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13940: 1040 - Top Federal Rejects


Electronic Filing

What are some common federal rejects for individual returns?

 

The following chart lists some of the most common rejects. Use CTRL + F to search the list.

Return Type Reject Code Reject Text Tips to Resolve
Individual
7037 Drake does not have a record of an accepted bank application. If you have completed a bank application on Drake's website, you may need to check the status with the bank, or on the website. Until your application has been accepted, you cannot file tax returns with bank products.
Individual F1040-068-03 If Form 1040, 'Earned Income Credit Amount' has a non-zero value and Schedule EIC (Form 1040) is not present, then the Primary or Spouse must be at least 25 years old but less than 65 years old. See KB 10886
Individual F1040-071-07 Form 1040, 'WithholdingTaxAmt' must be less than the sum of thefollowing: [ 'WagesAmt' and 'TipIncomeAmt' and 'TaxableInterestAmt'and 'OrdinaryDividendsAmt' and ('IRADistributionsAmt' or'TaxableIRAAmt') and ( 'PensionsAnnuitiesAmt' or'TotalTaxablePensionsAmt' ) and 'SocSecBnftAmt' and Schedule 1 (Form1040), ( 'UnemploymentCompAmt' and 'TotalOtherIncomeAmt' ) and ( allSchedule C (Form 1040), 'TotalGrossReceiptsAmt' )] unless one of thefollowing is true: (1) Form 1040, 'CapitalGainLossAmt' has a non-zerovalue; (2) Schedule 1 (Form 1040), 'OtherGainLossAmt' or'RentalRealEstateIncomeLossAmt' or 'NetFarmProfitLossAmt' has anon-zero value; (3) Combat Pay has been excluded from wages.
Individual F1040-087-02 Form 1040, 'Earned Income Credit Amount' must have a zero value if an amount is entered.e-File database indicates the taxpayer is not allowed to claim Earned Income Credit for the tax year.
Individual F1040-164-01 Form 8862 must be present in the return with Earned Income Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim Earned Income Credit after disallowance. See KB 10508
Individual F1040NR-524 If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line", then 'PrimaryBirthDt' must match the e-File database.
Individual F1099R-502-02 The payer's EIN on the 1099 doesn't match what is in the e-File database.
Individual 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. See KB 17542
Individual F9465-028 If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line", then 'PrimaryBirthDt' in the Return Header must match the e-File database.
Individual FW2-001-03 The sum of all Form W-2s, 'WagesAmt' must not be greater than the sumof ['WagesSalariesAndTipsAmt' in the return and (sum of all Schedule C(Form 1040), 'TotalGrossReceiptsAmt' when 'StatutoryEmployeeFromW2Ind'is checked)] unless Form 8958 or Form 8839 is present in the return. When evaluating this, a tolerance of $5.00 is allowed. See KB 12905
Individual FW2-502 The Employer's EIN on the W-2 must match what the IRS has for the employer. See KB 10630
Individual IND-031-04 PrimaryPriorYearPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database. Check the taxpayer's prior year PIN entry on the PIN screen.
Individual IND-032-04 SpousePriorYearPIN' or 'SpousePriorYearAGIAmt' in the Return Header must match the e-File database. Check the spouse's prior year PIN entry on the PIN screen.
Individual IND-035-01 PrimaryDeathDt' in the return must match that in the e-File database.
Individual IND-036-01 SpouseDeathDt' in the return must match that in the e-File database.
Individual IND-116-01 Each dependent in 'DependentDetail' on the return with 'EligibleForChildTaxCreditInd' checked must be under the age of 17. You may be eligible to claim the 'Credit for other dependents' if you meet the requirements for the credit. See KB 14862
Individual IND-165-01 Form 8862 must be present in the return. The e-File database indicates the taxpayer must file Form 8862 to claim Child Tax Credit or Other Dependent Credit or Additional Child Tax Credit after disallowance. See KB 10508
Individual IND-180-01 Taxpayer IP PIN did not match IRS database See KB 16543
Individual IND-181-01 Taxpayer IP PIN missing See KB 16543
Individual IND-183-01 The Spouse did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number. See KB 16543
Individual IND-452 In an original return, the Primary SSN in the Return Header must not be the same as the TIN of a previously accepted electronic Individual return filed for the same tax period.
Individual IND-507 A Dependent SSN in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period.
Individual IND-508-01 The taxpayer's SSN must not be equal to a spouse's SSN on another return if the filing status is MFJ or MFS and the spouse exemption is claimed.
