Video

Watch the video Common Rejects for a demonstration.

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.

7102

See Drake Tax - B Ack 7102 and Software Updates.

7120

An error occurred - see Drake Tax - B Ack 7120 for details.

7222

Not approved for PRE-ACKs - go to Setup > Firms > Confirm your EFIN > Save. In the return, go to the bank screen and ensure that you have not selected a pre-ack product.

7302

Franchise/Network fee does not match bank app.

Go to Setup > Firms > Confirm your EFIN > Save.

F1040-007

If the filing status of the return is married filing jointly, then 'SpouseSSN' in the Return Header must have a value. Go to federal screen 1 and enter Spouse SSN.

F1040-034-07

Verify all federal withholding amounts.

Reject Text: 

Form 1040, 'WithholdingTaxAmt' must be equal to the sum of the following: [(1) all Forms 1099-R, 'FederalIncomeTaxWithheldAmt' and (2) all 'WithholdingAmt' in [OtherWithholdingStatement] and (3) all Forms W-2, 'WithholdingAmt' and (4) all Forms W-2G, 'FederalIncomeTaxWithheldAmt' and (5) Form 8959, 'AddlMedcrRRTTaxWithholdingAmt' and (6) 'TotalAmt' in [BackupWhSchedulesK1Statement] and (7) all Forms RRB 1042-S, 'FederalIncomeTaxWithheldAmt' and (8) all Forms SSA 1042-S, ('NetTaxWithheldAmt' if it has a non-zero value, otherwise 'FederalIncomeTaxWithheldAmt')] unless Form 8958 is present in the return. When evaluating this, a tolerance of $5.00 is allowed.

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 Drake Tax - EIC: Frequently Asked Questions for details.

F1040-071-07

Verify withholding and wage entries along with any amounts excluded from income.

Reject Text: 

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.

F1040-087-02

The IRS e-file database shows that the taxpayer is not allowed to claim EIC this year.

Reject Text: 

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.

F1040-164-01

See Drake Tax - IRS Reject IND-046 or F1040-164-01 on Schedule EIC for details.

Reject Text: 

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.

F1040-448

Complete Form 8862 related to the AOTC.

Reject Text: 

Form 8862 must be present in the return with American Opportunity Tax Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim American Opportunity Tax Credit after disallowance.

F1040-516

See Drake Tax – Duplicate Dependent Returns for details.

Reject Text: 

If Form 1040, 'PrimaryClaimAsDependentInd' is not checked, then the Primary SSN must not be the same as a Dependent SSN on another return filed for the same tax year

F1040-518

See Drake Tax – Duplicate Dependent Returns for details.

Reject Text: 

If Form 1040, 'SpouseClaimAsDependentInd' is not checked, then the Spouse SSN must not be the same as a Dependent SSN on another return filed for the same tax year.

F1040NR-524

Verify the date of birth for the taxpayer on federal screen 1.

Reject Text: 

If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line", then 'PrimaryBirthDt' must match the e-File database.

F1041-032-08

See Drake Tax - 1041 - Common Issues for details.

Reject Text: 

If Form 1041, Item A checkbox 'Qualified Disability Trust' is checked, then 'Exemption Amount' must be less than 4701.

F1099R-502-02

Verify the EIN entered on the 1099 screen.

Reject Text: 

The payer's EIN on the 1099 doesn't match what is in the e-File database.

F1099R-505-02

Verify that the EIN entered on the 1099 screen matches the source document. If it matches, contact the issuer.

Reject Text: 

Form 1099-R, 'PayerEIN' was issued after the Tax Year in the Return Header.

F1310-518

Verify the entry for Last name and SSN on screen 1310.

Reject Text: 

Form 1310, Name Control of the person claiming refund 'PersonNameControlTxt' and SSN of Person claiming Refund 'RefundClaimantSSN' must match the e-File database.

F2441-524

On screen 2 for the child that is included on Form 2441, verify that the SSN and last name have been entered correctly.

Reject Text: 

On Form 2441, the 'QualifyingPersonNameControl' and the 'QualifyingPersonSSN' must match the e-File database.

F2441-526

On screen 2 for the child that is included on Form 2441, verify that the SSN has been entered correctly and that the child was not claimed on another return.

