"" utilizando SureFire o . "

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.   SureFire Individual 1040 Support Documentation 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.   Rejection code R0000-914-01 indicate 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 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. If you don't find any errors, contact the Social Security Administration at 1-800-772-1213 to verify that your information matches their file. If you believe this is a mistake, paper file the return. If you believe the taxpayer is a victim of identity theft, refer to: IRS Identity Theft Guide.

Verify the EIN and name were entered correctly in the return. 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.   If the name change check boxes do not apply to the taxpayer,then you or the taxpayer cancontact the IRS to verify the name of the business.   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.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: R0000-922-01 - "Filer's EIN and Name Control in the Return Header must match data in the e-File database

Full Rejection Text   If "Amended Return""

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."""

Full Rejection Text   R0000-933-01 - " If ""Amended Return"" or (Superseded for 1120/1120S/1120-F/1041) check box is not checked

Full 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. Resolution Go to Form MA 1. Select the Head of household Custodial parent has released claim to exemption form child(ren) check box on Pg. 1, Line 1. Click Save. Click OK.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: F1-0305 - "The Filing Status of Head of Household has been chosen with no dependents and the Custodial parent..."" en las declaraciones de impuestos 1040 de Massachusetts en SureFire. "

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."" Resolution Go to the Form Main Information. Re-type the PIN in the Name of individual signing as plan administrator line. Note: The PIN is required to be hidden; therefore

Workaround: If the Value on 1040 Wkt 7 is a negative, move entry on 1040 Wkt 7 to any line below line 11 so as to have the worksheet activate for e-filing.

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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: S8812-F1040-001-03 en SureFire.

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.

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'. /efile:Return/efile:ReturnData/efile:IRS1040ScheduleC[3] Value:       Resolution This can occur when: Schedule C page 1 has an overridden field. There a second Sch C page 2, but no page 1.     To resolve, do one the following   Jump from the overridden field on Schedule C and correct whatever caused the needto override. Add Schedule C page 1 to the return.

Full Message Text SC-F1040-014 - If Schedule C (Form 1040), Line 34 'ChangeInValuationsInd' has a choice of "Yes"" indicated

FullMessage "For each child on Schedule EIC (Form 1040A or Form 1040)

Full Rejection Text   Each child in Schedule EIC must be younger than the tax payer, if Line 1 checkbox "Single"" or Line 4 checkbox ""Head of household"" or Line 5 checkbox ""Qualifying widow(er) with dependent child"" is checked ('IndividualReturnFilingStatusCd' has a value 1 or 4 or 5) in the return. If for any child in Schedule EIC

To resolve the rejection,do the following: Go to the Form VA 760. On Pg. 2, re-enter the (9) characters for the Virginia Driver's License number/State Issued ID. Click the File menu. Select Save.

Full Rejection Text You are not an approved vendor. Please contact the department to begin certification procedures. Resolution 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. "

This rejection will be corrected for 2018. 2017 returns should be paper filed.

Full Rejection Text "The XML data has failed schema validation."" Resolution This IRS rejection X0000-005occurs when something inside the return is not conforming to IRSstandards.   There are several possibilitiesthat can causethis rejection since it covers nearly every field in a return.   Tips for troubleshooting the return: Check for extra spaces between letters or words. Check for symbols that may have beenentered

Client must enter a date that is allowed for the EstimatedPaymentDueDt out of the following dates: '[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]'.

Full Rejection Text   "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 rejectioncode issues whene-filing a partnership with only one partner

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.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: XMS00-099 - "Wages

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"")

Fill Rejection Text: "If Schedule C (Form 1040)

Full Message Text "The element 'Status' in namespace 'http://www.irs.gov/efile' has incomplete content. List of possible elements expected: 'NonProfit

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.   E-file reject IND-996 is referring to theDependent/Qualifying PersonIdentity 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.   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.   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.   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. 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.

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

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.

If you receive EFC Reject 38 you have sent the return before your software was updated. To correct this issue: 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 (you do not need to restart your computer) a dialogue box will appear saying Sure-Fire has been updated to version _ _._ _ Log back into 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 E-file button) Resend return If you continue to get the same EFC reject code after this process, contact customer support directly to assist further.

This is a record of the EFC Reject Codes.    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

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, wait until it has to try again. If the filing season has concluded, then this return will require paper filing.

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.

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.   This option can be found on the Main Info sheet below the Bank Account Information section.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de EFC: 71: "Invalid Versicom Submission"" al usar SureFire "

Using an Internet browser other than Internet Explorer may cause discrepancies in registration codes. Your registration code will have to be verified. 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.

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

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     To resolve 1040 Reject FW2-502, do the following: Go to the FormW-2 referenced in the reject, in this example it is the first W2: IRSW2[1] Go to Line B and verify that the Employer EIN matches the paper form W2 received by the taxpayer. Click Save.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de eFile "FW2-502: Form W-2

TW MO1040-0012 Rejection will be fixed in MO V3 .

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.

Part III line 2 'CurrentYearGeneralBusCrAmt' has a non-zero value

Verify if Direct deposit amount is different than the refund amount.

