REJECTED TAXES: 1098-T Missing information

[Anonymous]

Hello, 

I keep receiving the same error code: /Return/ReturnData/IRS8863/StudentAndEducationalInstnGrp/EducationalInstitutionGroup/PriorYear1098TReceivedInd - This return could not be processed for e-filing due to incorrect or missing information.

Description of error:

This return could not be processed for e-filing due to incorrect or missing information.

What needs to be done:

Review information related to Form 8863, Education Credits. For each student on Form 8863 page 2, all three of the following fields are required: First Name, Last Name, and Social Security Number. For each educational institution, Name of Institution, and a complete US or Foreign Address are required. To be a valid US address, all address fields must be filled in; City must be at least one alpha character; State must be a valid 2 character state abbreviation; Zip Code must be a valid zip code for the state. To be a valid Foreign Address, Street Address and Country must be filled in. Ensure that either the Yes or No box is checked for both Current Year 1098-T Received and for Prior Year 1098-T Received. After reviewing and making any necessary changes, re-submit this return electronically. If the reject persists you will need to delete all 1098-T information, re-enter the 1098-T information and re-submit the return for electronic filing. If the reject persists you will need to print and file by mail.

I already deleted all 1098-T forms, created new ones and talked to two turbotax representatives. Unfortunately, both could not help me! Is there anyone else experiencing the same issue?

[KurtL1 · Accepted solution]

There might be some residual information in your computer on the forms. To correct the reasons that are causing the errors you should:

1. Clear the Cache and Cookies from your computer to get rid of any residual information.
2. Delete the Form 1098-T and Form 8863 from your return.
3. Re-enter the correct information back on the forms.

To access the clearing process, you should hold down the keys CONTROL, SHIFT, and DELETE at the same time.

To delete a return off of your return you need to:

1. Select Tax Forms in the Black bar on the left side of the screen.
2. Select Tools from the drop down menu.
3. On the Tools Center Select Delete a form.
4. Locate the form on the list and select Delete.
5. You will be asked to confirm the deletion.

[ed96beaver]

I am having the same issue.  I have deleted those forms and re-added them.  The only thing I have not done is "clearing the cache."  I will try that and see if that does the trick.

[Anonymous]

Clearing the cache worked for me! 

[ed96beaver]

It didn't work for me, but I had re-entered information and refiled before clearing the cache.  I will try later to delete the forms, clear the cache, then re-entering the information, then re-file.  Hopefully they will transmit and get accepted.

[ed96beaver]

Unless I am clearing caches and cookies incorrectly, I am not having any luck with the return submitting.  Rejection after rejection.  I already paid the State Tax Filing, so I don't know if starting all over would help.  I would probably wind up in the same frustrating place.  Any other things to try?  There are no other errors or so it says.  I have double and triple checked the form 8863 for both of my kids and the information TurboTax tells me to check is all there and the boxes are checked.  I have never had an issue using TurboTax, so I am highly frustrated with it at the moment.

[CatinaT1]

This seems to be part of another thread.  What is your return being rejected for?  Is there a rejection code or words?

[ed96beaver]

This was the error that I received that was copied into the original post.  I was getting this same message.

Thank you.

What needs to be done:

Review information related to Form 8863, Education Credits. For each student on Form 8863 page 2, all three of the following fields are required: First Name, Last Name, and Social Security Number. For each educational institution, Name of Institution, and a complete US or Foreign Address are required. To be a valid US address, all address fields must be filled in; City must be at least one alpha character; State must be a valid 2 character state abbreviation; Zip Code must be a valid zip code for the state. To be a valid Foreign Address, Street Address and Country must be filled in. Ensure that either the Yes or No box is checked for both Current Year 1098-T Received and for Prior Year 1098-T Received. After reviewing and making any necessary changes, re-submit this return electronically. If the reject persists you will need to delete all 1098-T information, re-enter the 1098-T information and re-submit the return for electronic filing. If the reject persists you will need to print and file by mail.

[CatinaT1]

Unfortunately if you have double checked all those fields, your only option might be to print and mail your return.

Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return.

This article will give you instruction on how to print and mail your return.

[Jeanne65]

I'm getting the same message.

I have 3 kids.

For 2 of my kids, they have 3 1098-T, so only 2 colleges are listed on "page 2" and the 3rd college is listed on the 2nd "page 2" - I would call this page 3.

I'm thinking the program can't handle more than 2 colleges listed per kid?

I think I may just mail my returns in.  All boxes they say to check are filled in.

Frustrating!!!!

[whitedp7]

We are getting the same message.  We redid the taxes completely on a different computer so the cookies or cache would not be the problem.  Everything was typed in correctly from the forms and still rejected.  I guess we're going to have to print and mail in to file.  

[JKERI]

I am having the same issue.  Any luck with a solution?

[Anonymous]

I followed those steps and was able to e-file without any issues. 

1. Clear the Cache and Cookies from your computer to get rid of any residual information.
2. Delete the Form 1098-T and Form 8863 from your return.
3. Re-enter the correct information back on the forms.

Hopefully this will solve your problem as well!

[Dmfannin]

Having the same issue.  Have had my returns rejected  4 times. We have reviewed all the info and it is correct. Consumers do not purchase turbo tax software to have to e-file and wait two months for their taxes to be processed!

[malMoran02]

need to adjust rejected taxes