This article applies to:

F1099R-502-02 e-file error

Form 1099-R, 'PayerEIN' must match data in the e-File database. (value #########, rule F1099R-502-02)

note

The value represents the EIN causing the rejection.

Find the payer name and EIN from the client's 1099-R source document.

Go to the Retirement folder.

Select the 1099R
tab.

For every unit of the 1099R input screen, check the EIN
and Payer's name
fields to make sure they match the client's 1099-R.

If they don't match, correct your data entry. Then re-create and retransmit the e-file.

If they do match, contact the payer that issued the 1099-R.

If necessary, after working with the employer or the IRS, you can force the name control for the 1099-R payer.

Go to the Forms view and select the 1099R folder. If you don't see the 1099R folder, right-click and select Display all forms
.

Override the Name control
field.

Recreate and retransmit the return.