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Individual
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7037 |
Drake does not have a record of an accepted bank application. If you have completed a bank application on Drake's website, you may need to check the status with the bank, or on the website. Until your application has been accepted, you cannot file tax returns with bank products. |
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| Individual |
F1040-068-03 |
If Form 1040, 'Earned Income Credit Amount' has a non-zero value and Schedule EIC (Form 1040) is not present, then the Primary or Spouse must be at least 25 years old but less than 65 years old. |
See KB 10886 |
| Individual |
F1040-071-07 |
Form 1040, 'WithholdingTaxAmt' must be less than the sum of thefollowing: [ 'WagesAmt' and 'TipIncomeAmt' and 'TaxableInterestAmt'and 'OrdinaryDividendsAmt' and ('IRADistributionsAmt' or'TaxableIRAAmt') and ( 'PensionsAnnuitiesAmt' or'TotalTaxablePensionsAmt' ) and 'SocSecBnftAmt' and Schedule 1 (Form1040), ( 'UnemploymentCompAmt' and 'TotalOtherIncomeAmt' ) and ( allSchedule C (Form 1040), 'TotalGrossReceiptsAmt' )] unless one of thefollowing is true: (1) Form 1040, 'CapitalGainLossAmt' has a non-zerovalue; (2) Schedule 1 (Form 1040), 'OtherGainLossAmt' or'RentalRealEstateIncomeLossAmt' or 'NetFarmProfitLossAmt' has anon-zero value; (3) Combat Pay has been excluded from wages. |
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| Individual |
F1040-087-02 |
Form 1040, 'Earned Income Credit Amount' must have a zero value if an amount is entered.e-File database indicates the taxpayer is not allowed to claim Earned Income Credit for the tax year. |
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| Individual |
F1040-164-01 |
Form 8862 must be present in the return with Earned Income Credit Claimed Indicator checked. The e-File database indicates the taxpayer must file Form 8862 to claim Earned Income Credit after disallowance. |
See KB 10508 |
| Individual |
F1040NR-524 |
If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line", then 'PrimaryBirthDt' must match the e-File database. |
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| Individual |
F1099R-502-02 |
The payer's EIN on the 1099 doesn't match what is in the e-File database. |
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| Individual |
F8962-070 |
The e-File database indicates that Form 8962 or a binary attachment with description containing 'ACA Explanation' must be present in the return. |
See KB 17542 |
| Individual |
F9465-028 |
If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line", then 'PrimaryBirthDt' in the Return Header must match the e-File database. |
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| Individual |
FW2-001-03 |
The sum of all Form W-2s, 'WagesAmt' must not be greater than the sumof ['WagesSalariesAndTipsAmt' in the return and (sum of all Schedule C(Form 1040), 'TotalGrossReceiptsAmt' when 'StatutoryEmployeeFromW2Ind'is checked)] unless Form 8958 or Form 8839 is present in the return. When evaluating this, a tolerance of $5.00 is allowed. |
See KB 12905 |
| Individual |
FW2-502 |
The Employer's EIN on the W-2 must match what the IRS has for the employer. |
See KB 10630 |
| Individual |
IND-031-04 |
PrimaryPriorYearPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database. |
Check the taxpayer's prior year PIN entry on the PIN screen. |
| Individual |
IND-032-04 |
SpousePriorYearPIN' or 'SpousePriorYearAGIAmt' in the Return Header must match the e-File database. |
Check the spouse's prior year PIN entry on the PIN screen. |
| Individual |
IND-035-01 |
PrimaryDeathDt' in the return must match that in the e-File database. |
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| Individual |
IND-036-01 |
SpouseDeathDt' in the return must match that in the e-File database. |
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| Individual |
IND-116-01 |
Each dependent in 'DependentDetail' on the return with 'EligibleForChildTaxCreditInd' checked must be under the age of 17. You may be eligible to claim the 'Credit for other dependents' if you meet the requirements for the credit. |
See KB 14862 |
| Individual |
IND-165-01 |
Form 8862 must be present in the return. The e-File database indicates the taxpayer must file Form 8862 to claim Child Tax Credit or Other Dependent Credit or Additional Child Tax Credit after disallowance. |
See KB 10508 |
| Individual |
IND-180-01 |
Taxpayer IP PIN did not match IRS database |
See KB 12938 |
| Individual |
IND-181-01 |
Taxpayer IP PIN missing |
See KB 12938 |
| Individual |
IND-183-01 |
The Spouse did not enter a valid Identity Protection Personal Identification Number (IP PIN). Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number. |
See KB 12938 |
| Individual |
IND-452 |
In an original return, the Primary SSN in the Return Header must not be the same as the TIN of a previously accepted electronic Individual return filed for the same tax period. |
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| Individual |
IND-507 |
A Dependent SSN in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period. |
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| Individual |
IND-508-01 |
The taxpayer's SSN must not be equal to a spouse's SSN on another return if the filing status is MFJ or MFS and the spouse exemption is claimed. |
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| Individual |
IND-510-02 |
Spouse's SSN should not match the Primary taxpayer's SSN on another return. |
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| Individual |
IND-517-01 |
A Dependent SSN in the return must not be the same as the Primary or Spouse SSN on another return where 'PrimaryClaimAsDependentInd' or 'SpouseClaimAsDependentInd' is not checked. |
