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.
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, ...
REJECT S8812-F1040-014 - SCHEDULE 8812 (RESOLVED)
Reject S8812-F1040-014 Schedule 8812 (Form 1040), 'OtherDependentCnt' must be equal to the number of dependents with 'EligibleForODCInd' checked in the return. This reject is affecting both ProWeb and Desktop returns. Developers believe that this ...
WHAT RETURNS CAN BE ELECTRONICALLY FILED? (03/13/2024)
Just a quick reminder, as we move into the final month of e-file on what types of returns can be electronically filed through our software. Federal 1040 (including 1040-SR, 1040-NR & 1040-SS) and State returns Current Year (2023) Prior Year (2022 and ...