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TurboTax Online instructions for e-file reject F1099R-502-02: The Payer Federal Id Number entered does not match what the IRS has in its records

SOLVEDby TurboTaxTurboTax Online369Updated July 27, 2021

This rejection can occur if you mistyped or omitted the Payer Name and/or Federal ID Number (FEIN) when you entered your 1099-R.

Other, less common reasons for this rejection:

  • Your 1099-R form is incorrect.
  • The payer's info in the IRS database is wrong.

Grab your 1099-R form and proceed to the solution steps below.

Note: If the Federal ID Number on your 1099-R is blank because the payer is foreign, you'll need to mail your return because the FEIN is needed for e-filing. If a domestic payer omitted their FEIN, contact them for the nine-digit number if you want to e-file or just file a conventional paper return.

Solution

  1. Sign in to your account and open or continue your return.
  2. Search for 1099-R in the upper-right corner, then select the Jump to link in the search results.
  3. Select Edit next to the 1099-R in question.
  4. Proceed to the Enter your 1099-R screen and compare the Payer Name and Federal ID Number on the screen with your 1099-R form.
    • Important: The payer's name and FEIN in TurboTax must exactly match the info on your 1099-R form.
  5. Make any corrections, and then select Continue.
    • If necessary, repeat steps 2-5 for any other 1099-R forms on your return.
  6. When finished, select File in the left menu.
  7. At the Welcome back screen, select Continue. Don't select Fix my return, you've already done that.
  8. Follow the instructions to proceed with the filing process.

It's likely that the payer's data at the IRS is wrong. In this case, you will have to print and mail a conventional paper return. The IRS won't accept your e-file if the FEIN doesn't match what's in their database.

Another, less likely, possibility is that the FEIN printed on the 1099-R is wrong. Contact the payer for the correct FEIN and ask them to send you a corrected 1099-R for your records.

A third possibility is that the payer's name doesn't exactly match the IRS database for that particular FEIN. For example, if you entered Scott Trade but the IRS has Scottrade or you typed in TRS but the IRS database has them down as Transamerica Retirement Solutions.

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