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| Individual |
IND-521-01 |
The Year of Birth of the Primary SSN must not be greater than the 'TaxYr' in the Return Header. |
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| Individual |
IND-524 |
If 'PINTypeCd' in the Return Header has the value "Self-Select On-Line" and the filing status of the return is not married filing jointly, then 'PrimaryBirthDt' in the Return Header must match the e-File database. |
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| Individual |
IND-531-01 |
If Primary Date of Death has a value in the e-File database, then it must not be prior to the 'TaxYr' in the Return Header. |
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| Individual |
IND-532-01 |
If Spouse Date of Death has a value in the e-File database, then it must not be prior to the 'TaxYr' in the Return Header. |
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| Individual |
IND-570-01 |
The Year of Birth of the Spouse SSN must not be greater than the 'TaxYr' in the Return Header. |
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| Individual |
IND-674-01 |
If the Primary Taxpayer is under the age of 16 and has never filed a tax return, then 'PINTypeCd' in the Return Header must not have the value "Self-Select On-Line". |
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| Individual |
IND-675-01 |
If the Primary Taxpayer is under the age of 16 and has never filed a tax return, then 'PINTypeCd' in the Return Header must not have the value "Self-Select Practitioner". |
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| Individual |
IND-679-01 |
If the Spouse SSN in the Return Header is under the age of 16 and did not file a tax return in the previous year, then the 'PINTypeCd' must not have the value "Self-Select On-Line". |
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| Individual |
IND-680-01 |
If the Spouse SSN in the Return Header is under the age of 16 and did not file a tax return in the previous year, then the 'PINTypeCd' must not have the value "Self-Select Practitioner". |
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| Individual |
IND-941 |
The Spouse SSN in the Return Header has been locked because Social Security Administration records indicate the number belongs to a deceased individual. |
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| Individual |
IND-996 |
The Dependent/Qualifying Person Identity Protection Personal Identification Number (IP PIN) provided on the return is not valid. Please visit www.irs.gov/getanippin for further information and resubmit your return with the correct number. |
See KB 12938 |
| Individual |
R0000-500-01 |
The taxpayer's SSN and Name doesn't match what the IRS e-File database has for the taxpayer. |
Check name and SSN of Taxpayer. |
| Individual |
R0000-503-02 |
The spouse's SSN and Name don’t match what the IRS has for them. |
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| Individual |
R0000-503-02 |
The spouse's SSN and Name don’t match what the IRS has for them. |
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| Individual |
R0000-504-02 |
The Dependent's name and SSN must match what the IRS has for them in the e-File database. |
See KB 10429 |
| Individual |
R0000-504-02 |
The Dependent's name and SSN must match what the IRS has for them in the e-File database. |
See KB 10429 |
| Individual |
R0000-533-02 |
If a Dependent's Date of Death has a value in the e-File database, then it must not be prior to 'TaxYr' in the Return Header. |
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| Individual |
R0000-533-02 |
If a Dependent's Date of Death has a value in the e-File database, then it must not be prior to 'TaxYr' in the Return Header. |
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| Individual |
R0000-571-02 |
For each DependentSSN in the tax return, the Year of Birth in the e-File database must not be greater than 'TaxYr' in the Return Header. |
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| Individual |
R0000-902-01 |
A return for the primary taxpayer has already been accepted this year. |
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| Individual |
S1-F1040-396 |
If the filing status of the return is married filing jointly and Form1040, 'AdjustedGrossIncomeAmt' plus (+) Schedule 1 (Form 1040),'StudentLoanInterestDedAmt' is greater than 170000, then'StudentLoanInterestDedAmt' must be zero if an amount is entered. |
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| Individual |
S2-F1040-147 |
The e-File database indicates a First Time Homebuyer Installment Payment is due for the Primary SSN. Include amount on Schedule 2 (Form 1040), 'FirstTimeHmByrRepaymentAmt' and attach Form 5405 if required. |
See KB 10560
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| Individual |
S8812-F1040-003-03 |
Schedule 8812 (Form 1040) Part II-A, Part II-B, and Part II-C must not have entries if Form 2555, 'TotalIncomeExclusionAmt' or 'HousingDeductionAmt' has a non-zero value. |
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| Individual |
SA-F1040-002 |
If Schedule A (Form 1040), 'OtherThanByCashOrCheckAmt' is greater than 500, then Form 8283 must be attached. |
See KB 10189 |
| Individual |
SEIC-F1040-501-02 |
Each 'QualifyingChildNameControlTxt' that has a value on Schedule EIC(Form 1040), Line 1, and 'QualifyingChildSSN' that has a value on Line 2, must match that in the e-File database. |
See KB 10255 |
| Individual |
SEIC-F1040-506-03 |
The dependent claiming EIC has already been claimed on another accepted return. |
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