Business Rule F1040EZ-008

Business Rule F1040EZ-008 Form 1040EZ, Line 7 must be equal to the sum of the following: (1) all ‘Withholding Amount’ in [Other Withholding Statement] attached to Form 1040EZ, Line 7 and (2) all of the Forms W-2, Line 2 ‘Withholding Amount’. When evaluating this a tolerance of $5.00 is allowed. Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040EZ/efile:WithholdingTaxAmtIssue :

There is a problem with your federal withholding. The total amount of federal Income tax withholding shown on your main 1040 form must equal the sum of federal withholding from all of your income documents. 1. Each paper W2, W2-G and 1099R you received must have a corresponding electronic W2, W2-G or 1099R. Enter the withholding amounts from these sources into Step 2 Section 2 Box A. 2. If you have federal tax withholding from other 1099’s or K1-s, total the amount of the federal withholding from all of these sources and put the total of those federal income tax withholdings in Step 2 Section 2 Box B. Many mistakes occur because the amounts you enter for withholdings do not match the paper documents. Make sure your paper documents match what you have entered for your W-2’s, W2-G’s and 1099-R’s. Use the withholding from your paper documents when entering information into Step 2 Section 2 Boxes A and B. Before you re-submit your return, go to Step 2, scroll down and input the current date below the date of birth. The current date is the day you intend to e-file the return again.