Your Adjusted Gross Income (AGI) amount from last year is used as an electronic signature for this year’s return. This information helps the IRS confirm the identity of the person filing the return. Error codes beginning with “IND-031” and “IND-032” are issued when the AGI entered does not match the information in the IRS e-file […]
The taxpayer’s prior year Adjusted Gross Income (AGI) amount is used as an electronic signature for the e-filed return. This information helps the IRS confirm the identity of the person filing the return. Error codes beginning with “IND-031” and “IND-032” are issued when the AGI entered by the taxpayer does not match the information in […]
Use the e-File and Tax Refund Status webpage to check the status of your own income tax return filed through the TaxAct. Note. If you cannot find your return status: You may be entering the wrong Social Security Number (SSN). The SSN entered should be the primary taxpayer SSN for the return (first SSN listed on Form […]
REJECTION CODE F1040-510 Primary Taxpayer Was Claimed As A Dependent on Another Return If your return was rejected because you were claimed as a dependent on another return, double-check the personal information you entered. If your name, SSN, or other data is incorrect, fix the mistake and resubmit your return. See Changing Basic Information (Name, […]
If your return is rejected with IRS rejection code R0000-902-01, the Taxpayer Identification Number (TIN) for the primary taxpayer has already been used on a return filed with the IRS. In most cases, the taxpayer’s social security number (SSN) was entered incorrectly. To fix this error and refile, go to the Changing Basic Information (Name, […]
If your federal return is rejected due to Error Code F1040-511 or F1040SSPR-511, then the primary taxpayer is already listed as “Spouse” on a previously filed return with filing status “Married Filing Separate.” If one of the spouses already filed using “Married Filing Separately” as the filing status, the other spouse cannot file a separate […]
If your e-filed return or extension (Form 4868) was rejected, the nature of the error you receive dictates which section of the Q&A you will need to review to correct the error. After you have reviewed the applicable section(s) carefully and corrected any data errors, we recommend you print your return and review it again […]
Your return will be rejected if your Social Security Number, name, or a number from your Form W-2 was incorrectly typed. Review and correct your personal information by following the steps in Changing Basic Information (Name, SSN, Birthdate) FAQ. Then, repeat the filing steps to resubmit your return. If the correction requires you to print […]
Reject Codes R0000-504-02, SEIC-F1040-501-02, SEIC-F1040-535-02, SEIC-F1040-536-01 and SEIC-F1040-537-01 If a federal return is rejected by the IRS with rule number SEIC-F1040-501-02, SEIC-F1040-535-02, or R0000-504-02, a child’s name, social security number (SSN), or birth date does not match IRS records. For rejection R0000-504-02, the child was claimed as a dependent; for rejections SEIC-F1040-501-02 and SEIC-F1040-535-02, the […]
To fix the rejection for prior year AGI/PIN mismatch, follow these steps: From within your TaxAct return, click in the top left corner of your screen, then click Filing. Click E-file, and continue with the interview process until you reach the screen titled We recommend using your 20XX AGI to verify your identity. Click the […]
If your return was rejected due to incorrect AGI or PIN information, you’ll see a red alert when attempting to resubmit without correcting the issue. This alert will remain visible until you update at least one of the affected fields. Verify and update the AGI and/or PIN fields in your return. If your rejected return indicated you were a “first-time filer […]
Checking Your State Return Status Visit the E-File and Tax Refund Status webpage of the tax agency you used to file. Keep in mind that state return acknowledgments may take up to 10 days. Checking Your State Refund Status Visit the State Resources webpage for your state’s tax department. Each state has different processing times, so delays may vary.
