top of page

5 Tips To Avoid Tax E-file Rejections

We all agree that sending your tax return via e-file is much more convenient, especially if you receive lots of funds.

But there are cases where the IRS (Internal Revenue Service) may reject your e-file. This could be from a wide range of reasons, and the most frequent of all is misinformation.

When this happens, you have to discover what went wrong and fix it. However, there are ways to avoid this rejection altogether. Here are five tips to help you prevent rejection e-file.

Thoroughly Check Name Report

One of the easiest mistakes faced during tax reports is name mismatching. The name in your e-file should correspond with your Social Security Number report. The IRS will always check to verify similarity before approving your e-file. So, always double-check your file for any typo to avoid this type of rejection.

One frequent error and cause of name mismatch is when there is a name change because of divorce or marriage. Therefore, if there is a change in your last name, you must inform the Social Security Administration to reassign your new name to your SSN.

Provide Accurate Dependent Information

When you indicate dependency on your task form, always provide their complete names, relationships with you, and SSN. This is because the IRS e-file system will check that the names and information on the dependents match what they have on the IRS master file. The absence of that will result in e-file error and rejection.

To avoid this, you have to ensure you check the accuracy of your dependent information in the entire tax return before sending your first e-file.

Confirm Dependent Claim Before E-filing

This is one of the most common reasons for e-file rejection. It happens when a child e-files a tax return to get a wage that has been withheld before you claim the child is dependent on your tax return.

The Social Security number has already been claimed on an e-file return, and the IRS will not accept it, causing rejection.

To avoid this, you need to ask the person if they have electronically filed their tax returns. If yes, you have to mail your tax returns.

The same rules apply when you are filing a tax return for both you and your child. You have to send one electronically and mail the other. Sending both as an e-file will cause rejection.

Carefully Fill Tax Return File

Some tax return filing status requires one to add some more information than ticking some status box. For instance, if you are filing as head of the home, one important requirement is adding at least one dependent to your tax return.

Failure to do so will result in error and rejection of your e-file by the IRS. To avoid this, thoroughly review your details for error and completeness before submitting.

Input Accurate W-2 Wage

If the amount of your W-2 wage is more than what is written on your tax return report, you will get a rejection. The problem lies in the amount written on your tax return.

This may be due to the wrong W-2 input when transferring your e-file or having the wrong amount on your tax return. Either way, you have to be careful.

One of the best ways to do this is to import your W-2 information to your tax returns directly.

Bottom Line

Having your e-file rejected is a common occurence and the best way to fix it is to be careful with your inputs.

But in situations where your e-file is rejected because a return has been filed with your SSN, it means you are a victim of identity theft.

bottom of page