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What is e-file reject F1099R-502-02?

by TurboTax•306• Updated 3 months ago

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 your return.

  1. Go to the 1099-R screen.
  2. Select the Edit icon next to the 1099-R in question.
  3. Proceed to the Enter your 1099-R screen and compare the Payer Name and Federal ID Number (EIN) on the screen with your 1099-R form.
    • Important: The payer's name and EIN in TurboTax must exactly match the info on your 1099-R form.
  4. Make any corrections, then select Continue.
  5. Repeat the steps for any additional 1099-R forms.
  6. Select File when you've finished.
  7. Select Continue at the Welcome back screen (Don't select Fix my return since you've already done that).
  8. Follow the instructions to complete the filing process.
  9. If you’re still getting the rejection and you’re sure the information is correct, try deleting the 1099-R and re-entering it.
    1. In the Income section, find your 1099-R(s) and select Edit.
    2. Select the trash can icon on the line listing the 1099-R.
    3. Select Yes to the question Are you sure you want to delete this 1099-R?
    4. Manually re-enter your 1099-R and refile the return.
  1. Open TurboTax and select Fix my return.
  2. Select Help me fix it.
  3. Follow the onscreen instructions to fix the error.
    • Another option is to search for 1099-R, select the Jump to link, and continue to the Federal Taxes section to find your 1099-R.
  4. Select Edit next to the 1099-R in question.
  5. On the Enter 1099-R screen, compare the Payer Name and Federal ID Number on the screen with your 1099-R form.
    • Important: The payer’s name and EIN in TurboTax must match your 1099-R exactly.
  6. Make any corrections, then select Continue. Repeat these steps for any other 1099-Rs on your return.
  7. Select the File tab and follow the onscreen instructions to proceed with the filing process.
  8. If you’re still getting the rejection and you’re sure the information is correct, try deleting the 1099-R and re-entering it.
    1. To delete the form, switch to Forms mode.
    2. Select the form you want to remove.
    3. After the form is generated, select Delete Form (at the bottom of the window).
    4. Follow any instructions to remove the form.
    5. Manually re-enter the form and refile the return.
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