Why was my return Rejected?

The Tax Geek
The Tax Geek
4.1 هزار بار بازدید - پارسال - Most e-filed tax returns are
Most e-filed tax returns are accepted by the IRS without a hitch, but a small number of returns are rejected by the IRS for a variety of reasons.  This video describes ten of the most common reasons returns are rejected by the IRS and tells you how to fix the problem and get your return filed.

0:00 Introduction
1:10 SSN Mismatch
1:40 SSN Already used to file another return
2:14 Dependent SSN Already used to file another return
2:55 Dependent SSN used as dependent on another return
3:34 SSN of Single taxpayer on another MFS return
3:56 IP PIN Missing or incorrect
4:56 Missing Form 5405
5:43 Missing Form 8962
6:46 Missing Form 8862
7:24 E-file PIN or AGI Mismatch
8:05 Conclusion

For more information about what to do about Tax Identity Theft: click here: Tax Identity Theft - How to deal with...

To learn more about what happens when two people attempt to claim the same dependent, click here: What happens when two people try to c...

For more information on the Premium Tax Credit, click here: Affordable Care Act: Marketplace insu...

For more details involving your Adjusted Gross Income, click here: What is Adjusted Gross Income? (and w...

Additional Information and Resources:

IRS Identity Theft Hotline: (800) 908-4490

To obtain or replace an IP PIN: https://www.irs.gov/getanippin

To obtain or replace a Form 1095-A: https://www.healthcare.gov

IRS Form 14039: "Identity Theft Affidavit": https://www.irs.gov/pub/irs-pdf/f1403...

IRS Form 886-H-DEP: "Supporting Documents for Dependents": https://www.irs.gov/pub/irs-pdf/f886h...

IRS Form 5405: "Repayment of the First-time Homebuyer Credit": https://www.irs.gov/pub/irs-pdf/f5405...

IRS Form 1095-A: "Health Insurance Marketplace Statement": https://www.irs.gov/pub/irs-pdf/f1095...

IRS Form 8962: "Premium Tax Credit": https://www.irs.gov/pub/irs-pdf/f8962...

iIRS Form 8862: "Information To Claim Credits After Disallowance": https://www.irs.gov/pub/f8862.pdf

For a listing of many of the reject codes the IRS uses and what they mean, click here: https://www.efile.com/tax-service/tax...
(I don't ordinarily refer to commercial tax preparation services/software, but this is by far the most comprehensive listing of IRS reject codes.)

Image/Video Sources:

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The Tax Geek

The images of "Robert, Jr.," "Robert, Sr.," "Elaine," "Michelle," "William," and "Stephen" were generated by thispersondoesnotexist.com and any resemblance between these images and any person, living or dead, is incidental and not intended.

Intro Music: "Bluesy Vibes" - Doug Maxwell - YouTube Audio Library

Outro Music: "Modern Attempt" - Track Tribe via YouTube Audio Library

DISCLAIMER: This video is for educational and informational purposes only. It is not intended to render tax advice or financial advice for individual situations. If you have questions regarding your particular situation, please  consult with a qualified tax or financial professional.

The information in this video is current as of date of publication, and is subject to changes.
پارسال در تاریخ 1401/11/19 منتشر شده است.
4,132 بـار بازدید شده
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