1040 E-file: Viewing Reject Notices

If the IRS rejects the e-filed tax return, the e-file status for the locator will show as Rejected. If this occurs, follow the steps below:

  1. From the E-file Status Report screen, click Rejected (the word Rejected will be a hyperlink) in the E-File Status column. The system displays the appropriate reject messages.
  2. Select the Print button. This sends the Rejection Notice to your default printer.
  3. Review the reason for the rejection as included on the printed Rejection Notice.

    For timely filed returns filed on or before April 15, 2021, the last date to correct rejects is April 20, 2021. For returns on extension filed on or before October 15, 2021, 2021, the last date to correct rejects is October 20, 2021.

If the situation causing the rejection can be corrected

  1. Open the locator and modify the incorrect information.
  2. Repeat the steps for preparing the electronic part of the return.
  3. Re-initiate the e-file request.

If the situation causing the rejection cannot be corrected

  1. The return must be filed on paper with the IRS service center where paper returns are typically filed.
  2. If the return shows a tax due, the payment and Form 1040-V must be remitted to the appropriate IRS Service Center.
  3. Within 24 hours of receiving an acknowledgment that a return has been rejected, if the rejection cannot be corrected, the taxpayer must be notified that the Service Center has rejected the return.

E-file Email Notifications for Rejects Only

Our software has the capability for your firm to receive e-file email notifications for rejects only.

To activate this feature, an administrator must do the following:

  1. Access Admin > Firm Configuration > General Options. Check the box titled Enable electronic filing email notifications. This enables Thomson Reuters to email the notification to the preparer assigned to the return.
  2. Access Admin > Access Control > Users. Ensure that each user listed has a valid email address.
  3. For each return e-filed, assign the return to a preparer. Select Returns > Assign Users/Dates. Select the Preparer’s Location and Login ID.

 

 

 

E-file/1040_ef_send_3.htm/TY2020

Last Modified: 06/12/2020

Last System Build: 09/13/2021

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