Go to 1040 wkt 7 and remove the NOL statement if there is not NOL to report in the return.

SureFire calculates the Exemptions check boxes on line 6. Please see the three options labeled (a), (b), and (c) for special situations that may affect the number of exemptions claimed.   If any of the following conditions apply, select the appropriate check box(es).   If the taxpayer can be claimed as a dependent on another person's tax return, select check box (a). 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). 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.   Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo electrnico: IND-517- Excepciones en la lnea 6a usando SureFire

Verify if one of the W2s has The Employer's state ID missing.

then Form 8949 must be present in the return.

Resolution: Enter a method and convention for Taxpayer Assets Complete section on page 2 of the PA Sch C

If the prior year tax was zero, line 4 of the MD 500UP should be overridden to $0.

This has been corrected on the IRS e-file system, please resend the returns.

unless Line 8 checkbox or Line 9 checkbox is checked.

Verify spouse information entered in the return if everything matches, have the taxpayer contact Social Security Administration (800) 772-1213.

TW AL40OC-502 rejections, will be fixed in the nextAL update. Workaround: Please override and remove the amount on line 1 column 4 on the Sch OC page 6.

Your account was rejected to offer bank products           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.   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.   To update Partner Verification, do the following: Log into SureFire as the Admin user and navigate to ToolsUtilities/Setup Assistant Setup Setup Assistant Partner Verification. Select Refresh App data.

Based on the error, client need to add form 8689, fill it out and resend it if there isAllocation of Individual Income Tax to the U.S. Virgin Islands. If there is no Allocation of Individual Income Tax to the U.S. Virgin Islands remove the amount on 1040 page 2 line 19.

Full 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.   Resolution   This error occurs when the form 8962 is included in the return butthere is no information on it, most likelythe taxpayer did not receive insurance through the Marketplace but the selection was made on the top of the ACA worksheet in SureFire.   In this case, please do the following: Open the ACA Worksheet Pg 1 Select Notothe question" Did the taxpayer

Add form 8862 to the return. Once you have added and completed Form 8862, you will need to re-create and re-submit the e-File   Page 1 of form 8862 mark first box if reject related to EIC   Page 1 of form 8862 mark second box if reject related to CTC/ACTC Go to form 8862 answer questions starting at line 14.

1. Open form 2555 2. Enter a valid date in either Line 10; Bona Fide residence begin date or Line 16; physical presence begin date.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: Regla de negocios del IRS: F2555-021- "Form 2555

Verify that the third party telephone number has a value and is not overridden to blank.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: IRS Business Rule IND-040-01-"If 'ThirdPartyDesigneeInd' in the return has a choice of ""Yes"" indicated

TheYonkers resident tax surcharge check box should not be selected onForm NY 201, Pg. 3, Line 55.               Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de archivos electrnicos: NY Reject Code R0110 - "You cannot claim Full-Year NYC resident tax and YNK resident tax"" en una declaracin 1040 utilizando SureFire 2016. "

A Dependent has already been claimed on another tax return.The taxpayer must remove the dependent to be eligible to electronically file the return.If the taxpayer believes the reject is in error, leave the rejected dependent listed on the return and mail a paper return.

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)   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.   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.   If the SSA confirms that the correct information was sent to the IRS, thetaxpayer needs to contact the IRS at800-829-1040 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.   Ifthere 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.   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.

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.   To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct.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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de archivo electrnico: "IND-031 and IND-032 'PrimaryPriorYearPIN' or 'PrimaryElectronicFilingPIN' or 'PrimaryPriorYearAGI' in the Return Header must match the e-File database."" en una devolucin individual. "

Verify the Employer Identification Number (EIN) entered on the W-2 or 1099Rmatches the actual document supplied by the Taxpayer. If incorrect, re-enter the information and re-submit the e-File. 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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: FW2-502 o 1099R-502-02 en una declaracin individual

SchILICR Step 2 Line 10 Column A StudentLastName must be present.""

This rejection occurs when your EFIN has not been activated at the IRS Service Center for e-filing these types of returns. To resolve this problem, contact the IRS Andover Service Center to have your EFIN activated for e-filing business returns.

For TWO, they just need to recreate and resend the e-files. For TWD, they need to make sure they have AL V2.

The app failed for invalid prior year volume field. Zero is an acceptable number.

When filing a return I get reject from IRS error code IND-901 "the primary SSN in the return header has been locked because Social Security Admin records indicate the number belongs to a deceased individual "   Check the primary taxpayers name and social security number against the actual social security card. 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. 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.

"After e-filing, your return is rejected with code F1040-032 along with this message: 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. Explanation and Solution One reason for this rejection is that your return is missing Schedule D, which is required if there's an amount on Form 1040, line 13 and the corresponding checkbox has not been checked. However, this is only likely if you switched to Forms mode and either made manual adjustments to line 13 or forgot to fill out the Schedule D  

IRS rejection F1040-087 (MeF)     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. 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.

F540/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. /CA-Return/CA-ReturnHeader/CAPINTypeCode Value: 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)   Resolution: Go 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.

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.   /efile:Return/efile:ReturnHeader/efile:TaxPeriodEndDt   Value: 2017-12-31   Solution   Verify the tax period ending date is correct If the entry is correct per the information provided

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.  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.

