Return rejected

[Chloeq]

Hello my name is [PII Removed] and I recently just filled my first tax return for this year just a few days ago and it was rejected and I was wondering why and how I can fix it.

[Critter]

Step 1: Check your email

The solution to some e-file rejections is as close as your Inbox. Look for an ACTION NEEDED! email from turbotax@intuit.com and follow the instructions.

Didn't get an email? Open your return to get the rejection reason and proceed to step 2.

Step 2: Search for a solution

If you didn't get an email, search on the reject message or code for instructions on how to fix.

Here are links to solutions for the top 10 IRS rejections:

1. IND-031-04: The AGI or Self-select PIN from last year for the first taxpayer doesn't match IRS records
2. IND-032-04: The spouse's AGI or Self-select PIN from last year doesn't match IRS records
3. FW2-502: The name or EIN for an employer on your W-2 doesn't match IRS records
4. R0000-504-02: The name or Social Security number for a dependent on your return doesn't match IRS records
5. R0000-500-01: The name or Social Security number for the first taxpayer doesn't match IRS records
6. R0000-507-01: A dependent on your return has already been claimed (or claimed themselves) on another return
7. IND-181-01: The Identity Protection PIN (IP PIN) for the first taxpayer on your return is missing
8. R0000-503-02: The secondary taxpayer's Social Security number and last name don't match IRS records. The IRS receives this information from the Social Security Administration (SSA)
9. IND-516: If the Primary Taxpayer is claimed as an exemption in the return, then the Primary SSN must not be the same as a Dependent SSN on another return
10. R0000-902-01: Taxpayer TIN in the Return Header must not be the same as a TIN of a previously accepted electronic return for the return type and tax period indicated in the tax return

Step 3: Open and fix your return

If you haven't already opened your rejected return, now's the time to do so.

Follow any "fix-it" directions you see in your program (not all rejections will have this). Otherwise, navigate to the program area to address the cause of the rejection, then proceed to the final step.

Time-saving Tip: If what you originally entered is correct, you won't be able to e-file. There's probably a data mismatch at the government, a dependent that's already been claimed, or some other situation beyond your control that prevents your return from being e-filed.

In these cases, go ahead and file a paper return, rather than wasting your time trying to "fix" something you can't fix.

Step 4: Re-file your return

After completing the previous 3 steps, you're ready to re-file.

In your TurboTax program, click File in the upper-right area (mobile devices: tap in the upper-left corner to open the side menu, then tap File).

Follow the onscreen instructions to either e-file your return or file by mail.

Note: If you get the same rejection a second time (or third, or fourth, or fifth...) and you see no mistakes on your return, select the file by mail option to paper-file your return. Sometimes, returns keep getting rejected even though there's nothing wrong with them (data mismatches, dependents already claimed, and so forth).

In these cases, we recommend paper-filing by mail rather than wasting additional time trying to "fix" something that is beyond your control.

Related Information:

• How do I print and mail my return in TurboTax Online?
• How do I print and mail a return in the TurboTax for Windows CD/Download software?
• How do I print and mail a return in the TurboTax for Mac CD/Download software?

[iclarius49]

I followed the directions to refile and it is the same as an initial filing and now TT wants me to pay the processing fees again. Why would I be charged again?

[TerukoL]

Just to clarify, you followed the directions to fix your rejected return and it is asking you to pay again? 

You may need to clear your cache and cookies. Make sure your return is saved in your TurboTax account and then sign out. Clear the cache and delete the cookies on your computer, open a new browser, sign back into your account and try again. You may also want to change browsers, for example, if you are using Chrome, try switching to Firefox.

If you still continue to have the same problem, please click the link to contact TurboTax customer support.

[iclarius49]

Just to clarify. There were no directions to follow when I opened my return in TT. The instructions in the email are as follows:

Your federal tax return was rejected
This happens from time to time, but we're here to help.
We'll walk you through updating and e-filing your return every step of the way.
	What happened   RSU_Sale_Employee_Stock - There is a potential issue with the calculation of RSU Sale of Employee Stock.   Next step   We'll help you get this updated on your federal return and e-file .		To update your return   Once you've opened your return in TurboTax, the details about what needs updating will be displayed.   From there we can walk you through making the updates you need and help you e-file your return. If it isn't possible to e-file your updated return, we'll make sure you have everything you need to print and file your tax return by mail.

I assumed it had to do with my 1099s so I redid all my 1099s. In doing that my refund amount changed by a couple hundred dollars. After making the changes, I had TT review my tax return and all was good. I also let TT review the state return and it was also good. I continued to follow the process and got to the point of submitting my tax return and I was prompted for additional money. 

[TerukoL]

Turbo Tax fees you are charged will depend on any add-ons you may have selected when completing your return. It is possible that you accidentally selected an add-on and did not realize it.

If you selected to have your TurboTax fees deducted from your federal refund, there may be an additional fee for the Refund Processing Service.

You can view a breakdown of your TurboTax charges by signing in to your online return. Once you have signed in and selected to continue your return, select Tools from the My Account drop-down list in the upper right corner. In the pop-up window, select My Fees to get a breakdown of your TurboTax charges.

You can remove any add-ons before you pay by selecting:

•    Remove upgrade to Deluxe, Premier, or Home & Business

•    Remove MAX

•    Remove Refund Processing Service

•    Remove TurboTax State

•    Remove TurboTax Premium Service

•    Remove TurboTax Federal Free Edition PLUS

Click this link to learn how to remove Premium Fees. 

If you still continue to have the same problem, please click the link to contact TurboTax customer support.