Rejection codes for Form 5500 e-files
Code
Explanation
B-600MB
Fail when Schedule MB, Line 9c(1), 9c(2), 9c(3), or 9h is greater than zero and the Schedule of Funding Standard Account Bases (Attachments/SchMBFndgStndAccntBases) is not attached.
B-601SB
Fail when Schedule SB is attached and the Summary of Plan Provisions (Attachments/PlanProvisions) and the Summary of Actuarial Methods and Actuarial Valuation does not consist of the Summary Assumptions (Attachments/ActrlAssmptnMthds).
B-606MB
Fail when Schedule MB, Line 9l is not equal to the sum of Lines 9f, plus 9g, plus 9h-Amount, plus 9i, plus 9j(3), plus 9k(1), plus 9k(2).
B-607SB
Fail when (Schedule SB, Line E, Single Employer is checked and Form 5500, Line A, Single Employer is not checked) or (Schedule SB, Line E, Multiple A or Multiple B is checked and Form 5500, Line A, Multiple Employer is not checked).
B-608MB
Fail when the total employer contributions for the year indicated in Schedule MB, Line 3(b)-Total is not equal to the amount reported in Line 9g.
B-614MB
Fail when the value provided in Schedule MB, Line 3(b)-Total is not equal to the sum of all Schedule MB, Line 3(b) values.
B-614SB
Fail when the value provided in Schedule SB, Line 18(b)-Total is not equal to the sum of all Schedule SB, Line 18(b) values.
B-615MB
Fail when the value provided in Schedule MB, Line 3(c)-Total is not equal to the sum of all Schedule MB, Line 3(c) values.
B-615SB
Fail when the value provided in Schedule SB, Line 18(c)-Total is not equal to the sum of all Schedule SB, Line 18(c) values.
B-624SB
Fail when Schedule SB, Line 22 is less than 25.
B-624SF
Fail when Schedule SB, Line 22 is less than 25.
B-626MB
Fail when Schedule MB, Line 9d contains a value greater than zero and Lines 9a, 9b, 9c(1)-Amount, 9c(2)-Amount and 9c(3)-Amount are all less than or equal to zero.
B-627MB
Fail when Schedule MB, Line 9i contains a value greater than zero and Lines 9f, 9g, and 9h-Amount are all less than or equal to zero.
B-633
Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank.
B-634
Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank.
B-635MB
Fail when Schedule MB, Line 2b(4)(1) is not equal to the sum of Lines 2b(1)(1), plus 2b(2)(1), plus 2b(3)(c)(1).
B-635SB
Fail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1).
B-636MB
Fail when Schedule MB, Line 2b(3)(c)(2) is not equal to the sum of Lines 2b(3)(a)(2) plus 2b(3)(b)(2).
B-636SB
Fail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2).
B-637MB
Fail when Schedule MB, Line 2b(4)(2) is not equal to the sum of Line 2b(1)(2), plus 2b(2)(2), plus 2b(3)(c)(2).
B-615MB
Fail when the value provided in Schedule MB, Line 3(c)-Total is not equal to the sum of all Schedule MB, Line 3(c) values.
B-615SB
Fail when the value provided in Schedule SB, Line 18(c)-Total is not equal to the sum of all Schedule SB, Line 18(c) values.
B-624SB
Fail when Schedule SB, Line 22 is less than 25.
B-624SF
Fail when Schedule SB, Line 22 is less than 25.
B-626MB
Fail when Schedule MB, Line 9d contains a value greater than zero and Lines 9a, 9b, 9c(1)-Amount, 9c(2)-Amount and 9c(3)-Amount are all less than or equal to zero.
B-627MB
Fail when Schedule MB, Line 9i contains a value greater than zero and Lines 9f, 9g, and 9h-Amount are all less than or equal to zero.
B-633
Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank.
B-634
Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank.
B-635MB
Fail when Schedule MB, Line 2b(4)(1) is not equal to the sum of Lines 2b(1)(1), plus 2b(2)(1), plus 2b(3)(c)(1).
B-635SB
Fail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1).
B-636MB
Fail when Schedule MB, Line 2b(3)(c)(2) is not equal to the sum of Lines 2b(3)(a)(2) plus 2b(3)(b)(2).
B-636SB
Fail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2).
B-637MB
Fail when Schedule MB, Line 2b(4)(2) is not equal to the sum of Line 2b(1)(2), plus 2b(2)(2), plus 2b(3)(c)(2).
B-638MB
Fail when Schedule MB, Line 9e is not equal to the sum of Lines 9a, plus 9b, plus 9c(1)-Amount, 9c(2)-Amount, plus 9c(3)-Amount, plus 9d.
B-640MB
Fail when Schedule MB, Line 5h is checked and Line 5k is blank.
B-641MB
Fail when Schedule MB, Line 8d(4) is blank and Line 8d(3) is checked "yes".
B-642MB
Fail when Schedule MB, Line 8d(5) is blank and Line 8d(3) is checked "yes".
B-643MB
Fail when Schedule MB, Line 8d(6) is blank and Line 8d(3) is checked "yes".
B-644MB
Fail when Schedule MB, Line 9c(1)-Balance is less than Line 9c(1)-Amount.
Tags: reject,federal