If you have extension returns that are rejected by the IRS, the Rejects report prints when you print the acknowledgement.   To fix the return, open the return in SureFire. The form containing the errorwill be marked with a red exclamation point. The specific entry causing the error will be highlighted in red.   After you fix the error, do one of the following:   Run diagnostics from inside the return and click the Extension E-File button.       Open the Tools menu and select Make Extension e-files.       Transmit the extension return just as you did before.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Correccin y reenvo de extensiones de declaraciones de impuestos rechazadas

Resolution This can occur when you have entered the Routing Transit Number (RTN) incorrectly.   The RTN must be correctly formatted, and it must contain nine numeric characters, the first two positions must be 01-12 or 21-32.   If the RTN is correctly entered, you may also receive this error if the RTN is not present on the Financial Organization Master File (FOMF).   If the RTN is not correct, you need to check with the bank for the correct number.

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.

Manually adjust the amount of GA tax carried forward to match the overpayment on the line above. Recreate and transmit GA return.

Rule Number Rule Text Error Category Severity GAR0000-001 Submission Type must be provided in the State Submission Manifest Missing Data Reject GAR0000-002 The Tax Year must be provided in the State Submission Manifest Missing Data Reject GAR0000-003 TheStateSchemaVersion must be provided in the State Submission Manifest Missing Data Reject GAR0000-004 The ReturnDataState placeholder containing state form XML data should match Submission Type inside State Submission Manifest Data Mismatch Reject GAR0000-005 The Tax Year specified in the State Submission Manifest must match the Tax Year in the Return Header Data Mismatch Reject GAR0000-007 Every attached file (i.e. binary attachment) must be referenced by the XML document that represents it Missing Data Reject GAR0000-008 Software vendor is not registered Database ValidationError Reject GAR0000-009 Software Vendor is not approved Database Validation Error Reject GAR0000-010 Federal return must be included Missing Document Reject GAR0000-011 Invalid Submission Type in the State Submission Manifest Data Mismatch Reject GAR0000-012 We are unable to validate the routing number on your ACH-Debit payment. YOU MUST RE-SUBMIT YOUR PAYMENT. Your return has been accepted. You can logon to the GTC (Georgia Tax Center) website at https://gtc.dor.ga.govand click 'Make A Quick Payment'. For further assistance, call 1-877-GADOR11 (1-877-423-6711) Database Validation Error Alert GAR0000-013 We are unable to process your payment request as the settlement date is missing in your ACH-Debit payment request. YOU MUST RE-SUBMIT YOUR PAYMENT. Your return has been accepted. You can logon to the efile system to resubmit your electronic payment athttps//gaefile.dor.ga.gov -For assistance you can email efile@dor.ga.govor call 1.877.423.6711. Missing Data Alert GAR0000-014 When Consolidated return indicator checked, Parent Return and a Subsidary Return must be provided Missing Data Reject GAR0000-015 When Consolidated return filed, Consolidated Parent FEIN field must be populated on Parent and Subsidary return Missing Data Reject GAR0000-016 When Consolidated return filed, Consolidated return Tax ID must match with Consolidated Parent FEIN field populated on Parent and Subsidary return Data Mismatch Reject GAR0000-017 When Consolidated return filed, Consolidated return indicator must be checked in the consolidated return Missind Data Reject GAX0000-001 The State XML data has failed schema validation XML Error Reject GAX0000-002 The Federal XML data is not well formed XML Error Reject GAX0000-003 Invalid/Un-Supported State Schema Ver

To correct a rejected bank application, do the following: Go to theBankmenu. SelectMaintenance/Setup. ClickFix Rejected Bank Apps.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo corrijo una solicitud bancaria rechazada en SureFire?

To fix a rejected bank application, use the following steps: Click the Bank menu, Click Maintenance/Setup, and Then click Fix Rejected Bank Apps. From the Select Rejected Records dialog box. Select the applications you want to correct by clicking each item. 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 You will receive an onscreen dialog displaying the reject message from the Bank Ack Select OK to continueDepending on the message locate on the Bank Application where the Reject Code is relevant in this case it shows Invalid ID Location.     On the Bank App go to the Taxpayer/Spouse Identification section and correct the ID location using a valid state abbreviation Re-Send Bank Application Select Diagnostics Select Send App (Note: You may be asked to reprint the Bank Application)     Your Transmission screen will open and send the bank application. Select Close once successful and exit the return

Go to Main Information Sheet and check off Line 6 (a) : You can be claimed on another person's 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.

If a state e-file has been rejected and needs to be re-sent, follow these steps. Open the rejected return. Run Diagnostics. Mark the check box next to the state. Click the E-file button. Click OK. Close the return. Click theCommunications menu, and click Send Federal/State Returns to... Select the returnyou wish to send, and click Send. Print, save, or close the E-file Submission Report after verifying the return being sent is the correct one. Click Yes to continue sending the return or No to cancel the transmission. The return will be sent once all check boxes are checked off on the Electronic Filing Center dialog box. Click Close once the transmission is complete.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cmo crear y volver a enviar un e-file de un estado que ha sido rechazado en SureFire?

