| ERC |
Reject information and tips to resolve |
| 0004 |
An invalid Taxpayer SSN was entered. Verify for accuracy and resend return. |
| 0005 |
There is a limit of 30 statement references in a return IRS Pub 1346 Part I, pg.171. Paper file. |
| 0010 |
Install the latest version of the Lacerte TY08 program and resend the return. Program release dates. |
| 0016 |
An invalid zip code was entered. Verify for accuracy and resend return. |
| 0019 |
Verify the routing number is correct. Click to access free routing number utility. |
| 0020 |
In Screen 1, verify that the taxpayer or spouse first, middle and last names comply with IRS naming rules and do not contain special characters apart from a blank space or hyphen.. |
| 0028 |
Two digit EFIN prefix is not valid. See Attachment 8, Pub. 1346. Verify EFIN number in Firm Info. |
| 0029 |
EFIN is not valid -use IRS e-services to verify or not authorized -contact IRS e-HELP desk |
| 0030 |
May require return to be emailed to Lacerte support to review input. Contact support. |
| 0033 |
Please download the Internet Update 28.130 when available, then validate and retransmit the return.. |
| 0035 |
Verify that one or more forms present in return is not an AMT form which can not be e-filed until February 11th.See IRS article. |
| 0038 |
Install the latest version of the TY08 program and resend the return. Program release dates. |
| 0039 |
Suppress 1040EZ return and resend the e-file return. |
| 0053 |
Check overrides present under the Diagnostics tab. An override will suppress a form which can cause this particular reject. Not a common reject. |
| 0066 |
Incomplete dependent information entered in Screen 2 or invalid last name. Verify input. |
| 0068 |
The program verifies the valid range for SSN's automatically and will generate a critical diagnostic. If e-file error checking is overridden the return will be rejected. |
| 0069 |
Verify taxpayer and spouse last name are entered in Screen 1 and resend return. |
| 0071 |
Verify and correct the secondary taxpayer SSN in Screen 1, Client Information then retransmit the return. |
| 0074 |
The same SSN has been used for two dependents. Correct input and resend return. |
| 0075 |
Verify EIC override not present in Screen 39, Code 6 without a qualifying form. |
| 0080 |
Verify an override is not present in Screen 27 and do not override the critical diagnostic to e-file the return, which will be rejected. |
| 0083 |
Please verify the input information in Screen 33.1 matches that of the dependent in Screen 2. If a dependent is added or deleted in Screen 2, Screen 33.1 information may need to be reinput to match the dependent. . |
| 0092 |
Where taxable income is zero, Schedule R credit can not be taken. Remove form from return and electronically file. |
| 0096 |
The return has been rejected for containing one or more of the following forms, Form 8863, Education Credits.
Form 5695, Residential Energy Credits.
Form 1040A’s Schedule 2, Child and Dependent Care Expenses for Form 1040A Filers.
Form 8396, Mortgage Interest Credit.
Form 8859, District of Columbia First-Time Homebuyer Credit. The IRS has indicated that returns containing these AMT related forms can be electronically filed beginning February 11th. Please wait until that time to electronically file.
|
| 0103 |
A required sequence is missing from the e-file return. This sequence will be generated after loading the Lacerte CD3 program release, available Wednesday Jan. 16th. After downioading and installing CD3, validate and retransmit the return. |
| 0105 |
Completely enter routing number, account number and account type information. |
| 0112 |
Verify Form 5329 input for accuracy and completeness the resend return. |
| 0117 |
A schedule C was sent with return with incomplete information. |
| 0122 |
Verify the EIN Employee Identification Number for completeness then resend the return. |
| 0123 |
Completely fill required W-2 input in Screen 10. Return will be rejected with incomplete info. |
| 0126 |
Verify Paid Preparer information for completeness and accuracy. |
| 0137 |
Amount paid on Form 2441 missing. Enter amount in Screen 33 and resend return. |
| 0139 |
There is a SSN mismatch on Screen 10, Wages for either the Primary or Secondary Taxpayer. Please review input in Screen 10, correct as necessary to match the input in Screen 1, Client Information, then retransmit the return. |
| 0151 |
Under the Diagnostics tab, please review any critical diagnostics advising that an override is not permitted for purposes of electronic filing, then click the Overrides link to review overrides entered. Where a form or schedule must be included with the return, remove the override and input the required information to generate the form and/or schedule, then resend the return. |
| 0155 |
Under the Diagnostics tab, please review any critical diagnostics advising that an override is not permitted for purposes of electronic filing, then click the Overrides link to review overrides entered. Where a schedule must be included with the return, remove the override and input the required information to generate the schedule, then resend the return. |
| 0156 |
Under the Diagnostics tab, please review any critical diagnostics advising that an override is not permitted for purposes of electronic filing, then click the Overrides link to review overrides entered. Where a form must be included with the return, remove the override and input the required information to generate the form, then resend the return. |
| 0204 |
Pg.288 of Pub 1346, TP or SPouse must be at least 25 but under 65. If date of birth for either taxpayer or spouse is Jan. 1, 1943, they are considered to be 65 at the end of 2008. |
| 0230 |
For a return with on 1116, line 31 of the form must equal 21, lines 22-30 must be blank. |
| 0280 |
Verify 8815 is part of the return and line 14 of 8815 equal Sch. B line 3. |
| 0290 |
Missing State ID or zip code on W-2, W-2G, or 1099-G. Verify input and resend return. |
| 0294 |
This reject will occur if a W2-G entry in Screen 13.2 is made and the only Other Income is from State Lottery Winnings. We have confirmed with the IRS that this return will be rejected for e-file purposes and must be paper filed. If you wish to electronically file a state return, uncheck the "US" box in Screen 1, Client Information, the electronically file the state return separately. |
| 0295 |
