EIN vs TIN

Forum|Forum|3 years ago
April 5, 2023
2 replies
23 views

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.

Ask the Experts - Refund - April 2023

Best answer by Anonymous_

See https://ttlc.intuit.com/turbotax-support/en-us/help-article/rejected-tax-return/e-file-reject-f1099r-502-02/L9VDZCBWt_US_en_US

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.

MaryK4

Level 15

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

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HPM1019Author

Level 2

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.