If your return was rejected with either of the following IRS codes, you did not provide the information necessary to verify your e-filed return: IND-031: The primary taxpayer’s prior-year AGI or Self-Select PIN doesn’t match IRS records. IND-032: The spouse’s prior-year AGI or Self-Select PIN doesn’t match IRS records. For more information on these signature […]
TaxAct implemented an e-file qualification that prevents you from filing Form 8962 Premium Tax Credit (PTC) if IRS Publication 974, Worksheet X is used on Line 28. This was done because IRS business rules do not allow for this scenario, and if it were e-filed, you would receive e-file rejection error F8962-043-02. Rejection code F8962-043-02 […]
If the return was rejected for the reason “If Item H checkbox is not checked and Line 1 has a value equal to or greater than 5,000, then Schedule B (Form 990, 990-EZ, or 990-PF) must be attached to the Return (Rule Number: F990EZ-034-01),” you will need to check the box for Item H. To […]
We have been unable to determine why returns containing a deceased taxpayer or spouse are being rejected by the IRS (with rejection code IND-031-03 when the taxpayer listed on the return is deceased and IND-032-03 when the spouse listed on the return is deceased). The IRS maintains that they are rejecting them correctly, however even […]
See the following instructions if you received one of these IRS rejection codes: “FW2-502,” “1099R-502-02,” “F2439-502-01,” or “FW2G-502.” Understanding reject code “FW2-502:” If your return is rejected with this code, the Employer Identification Number (EIN) you entered for a Form W-2 Wage and Tax Statement does not match the number in the IRS Masterfile. An […]
If your California return was rejected with Rule Number F540/NR/NRS/2EZ-170 (or 180), the California Franchise Tax Board (FTB) is saying the amount entered as the Prior Year Adjusted Gross Income (AGI) is not matching their records. It is possible California’s records are incorrect, but you can still e-file the state return. If you need help […]
IRS Rejection Code “IND-116,” regarding the age of a dependent in relation to taking the Child Tax Credit, indicates that the information entered on the federal tax return is not the information in the IRS database. As the IRS receives their information from the Social Security Administration, if the date of birth entered for the […]
Quickly check the Federal E-filing status: From within your TaxAct Professional Edition program, click Clients in the options bar to view the Client Manager screen (if it is not already visible). Look at the Fed EF Status column for your client to quickly see their federal e-filing status. Check the complete e-file status in the TaxAct program: From within your TaxAct […]
If your California return is rejected due to a mismatch of the AGI and PIN information, you still have the opportunity to make changes to get the return accepted. To correct the California rejection for your AGI/PIN mismatch, you have two options: Option 1: You may contact the California Franchise Tax Board (FTB) at 1-800-852-5711 […]
If your federal return is rejected with one of these codes, the taxpayer or spouse did not enter an Identity Protection Personal Identification Number (IP PIN) or the number he or she entered is invalid or incorrect. If you have misplaced the IRS letter containing your IP PIN, see the IRS Get An Identity Protection […]
There are several reasons why a Republic Bank application can be rejected. If your application is rejected, you will receive an email explaining why the application was rejected and providing instructions for correction. One common reason for rejection includes providing an incorrect expiration date when entering the identification information, or entering the same ID information […]
If your return was rejected due to Adjusted Gross Income (AGI), your AGI from the prior year doesn’t match the number in the IRS e-file database. Verify that the AGI you’re using is from the original return and not an amended or corrected return. In the event you need to file a corrected return, you […]
If your tax return is rejected because the listed dependent’s Social Security Number (SSN) is being used on another tax return, and you verified that the information you supplied is correct, you will need to file a paper return for this filing season. The rejection could be caused by an error on another taxpayer’s return, […]
To correct error codes for Forms W-2, W-2G, or 1099-R, you need to access the Form again in the TaxAct program and make sure the information you entered is correct. “Form W-2 – Adding,’ Reviewing’ or Deleting” Form W-2G – Entering Gambling Winnings in Program Form 1099-R – Entering Distributions from Retirement Plans The Payer […]
REJECTION CODES IND-512-01, F1040-512, and F1040SSPR-512 Dependent’s (or Qualifying Child’s) SSN Listed as Primary or Secondary SSN on Same or Separate Return. If your return was rejected because your dependent or qualifying child was also listed as the primary or secondary taxpayer on your return or another return, you have two options: Note. Be sure […]
REJECTION CODES F1040-513 and F1040A-513 Spouse Listed as Primary Taxpayer or Dependent on Another Return. If your return was rejected because your spouse’s SSN was listed as the primary taxpayer or dependent on another return, please verify that the Social Security Number entered for the spouse is correct. This information should be the same as […]
Rejection codes that refer to a mismatched name, birth date, or Social Security Number (SSN) indicate that information on Form 1040 U.S. Individual Income Tax Return or in the filing steps doesn’t match the IRS e-file database. IRS records are generated by the Social Security Administration, so all names, birth dates, and SSNs should match […]
REJECTION CODES R0000-507-01 and F1040SSPR-507-01 Dependent Was Claimed On Another Return If your return was rejected because your dependent was claimed on another return, double-check the information you entered for the dependent. If the name, SSN, or other data for the dependent is incorrect, fix the mistake and resubmit your return. If the dependent’s information […]
You can click one of the help topics for common e-filing issues, or click any of the error codes listed. Common e-filing issues: IRS Reject Codes – Name, Birthdate, SSN Mismatch IRS Reject Codes – Self Select PIN/AGI Mismatch IRS Reject Codes – Employer ID Number (EIN) or Payer’s ID Number Ineligible for Self-Select PIN […]
