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.
TurboTax Online
Note: If your TurboTax navigation looks different from what’s described here, learn more.
- Sign in to TurboTax and select Fix my return.
- Select Fix it now.
- Follow the instructions to fix the error.
- You can also can search for 1099-R by selecting the magnifying glass and entering 1099-R in the search bar.
- Select the Jump to link and continue to the Federal income section to find the 1099-R.
- Select Edit next to the 1099-R in question.
- 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.
- Make any corrections, then select Continue.
- Repeat the steps for any additional 1099-R forms.
- Select File when you've finished.
- Select Continue at the Welcome back screen (Don't select Fix my return since you've already done that).
- Follow the instructions to complete the filing process.
- If you’re still getting the rejection and you’re sure the information is correct, try deleting the 1099-R and re-entering it.
- In the Federal Income section, find your 1099-R(s) and select Edit.
- Select the trash can icon on the line listing the 1099-R.
- Select Yes to the question Are you sure you want to delete this 1099-R?
- Manually re-enter your 1099-R and refile the return.
TurboTax Desktop
- Open TurboTax and select Fix my return.
- Select Help me fix it.
- Follow the onscreen instructions to fix the error.
- Another option is to search on the magnifying glass and type 1099-R in the search box.
- Select the Jump to link and continue to the Federal Taxes section to find your 1099-R.
- Select Edit next to the 1099-R in question.
- 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.
- Make any corrections, then select Continue. Repeat these steps for any other 1099-Rs on your return.
- Select the File tab and follow the onscreen instructions to proceed with the filing process.
- If you’re still getting the rejection and you’re sure the information is correct, try deleting the 1099-R and re-entering it.
- To delete the form, switch to Forms mode.
- Select the form you want to remove.
- After the form is generated, select Delete Form (at the bottom of the window).
- Follow any instructions to remove the form.
- Manually re-enter the form and refile the return.
