| Code |
User-Friendly Text |
| 504 |
Dependents SSN (SEQ 0175_1st Dep,
0185_2nd Dep, 0195_3rd Dep, 0205_4th Dep) of Form 1040/1040A and
corresponding Dependent Name Control (SEQ 0172_1st Dep, 0182_2nd Dep,
0192_3rd Dep, 0202_4th Dep) must match data from the IRS Master File. |
| 501 |
Dependents SSN (SEQ 0015_1st Dep,
0085_2nd Dep) of Schedule EIC and the last four letters of the dependents
name (SEQ 0007_1st Dep, 0077_2nd Dep) must match data from the IRS Master
File. |
| 507 |
Dependents SSN (SEQ 0175_1st Dep,
0185_2nd Dep, 0195_3rd Dep, 0205_4th Dep) of Form 1040/1040A was
previously used for the same purpose on a different tax return. |
| 502 |
Employer or Payer Identification
Number must match data from the IRS Master File. |
| 500 |
Taxpayer SSN and first four letters of
taxpayers last name must match data from the IRS Master File. |
| 535 |
Schedule EIC - Qualifying dependents
SSN (SEQ 0015_1st Dep, 0085_2nd Dep) of Schedule EIC and the corresponding
Year of Birth (SEQ 0020_1st Dep, 0090_2nd Dep) must match data received
from the Social Security Administration. |
| 506 |
Qualifying dependents SSN (SEQ
0015_1st Dep, 0085_2nd Dep) of Schedule EIC was previously used for the
same purpose on a different tax return. |
| 29 |
Please call Customer Support. |
| 600 |
IRS Master File indicates that the
taxpayer must file Form 8862 to Claim Earned Income Credit after previous
disallowance. Form 8862 is missing from the tax return and it is
required. |
| 503 |
Spouse SSN (SEQ 0030) and first four
letters of spouses last name(SEQ 0055) of the Tax Form must match data
from the IRS Master File. |
| 198 |
Form 1040 line 72 must equal the total
of lines 64 through 71. Form 1040A line 43 must equal the total of lines
38 through 42. |
| 35 |
Field Sequence Numbers within each
record must be in ascending order and must be valid. Please call Customer
Support. |
| 510 |
Primary SSN (SEQ 0010_taxpayer) and/or
secondary SSN (SEQ 0030_spouse) where the SSN was claimed as an exemption
(SEQ 0160) on the return and was also used as a Dependents SSN (SEQ
0175_1st Dep, 0185_2nd Dep, 0195_3rd Dep, 0205_4th Dep) on another return
or the dependents SSN has been used on another return as a Primary or
Secondary SSN. |
| 191 |
There is a problem with the amount of
Total Credits. Review this for a possible override or call Customer
Support. |
| 524 |
First four letters of dependents last name (SEQ 0120_1st
Dep, 0221_2nd Dep) and/or their SSN (SEQ 0214_1st Dep, 0223_2nd Dep)
of Form 2441/Schedule 2 do not match data from the IRS Master File. |
| 370 |
When Line 6C column 4 CTC box is
checked (SEQ 0178_1st Dep, 0188_2nd Dep, 0198_3rd Dep, 0208_4th Dep), the
corresponding Relationship (column 3 box) (SEQ 0177_1st Dep, 0187_2nd Dep,
0197_3rd Dep, 0207_4th Dep) must equal either CHILD, SON, DAUGHTER,
GRANDCHILD, SISTER, BROTHER, NIECE, NEPHEW, or FOSTERCHILD and the
Dependents age < 17. Form 8901, childs age < 17. |
| 515 |
Taxpayer SSN was used as a taxpayer SSN
on another return. |
| 941 |
On Form 8913 the Tax Refund and
Interest on the Refund must match the Total Credit Claim. |
| 10 |
Fields can only contain a certain type
of data. Please call Customer Support. |
| 512 |
Form 8863 - Students Name Control
(lines 1a & 4a - first four letters of last name) (SEQ 0030_1st
Student, 0100_2nd Student, 0170_3rd Student, 0270_1st Student, 0310_2nd
Student, 0350_3rd Student) and corresponding Students SSN
(lines 1b & 2b) (SEQ 0035_1st Student, 0105_2nd Student, 0175_3rd
Student, 0275_1st Student, 0315_2nd Student, 0355_3rd Student) must
match data from the IRS Master File. |
| 904 |
Taxpayer SSN of the Tax Form cannot
duplicate another return taxpayer SSN. |
| 37 |
Total number of dependents SEQ
0172_1st Dep, 0182_2nd Dep, 0192_3rd Dep, 0202_4th Dep) must be equal to
the number of dependents lived with, didnt live with, and other
dependents. |
| 499 |
There is a problem with the Employer
ID number and it is not eligible for e-filing. Review the actual document
to verify the number. |
| 147 |