Reject Text: 

Each Form 2441 'QualifyingPersonSSN' provided must not be the same as a Form 2441 'QualifyingPersonSSN' of another accepted tax return for the same tax year.

F7004-011-03

The entity's EIN has already been used in an accepted return of the same type for the same tax period.

F7004-904-01

See Drake Tax - EIN, Return Type, or Name Control Mismatch for details.

Reject Text: 

Form 7004, the tax year ending date must match the data in the e-file database unless one of the checkboxes - "Initial Return", "Final Return" or "Consolidated return to be filed" is checked.

F7004-905-03

See Drake Tax - EIN, Return Type, or Name Control Mismatch for details.

Reject Text: 

The type of the return seeking extension isn't the return type shown in IRS records.

F8863-512-02

Verify the last name and SSN used for the student selected on the 8863 screen. Enter any changes on screen 1 or 2, calculate the return, and re-select the student from the drop list on the 8863 screen.

Reject Text: 

For each student in Form 8863, Line 20 'StudentNameControlTxt' and Line 21 'StudentSSN' must match e-File database.

F8863-528-03

Verify the last name and SSN used for the student selected on the 8863 screen. Enter any changes on screen 1 or 2, calculate the return, and re-select the student from the drop list on the 8863 screen.

Reject Text: 

Each Student SSN that has a value on Form 8863, must not be the same as that in another Form 8863 for the same tax year.

F8962-070

See Drake Tax - Reject "F8962-070" - Forms 1095-A and 8962 Missing for details.

Reject Text: 

The e-File database indicates that Form 8962 or a binary attachment with description containing 'ACA Explanation' must be present in the return.

F9465-028

Verify the date of birth for the taxpayer on federal screen 1.

Reject Text: 

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.

FPYMT-071-01

Verify the requested payment date on the PMT screen. Drake Tax - Federal and State Payments - Electronic Funds Withdrawal Setup

Reject Text: 

'RequestedPaymentDt' in the IRS Payment Record must not be more than 5 days prior to the received date.

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.

FW2-502

See Drake Tax - 1040: W-2 Reject on EIN for details.

Reject Text: 

The Employer's EIN on the W-2 must match what the IRS has for the employer.

FW2-505-01

Verify the EIN entered on the W2 screen.

Reject Text: 

Form W-2, Line B 'EmployerEIN' was issued after the Tax Year in the Return Header.

FW2G-502

Verify the EIN entered on the W2G screen.

Reject Text: 

Form W-2G, 'PayerEIN' must match data in the e-File database.

IND-031-04

Check the taxpayer's prior year PIN entry on the PIN screen.

Reject Text: 

PrimaryPriorYearPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database.

IND-032-04

Check the spouse's prior year PIN entry on the PIN screen.

Reject Text: 

SpousePriorYearPIN' or 'SpousePriorYearAGIAmt' in the Return Header must match the e-File database.

IND-035-01

Verify the date of death for the taxpayer entered on screen 1.

Reject Text: 

PrimaryDeathDt' in the return must match that in the e-File database.

IND-036-01

Verify the date of death for the spouse entered on screen 1.

Reject Text: 

SpouseDeathDt' in the return must match that in the e-File database.

IND-116-01

See Drake Tax - Reject IND-116-01 for details.

Reject Text: 

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.

IND-165-01

See Drake Tax - IRS Reject IND-046 or F1040-164-01 on Schedule EIC for details.

Reject Text: 

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.

IND-180-01

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

Taxpayer IP PIN did not match IRS database

IND-181-01

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

Taxpayer IP PIN missing

IND-182-01

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

The Spouse Identity Protection Personal Identification Number (IP PIN) must match the e-File database. Please double check your entry and resubmit your return with the correct number.

IND-183-01

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

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.

IND-452

See Drake Tax - 1040 - Reject - Tax Return Already Accepted for details.

Reject Text: 

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.

IND-507

See Drake Tax – Duplicate Dependent Returns for details.

Reject Text: 

A Dependent SSN in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period.

IND-508-01

See Drake Tax - 1040 - Reject - Tax Return Already Accepted for details.

Reject Text: 

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.

IND-510-02

See Drake Tax - 1040 - Reject - Tax Return Already Accepted for details.