Individual IND-510-02 Spouse's SSN should not match the Primary taxpayer's SSN on another return.
Individual IND-517-01 A Dependent SSN in the return must not be the same as the Primary or Spouse SSN on another return where 'PrimaryClaimAsDependentInd' or 'SpouseClaimAsDependentInd' is not checked.
Individual IND-521-01 The Year of Birth of the Primary SSN must not be greater than the 'TaxYr' in the Return Header.
Individual IND-524 If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line" and the filing status of the return is not married filing jointly, then 'PrimaryBirthDt' in the Return Header must match the e-File database.
Individual IND-531-01 If Primary Date of Death has a value in the e-File database, then it must not be prior to the 'TaxYr' in the Return Header.
Individual IND-532-01 If Spouse Date of Death has a value in the e-File database, then it must not be prior to the 'TaxYr' in the Return Header.
Individual IND-570-01 The Year of Birth of the Spouse SSN must not be greater than the 'TaxYr' in the Return Header.
Individual IND-674-01 If the Primary Taxpayer is under the age of 16 and has never filed a tax return, then 'PINTypeCd' in the Return Header must not have the value "Self-Select On-Line".
Individual IND-675-01 If the Primary Taxpayer is under the age of 16 and has never filed a tax return, then 'PINTypeCd' in the Return Header must not have the value "Self-Select Practitioner".
Individual IND-679-01 If the Spouse SSN in the Return Header is under the age of 16 and did not file a tax return in the previous year, then the 'PINTypeCd' must not have the value "Self-Select On-Line".
Individual IND-680-01 If the Spouse SSN in the Return Header is under the age of 16 and did not file a tax return in the previous year, then the 'PINTypeCd' must not have the value "Self-Select Practitioner".
Individual IND-941 The Spouse SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual.
Individual IND-996 The Dependent/Qualifying Person Identity Protection Personal Identification Number (IP PIN) provided on the return is not valid. Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number. See KB 16543
Individual R0000-500-01 The taxpayer's SSN and Name doesn't match what the IRS e-File database has for the taxpayer. Check name and SSN of Taxpayer.
Individual R0000-503-02 The spouse's SSN and Name don’t match what the IRS has for them.
Individual R0000-503-02 The spouse's SSN and Name don’t match what the IRS has for them.
Individual R0000-504-02 The Dependent's name and SSN must match what the IRS has for them in the e-File database. See KB 10429
Individual R0000-504-02 The Dependent's name and SSN must match what the IRS has for them in the e-File database. See KB 10429
Individual R0000-533-02 If a Dependent's Date of Death has a value in the e-File database, then it must not be prior to 'TaxYr' in the Return Header.
Individual R0000-533-02 If a Dependent's Date of Death has a value in the e-File database, then it must not be prior to 'TaxYr' in the Return Header.
Individual R0000-571-02 For each DependentSSN in the tax return, the Year of Birth in the e-File database must not be greater than 'TaxYr' in the Return Header.
Individual R0000-902-01 A return for the primary taxpayer has already been accepted this year.
Individual S1-F1040-396 If the filing status of the return is married filing jointly and Form1040, 'AdjustedGrossIncomeAmt' plus (+) Schedule 1 (Form 1040),'StudentLoanInterestDedAmt' is greater than 170000, then'StudentLoanInterestDedAmt' must be zero if an amount is entered.
Individual S2-F1040-147 The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. Include amount on Schedule 2 (Form 1040), 'FirstTimeHmByrRepaymentAmt' and attach Form 5405 if required. See KB 10560
Individual S8812-F1040-003-03 Schedule 8812 (Form 1040) Part II-A, Part II-B, and Part II-C must not have entries if Form 2555, 'TotalIncomeExclusionAmt' or 'HousingDeductionAmt' has a non-zero value.
Individual SA-F1040-002 If Schedule A (Form 1040), 'OtherThanByCashOrCheckAmt' is greater than 500, then Form 8283 must be attached. See KB 10189
Individual SEIC-F1040-501-02 Each 'QualifyingChildNameControlTxt' that has a value on Schedule EIC(Form 1040), Line 1, and 'QualifyingChildSSN' that has a value on Line 2, must match that in the e-File database. See KB 10255
Individual SEIC-F1040-506-03 The dependent claiming EIC has already been claimed on another accepted return.
Individual SEIC-F1040-535-04 Child SSN / BirthYr on EIC must match IRS database Check birth date of each dependent.



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