Either Waiver Entire Penalty (Part II,
A), Waiver of Part of Penalty (Part II, B), Annualized Income Installment
Method (Part II, C), Actually Withheld (Part II, D) or Joint Return (Part
II, E) must be checked. Exception: Hurricane Relief Indicator |
| 126 |
If any Paid Preparer information is
present, then either Preparer SSN or PTIN, or Firm EIN must be present,
and they must be formatted properly. The PTIN can begin with either P or
S. |
| 563 |
One of the dependents SSN with
Eligibility for Child Tax Credit was previously used for child tax credit. |
| 935 |
When Form 8913 is present the box on
the 1040 next to this amount must be marked, and vice versa. |
| 33 |
Fields cannot be longer than specified
in Part II of Record Layouts. Please call Customer Support. |
| 201 |
One of the following is missing or in
invalid format: Qualifying Child Name Control; Qualifying Child First
Name, Last Name, Name Control, Year of Birth, SSN, Relationship, and
Number of Months. |
| 509 |
Either the spouses SSN was previously
used as a dependent SSN (or a Sch EIC SSN) on a previous or current tax
return, or dependents SSN (or a Sch EIC SSN) was used as a spouse SSN on
a previous or current return. |
| 169 |
On the first copy of Schedule E, at
least one of the fields in the total column on lines 3, 4, 12, 19, 20, 24,
25, 26, 32, 37, 39, 40, 42, or 43 must have a value. |
| 505 |
Employer Identification Number cannot
be issued in the current processing year. |
| 606 |
IRS Master File indicates that the
taxpayer is not allowed to claim the Earned Income Credit for this tax
year. |
| 533 |
The IRS records indicate that one or
more of the dependents is deceased. |
| 936 |
The credit computed on Form 8913 must
match the amount shown on Form 1040, and vice versa. |
| 387 |
Tentative Hope Credits cannot exceed
an amount equal to 3,300 for each studens in Part I. If the number of Hope
Credit students is zero, Tentative Hope Credit cannot be positive. |
| 508 |
Either the taxpayer SSN has been used
as a spouse SSN on another tax return, or the spouses SSN has been used
as a taxpayer SSN on another tax return. |
| 526 |
Qualifying Person SSN #1, #2 of Form
2441/Schedule 2 was previously used for same purpose on a different tax
return. |
| 381 |
When student data is entered in either
Part I or Part II, then all fields of the student line must be
completed. |
| 203 |
Schedule EIC - Relationship must be
either CHILD, DAUGHTER, FOSTERCHILD, GRANDCHILD, SON, SISTER, BROTHER,
NIECE or NEPHEW. |
| 205 |
Qualifying SSN, line 2a must be within
the valid ranges of SSNs. |
| 68 |
Dependents SSN must be within the
valid ranges of SSN/ITIN/ATINs and should not be equal to the Taxpayer or
spouses SSN or other dependents SSNs listed on line 6C of Form
1040/1040A. |
| 207 |
If Relationship, line 4 is either
CHILD, DAUGHTER, GRANDCHILD, SON, SISTER, BROTHER, NIECE, NEPHEW or
FOSTERCHILD and line 2b is not current tax year, then line 5 Months must
be equal to or greater than 07. |
| 217 |
When Year of Birth indicates age of 24
or greater, the corresponding Disabled Yes Box must be marked. |
| 404 |
Please call Customer Support. |
| 151 |
Please call Customer Support. |
| 156 |
Please call Customer Support. |
| 290 |
W2/W2G/1099R Employer/Payer State and
Zip Code must be present and valid. Employer/Payer Zip Code must be
consistent with Employer State. |
| 27 |
Please call Customer Support. |
| 204 |
If EIC is computed and Schedule EIC is
not present, then the Taxpayer and/or the spouse must be at least age 25
but under age 65. If either the taxpayer or spouse is born on January 1,
1942 they are considered to be 65. |
| 534 |
The IRS records indicate that one or
more of the dependents on Schedule EIC is deceased. |
| 529 |
Declaration Control Number (DCN) of the
Tax Return Record Identification cannot be duplicate of a DCN from a
previously accepted electronic return for the current processing year. |
| 906 |
Spouse SSN of the Tax Return cannot
duplicate another tax return spouse SSN. |
| 44 |
Invalid field. The Taxpayer ID No.
