The rejection codes that you receive listing a Name, Birthdate, or SSN mismatch indicate that somewhere on the 1040 OR in the Filing step, there is a piece of information that does not match the IRS masterfile which
is generated by the Social Security Administration.
Common errors are:
- Primary or Secondary Taxpayer birthday/SSN incorrect/transposed on the 1040 or in the Filing step.
- Dependent birthday/SSN incorrect or transposed on the 1040, EIC Worksheet, 8812, 2441, 8863, 8839.
- Primary, Secondary, or dependent name misspelled, truncated, abbreviated or hyphenated incorrectly.
To correct:
Review your entries in Basic Information and any supporting documents listed in the error message. Review all information listed
in Filing. If unable to determine the error after checking the above, contact the Social Security Administration office at 1-800-772-1213, or your local office, to verify
the information listed on their file.
Once you have determined and corrected the error, return to Filing to re-transmit your return. You will not be charged again as long as the SSN has not changed for the primary taxpayer. If the Social Security Number did
change because of a typo, you will be required to pay for the service again, however, you can contact our Customer Service
Department and fill out a Customer
Service Request form to request a refund. Make sure to include both the
correct and incorrect SSN so they can issue a refund for
the second transmission.
Please note: Your return will not be resubmitted until you click the Submit button. Remember that it is your responsibility to check your e-file status.
Related Links:
Correct
and Resubmit E-files
Most
Common IRS Rejections
Dependent Rejection
Electronic Filing Status
