, Answering FAQ'sTurboTax Employee
There are times when a tax return simply refuses to be e-filed, even though it's complete and perfectly correct otherwise.
The return continues to get rejected or bounced back with the same error message despite repeated attempts to "fix" it. Below are several reasons why some returns cannot be e-filed.
If you've tried to "fix" your return several times but are still unable to e-file, there may not be anything wrong that can be "fixed". You'll just need to file a paper return instead.
The info in your return does not match IRS records
The IRS will reject returns that contain mismatched birthdates, names, Social Security numbers, and Employer Identification numbers. In many cases, the mismatch is caused by incorrect data in the return; other times, the info at the IRS is incorrect (yes, it does happen!)
- Double-check the information that's causing the rejection. If necessary, correct it and resubmit your return.
- Verify Social Security numbers, birth dates, and names with the Social Security Administration. Click here for more info.
- For Employer Identification numbers, check with your payroll department to make sure the EIN is correct.
- Did you have the same problem with this EIN last year?
- Are co-workers having the same problem when e-filing?
- If you verified that your information is correct, you'll have to print and mail your return, as it will continue to get rejected.
- We suggest you follow up with the IRS, so they can correct their records. That way you can e-file next year.
- Regrettably, we are unable to help with mismatch rejections, as the problem lies with government agencies' data that we have no control over.
You, your spouse, or a dependent already filed or was already claimed
The IRS will reject returns that contain Social Security numbers that were already filed for that tax year.
Sometimes, simply correcting the Social Security number on your return is all that's required. You may have entered someone else's number by mistake.
Usually, with a dependent, an ex-spouse has already claimed the dependent and filed. If you believe that you are legally entitled to claim the dependent, go ahead and file a paper return. The IRS will contact you and the other person to sort it out later.
It could also be that another taxpayer, inadvertently or otherwise, filed their return using one of your Social Security numbers. You should call the IRS Identify Theft Hotline at 1-800-908-4490; in the meantime, you'll need to file a paper return.
IRS or state restrictions
Certain tax returns simply cannot be e-filed because of IRS or state government restrictions. These include but are not limited to:
- Federal returns with no taxable income;
- Federal returns where Form W-2, Box 1 is blank;
- State returns where the W-2, Box 16 amount exceeds the Box 1 amount;
- Returns that exceed the IRS limit for a particular form;
- Federal and state returns containing forms that cannot be e-filed;
- Prior-year tax returns;
- The sixth and subsequent federal tax return(s) prepared using the same tax software program;
- Many nonresident and part-year state returns.
To prevent an inaccurate return, overridden values in TurboTax may disqualify you from e-filing. For this and other reasons, we discourage overrides.
However, you may be instructed by us to override, for example to work around a known calculation issue.
In these rare cases, the override allows you to paper-file an accurate return, as opposed to e-filing an inaccurate one that would have to be amended later.
- E-file rejections related to incorrect or duplicated names, birth dates, or Social Security numbers
- Error: "Incomplete Tax Return - All of the following lines have a zero value"
- E-filing When Box 16 of W-2 is Greater than Box 1
- IRS forms eligible for e-filing
- How many returns can I e-file in the TurboTax software?