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Skippy66
Returning Member

Rejected 1040-SR Because "Payer Federal ID Number Does Not Match IRS Records"

My federal tax return was rejected because "F1099R-502-02 - The Payer Federal Id Number entered does not match what the IRS has in its records." All 5 of my 1099-R's were flagged. But these are the same 1099-R's that I filed with TurboTax last year (and the previous decade). I check and rechecked and what's in TurboTax matches my 1040-R's. Is this a TurboTax glitch or has the IRS been DOGE'd?

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2 Replies
JotikaT2
Employee Tax Expert

Rejected 1040-SR Because "Payer Federal ID Number Does Not Match IRS Records"

I recommend deleting the 1099-R forms and then manually re-entering them.  You can try deleting and adding each form one at a time to find the form that has the problem or you can do this for all of the forms.

 

To delete your input in the 1099-R section, follow the steps in this link to get to the 1099-R input section.

 

Once there, select Update to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R).

  • This will take you to the screen with all of your 1099-R entries.  
  • Select Edit to remove each 1099-R depending upon the approach you choose to take.
  • Select Add Another 1099-R to enter the 1099-R again.  

 

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Skippy66
Returning Member

Rejected 1040-SR Because "Payer Federal ID Number Does Not Match IRS Records"

This suggestion resolved my issue, but it was upsetting not to be able to import the information from last year's successful TurboTax return. I had to re-enter the information from five 1099-R's.

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