Perfection periods,for each type of return, are shown below:       TaxProduct   CalendarDays toResubmit RejectedReturn   CalendarDays to Resubmitas PaperReturn CalendarDaysto ResubmitRejected Extension CalendarDaysto ResubmitRejected ExtensionasPaper 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: () - 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.

Their dashboard is designed to provide all the details of their ERO bank application, once they access the enrollment link, have them do the following:   1. Select Exit to Dashboard.   2. Select Summary for provider. 3.The right hand side will show details of the status and the reject message.       4. They will select Edit Application, correct or update any information and resubmit the application.

Since you are claiming EIC You will need to add the IL Sch E/EIC (2022) Fill out the form and make sure on the IL EIC pg 2 line 2a check the box "Does your occupation require a city

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.

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.   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/   After you have made the changes

Indiana has made a modification to their system. You can now recreate and resend the rejected returns.

To correct the rejects, retransmit the returns.  

Solution: Verify that the totals on line 18 of Form 5405 have the same value as Line 56b on page 2 of Form 1040.

Solution: If the filing status is accurate, you must remove Form 8863 from the tax return.

Solution: 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. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. The taxpayer can also contact the IRS at 1-800-829-1040 for additional instructions.

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.

Solution: Open Form 1040SS and verify the entry on Part 2, Line 2 has not been overwritten.

Solution: Open Form 1040SS and add Form W-2 PR.

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.

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.   Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla comercial del IRS F1099R-004-01.

Solution: Verify the Payer's Federal Identification Number entered on the 1099-R matches the actual document supplied by the Taxpayer. If incorrect, re-enter the information and re-submit the e-File. 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.

Solution: Open Form 4952 and enter a value in Line 1, Line 2 or Line 8. If the form was used in error, delete the form.

Solution: Open form 8862 and verify the days entered on Line 4 is correct. 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.

The student's Social Security Number on Form 8863 has already been used to claim an Education Credit on another tax return.   A student on Form 8863 has already been claimed on another tax return for the purpose of education credits. The taxpayer must remove the student to be eligible to electronically file the 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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla de Negocio del IRS F8863-528-03

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. To determine eligibility, trade adjustments assistance recipients an alternative trade adjustments recipients may call the DOL at 877-872-5627. PBGC recipients should call 800-400-7242.

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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Reglas de Negocios (Business Rule) del IRS FW2-505-01

Solution: Verify that the spouse's date of death was not entered by mistake when preparing the return. If the date of death is present, you must enter a value in the "In Care Of" address line.

Your client's 1040 e-file is rejected, citing the following: If 'PINTypeCd' in the Return Header has the value "Self-Select Practitioner"" and 'PrimarySignaturePIN' has a value

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.

Solution: Verify that the date of death entered in the tax return is correct. 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. This process takes approximately two weeks for the information to be updated in the IRS e-File database.

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.   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.

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 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.

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.  

Solution: 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. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. The taxpayer can also 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.

Solution: Verify the Primary Taxpayer Identification Number against the actual Social Security Card or ITIN 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.

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.

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.

If Forms 1040A or 1040EZ has a spouse Date of Death, the address in the tax return must not be a foreign address. Verify that the spouse's Date of Death was not entered by mistake. If the address is considered a foreign address, you cannot e-file the return: it must be filed on paper.

When you receive this rejection, it means that the return can only be e-filed using the Practitioner PIN method.

Solution: Verify that you are at the most current version of the tax application. Look through the return for invalid characters such as the pound sign, periods, commas and dashes that are in entry fields.

Solution: 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. If the taxpayer believes the reject is in error they can leave the rejected dependent listed on the return and mail a paper return. The taxpayer can also 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.

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.   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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla de Negocios del IRS SEIC-F1040-535-02

Open form 8862 and verify the days entered on Line 7is correct. 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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla de negocios F8862-002-01

If the Taxpayer or Spouse Died in 2011 or 2012 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. 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. 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. 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. 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. If needed, you can override the calculation by pressing F8 while in each field, and then entering the correct information. 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.  

Full Rejection Text   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   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. Once you have verified the amount, enter it on the return, re-create the e-file, and resend.   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

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. You will want to double check that the PIN's and AGI are correct. 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.

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.

Check the primary taxpayer's name and social security number against the actual social security card. 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.

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. For 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. Adjust the Signature date to be in the current processing year.  

IRS reject 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.

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 SSNin the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual.     Check the primary and/or spousename and social security number against the actual social security card. 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.   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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de Efile: IRS reject code IND-901

IRS reject F1040EZ-062-02 Filer name in the Return Header 'NameLine1Txt' must contain "DECD" If the taxpayer has a date of death then the e-file must contain the letters and symbol DECD &. The tax application automatically inserts this information into the e-file.  The field is limited to 35 characters.  You typically see this reject if the last names of the taxpayer and spouse are different.  You should start by removing middle initials, shorten the spouse first name to the first initial and shorten the taxpayer name to first initial.  If you have to shorten the last name, the IRS does name control on the first four letters of the last name.

Verify that the spouse signature date is a valid date.

