Tag Archives: Efile Tips

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

 

 

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: 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

Submission Page Error when Selecting Send State Only — Resolved

Update:  This has been resolved, you can now send your states as “Send State Only” with the state return type of:  Electronic State Balance Due

Scenario:  You are selecting “Send State Only” and have the state return type of “Electronic State Balance Due” and receive the following error “You have marked this return as state only, but no states as are marked as electronic”

Recommendation:  We are working on a solution.  Hold these returns until we deliver the solution.  You may also want to use a return tag to easily identify the returns that will need to be sent.

Blog posted 02/25/2017    10:42 AM EST

Pro Online: How do I e-file my state after my Federal return has been accepted?

(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.

Blog Posted 02/10/2017   7:51 AM EST

Pro Online — Wording on Transmission page

The following wording displays on the Transmission page:  “The period of taxpayer advances ended Feb 28th”

This is an informational display based on a requirement for our Commercial Customer base and has no impact on submitting electronic files.

 

Blog Posted 03/01/2017          1:34 PM

MA Reject F1-0046 or FNRPY-0046

We received the following information from Massachusetts:

If you have received either of the following rejects:

F1-0046

FNRPY-0046

Please resubmit the returns after 9pm on 02/27/2017, thanks.

Blog Posted 02/28/2017            11:15 Am

Pro Online/Practice Lab Product Alert

We will be putting the site in maintenance mode to  apply a series of updates on Tuesday, February 28th at 6:00 AM for approximately 20 minutes.  This update will include a solution for the New York rejects.  We will be posting updated information to that blog post when we are ready for the returns to be resent.

Blog posted 02/27/2017    5:24 PM EST