Discussion:E-file rejected even though SS

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Discussion Forum Index --> Tax Questions --> E-file rejected even though SS


Wkstaxprep (talk|edits) said:

3 March 2010
Hi all,

I've had my first e-file issue this year.

Taxpayer has been paper filing with old accountant for 20 years, now came to me and I am e-filing.

Return kept being rejeted because the name/ss# was not mathching IRS master file.

Client, who is annoyed at me even though i am doing everything I can to resolve this, called SSA and all SS#'s and names match up (including her husband and 2 kids).

Client insists on paper filing agaain, which I don't mind doing but I would like to know why this is happeneing.

Taxpayer is meeting me tonight and my last attempt to resolve this is to call the IRS with taxpayer present to see if IRS may know why numbers don't match up.

Anyone had a similar experience?

Thanks so much for any input.

Sw (talk|edits) said:

2010-03-03
I don't know if it would apply in this case, but when I first started E-filing I had a return rejected for what I thought was the SS# but when I called the e-file help number it was the Date of birth that was wrong.

Somehow SS had the wrong date and we had to get this correct before we could efile.

Death&Taxes (talk|edits) said:

3 March 2010
And I had one where wife had never changed her name for Social Security, and another who was on her third marriage where SS had her under her first husband's last name.

Laticiaw (talk|edits) said:

3 March 2010
This happened to me two years ago. It was with my now in-laws. (BTW last initial is NOT w...need to change user name:)) She had never efiled, and we got off to a bad start when I told her that I wasn't going to fudge her age by 5 or 6 years to make her over sixty - five. Evidently some dude at the library had been doing them for free for years and telling her that she could get a bigger refund if she did that (she wouldn't --- her income is below filing requirements and she files to get her withholding back). Anywho...when I went to file the return at work CORRECTLY...it bounced back like a rubber ball because my father-in-law's birthdate and social security number did not match. She called me a liar and all sorts of things...then she called social security and found out that even though he had been getting disability for umpteen years, they did indeed have the incorrect birthdate on file for him. So I handed her the paper return, told her to file it via snail mail. Long story short, she has never requested that I do her return again. She still thinks I gipped her out of money because I refused to lie about her age...:)

JR1 (talk|edits) said:

March 3, 2010
Either maiden name or a date of birth. My own sis-in-law, who is an accountant...discovered that she had a DOB wrong on one of her kids after accusing me of all sorts of things....funny moment in the end. She couldn't be wrong....right? Ha ha.

Wkstaxprep (talk|edits) said:

3 March 2010
thanks for the replies.

how could d.o.b. be a rejection for e-file, d.o.b. doesn't show up on a 1040.

Laticiaw (talk|edits) said:

3 March 2010
Gotta love those in-laws that think they know everything about nothing doncha JR1?

EZTAX (talk|edits) said:

3 March 2010
I would explain to the client that this is an important opportunity to make sure there won't be problems collecting SS later on. We have seen incorrect dates of birth in SS records and, as mentioned above, spouses that never changed their name 25 years ago when they were married even though they swear they did.

EZTAX (talk|edits) said:

3 March 2010
Wkstax - even though d.o.b. does not show up on the 1040 it is included in the efile record. We have had returns rejected for incorrect birth dates for kids. Think about it - without d.o.b. info the IRS could not double check child credit, 65 and over standard deduction and the like.

Laticiaw (talk|edits) said:

3 March 2010
Because it is checked via efile. That's how we found out here at work that the DOB is sent with the e-file information now. Evidently they are checking information more throughally on the efile and so they want that information...note to self...do I REALLY want to e-file my return? In other words, IRS is getting more information than just the basic 1040 now...

Wkstaxprep (talk|edits) said:

3 March 2010
Ok, got it.

Wkstaxprep (talk|edits) said:

3 March 2010
Ok, got it.

Wkstaxprep (talk|edits) said:

3 March 2010
Ok, got it.

Wkstaxprep (talk|edits) said:

3 March 2010
sorry about that, my reply went 3 times.

Skassel (talk|edits) said:

3 March 2010
Okay...we got it.

Okie1tax (talk|edits) said:

4 March 2010
I had one where we tried her maiden name after reject, still rejected. She called SSA, confirmed name SSN and dob. Finally read the reject message carefully. HE had been adopted after getting his SSN. Had gone by adopted name most of his life, and by e-filing found he had never changed his card.

Wkstaxprep (talk|edits) said:

4 March 2010
issue resolved.

I called IRS with client present, IRS said SSA has one letter different on last name.

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