does not match Taxpayer SSN, the schedule or form is invalid for EF, the
page number is incorrect or duplicated, or a record is not followed by a #
character. Please call Customer Support. |
| 237 |
When only Form 2106 is present for an
invidivual, Page 2 need not be included if there are no entries, the page
2 cannot be present without page 1. When 2 Form 2106, Page 1 must be
present for the first Form. When 2106 is present, EZ may not be
present. |
| 357 |
If the Total Adjustments includes an
amount for MSA then Form 8853 must be attached. |
| 93 |
There is a problem with the Care
Provider SSN/EIN. Please call Customer Support for further assistance. |
| 49 |
2nd copy of 2106/2106EZ must for the
spouse, and Sch 2106/2106EZ copy 1 must be for the taxpayer. |
| 123 |
Employer and/or employee Names &
address is incomplete on Form W-2, and/or wages is missing if not combat
pay. |
| 946 |
On Form 8913, the interest on the tax
refund cannot exceed 26.1% of the refund amount. |
| 511 |
Single, MFJ or QW taxpayer SSN was used
as a spouse SSN on another MFS return. |
| 948 |
The telephone tax credit is not
allowed for a taxpayer, or spouse, under age 11 at the end of 2006. |
| 122 |
Employer ID must be numeric and the
first two digits must be a valid District Office Code. Employer Name
control must be present and W-2 indicator must be N (nonstandard) or S
(standard). |
| 402 |
Please call Customer Support. |
| 137 |
When SSN/EIN of care provider 1 or 2 is
present, the corresponding amount paid must be entered. |
| 67 |
A dependents first name can contain
only letters, hyphens and/or spaces, and cannot begin with a space or
hyphen. |
| 1080 |
Line 51b is checked indicating Form
8859, but Form 8859 not present. |
| 372 |
When Child Tax Credit or Additional
Child Tax Credit is present, the sums of the two fields cannot exceed
$1,000 * number of qualifying children. Form 8901 must be attached for any
qualifying children who are not dependents. |
| 30 |
The ID number in all forms and
schedules of a tax return must be the same. Please call Customer
Support. |
| 38 |
For Form 1040A, taxable income must be
less than $100,000, and accompanying forms and schedules are
restricted. |
| 295 |
Please call Customer Support-this ERC
was removed by the IRS |
| 525 |
Eligible Child Name Control (first four
letters of last name) #1, # 2 (Line 1a) and Identifying Number Child #1,
#2 (Line 1f) of Form 8839 do not match data from the IRS Master File. |
| 401 |
The State Code in the Generic Record
must be valid for the processing service center. Exception: State-Only
returns with State Abbreviation that equal to “AS”, “GU”, “MP” “PR”, or
“VI” must be processed in Austin. Please call Customer Support. |
| 19 |
For Direct Deposit, the RTN must be
nine numeric digits, and the first two positions must be 01 through 12 or
21 through 32. |
| 674 |
Please call Customer Support. |
| 100 |
Form 6198 must be present when line 31
of Sch C is less than zero and box 32b is checked. |
| 50 |
There is an invalid entry on the
overflow statement. Please call Customer Support. |
| 531 |
The IRS records indicate that the
taxpayer is deceased. |
| 52 |
Invalid number of lines for overflow
statement. Please call Customer Support. |
| 95 |
Lines 3, 11, or 30 are present, but no
qualifying person SSN is entered and prior-year info is not present. |
| 1105 |
If there is only 1 Form 4562 it cannot
be marked as the Summary copy. |
| 14 |
A return will be rejected when there is
an entry in a field where no entry allowed. |
| 528 |
Students SSN (Line 1b and 4b) of Form
8863 was previously used to claim Education Credit on another tax
return. |
| 683 |
Please call Customer Support. |
| 672 |
Please call Customer Support. |
| 1217 |
Form 8914, Line 3 checkbox must be
marked either YES or NO. |
| 380 |
Students SSN (Line 1b & 4b) may
be used only once to claim an education credit (Hope or Lifetime Earning).
