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This article applies to:

  • Product: ONESOURCE Trust Tax
  • Subject: e-file

Work with rejected returns

The IRS and state taxing authorities have different perfection (or grace) periods during which you can correct and resubmit for e-file returns that were rejected by the filing deadline. For federal returns, you have 10 calendar days (5 calendar days for extensions) from when the return is listed in the
1041 and 5227 returns rejected by the IRS
 or
990 returns rejected by IRS
 register to resubmit the return for e-file. If an e-file rejection condition can't be corrected, the return must be printed and mailed to the IRS Service Center where you normally file paper returns.
Use the following registers to determine if an e-file rejection condition can be corrected:
  • 1041 and 5227 returns rejected by the IRS
     or
    990 returns rejected by IRS
    : For federal returns rejected from e-file by the IRS. If you can't determine the cause of a rejection condition based on the information in this register, contact the IRS' e-Help Desk at the Ogden Service Center. Call 1-866-255-0654, press or say 1, then press or say 2.
    If one or more returns is rejected with error R0000-901-01,
    Filer's EIN and Name Control in the Return Header must match data in the e-file database
     refer to the 225C Letter,
    EIN Block Assignment for Trusts and Estates
    , when the EINs were sent. There is a direct phone number on the letter to call for assistance.
    If you no longer have the letter and have a small number of EINs and Names to verify, call the Practitioner Priority Service line for assistance at 866-860-4259. To verify a large number of EINs and Names call 844-545-5640 to set up an appointment with your local Taxpayer Assistance Center. They’ll assist you with the verification. You need to be authorized to receive the EIN and Name. If you're not authorized, ensure someone who is authorized follows these directions.
  • State returns rejected for Electronic Filing
    : For state returns rejected from e-file by the state taxing authority.
See
Resubmit returns with e-file rejection conditions that can be corrected
 section if a rejection condition can be corrected. See
Paper filing returns with e-file rejection conditions that can't be corrected
 section if a rejection condition can't be corrected.

Resubmit returns with e-file rejection conditions that can be corrected

Complete the following if an e-file rejection condition can be corrected:
  1. Correct the account data that caused the return to be rejected.
  2. Reprocess the return using the
    Federal only
     or
    State only
     option. Reprocessing the return updates the e-filing data. View
    Process tax returns
     for the details.
  3. Resubmit the return for e-file. View
    Submit e-file requests
     for the details.

Paper file returns with e-file rejection conditions that can't be corrected

A return rejected from e-file must be paper-filed with the taxing authority if the rejection can't be corrected. Refer to the IRS Publication 4163 if you can't successfully resubmit a return for e-file and you are subject to the IRS e-file mandate. View
About filing-related forms
 for the details. Print and attach the IRS Reject Report as proof that the return was filed on time.
You can find Reject Reports for rejected federal 1041, 5227 and 990 returns as well as any rejected state return on the Documents page in the account binder. To download a Reject Report from the Documents page for printing, open the tax year category, open the
Document: E-Filing reports for filing rejected returns on paper
 category, then select the link in the
Recipient
 column.
To print an IRS Reject Report from a register:
  1. From the Register Listing page, select Run for the
    IRS reports for filing rejected returns on paper
     register.
  2. Select the accounts to print the IRS Reject Report for. To select one or more accounts, mark the checkbox in the 2nd column. Don’t mark any checkboxes if you want to print the IRS Reject Report for all accounts in the register.
  3. Select
    Print
     from the register
    Action
     dropdown list.
  4. Select
    IRS Reject Report
     from the
    Document
     dropdown list.
  5. Select
    Submit
    .
  6. Select
    OK
     when the message indicating that print was submitted displays.