We recommend that you copy and paste the URL rather than trying to access it from the email.  This prevents your system from seeing it as a phishing threat.  All links are verified as active prior to being sent to the site.  You should see the following after copying and pasting to the browser.

Note your SIDN will be at the end of the URL on the Welcome page.  Selecting Continue takes the taxpayer to the pictured login page

The following EIN rejects are common rejects this time of the season.

FW2-502: Form W-2, Line B ‘EmployerEIN’ must match data in the eFile database

F1099R-502-02: Form 1099-R, ‘PayerEIN’ must match data in the e-File database.

Tips for correction:

• Verify that the EIN did not change from the prior year’s return if you used carry forward
• Verify the EIN was keyed into the application accurately
• Verify that the company name was keyed in exactly as it is on the W-2 or 1099-R
• If the information entered matches the actual document, have the taxpayer contact the issuer of the W-2/1099R that is being rejected to verify that the Employer Identification number listed on the document is correct.

Update 2/9/24: Impacted returns can be resubmitted.

Update 2/6/24:  The IRS has not put an alternative solution in place.  As of today, these prior year returns will still reject if the contains a 1099-R with a Federal Withholding amount.

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.

Our current plan is to turn on prior year e-file (2022 and 2021) tomorrow (Feb 2) at 10 am EST

Update (02/02/2024 10:00 am EST)  We have turned on 2023 State Only and prior year e-file for 2022 and 2021.

Note:

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.

Our current plan is to turn on prior year e-file (2022 and 2021) tomorrow (Feb 2) at 10 am EST

Update (01/31/2024 2:29pm EST)  We will be turning on prior year (2022 and 2021) e-file on Friday, February 2, 2024 at approximately 10 am EST

Update:  (01/29/2024 1:15 pm EST)  Don’t panic if you see that the returns you sent have not gone to the IRS.  This is Day 1 of e-file and we are monitoring the flow of returns out the door to the IRS so ensure they arrive at their destination with no issues.

Update:  (01/29/2024  11:05 am EST)  TY2023 e-file is open.  We will monitor the turn around time for IRS acknowledgements and post if we see any extreme delays.  Remember the IRS can take up to 48 hours to acknowledge returns, but we typically see them within an hour.

The IRS will open their MeF system to accept e-files from all vendors in the industry at 9 am ET

• 10:30 ET (Tentative Time) We will turn on e-file for TY 2023
  • Open and review returns created prior to the 29th.
  • You will be able to send your Federal and State Returns together (State only will not be available until later in the week)
  • You will receive IRS acks
    • State acks will come as the states process their returns (varies by state)
• We will update this blog post throughout the day.

F1040-065-04:  At least one of the following must have a non-zero value on Form 1040: ‘TotalIncomeAmt’ or ‘AdjustedGrossIncomeAmt’ or ‘TaxAmt’ or ‘TotalTaxBeforeCrAndOthTaxesAmt’ or ‘TotalCreditsAmt’ or ‘TotalTaxAmt’ or ‘TotalPaymentsAmt

TaxSlayer Tip:  One of the following lines on the 1040 must have a value greater than zero based on the e-file Schema for the IRS MeF system to process the return

• Line 9: Total Income
• Line 11:  Adjusted Gross Amount (AGI)
• Line 16:  Tax Amount
• Line 18:  Represents Total Tax Before Credit and other Taxes Amount
• Line 21:  Represents Total Credits Amount
• Line 24:  Total Tax
• Line 33:  Total Payments

Scenario: I have completed the 1095-A by entering the appropriate data.  I click continue and the application gives me an error because it does not recognize the values that I have entered.

Workaround: No known workaround

Solution: We have opened a high priority ticket to get this resolved in both years of the application.

During the meantime, we recommend you create a return tag and tag the returns so you can go back and enter the data when this has been resolved.

Scenario:  When I run my IRS ack report report, I see some of my taxpayer’s listed twice…either accepted twice or rejected twice

Reason:  We inadvertently picked up and processed the acknowledgement twice.

Action required:  None

Scenario:  When I select my Rejected Clients, I see them listed twice

Reason:  We inadvertently picked up and processed the acknowledgement twice.

Action required:  Just select one of them to fix and resend the return.  We are working on a solution to limit the display

Scenario:  When I click on the rejected link from the client list, I see the reject detail twice

Reason:  We inadvertently picked up and processed the acknowledgement twice.

Action required:  None

The IRS can take up to 48 hours to make acknowledgements available to software vendors.  The VITA/TCE support reps, see the same information  you see in Client Status.  We actively monitor e-file and acknowledgements to determine if there is anything outstanding or if we are seeing trends in reject codes.