All Partner Call Notes — 03/12/2026
Reactivating Returns
You may start a new return using the same SSN. The system will prompt you to either Start New (creates a new return) or Reactivate (restores the return to its prior state).
Return Filtering
Filtering by created date is currently not functioning due to an open issue (3876). The fix is being tested. Filtering by date modified remains available.
Reject Code 8962
We’ve seen an increase in these rejects. If no household members had Marketplace insurance, reopen the return and check one of the three options in the Health Insurance section to allow resubmission. Note that this may still delay the refund.
Volunteer comment: Some cases may indicate potential Marketplace enrollment fraud. Taxpayers should contact the Marketplace to prevent future issues.
E‑Filing 2022 Returns
The IRS supports the current tax year and the two prior years only. Returns older than that must be mailed.
Other Rejects
A prior reject involving Form 1116 has been resolved by the IRS.
A rejected spouse last name will not automatically change the primary taxpayer’s last name.
Amended Returns
We recommend using return tags to identify amended returns requiring transmission. Enhancements for 1040X visibility on Client List and other areas are being discussed.
Client Status Print Icons
Printer icons on the client status page should reflect the transmitted state of a return. A recent issue affecting this display has been resolved.
Premium Overtime (Box 14)
There are no standardized rules for reporting premium overtime this year. Taxpayers should compare their W‑2 to their final pay stub or contact their employer for clarification.
Paper Checks
IRS guidance can be unclear regarding check issuance. Creating an account or calling the IRS will not expedite payment. Refunds issued by check typically take six weeks or slightly longer. If processing extends beyond 45 days, the IRS must pay interest.
Automated IRS refund line: 866‑325‑4066.