PRIOR YEAR RETURNS: AVOIDING IRS REJECT F1040-034-07 (02/01/2024)
The IRS currently has a business rule in place that will erroneously reject any 2022 or 2021 return that has a 1099-R with Federal Withholding. They are working with industry to determine the best resolution. During the meantime, we strongly recommend that you tag any prior year return that you are planning to electronically file that has a 1099-R with a Federal Withholding amount.
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IRS REJECT F8962-070
The e-file database indicates that Form 8962 or a binary attachment with a description containing “ACA Explanation” must be present in return. It was added so returns may be corrected and avoid being kicked into error resolution, which could cause ...
PRIOR YEAR E-FILE AND STATE-ONLY TRANSMISSIONS - NOW LIVE!
Tax Season is well underway and the IRS MEF System appears to be working well (knock on wood). We are now accepting transmissions for prior year returns (20 and 21) and anticipate enabling state-only transmissions either Wednesday or Thursday.
PRIOR YEAR AND STATE ONLY E-FILE ARE LIVE NOW! (01/30/2025)
Prior year (Fed + State) and Current Year State only e-file are LIVE NOW! As you know, the IRS allows the Current Year + the 2 prior years to be filed electronically. 2024 State Only - Live Now! 2023 Prior Year - All e-file types - Live Now! 2022 ...
THE NUMBER ONE REJECT THROUHOUT THE INDUSTRY (REJECT -F8962-070) (01/29/2024)
Reject F8962-070: The e-File database indicates that Form 8962 or a binary attachment with description containing "ACA Explanation" must be present in the return. Instructions for resolution. If an individual tax return should include Form 8962, ...
WHAT'S TRENDING IN OUR SUPPORT: IRS REJECT F8962-070 (1/27/2025)
The e-File database indicates Form 8962 must be included in the return. The taxpayer, the taxpayer’s spouse if filing jointly, or a dependent claimed on the tax return was enrolled in Affordable Care Act (ACA) Marketplace health insurance and advance ...