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1040 E-file errors

F1040-034-08 e-file error

Math Error: /Return/ReturnData/IRS1040/WithholdingTaxAmt: Form 1040, 'WithholdingTaxAmt' must be equal to the sum of the following: [(1) all Forms 1099-R, 'FederalIncomeTaxWithheldAmt' and (2) all 'WithholdingAmt' in [OtherWithholdingStatement] and (3) all Forms W-2, 'WithholdingAmt' and (4) all Forms W-2G, 'FederalIncomeTaxWithheldAmt' and (5) Form 8959, 'AddlMedcrRRTTaxWithholdingAmt' and (6) 'TotalAmt' in [BackupWhSchedulesK1Statement] and (7) all Forms RRB 1042-S, 'FederalIncomeTaxWithheldAmt' and (8) all Forms SSA 1042-S, ('NetTaxWithheldAmt' if it has a non-zero value, otherwise 'FederalIncomeTaxWithheldAmt')] unless Form 8958 is present in the return. When evaluating this, a tolerance of $5.00 is allowed.
This can be caused by an override on Form 1040 line 25, or by an IRS error.

Solution

  1. Go to the
    Form
     view and select the
    1040
     folder.
  2. Check for overrides on line 25. Overrides appear in red italics.
  3. If there is an override, delete it by right-clicking the number and selecting
    Delete Override
    . If you choose not to delete the override, you'll need to paper file.
  4. If there is no override, you'll need to paper file.
The IRS has had problems with this error in the past. It's possible that everything in the return is correct, but the IRS is rejecting the return erroneously. These returns still need to be paper filed.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • Subject: e-file
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