IRS reject: F1040-512 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.  This reject means that the dependent was filed on a return either as a primary taxpayer or a secondary. If the dependent did not file a return or have knowledge of being secondary(spouse) on a return, they will need to contact the IRS. If so and it was a mistake and dependent should not have claimed them self, they may be able to file an amendment.

If the taxpayer has a date of death then the e-file must contain the letters and symbol DECD. The tax application automatically inserts this information into the e file.  The field is limited to 35 characters.  You typically see this reject if the last names of the taxpayer and spouse are different. You should start by removing middle initials, shorten the spouse's first name to the first initial and shorten the taxpayer's name to the first initial. If you have to shorten the last name, the IRS does name control on the first four letters of the last name.

Open the Tax Return, and verify the Social Security Number of the dependent is correct. If the SSN is not correct, please correct the SSN, create a new e-file and then re-transmit. 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.

The IRS shows First Time Homebuyer Installment Payment is due for the Primary SSN, Include amount on Form 1040, Schedule 2, Line 10 and attach the 5404 if needed. If it rejects again the Taxpayer will need to contact the IRS to see that the repayment is showing in their database.   The IRS provides aFirst-Time Homebuyer Credit Account Look-upthe taxpayer can use.

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.

then [NetOperatingLossCarryforwardDeductionStatement] must be attached to the corresponding 'OtherIncomeTypeStmt'. We added the NOL statement."

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.

his can occur when the combination of the Taxpayer First Name, Taxpayer Last Name, Spouse First Name, and Spouse Last Name is too long. To solve this problem, you need to shorten the name fields. The total number of allowable characters, including spaces and the & (ampersand), is 35 characters. The IRS validates SSN/Name Control based on the first four letters of the last name.

This can be caused by the dependent's name not being capitalized on Form 2120. To correct this problem, type the dependent's name in capital letters.  

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.   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.

Note: These steps apply to a return where the taxpayer or the spouse is deceased. To solve this problem   Go to Form 8879. Do not enter any information for the deceased spouse, other than the date. Right-click the Date field, and then select Override. Enter the current date (today's date). Do not enter a PIN or ERO Firm Name, and do not check the Authorize/Do Not Authorize checkboxes.

Verify the IP PIN entered on the return with the number on the IRS correspondence received by your client. Taxpayers are issued a new IP PIN each tax year. If your client cannot locate the IP PIN, have him/her contact the IRS at 800-829-1040.

Verify the IP PIN entered on the return with the number on the IRS correspondence received by your client. Taxpayers are issued a new IP PIN each tax year. If your client cannot locate the IP PIN, have him/her contact the IRS at 800-829-1040.   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.     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 tohttps://www.irs.gov/Individuals/Get-An-Identity-Protection-PIN and opt-in to the program.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de Efile: IRS rejection IND-181

TotActiveTimePrepSubmissionTs' in 'FilingSecurityInformation' in the Return Header must have a value.   Resolution: 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 and create the e-file.   If time is not calculating at the bottom: Login as the Admin user. ToolsUtilities/Setup Assistant. SetupSetup Assistant. General OptionsUncheck 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 and create the e-file.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo del IRS IND-197

This rejection can occur when a return with the same SSN for the filing year has already been accepted.

This rejection can occur when a return with the same TIN has been previously accepted by the IRS. For more information, contact the IRS Business Specialty Hotline at 800-829-4933.

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.

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. To correct the IRS rejections, verify that the taxpayer and spouse's prior-year PIN, electronic filing PIN, and prior-year AGI are correct. You can also choose the Practitioner PIN method. This method does not require any of this information. 

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.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.  

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.) Option A:   Remove KS from the return. Close the return. Open and add and complete the KS return again for each return. Option B:   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.  

On the Federal K-1, page 1 there is a 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 is a direct entry line for the part or nonresident state to be entered. Enter the other taxing state per form instructions 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.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo MA FNRPY-894 en una declaracin 1040

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.

Full Reject Message: Exception code is invalid - For list of Form 502 valid exception codes see current year MeF Handbook for Individuals.   /ReturnState/ReturnDataState/Form502/ExceptionCodes   Resolution: Per the state of MD. Verify the withholding on the MD returnand if it is correct, paper file the return. You should also submit a service request since the reject may be different for each return.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de Formulario 502-01880-005v - "Exception code is invalid - For list of Form 502 valid exception codes..."" en SureFire Web Version 2017 "

Rejection Message Form CRP, if lines A or B are significant; worksheet for line 10 RefundableRentCreditAmt must exist.   Resolution 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.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Forma MNP1 Rechazo de e-file 007

Payment date must be the date the e-file is being transmitted

Full message text "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"". Resolution Please go to the W-2 box 14. The only allowable codes for NY are: 414HSUB and IRC125S. Please enter the appropriate code for NY.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base

NJ Reject 200901 Header Return Period Begin Date Missing/Invalid SureFire 2016   Un-install the NJ Business Module. Navigate to the UTS16\Control\MeF\Schema folder. * Delete the NJBusiness.mefsf, NJBusiness.mefsm, NJPartnership.mefsf, NJPartnership.mefsm files Navigate to the UTS16\Control\MeF\Bindings folder * Delete the following: Anything that starts with BusinessNJand Business1120SNJCBT Then re-install the module and everything should update correctly       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de NJ: 200901 Header Return Period Begin Date Missing/Invalid en SureFire 2016

Per Development....   State limitation states that New Jersey does not allow a return to be submitted that has withholdings but no wages. If the return has non taxable wages, those would need to entered on line 20b to show non taxable income. The only other option is to paper file the return.

