TOP IRS REJECTS FROM EARLY TRANSMISSIONS (1/16/2025)

TOP IRS REJECTS FROM EARLY TRANSMISSIONS (1/16/2025)

Early IRS rejects are following a similar pattern to prior years...

Top Reject 3rd year repeating is.... 

F8962-070 is by far the leader out of the gate. Counting for almost 30% of all rejects.

  1. Missing Form 1095-A Health Insurance MarketPlace Statement
  2. DON'T take the easy/quick route of filling out the ACA explanation claiming they did not have Marketplace Insurance
  3. I would warn against this whenever possible, going this route will very likely cause the return to be kicked into errors / review. That means funding could be delayed by several months.
  4. Have the taxpayer get their 1095-A and resubmit the return with the 8962 attached.
  5. Link to Knowdgebase - https://taxpros.zohodesk.com/portal/en/kb/articles/the-number-one-reject-throuhout-the-industry-reject-f8962-070-01-29-2024
The second most occurring reject is IND-181-01

  1. failing to enter a valid Identity Protection PIN,
  2. One big reason we see this is that EROs and Taxpayers don’t know, or ...
    1. fail to remember that the PIN must be renewed Every year.
    2. Using last year’s PIN will cause this rejection.

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