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Level 2
Apr 15, 2022 3:24 PM UTC
Solved

EIN on 1099-R

How do I find the correct EIN for my 1099-Rs so that IRS will accept my efiled return?

I've checked the 1099-R forms I received and the numbers are all correct according to them.

 

    LeonardS
    LeonardSAnswer
    Alumni - Intuit
    Apr 15, 2022 3:51 PM UTC

    The EIN format is XX-XXXXXXX is this the format of the number you are entering?  If it is and your return is being rejected you should contact the financial institution that sent the 1099-R and ask them for the correct EIN number,  Once you have the correct EIN enter that into your return and re-file.

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    3 replies

    LeonardS
    LeonardSAnswer
    Alumni - Intuit
    Apr 15, 2022 3:51 PM UTC

    The EIN format is XX-XXXXXXX is this the format of the number you are entering?  If it is and your return is being rejected you should contact the financial institution that sent the 1099-R and ask them for the correct EIN number,  Once you have the correct EIN enter that into your return and re-file.

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    jovaughn2Author
    Level 2
    Apr 17, 2022 12:27 PM UTC

    Thanks for the reply.   I fixed the EINs on the submitted 1099-R forms and resubmitted both Federal and State returns.  I received notifications by email late Friday(15th) that both returns were accepted and left it at that.  I then came back to TurboTax this morning, on the 17th, and now find that the Federal return was rejected and the NY state return was accepted.

    What's going on here?  Do I believe the email or TurboTax?

    Should I resubmit my Federal return or what?

    DawnC
    Employee Tax Expert
    Employee Tax Expert
    Apr 17, 2022 1:00 PM UTC

    You get an email when the returns are sent (submitted) and then another one when the return(s) are accepted.   You may have one that says sent for federal but sent and accepted for your state.   Verify in TurboTax however.   This link has instructions to check your e-file status for both Online and the desktop software.  

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