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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigos de Rechazo de North Dakota: FND1-006 and FND1-007

Go to Form NY 3S Pg 3, remove any amounts in the ACH field if the payment is being mailed.

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.

Reject: STATE-007 The IRS Submission-ID referenced in the State Submission must be that of an IRS Return in SureFire.   This happens when the state gets the return before the federal is accepted.   Solution: Once the Federal return has been accepted run diagnostics, create the e-file, and transmit again. The State also can beunlinked from the Federal.   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 this will be done based on the type return but will be under the question

According to the IRS, if you submit the return on paper after attempting to file it electronically, or if at the end of the filing season you are unable to successfully retransmit corrected returns electronically, you should attach a letter to the paper return explaining why the return was submitted on paper. 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. 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.  

Full Rejection Text 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. Resolution For each Form W-2, ensure each one has the proper EIN, state listed, wages, or local wages.     Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo" OHCOM-028 y OHCOM-036 en 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.   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.   The following are scenarios in which this occurs:   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. 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. 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. Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de Archivo Electronico: "Unpostable Funds Notice on MM/DD"" al actualizar acknowledgements en SureFire. "

This was fixed with the latest MN module update.

If the return does not have a bank application remove the bank use and bank disclosure forms, recreate and resend the e-file

Form 511NR, line 18 (TaxBase) multiplied by line 19 (StatePercentageTax) should equal line 20 (StateTaxAmount). Check all three entries.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo 511NR-016 para Oklahoma

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. We'll look at adding taxpayer/spouse splitting to this form but it's not something that can be done quickly.

Please to enter Phone number, replace birthday, and mark no driver license if don't have one.

Go to the main information page Under the heading Identity Verification you marked the box the the Taxpayer did not provide a state ID or drivers license, but you added IL as the state where the ID was issued. Either remove the state or check a different box and provide all the required information.

Advised the customer to change the name of the PDf and reattach it.

On IT-203 page 1 between questions A and B in red the filing status is married filing joint do you want to file IT -203-C. if they are using it (saying that a spouse had no NY income) this question should be answered Yes

They are setup to have a regional office, so they need to add the disclosure forms. Type RO in the add form list.

Error 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: The child's name doesn't match what the IRS shows it should be. This could be caused by several reasons. You accidentally entered the wrong Name / SS# for the dependant.  Double-check the information you entered based on their Social Security Card The 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 name Unfortunately, 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.

Resolution.. On 8949 column F are adjustment codes. You can not have adjustment without a code or a code without any adjustment. Please fix and resubmit

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.   Resolution Download and install the program update version 31.05. The update contains changes to prevent returns from receiving IRS Reject Code IND-195. After installing the update, verify that you are connected to the internet prior to opening Sure-Fire in order to obtain your IP address. Then, re-create the e-file for any affected returns and re-send them. 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.  

Error Reject Code IND-35 'SpousePriorYearPIN' or 'SpouseElectronicFilingPIN' or 'SpousePriorYearAGI' in the Return Header must match the e-File database.Also, if you don't want the Prior Year AGI or Prior Year PIN to be required, this will make it so it's no longer required. The same goes for *TaxPayer* as well./efile:Return/efile:ReturnHeader/efile:Filer/efile:SpouseSSN How to Fix: The TaxPayer or Spouses Prior Year AGI/PIN/Filing PIN doesn't match what the IRS shows in their database for this SSN. This is a VERY easy fix. Just follow the following steps: Open return Go to the Main Information Sheet Go towards the bottom of the Main Info Sheet and look for the section Self-Select Practitioner PIN Look at the checkbox under the box where you put the PIN that is next to "Check if using the Practitioner PIN method for e-filing this income tax return or Form 4868 with direct debit" and check this box Now you can delete the information you have listed in the Taxpayer's/Spouse's original 20XX AGI and 20XX PIN fields

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.  You must ensure the prior year AGI/PIN fields are CLEAR.                                            

E-file reject SEIC-F1040-535-03: For each child on Schedule EIC (Form 1040A or Form 1040), 'QualifyingChildSSN' and 'ChildBirthYr' must match that in the e-File database How to Fix: This rejection can occur when a dependent's date of birth or Social Security number has been entered incorrectly. Less commonly, this rejection can be caused by a mismatch with the IRS database, or if the dependent's Social Security number was issued late last year.

Problem 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   Resolution Downloading the latest US Module, then editing the return such as retyping the first name and recreate the efiles and resend.

Complete the Settle Solution agreement

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.

Un-override the line 2a on the form 8962

If there is a court appointed representative, the return cannot be be filed electronically unless the return is being amended.