A Students SSN may not be used in both Parts I and II. |
| 676 |
Please call Customer Support. |
| 4 |
The taxpayers SSN/ITIN must be with
in the valid ranges. It cannot be an ATIN, and it must be all numeric, and
cannot equal all blanks, zeros, or nines. |
| 400 |
The Generic Record must be present in
the state data packet. Please call Customer Support. |
| 513 |
Spouse SSN was used as a spouse SSN on
another return. |
| 720 |
Form 3800 is required because of the
forms that carry to it are present. Review return or call Customer
Service. |
| 1303 |
On Form 8862, if the number of days the
child lived in the US is less than 184, then the child must have been born
or died in the tax year. |
| 20 |
The first name of the Taxpayer/Spouse
can contain only letters, hyphens and/or spaces, and cannot begin with a
space or hyphen. |
| 1271 |
If Line 11 and the Tax Before Credits
are both greater than zero, Form 6251 must be completed. |
| 16 |
Unless foreign address, the taxpayer
Zip code must be with in the valid ranges listed for the corresponding
state abbreviation, and cant end in 00. |
| 90 |
Form 2441 is present but no source of
dependent care benefits is found. Please call Customer Support. |
| 383 |
To be eligible for Education Credit,
the student must be either the Taxpayer, Spouse or a dependent. On Form
8863, each Students SSN must equal either the Taxpayer SSN, the Spouse
SSN, or one of the Dependent SSNs. |
| 1151 |
The Taxpayer signature date must be
entered on the PIN W/S. Call Customer support for further assistance. |
| 45 |
The format and content must be
formatted correctly. Please call Customer Support. |
| 405 |
There is a problem with the state
abbreviation on the W-2. Please call Customer Support. Exception: Returns
with Form 2555 or address of “AS”, “GU”, “MP”, “PR”, or “VI” must go
through Austin. |
| 697 |
If the PIN Signature is used, the PIN
information is required for the taxpayer, and spouse (if not deceased) if
MFJ. Exception: on a joint return, if the combat zone has a valid entry
either TP or SP PIN is required. |
| 1035 |
When the Filing Status is not MFJ and
the taxpayer date of death is present, then DECD must be present. See
Section 7.2 for name formats. |
| 39 |
Form 1040EZ, taxable income must be
less than $100,000, taxable interest cannot be more than $1,500,
taxpayer/spouse age must be less than 65, and accompanying forms are
restricted. If the date of birth is January 1, 1942, that is considered
age 65. |
| 134 |
Form 1040/1040A - Standard Deduction
is invalid for tax year. Please call Customer Support. |
| 1470 |
The credits on this form cannot be
negative. |
| 1094 |
On a MFS return in a community
property state, if the election to report income using community property
rules is marked, then the allocation record must be completed. Call
Customer support for further assistance. |
| 516 |
Taxpayer SSN and the Taxpayer Name
Control of the State-Only 1040 Return must match data from the IRS Master
File. |
| 1036 |
Name of Person Claiming Refund on Form
1310 must equal in-care-of name of Tax Form, and vise versa. |
| 675 |
Please call Customer Support. |
| 141 |
On Schedule F, Gross Income Amount
(line 11), Total Expenses (line 35), or Net Farm Profit or Loss (line 36)
must be present. |
| 476 |
Disabled No Box - 1 (Line 3b) or
Disabled No Box - 2 (Line 3b) should not be checked. |
| 43 |
For HH filing status, there must be
either a qualifying persons name and valid SSN entered, or at least one
dependent who lived with you entered. |
| 407 |
Please call Customer Support. |
| 426 |
Form 1040, Other Payment must equal to
total of Tax Paid by Requlated Investment Company from Form 2439 plus
total Income Tax Credit Amount from Form 4136 plus Health Coverage Tax
Credit fromForm 8885. |
| 291 |
Employer City (on Form W-2) must
contain at least three characters. |
| 689 |
Please call Customer Support. |
| 432 |
Tax Shelter Name, Tax Shelter
Registration Number, Name of Person Who Applied for Registration, or Tax
Shelter Identifying Number is missing. |
| 1049 |
This is due to a form, usually a W-2,
from one of the US Possessions. It cannot be e-filed. Please call Customer
Support for further assistance. |
| 245 |
When Box 51a is checked, Form 8396 must
be present. |
| 517 |
Spouse SSN and the spouse Last Name on
the State-Only 1040 Return must match data from the IRS Master File. |
| 1016 |
When Filing Status is not equal to
