EIN vs TIN

HPM1019 · ‎April 5, 2023

The company I received my 1099-R from told me the TIN and EIN were exactly the same but my return has been rejected twice. Do I have any options other than printing out my return and mailing it? I'm really disappointed since this is the first time I've used TurboTax and can't file electronically.

MaryK4 · ‎April 5, 2023

Can you clarify which rejection message you are receiving? Make sure that the name and TIN number match.

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HPM1019 · ‎April 5, 2023

I received message F1099R-502-02-the payer federal ID number entered does not match what the IRS has in it's records. I have checked and double checked and the company, Allianz, has verified that the numbers are correct and they are the same. I have been rejected twice and don't know if there are any other options.

Can I file electronically? Do I have to file a paper return?

Thank you.

Anonymous_ · ‎April 5, 2023

See https://ttlc.intuit.com/turbotax-support/en-us/help-article/rejected-tax-return/e-file-reject-f1099r...

E-file reject F1099R-502-02 happens when the employer’s name or federal Employer Identification Number (EIN) that you entered from your 1099-R form doesn't match the IRS database.

The error could be as simple as a missing or mistyped letter or number. A payer’s EIN number has 9 digits with the format: 99-9999999.

Other, less common reasons for this rejection include:

The payer's information in the IRS database is wrong
Your 1099-R form is incorrect or is missing information
No EIN number? Most likely this is from a foreign payer and they will not have an EIN. In this case the return will need to be mailed
The payer’s 1099-R form was imported into TurboTax resulting in an undetected error

Make sure you have your 1099-R(s) handy, and then follow the instructions for the platform or device you're working on to fix and refile you return.

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HPM1019 · ‎April 6, 2023

This was no help at all. I read this about 20 times, but it did not answer my question. I guess my only option is to print out the info and file.

MarilynG1 · ‎April 6, 2023

If you only had one 1099-R, type '1099-R' in the Search area, then 'Jump to 1099-r'.

Delete any duplicate entry/unfinished entries.

Or, if you imported a 1099-R, delete it and enter it manually.

You should be able to Efile.

@HPM1019

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HPM1019 · ‎April 6, 2023

After being rejected by the IRS for the third time, I am going to send a paper return in. The EIN and TIN are the exact same according to Allianz Life Insurance who sent me the1099-R form, but the IRS won't accept it. I'm tired of trying to fix things.

Thank you anyway

EIN vs TIN

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