F8868-056 If Form 8868, Item 'ExtensionReturnCd' value is "02"" (Form 990-BL)

NYS Wages should not be equal to zero when W-2 shows NY wages.   The return will need to be paper filed.             Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: NYS R0100 usando SureFire

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.

Update Partner verification Contact Customer Support

the IRS won't allow a court appointed rep to receive the refund on 1310 and file electronically unless they're amending it's because the IRS will reject for IND-300-01 if the 1310 isn't present but then will reject for F1310-024 if it is present and Box B is checked. so they fall into having to paper file

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 Social Security Administration (SSA) to find out why they locked the SSN:   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.

Federal return must have been sent to IRS and accepted status.   Additional Information Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo KYSUB-0064 en SureFire.

Remove the PDF to create the extension.

This issue occurred because user override line 33. To fix, un-override the line NY IT 203, line 33, standard deduction, and use the software calculation

Make sure Sch 1 pg 2 line 15 is not missing or overridden.

Go to CA Page 3 Line 73 - Attached the 592-B and 593 by clicking link next to line item. On Line 73, click F9 to attach form 592-B and 593.

Contact e-Help at 1-866-255-0654 or Update this authorization on the IRS Web sitee-Services - Online Tools for Tax Professionalsfor verification that you are authorized to submit returns for the return type indicated. 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.         Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Regla de Negocios del IRS (Business Rule) R0000-905-01

If the taxpayer is applying for the Tuition and Fees Deduction, then the the form 8917 must be completed and filed with the return. 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.

Reject:   If Schedule B (Form 1040A or 1040), Line 7a 'FinCENForm114Ind' has a choice of "Yes"" indicated

Corrected the four digit extension for the zip code on the shipping address, then resend the app.

CodeExplanationB-600MBFail 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.B-601SBFail 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).B-606MBFail 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).B-607SBFail 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).B-608MBFail 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.B-614MBFail 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.B-614SBFail 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.B-615MBFail 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.B-615SBFail 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.B-624SBFail when Schedule SB, Line 22 is less than 25.B-624SFFail when Schedule SB, Line 22 is less than 25.B-626MBFail 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.B-627MBFail 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.B-633Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank.B-634Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank.B-635MBFail 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).B-635SBFail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1).B-636MBFail 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).B-636SBFail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2).B-637MBFail 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).B-615MBFail 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.B-615SBFail 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.B-624SBFail when Schedule SB, Line 22 is less than 25.B-624SFFail when Schedule SB, Line 22 is less than 25.B-626MBFail 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.B-627MBFail 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.B-633Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank.B-634Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank.B-635MBFail 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).B-635SBFail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1).B-636MBFail 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).B-636SBFail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2).B-637MBFail 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).B-638MBFail 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.B-640MBFail when Schedule MB, Line 5h is checked and Line 5k is blank.B-641MBFail when Schedule MB, Line 8d(4) is blank and Line 8d(3) is checked "yes".B-642MBFail when Schedule MB, Line 8d(5) is blank and Line 8d(3) is checked "yes".B-643MBFail when Schedule MB, Line 8d(6) is blank and Line 8d(3) is checked "yes".B-644MBFail when Schedule MB, Line 9c(1)-Balance is less than Line 9c(1)-Amount.  

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. 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) Add back the Pdf, make sure it can open and then e-file again

then Form 8814 must be present in the return. /efile:Return/efile:ReturnData/efile:IRS1040/efile:Form8814Cd

If you submit both the Federal and linked state MeF e-files to the Electronic Filing Center in the same batch, it is possible that the state e-file will be processed by the IRS before the Federal e-file to which it is linked.When the IRS processes the linked MeF state e-file, 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.   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.   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. Alabama, Arizona, Arkansas, Kansas, Minnesota, Mississippi, and Oklahomado not allow unlinked state e-files, therefore, the state return will have to be paper filed.     Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazos del IRS: STATE-901 y STATE-902 (SureFire)

Go to the CA 568 Page 3. Locate the section "Single Member LLC Information and Consent. Complete only if the LLC is disregarded.""   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"". "

The IRS allows 5 days to retransmit returns that were sent prior to the due date but were rejected. If the filing deadline is April 15, then you would have until April 20 to correct a return that was submitted before the deadline, but then rejected. If the taxpayer chooses not to have the electronic portion of the return corrected and transmitted to the IRS or if it cannot be accepted for processing by the IRS, the taxpayer must file a paper return. In order to be filed timely, the paper return must be filed by the later of the due date of the return or ten calendar days after the IRS gives notification that the electronic portion of the return is rejected of that it cannot be accepted for processing. The paper return should include an explanation of why the return is being filed after the due date.

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.   To solve this problem, make sure that the preparer information is entered correctly in the Preparer Information section of the Main Information Sheet.   To correct a rejected bank application, on the Bank menu, select Maintenance/Setup, and then click Fix Rejected Bank Apps.

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.   To solve this problem, make sure that the preparer information is entered correctly in the Preparer Information section of the Main Information Sheet.   To correct a rejected bank application, on the Bank menu, select Maintenance/Setup, and then click Fix Rejected Bank Apps.

Rejects 70 and 71 (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. Reject 61 (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. 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  

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.

