e-File

IRS Reject 202 — Options for resending

If you have any outstanding Reject 202 returns, you can resend them.  There are two ways to resend these returns:

(1) Select and resend them all at one time by going to:

  • Transmissions
  • Selecting Add Returns
  • Select the returns that were rejected for 202
  • Send to the IRS

Note:  You do not have to open the return prior to sending it again.

(2) You can open the returns and send them from inside the return, if you want to verify anything prior to sending them.

Blog Posted 03/22/2017     7:47 AM EST

 

 

Federal Reject Code IND 202 — Updated Information

Update:  You can now resend these returns.  Open each return (no changes required) and then you can either send from the Submission page or Add them to your Transmission page.


We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value.

Our development team is currently looking into this reject code. At this time there is no additional action on your end. We will provide updates to this blog as information becomes available.

Blog Posted 03/17/2017      7:37 AM EST

Pro Online: Post Thursday ACA returns (subset of returns)

We have identified and corrected an issue that impacted a subset of ACA returns created/edited after 5 AM on Friday, March 10th.  It is important to note that this did NOT impact ALL returns in the following scenario.

Scenario:  The taxpayer had insurance purchased through the marketplace and had SRP or Excess APTC calculated in the return.  The return displayed and printed the calculated information, but was not included in the e-file.  This made the refund/balance due in the e-file different than the refund/balance due calculated by the software.

Next Steps:  Returns that were rejected as described in the blog post referencing FPY-089 can now be opened, reviewed based on your site procedures and resent.  This also impacts a group of returns that were IRS accepted with a different refund/balance due in the e-file than was calculated in the return.  We are working to identify the potential pool of these returns and distribute the information.

We will also continue to maintain updates on the blog post regarding the returns that were impacted on Thursday, March 9th due to SRP not calculating in the return and the 8962 not being in the return.

Blog Posted 03/15/2017                5:04 PM EST

IRS Reject FPY-089 — Updated Information

Updated information 4:25 PM:  We have identified and corrected the issue that generated this reject.  You can now follow your established processes and resend these returns.  We ask at a minimum, you do the following:

  • Open each return (even if you opened it earlier in the day)
  • Review the e-file page
  • The majority of these appear to be Direct Debit, so verify the Direct Debit withdrawal date is still a date in the future
  • Resend based on the procedures established by your site.

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Scenario:  Your return was rejected for the following:

Document Id:  DOVC532710826IDIRSPayment

Rule Number:  FPY-089

“PaymentAmt’ in the IRS Payment Record must not be more than 200% of ‘OwedAmt’.  If a value is not provided for ‘OwedAmt’, treat that value as zero.

Recommendation:  Please hold these returns until we can issue further guidance.  We in the process of determining the cause of the reject and a recommended solution.

Blog Posted 03/16/2017    9;11 AM EST

SRP and F8962 not Calculating in Returns (RESOLVED)

03/14/2017 — We are in the process of identifying the pool of potential returns that were impacted by this issue.  Once we make this determination we will work with the IRS Core team on a method of distribution.

3/10/2017 – 7:45am – The issues with SRP not being applied to applicable returns and the 8962 not generating in applicable return PDF’s have been resolved. If you were holding impacted returns, you may now e-file at this time. We recommend reviewing these returns prior to submission to ensure the return is accurate. We apologize for the inconvenience.

3/9/2017 – 3:00pm – We anticipate having both of the issue below resolved tomorrow morning. Please hold these returns until this post is marked as resolved.

Our development team is currently reviewing reported issues with the Health Insurance menu.

  • Shared Responsibility Payment not calculating: If a return should be subject to the Shared Responsibility Payment, it is not being applied to the return.
  • Form 8962 no calculating: If a return has completed the 1095-A within the Health Insurance menu, Form 8962 is not generating in the PDF.

We will provide more updates here as additional information becomes available.

SRP and F8962 not Calculating in Returns (RESOLVED)

3/10/2017 – 7:45am – The issues with SRP not being applied to applicable returns and the 8962 not generating in applicable return PDF’s have been resolved. If you were holding impacted returns, you may now e-file at this time. We apologize for the inconvenience.

3/9/2017 – 3:00pm – We anticipate having both of the issue below resolved tomorrow morning. Please hold these returns until this post is marked as resolved.

Our development team is currently reviewing reported issues with the Health Insurance menu.

  • Shared Responsibility Payment not calculating: If a return should be subject to the Shared Responsibility Payment, it is not being applied to the return.
  • Form 8962 no calculating: If a return has completed the 1095-A within the Health Insurance menu, Form 8962 is not generating in the PDF.

We will provide more updates here as additional information becomes available.

Federal Reject Code IND-202

3/9/2017 – 11:05am – We are receiving reports of returns being rejected for Federal Reject Code IND-202 – ‘VendorControlNum’ in ‘FilinSecurityInformation’ in the Return Header must have a value.

Our development team is currently looking into this reject code. At this time there is no additional action on your end. We will provide updates to this blog as information becomes available.

IRS Reject: F8379-019

Scenario:  Your return is rejected F8379-019 and you only have 1 bank account listed:

 
Solution:  We are reviewing this reject to determine why the return is getting rejected.
Blog Posted 03/06/2017

New York Reject R0173 — Updated Information

Update 03/03/2017:  You can NOW resend any of your rejected NY returns that have the state return type of ‘Electronic State Balance Due

Update 02/28/2017:  The resolution for this is now in production.  You can resend your rejected NY returns as long as they do not have the state return type of “Electronic State Balance Due“.  You will need to hold these until we resolve the issue with the e-file error.

Note:  Since the Federal return has been accepted,  you will need to do the following:

(1) Select Send State Only

(2) The Federal Return Type must be something other than paper (see example below)

(3) Close the warning dialog that the federal return will not be sent

(4) Complete the rest of the E-file and submission page as normal

(5)  New:  You must use the Save and Transmit to the IRS button to send the State Only Return.

Update 02/27/2017:  We have a solution for this in testing.

Pro Online: How do I e-file the state with no Federal Filing Requirement?

Scenario:  I have prepared the return.  The taxpayer has no federal filing requirement, but they have a state credit.

Steps to take on the E-file Page:

(1) Select Send State Only

(2) Change the Federal Return Type to:  Mail Payment

(3) Close the warning dialog that the federal return will not be sent

(4) Complete the rest of the E-file and submission page as normal.

Blog Posted 02/07/2017  4:13 PM Eastern