Reject Text: 

Spouse's SSN should not match the Primary taxpayer's SSN on another return.

IND-511-01

See Drake Tax - 1040 - Reject - Tax Return Already Accepted for details.

Reject Text: 

For the filing status selected in the return, the Primary SSN in the Return Header must not be the same as the Spouse SSN on another return for the same tax year with filing status Married filing separately.

IND-515-01

See Drake Tax - 1040 - Reject - Tax Return Already Accepted for details.

Reject Text: 

The Primary SSN in the Return Header must not be the same as the Primary SSN in another return filed for the same tax year

IND-517-01

If the spouse is claimed as a dependent on another return, they cannot claim dependents on their own return. See IRS Guidelines for details. Also see Drake Tax – Duplicate Dependent Returns.

Reject Text: 

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.

IND-521-01

Verify the date of birth for the taxpayer on federal screen 1.

Reject Text: 

The Year of Birth of the Primary SSN must not be greater than the 'TaxYr' in the Return Header.

IND-524

Verify the date of birth for the taxpayer on federal screen 1.

Reject Text: 

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.

IND-531-01

If the taxpayer died in a prior tax year, the return cannot be e-filed.

Reject Text: 

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.

IND-532-01

If the spouse died in a prior tax year, the return cannot be e-filed.

Reject Text: 

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.

IND-544

If the taxpayer is claimed as a dependent on another return, they cannot claim dependents on their own return. See IRS Guidelines for details. Also see Drake Tax – Duplicate Dependent Returns.

Reject Text: 

If there are dependents provided on the return, then the Primary SSN in the Return Header must not be the same as a Dependent SSN on a previously accepted return for the same tax period.

IND-570-01

Verify the date of birth for the spouse on federal screen 1.

Reject Text: 

The Year of Birth of the Spouse SSN must not be greater than the 'TaxYr' in the Return Header.

IND-674-01

See Drake Tax - 1040: Entering the Prior-Year AGI and PIN and the IRS for info about PINs.

Reject Text: 

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".

IND-675-01

See Drake Tax - 1040: Entering the Prior-Year AGI and PIN and the IRS for info about PINs.

Reject Text: 

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".

IND-679-01

See Drake Tax - 1040: Entering the Prior-Year AGI and PIN and the IRS for info about PINs.

Reject Text: 

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".

IND-680-01

See Drake Tax - 1040: Entering the Prior-Year AGI and PIN and the IRS for info about PINs.

Reject Text: 

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".

IND-901

See Drake Tax - IND Rejects for details.

Reject Text: 

The Primary SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual.

IND-931-01

See Drake Tax - IND Rejects for details.

Reject Text: 

The Dependent SSN (or Qualifying Child Identifying Number on Form 1040-SS) has been locked because Social Security Administration records indicate the number belongs to a deceased individual.

IND-941-01

See Drake Tax - IND Rejects for details.

Reject Text: 

The Spouse SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual.

IND-995

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

The Dependent/Qualifying Person Identity Protection Personal Identification Number (IP PIN) must match the e-File database. Please double check your entry and resubmit your return with the correct number.

IND-996

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

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.

NO-FED-ACCEPTANCE

See Drake Tax - State Rejection - "NO-FED-ACCEPTANCE" for details.

R0000-024

Verify the address and zip code entered on federal screen 1.

Reject Text: 

If the Filer has a US address in the Return Header and 'StateAbbreviationCd' has the value "AP" then first three digits of the 'ZipCd' must be in the range 962 - 966.

R0000-236

See Drake Tax - Reject "R0000-236" for details.

Reject Text: 

This submission contains a form or schedule which MeF is not accepting as a binary attachment. Please verify whether it is valid for your submission to include the form or schedule. If valid, complete the form or schedule in XML format and resubmit.

R0000-500-01

Check name and SSN of Taxpayer.

Reject Text: 

The taxpayer's SSN and Name doesn't match what the IRS e-File database has for the taxpayer.

R0000-503-02

Verify the spouse last name and SSN entered on screen 1.

Reject Text: 

The spouse's SSN and Name don’t match what the IRS has for them.

R0000-504-02

See Drake Tax - 1040: Imperfect Return Election for details.

Reject Text: 

The Dependent's name and SSN must match what the IRS has for them in the e-File database.