The IRS has issued a QuickAlert stating they recognize a problem with this reject and are currently researching. |
| 0357 |
Code B input on line 23 of 1040 requires 8853. Verify input in Screen 32.2. |
| 0370 |
Verify dependent date of birth and if correct, the client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0405 |
Verify the two letter state designator is entered in Screen 10 where state income tax is present. |
| 0481 |
No special characters in name and all information fields must be filled. Verify input and resend. |
| 0499 |
Invalid EIN used with W-2, W-2GU, W-2G, 1099-R. Verify EIN with taxpayer. |
| 0500 |
IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0501 |
IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0502 |
IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0503 |
IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0504 |
IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0505 |
EIN was issued by government in current year so can not be used for TY08 W-2, W-2G, 1099-Rs. |
| 0506 |
On Sch. EIC, SSN can not be used more than once. Check Screen 2, Dependents input. |
| 0507 |
Check the return for a duplicate SSN in the Dependents section of the return. If there is not a duplicate entry, then the reject is due to the SSN having already been used in a different return and the return must be filed by paper. |
| 0509 |
Secondary taxpayer SSN used as dependents SSN on this or another return, OR dependents SSN used as a secondary taxpayer SSN on this or another return. Verify SSN input on this return. If correct, SSN has already been used and return must be filed as a paper return. |
| 0510 |
Verify that primary or secondary taxpayer has not been claimed as a dependent on a return that has already been filed. If this has occurred, the return must be filed as a paper return. |
| 0511 |
Taxpayer SSN appears on another return Married Filing Separately. Paper file return. |
| 0512 |
Download and install the CD4 version of the Lacerte program, then retransmit the return. After installing the latest version of the program if you continue to receive a reject on Form 8863, name and SSN do not match IRS master file. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0518 |
Form 1310 name and SSN do not match IRS master file. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0520 |
Schedule H name and SSN do not match IRS master file. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0524 |
Screen 33 Form 2441 Dependent information IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0525 |
Form 8839 SSN IRS Master file mismatch. The client MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0526 |
Verify Screen 33 Form 2441 SSN input is not duplicated among dependent information. If input is not duplicated then an SSN in the return has already been used in a different tax return. In this case, the return must be filed as a paper return. |
| 0531 |
Taxpayer SSN shows a date of death on IRS records. The preparer MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0532 |
Secondary SSN shows a date of death on IRS records. The preparer MUST contact the SSA at 1-800-772-1213 to resolve. |
| 0533 |
Verify dependent information input then contact the SSA at 1-800-772-1213 to resolve if date of death appearing in IRS master file is erroneous. |
| 0535 |
SSN and the year of birth does not match the Social Security Administration records. Verify input and if this appears correct then contact the SSA at 1-800-772-1213. |
| 0563 |
Dependent SSN eligible for tax credit previously used on another return. |
| 0600 |
Earned Income Credit has been previously disallowed by IRS. Form 8862 is missing and required to be in the return. IRS may require additional verification in addition to the form. |
| 0606 |
Taxpayer may not claim EIC according to IRS master file. Verify dates of birth and if this appears correct then contact the SSA at 1-800-772-1213. |
| 0686 |
Returns impacted by the reject are returns containing the following states: AR, MI, MT, NC, OK, SC, VA The return can be electronically filed after downloading and installing CD4, available Feb. 18th. The Federal return can be electronically filed by itself now prior to CD4 becoming available. After installing CD4, states can then be electronically filed as State Only returns. |
| 0689 |
Taxpayer Signature Date entered manually in Screen 4.1. Verify year is 2008 rather than 2008. |
| 0707 |
Please use Screen 2, Dependent information as it appears to enter into Screen 64. This will ensure the data matches which should prevent the reject from occurring. |
| 0767 |
In Screen 3, if a Personal Designee name is entered in the override field, the five digit PIN must also be present. If the literal name PREPARER is entered in the name field, the PIN is then not requred. |
| 0904 |
Two returns with the same SSN can not occur in the same drain. One of the returns will be rejected. Rarely occurs. |
| 0914 |
For the Form 2441/Form 2, when one entry is made in Screen 33.1 for Prior Year Expenses, then all other Prior Year fields must be filled out. |
| 0935 |
With itemized Screen 39 input for Form 8913, form must be present and vice vesa. |
| 0982 |
If Screen 24, Code 26 override is used, verify valid form is present or Force 8903 box is checked. |
| 1032 |
Date of death of taxpayer does not match either tax year or current year, ie 2008 or 2009. |
| 1036 |
Verify input in Screen 63. If a designation of 2=Personal Representative is made, the name and address fields must be filled out. |
| 1049 |
Returns from Guam, American Samoa, and Norther Marianas can not be e-filed. |
| 1105 |
The condition causing this reject will be corrected on the CD4 program release. |
| 1116 |
Form 8888 - The Depositor Account number should contain alphanumeric characters only, no special characters. Please review and revise account number in Screen 3, then retransmit the return. |
| 1151 |
Set Computer Date as PIN Signature Date to YES under Settings, Options, Tax return as a global setting or enter Taxpayer Signature Date manually in Screen 4.1 |
| 1216 |
Review form 8914 for completeness and accuracy, then resend the return. |
| 1271 |
In Screen 40 (Code 28), enter a 1 in "1=Force 6251", then resend the return . |
| 1303 |
Form 8862, Part III must be filled out. Check number of days input as well. |
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