E-file Reject F7004-904 for a business extension (Form 7004) in Lacerte

This article will help resolve the following:

• F7004-904: Form 7004, the tax year ending date ("TaxPeriodEndDate" specified in the "ReturnHeader") must match the data in the e-file database unless one of the checkboxes in Line 5b - "Initial Return", "Final Return" or "Consolidated return to be filed" is checked.

How to resolve this e-file reject:

1. Review the reason for the rejection, and, if necessary, make the appropriate change and re-submit this return electronically. However, if the rejection continues, you might want to paper-file, print the return and mail it to the appropriate IRS Service Center.
2. Make sure the dates are entered correctly and are printing correctly on Page 2, Part V of Form 7004.
   • If the dates are entered correctly, contact the IRS e-Services help desk to verify the records for the entity's calendar/fiscal year-end information.

If this is an initial return:

1. Go to Miscellaneous Information screen:
   • Screen 3 (Partnership)
   • Screen 4.1 (Corporate)
   • Screen 3.1 (S Corporate)
   • Screen 2.1 (Fiduciary)
2. Complete the information under the Tax Year Information subsection (all three fields must be completed).
   • Beginning fiscal year [O]
   • Ending fiscal year [O]
   • Number of months if short tax year (for annualization)