topic Re: setting up for e-file problem in Get your taxes done using TurboTax

setting up for e-file problem

dlkling — Tue, 16 Mar 2021 01:36:25 GMT

I'm trying to get thru the e-file process for my 90 year old mom's taxes. When I enter the user selectable PIN number and proceed, the program comes back with red text akin to "either the PIN or your birthday is incorrect". I know the BD is correct so I selected a different PIN and it still fails. It's an endless loop and it won't let me proceed. Any ideas on how to fix this?

Re: setting up for e-file problem

SweetieJean — Tue, 16 Mar 2021 01:38:44 GMT

Check with the Soc Sec Admin, which is where the IRS gets her birthdate. They might have a different DOB in their records.

Re: setting up for e-file problem

dlkling — Tue, 16 Mar 2021 01:43:56 GMT

Last years taxes with the same birthday worked with no issues. There's something else wrong.

Re: setting up for e-file problem

dlkling — Tue, 16 Mar 2021 03:07:54 GMT

Additional info: so my dad died in early Feb this year so Turbo Tax auto fills his bottom-of-1040 signature line with "filing as surviving spouse". During the e-file process, his name does not appear in the fields for requesting a PIN number or for auto fill BD field which certainly makes sense. I've read elsewhere that it's a good idea to mail your taxes and write in 'deceased xx/xx/xxxx date" next to the name at the top of the 1040 instead of e-file. I wouldn't think this would be the cause of the e-file sequence problem but is it possible? Ultimately I may end up printing the forms and mailing as much as I hate to do so....