MFJ and either the Taxpayer Date of Death or the refund is present, then
Form 1310 must be present and person other than must be present. |
| 1000 |
When the Filing Status of the Tax Form
is NOT MFJ and a refund is present, then the Decedents SSN on Form 1310
must equal the taxpayer SSN. |
| 1156 |
Please call Customer Support. |
| 222 |
If one child is listed on Sch EIC,
then EIC cannot exceed $2,747 and AGI must be less than $32,001, or
$34,001 if MFJ. If there are 2 children listed, then the maximum credit is
$4536 and the AGI must be less than $36,348, or $38,348 if MFJ. |
| 1008 |
Valid Proof of Death is in my
Possession (on Form 1310, part I-C) be checked. |
| 1218 |
If the Line 3 checkbox is NO, then
line 2 must be blank. If the box is Yes, then an amount must be entered,
appropriate for the filing status-see form instructions for more
information. |
| 104 |
The wages on the W-2 must be equal or
less than the wages on the tax return, unless the statutory box is marked
and there is no federal withholding. |
| 366 |
There is a problem with the
checkboxes-bothYES and NO cannot be marked. Please call Customer Support
for further assistance. |
| 791 |
If Other Payments Line 69 is present,
then at least one of the boxes on lines 69a, 69b or 69c must be
checked. |
| 722 |
When Other Credits is present, must be
for: 3468, 3800, 6478, 8801, 8834, 8835, 8844, 8860, 8864, 8910, 8911 or
8912. |
| 231 |
If more than one Form 1116 is present,
then only the first occurrence of Form 1116 can have data on line 33. For
subsequent occurrences of Form 1116, present data can be present in line
33 only if it is the AMT version. |
| 695 |
Please call Customer Support. |
| 1007 |
Person Claiming Refund Signature and
Signature Date (on part III) must be present. |
| 369 |
If the Spouse Archer contribution is
NOT for the current year then nothing should be entered for either of the
two questions following this line. |
| 521 |
Year of birth for Taxpayer SSN and
spouse SSN, dependent SSN, and Qualifying SSN #1 and Qualifying SSN #2 of
Schedule EIC and and Childs SSN of Form 8901 cannot be current processing
year. |
| 721 |
When Specify Other Credit Literal
(Line 54c) equals 8834, Form 8834 must be present. |
| 71 |
Spouse SSN must be within the valid
ranges of SSN/ITINs and cant equal to ATIN or Taxpayer SSN. |
| 159 |
If Dependent No box is marked, then
line 5 must equal $8,450 if Spouses SSN is blank, or $16,900 if spouse
SSN is present. |
| 1071 |
This form is not supported in the
product. Please call Customer Support for further assistance. |
| 962 |
Form 8901cannot be filed if the
taxpayer or spouse is a dependent of another and there is a child under 16
listed. |
| 178 |
When line 52c Specify Other Credit is
marked, one of Forms 3468, 8834, 8835, 8844, 8860, 8864, 8910, 8911 or
8912 must be present. |
| 560 |
Childs SSN on Form 8901and
corresponding Child Name Control must match data from the IRS Master
File. |
| 698 |
If the PIN Signature is used, the PIN
information is required for the taxpayer, and spouse (if not deceased) if
MFJ. Exception: on a joint return, if the combat zone has a valid entry
either TP or SP PIN is required.. |
| 1037 |
When the Filing Status is MFJ and the
taxpayer date of death is present, then DECD must be present. See Section
7.2 for name formats. |
| 532 |
The IRS records indicate that the
spouse is deceased. |
| 51 |
Overflow statement indicated, but no
overflow statement. Please call Customer Support. |
| 113 |
Form 8283 must be present when the
amount on line 16 of Sch A is greater than $500. |
| 216 |
Qualifying SSN #1 cannot equal
Qualifying SSN #2. Also, Qualifying SSN #1 and #2 cannot equal taxpayer
SSN or spouse SSN of Form 1040/1040A. |
| 139 |
Employee SSN must equal taxpayer SSN
or spouse SSN of the Tax Form. Exceptioin for ITIN returns with SSN on the
W-2. |
| 403 |
Please call Customer Support. |
| 463 |
Foreign Address must be present.
Country Code (Line 1) must be present and equal to a valid Country code.
Refer to Attachment 10 for a list of Country codes. |
| 1124 |
There is a problem with line 35. This
should be the amount from Form 8903 and/or the Tuition and Fees
Deduction. |
| 1475 |
When there is an amount for the
Nontaxable Use of Diesel Fuel Gallons then the Type must be entered. |
| 97 |
On Form 1040 line 13, if Capital Gain
Distribution Box is checked and there is an amount on line 13a, then
Schedule D must not be present. |