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dlkling
Returning Member

setting up for e-file problem

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?

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3 Replies

setting up for e-file problem

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

dlkling
Returning Member

setting up for e-file problem

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

dlkling
Returning Member

setting up for e-file problem

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....

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