Correcting rejected tax returns

Common IRS tax return rejections and how to correct them.
My tax return was rejected because of a possible error with a social security number. What should I do?
IRS Master File SSN/Name Control Mismatch Errors
Why was my tax return rejected by the IRS? What does the error code mean?
Error Codes:
FD 010
FD 500, 501, 502, 503, 504, 507
FD 522 and FD 523
FD 900, 901, 903
What should I do if my electronic return is rejected after April 15?
My tax return was rejected because of a possible error with a social security number. What should I do? Call the Social Security Administration at 1-800-772-1213. Also see IRS Master File SSN/Name Control Mismatch Errors.

Why was my tax return rejected by the IRS? What does the error code mean? Below are some of the common Federal Rejection Errors that you may see if your tax return was rejected by the IRS. Solutions and suggestions follow each error description.

FD 010 All alphanumeric fields must contain the type of date specified by the IRS. The most common FD 010 errors refer to the following forms:

Form 1040...
Dependent Name Fields: The dependent's name cannot have special characters or numbers in it.

Solution: Do not use zeros in place of the letter "O" and do not spell words with the letter "O" using a zero.

Solution: Only Roman Numerals are valid. A name like "John Doe III" must have Roman Numerals to designate "third". Do not spell "third", or use the number "3".

Non-Paid Preparer Code: Leave this field blank.

Form W2 ... Box B - Employer ID Number - This number must be 9 digits and entered without dashes "-" or other special characters. If the Employer ID number on the Form W-2 does not have 9 digits, contact your employer. Box C - Employer State and Employer Zip Code - These must be valid state abbreviation codes that match the zip code indicated. Please check and make sure that you are using the correct state abbreviation code for your state.

Schedule C Part V, Other Expense Type (1-9) - Please do not use  special characters like "%", "&", "-" etc. They are not allowed in any of these fields.

Schedule SE SSN on top of Schedule SE - The Social Security Number which appears on the top of Schedule SE must be a valid SSN of the self employed person in question. No dashes or other special characters are allowed.

Margin Item by Line 3 - The only valid entry for this field is EXEMPT-NOTARY. Otherwise this field should be blank.

FD 500, 501, 502, 503, 504, 507 IRS Master File SSN/Name Control Mismatch Errors - Upon receiving an electronically transmitted tax return, the IRS computers compare the taxpayer's, spouse's, and dependents' names against a list of all known Social Security Numbers to validate the tax return. If a match cannot be found between the last name on the tax return and a Social Security Number from the IRS Master File, the tax return will be rejected. In most cases, you need to verify the Social Security Number with a Social Security ID card. It is possible that the tax return was transmitted to the IRS with an incorrect SSN. After correcting the tax return, it can be transmitted to the IRS again. SSN Mismatch errors are common in situations where a last name has recently changed, possibly due to marriage or divorce. You must contact the Social Security Administration at 1-800-772-1213 to update your name, or else you can use the name as it appears on the mailing label of the tax return. This may take awhile, so it is suggested that you file your tax return on paper.

Error Code 501 - Dependent SSN and Year of Birth.

On Sch. EIC, the qualifying SSN, year of birth and the corresponding name control must match information received from the Social Security Administration.

Error Code 502 - Employer EIN Number.

The employer identification number (EIN) from the Form W-2 must match data in the IRS Master File.

Error Code 503 - Spouse SSN and Name.

The Spouse SSN and name control must match and correspond to data in the IRS Master File.

Error Code 504 - Dependent SSN and Name.

Dependent SSN and corresponding name control must match the data in the IRS Master File.

Dependent SSN and Year of Birth. On Sch. EIC, the qualifying SSN, year of birth and the corresponding name control must match information received from the Social Security Administration.

Error Code 507 - Duplicate SSN.

Dependent SSN of the tax form, previously used for the same purpose.

Someone else has used this person's SSN on another tax return or it was transmitted twice.

FD 522 Taxpayer's Date of Birth and FD 523 Spouse Date of Birth in the summary record of an on-line tax return must match the IRS Master File. Taxpayer's Date of Birth and FD 523 Spouse Date of Birth in the summary record of an on-line tax return must match the IRS Master File.

Enter the correct birth dates on the form. You should enter the birth dates in MM DD YYYY format. If you have entered this information correctly then the IRS must have incorrect information in their Master File. This can only be corrected by you. Call the Social Security Administration at 1-800-772-1213.

FD 900, 901, 903

Error Code 900 - Duplicate SSN.

The Primary SSN must not duplicate the Primary SSN or the Spouse SSN of any previously accepted electronic tax return for the current tax year.

Error Code 901 - Duplicate Depositor Account Number.

The Depositor Account number cannot be a Depositor Account number on a previously accepted electronic tax return unless the Filing Status equals "3" "Married Filing Separate".

**NOTE: IRS will only direct deposit one tax refund to a Checking/Savings account, unless the above applies; and the name on the account must be the same name as the taxpayer. A person cannot have his/her tax refund directly deposited into someone else's personal bank account.

The taxpayers' name must appear on the bank account.

Error Code 903 - Duplicate Spouse SSN.

The Primary SSN must not duplicate the Primary SSN or the Spouse SSN of any previously accepted electronic tax return for the current tax year.

What should I do if my electronic tax return is rejected after April 15?
The IRS will consider your
tax return filed on time if you do one of the following:

Correct your tax return and resubmit it electronically before April 20; or
Correct your tax return and mail a standard paper tax return to the IRS by April 25. Handwrite the following at the top of the paper Form 1040, Form 1040A or Form 1040EZ: TIMELY FILED REJECTED ELECTRONIC TAX RETURN
 Related tax information about rejected tax returns
Help from the IRS
IRS publications about rejected IRS tax returns:
For further information about rejected tax returns see IRS Publication 17, Your Federal Income Tax.
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