R0000-533-02

Verify the dependent date of death on screen 2.

Reject Text: 

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.

R0000-571-02

Verify the dependent date of birth on screen 2.

Reject Text: 

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.

R0000-900-01

See Drake Tax - IND Rejects for details.

Reject Text: 

The entity's EIN shown in the IRS records is for a different return type than what was filed.

R0000-901-01

See Drake Tax - IND Rejects for details.

Reject Text: 

Filer's EIN and Name Control in the Return Header must match data in the e-File database.

R0000-902-01

Check acks. See KB 10783 for details.

Reject Text: 

A return for the primary taxpayer has already been accepted this year.

R0000-905-01

See Drake Tax - 1040: EF Message 0029 or Reject R0000-905-01 for details.

Reject Text: 

Electronic Filing Identification Number (EFIN) in the Return Header must be listed in the e-File database and in accepted status.

R0000-922-01

See Drake Tax - IND Rejects for details.

Reject Text: 

Filer's EIN and Name Control in the Return Header must match data in the e-File database, unless "Name Change" or "Name or Address Change" check box is checked, if applicable.

S1-F1040-396

See Publication 970.

Reject Text: 

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.

S2-F1040-147

See Drake Tax - First-time Homebuyer Credit Repayment for details.

Reject Text: 

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.

S2-F1040-394

See Drake Tax - 1040 - Reject F1040-394 Homebuyer Repayment Exceeds Credit for details.

Reject Text: 

Schedule 2 (Form 1040), 'FirstTimeHmByrRepaymentAmt' must not be greater than the First-Time Homebuyer Credit amount in the e-File database.

S2-F1040-429

See Drake Tax - First-time Homebuyer Credit Repayment for details.

Reject Text: 

The e-File database indicates a First-Time Homebuyer Installment Payment is due for the Spouse SSN. Include an amount on Schedule 2 (Form 1040), 'FirstTimeHmByrRepaymentAmt' and attach Form 5405 if required.

S8812-F1040-003-03

If the taxpayer has filed Form 2555, they cannot claim the additional child tax credit.

Reject Text: 

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.

SA-F1040-002

See Drake Tax - 1040 - EF Message 0113 for details.

Reject Text: 

If Schedule A (Form 1040), 'OtherThanByCashOrCheckAmt' is greater than 500, then Form 8283 must be attached.

SA-F8936-030

See Drake Tax - Reject "SA-F8936-030" - Unsubstantiated VIN for details.

Reject Text: 

Schedule A (Form 8936), 'VIN' does not match the e-File database. Please resubmit the return using the correct VIN. If the VIN originally entered is correct, then a binary attachment or [GeneralDependencySmall] with description beginning with "SubstantiateVIN" must be present in the return.

SEIC-F1040-501-02

See Drake Tax - Reject SEIC-F1040-501-02 for details.

Reject Text: 

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.

SEIC-F1040-506-03

Verify if someone else claimed the dependent on another return.

Reject Text: 

The dependent claiming EIC has already been claimed on another accepted return.

SEIC-F1040-535-04

Check date of birth for each dependent.

Reject Text: 

Child SSN / BirthYr on EIC must match IRS database

SEIC-F1040-536

Check date of birth for each dependent. If the child is disabled, mark that box on screen 2.

Reject Text: 

Each child in Schedule EIC (Form 1040) must be younger than the tax payer, if filing status of the return is Single or Head of household or Qualifying surviving spouse. If for any child in Schedule EIC (Form 1040), 'ChildPermanentlyDisabledInd' has a choice of "Yes" indicated, this rule does not apply for that child.

SEIC-F1040-996-01

See Drake Tax - 1040: Identity Protection PIN (IP PIN) for details.

Reject Text: 

The Primary Taxpayer did not enter a valid Identity Protection Personal Identification Number (IP PIN) for Dependent/Qualifying Child on Schedule EIC (Form 1040). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number.

SH-F1040-520-01

Verify the EIN on the H screen.

Reject Text: 

Schedule H (Form 1040), 'EmployerEIN' and 'EmployerNameControlTxt' must match data in the e-File database.

DRKPARSE

See Drake Tax - Resolving DRKPARSE (Drake Parse) Errors for details.