REJECTED TAXES: 1098-T Missing information

Anonymous · ‎February 21, 2020

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 · ‎February 21, 2020

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

Clear the Cache and Cookies from your computer to get rid of any residual information.
Delete the Form 1098-T and Form 8863 from your return.
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:

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

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View solution in original post

ed96beaver · ‎February 24, 2020

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 · ‎February 25, 2020

Clearing the cache worked for me!

ed96beaver · ‎February 25, 2020

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 · ‎February 25, 2020

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 · ‎February 25, 2020

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

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ed96beaver · ‎February 25, 2020

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 · ‎February 26, 2020

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.

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Jeanne65 · ‎February 28, 2020

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 · ‎March 9, 2020

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 · ‎March 31, 2020

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

Anonymous · ‎March 31, 2020

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

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

Hopefully this will solve your problem as well!

Dmfannin · ‎June 19, 2020

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 · ‎February 14, 2021

need to adjust rejected taxes