This article will help you determine what caused an e-file rejection and how to correct the return, or if necessary, paper file with the appropriate documentation.
First, check the rejection message:
In order to view the e-file rejection message you can go to the File Return tab within the return, select on the Rejected blue hyperlink there, and the program will produce a message describing why the return was rejected.
Many rejection messages will list a resolution here, such as entering missing data or updating your program. Follow the instructions in the message, then e-file the return once more. However, if the rejection was caused by a factor that can't be changed - say, another taxpayer claimed a child with the same Social Security number - you'll need to paper file the return.
You can also view the rejection message on the Diagnostics tab inside the return. Many rejection messages will list a resolution here, such as entering missing data or updating your program. Follow the instructions in the message, then e-file the return once more. However, if the rejection was caused by a factor that can't be changed - say, another taxpayer claimed a child with the same Social Security number - you'll need to paper file the return.
If needed, paper file the return:
Follow these steps to collect the documents you need and mail in the tax return.
- Go to the Profile tab in the return.
- Deselect each return for e-file. This in turn will choose to paper file the return and generate the proper instructions to do so on the returns letter.
- Go to Input Return ⮕ General ⮕ Electronic Filing ⮕ e-file PDF/Miscellaneous.
- Under Form 8948 Preparer Explanation for Not Filing Electronically, enter the Reject error code you received and the Number of attempts to resolve reject.
- Print the tax return and provide it to your client for signature and filing. The client letter (or filing instructions, if printed separately) will inform your client where they should sign and the mailing address of the appropriate IRS processing center.
