Business Rule F1040-076-01

Business Rule F1040-076-01 Form 1040, Line 6c, for each dependent provided, if Line 6c (4) checkbox ‘EligibleForChildTaxCreditInd’ is checked, then that dependent’s age must be under 17. Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040/efile:DependentInformations[1]/efile:DependentSSNIssue :

For a dependent to be eligible for the child tax credit, the dependent relationship must spelled correctly and the dependent must be your son, daughter, adopted child, grandchild, sister, brother, niece, nephew or foster child, stepchild, stepbrother, stepsister, half brother, half sister and be under age 17. Make any necessary corrections to the dependent relationships on your return. 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.

Business Rule F1040-067-03

Business Rule F1040-067-03 If Form 1040, Line 64a 'EarnedIncomeCreditAmt' is greater than 487, then Schedule EIC (Form 1040A or 1040) must be present in the return.

The amount you have entered on line 64a requires you to complete a Schedule EIC. Review the instructions for line 64a and reduce the amount or complete Schedule EIC. 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.

Business Rule F1040-055-01

Business Rule F1040-055-01 If Form 1040, Line 24 ‘BusExpnsReservistsAndOthersAmt’ has a non-zero value, then Form 2106 or Form 2106-EZ must be attached to Line 24. The following information may help you determine the form at issue: Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040/efile:BusExpnsReservistsAndOthersAmt

To attach a form or schedule to your return: • Click the ‘Add/View’ button located at the line where the information from that form will go • Input the information into the form or schedule and use the ‘Do the Math’ button when necessary • Click ‘Done with this Form’ when finished. IMPORTANT: Make sure your number entries have been reported on the attached form and have successfully transferred to where they need to be reported, either your main form or another attached form. A form will not attach another form until there is a link. The form will now attach to your tax return. To check which forms you currently have attached, print the return. Forms that are missing (except W2’s W2G and 1099-R) indicate they are not attached. Before you re-submit your return, go to Step 2 Section 4 and input the current date below the date of birth. The current date is the day you intend to e-file the return again.

Business Rule F1040-050

Business Rule F1040-050 If Form 1040, Line 13 checkbox 'CapitalDistributionInd' is checked, then Line 13 'CapitalGainLossAmt' must have a non-zero value.

Form 1040 – Capital Gain or Loss When you check the box on line 13 you must also have an amount on line 13. Remove the check in the box or place an amount on line 13. 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.

Business Rule F1040-044

Business Rule F1040-044 If Form 1040, Line 16a or Line 16b has a non-zero value, then both amounts cannot be equal. Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040/efile:PensionsAnnuitiesAmt Issue :

Pensions Annuities Received (Form 1040, Line 16a) must not equal Taxable Amount (Line 16b). If line 16a equals line 16b, delete the information on line 16 and re-submit your return. Make sure you include the current date (under your birth date) in Step 2. Pensions Annuities Received (Form 1040A, Line 12a) must not equal Taxable Amount (Line 12b). If line 12a equals line 16b, delete the information on line 12a and re-submit your return. Make sure you include the current date (under your birth date) in Step 2.

Free File Fillable Forms: Federal Tax Return Rejected - Action Needed : Business Rule F1040-035-02

Business Rule F1040-035-02 If any of the following Form 1040 fields have a value, then all of these fields must have a value: Line 74b 'RoutingTransitNumber', Line 74c 'BankAccountTypeCd', Line 74d 'DepositorAccountNumber'.The following information may help you determine the form at issue: Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040/efile:RoutingTransitNumber

If you want to direct deposit your refund, the information on lines 74b (routing transit number), 74c (bank account type – checking or savings) and 74d (your account number) must be competed. 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.

Free File Fillable Forms: Federal Tax Return Rejected - Action Needed!

Free File Fillable Forms: Federal Tax Return Rejected - Action Needed!

Business Rule and / or Xpath	Possible Solution(s)
Business Rule F1040-003 If Form 1040, Line 4 checkbox "Head of household" is checked (element 'IndividualReturnFilingStatusCd' has the value 4), then one of the following fields must have a value: [ Line 4 'QualifyingNameForHOH' and Line 4 'QualifyingHOHSSN' ] , Line 6c 'NumOfChildWhoLivedWithYouCnt', or Line 6c 'NumOfOtherDepdListedCnt'.	There is a problem with your Head of Household filing status. When Head of Household is checked (line 4), then you must enter the name and social security number of the qualifying child who is not your dependent (line 4) or have who complete line 6c with the name(s) of your dependent(s). 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.
Business Rule F1040-011 Form 1040, Line 6c(2), each 'Dependent SSN' provided must be unique among all the dependent SSNs in Line 6c(2) Field/Xpath: /efile:Return/efile:ReturnData/efile:IRS1040/efile:DependentInformations[1]/efile:DependentSSNIssue.	Form 1040 or 1040A Dependent SSN Issue Two or more dependents SSN’s, shown on line 6c column (2), are the same. Each Dependent' SSN on the return must be a valid Social Security Number (SSN) or Individual Tax Identification Number (ITIN) or Adoption Taxpayer Identification Number (ATIN). Each dependent SSN, ITIN or ATIN must be unique among the other dependents SSNs, ITINs or ATINs. The dependents SSN, ITIN or ATIN cannot be the same as your SSN, ITIN or your Spouse's SSN, ITIN. Review the information on the return for accuracy. Contact the Social Security Administration if the numbers are correct. 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.
Business Rule F1040-032 If Form 1040, Line 13 checkbox 'CapitalDistributionInd' is not checked and Line 13 'CapitalGainLossAmt' has a non-zero value, then Schedule D (Form 1040) must be attached.	Form 1040 – Capital Gain or Loss When there is an entry on line 13, then you must check the box or attach a Schedule D with your return. 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.
Business Rule F1040-034-02 Form 1040, Line 62 'WithholdingTaxAmt' must be equal to the sum of the following: (1) all 'WithholdingAmt' for which 'WithholdingCd' has the value 'FORM 1099' or '1065 SCHEDULE K-1' or '1120S SCHEDULE K-1' in [OtherWithholdingStatement] attached to Form 1040, Line 62 and (2) all of the Forms W-2, Line 2 'WithholdingAmt' and (3) all of the Forms W-2G, Line 2 'FederalIncomeTaxWithheldAmt' and (4) Form 8959, Line 24 'AddlMedcrRRTTaxWithholdingAmt'.When evaluating this, a tolerance of $5.00 is allowed. Field/Xpath: /efile: Return/efile: ReturnData/efile: IRS1040/efile: WithholdingTaxAmt	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. 3. If you have withholding from Form 8959, enter this withholding amount into Step 2 Section 2 Box C. 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.