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 The Routing Transit Number (RTN) must contain nine numeric characters. The first two positions must be01through12, or21 through32, 61 through 72, or 80.If these numbers are not correct, youneed to verify with the bank the correct RTN.             Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cdigo de Rechazo 1812 de Santa Barbara Tax Products Group (TPG) usando SureFire

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.   To complete compliance training:   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.   Once you have completed the training, you need to fix any rejected returns.   To fix the rejected returns:   On the Bank menu, select Maintenance/Setup. Click Fix Rejected Bank Apps. Select the rejected returns, and then click OK on each screen. (There is no other action required other than clicking OK for rejection code 01770 after you have completed compliance training).  

This error is caused by incorrect wording of the foreign province entered. Please contact the state of SC so they can provide the correct wording needed.

Line 23 - Other Deductions can be anything.  

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.  

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.     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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo: "Site does not have an active enrollment for bank application submission."" "

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.   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.   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.           Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazos de State 901

The following states do not use reject codes, even though they do offer Efile: Georgia Iowa Mississippi Missouri South Carolina Vermont   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.

TPG already has the bank app and funds have been disbursed. The bank app can no longer be submitted.

Ensure you are using a valid code for the corresponding year   CA 2022 Principal Business Activity Codes: https://www.ftb.ca.gov/forms/2022/2022-100s-booklet.html#principal-business-activity-codes

This issue was fixed in the module release for CO version 3.   Verify the latest module version is installed. 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.

IN is requesting a 1099G in the state return. Add form 1099G to state return. Remove any overrides on the state return related to 1099G, if any. Resubmit return.

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.

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.

Please restore the overridden field on line 8a of Form 1040.

Go to CA 540 Pg3 Scroll down to line 91 Make sure to check the 'No use tax is owed' box. Recreate e-file and submit.

Unoverride IL 1040 Line 11 NetIncome.

only SchILK1P Step 2 Line 9a (individual) Individual must be equal to X.""

Remove the entries for PY Resident on Sch IL NR Step 1.

This could happen if they did not get the refund credit last year so they cannot get it this year. Please contact the IN taxing agency if you need additional details about the causation of this rejection error.

Need to attach two Form 1310

The fix for this issue was include in the last NJ Business module update. Please update module.

Modification numbers are found on NY 225 Schedule A B. Double check that codes are correct for type of filer - for example, look 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. Double check entries for accuracy.

The IN Module Version 3 was released to fix this issue.

Per State specification, e-filing of the return cannot be taken. Please paper file.

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.

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.

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.

Validate the SSN fields for Food Sales Tax refund, EIC and Child Care Credit (Provider's)

then 'PractitionerPINGrp'

then 'Organization501cInd' checkbox must be checked and 'organization501cTypeTxt' must not equal ""3"".

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.

Remove overridden field on form Sch SE Line 13 for 'DeductibleSelfEmploymentTaxAmt' If Line 12 has a non zero value, Line 13 must have a non zero value After correcting, resubmit return.

Go to IN Sch Dep, un-override line 7. Line 7 should match only Additional Dependents.

This issue was fixed with the module update for MA version 4. Please make sure to have updated modules and resubmit return.

The state is requesting Sch OJC. Please add the Sch OJC, fill any required information and recreate E-file.

Please discard any Sch Cs that have 0 income or activity and resubmit.

Uninstall/Reinstall the 1065 and TX module

The most common causes for these validation errors are:   Federal Form 2441 If the EIN box is not marked, the program treats the number entered as an SSN. California form 3506 The returnis marked as an organization, but the identifying number is entered in the SSN box, because it was categorized that way on the Federal return.         Additional Information:   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Error de validacin: The 'http://www.ftb.ca.gov/efile:FirstName' element... usando SureFire.

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.   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.   You can also click on the User Profile link to verify you have the user type as Filing Author or Filing Signer.   Once you have verified your PIN, open the return, edit the 5500 EF InfoPIN entry. Change the signature date on the 5500 Page 1. Print page 1 and 2 of the 5500. Sign, scan and replace the signature PDF with the new signature. Re-create the efile and transmit the return. Additional Information: Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Rechazo de e-file: 5500: The filing you were attempting to submit was not..." usando SureFire. "

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.

Listed below are the Top 1040 Rejection Codes: Reject Code R0000-504-01: 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 The IRS checks the Social Security number against the name control which is usually the first 4 letters of the last name. 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: 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. 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: 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. 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. 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. 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: PrimarySSN and PrimaryNameControlTxt in the Return Header must match the e-File database. 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: Form W-2, Line B EmployerEIN must match data in the eFile database. 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: PrimaryPriorYearPIN or PrimaryElectonicFilingPIN or PrimaryPriorYearAGIAmt in the Return Header must match the e-File database. 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: 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. 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: 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. 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 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. F1040-512: 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. 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. IND-046: 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. 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. SEIC-F1040-535-01: 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. 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.       Additional Information   Para obtener la versin en espaol de este artculo de Knowledge Base, haga clic aqu:Cules son los principales cdigos de rechazo al presentar un archivo electrnico al IRS en las declaraciones 1040?

No, the payment won't go through until the return is accepted.