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Integrate the system you use to plug submission ID numer to grab the dependent number that was already claimed.Error: eview the Description field. There will be a number in brackets, [?], that identifies which one is causing this reject. For example: "[2]" will identify the second Qualifying Child on Schedule EIC. Verify that the child's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the child's SSN is entered correctly. If the Qualifying Child's information is correct, and you want to electronically file this return as it was originally submitted, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information. Code: SEIC-F1040-506-04
I just had a dependent reject. The description states the following:Error message: 'DependentSSN' in 'DependentDetail' on the return was used as a Dependent SSN on a previously accepted return for the same tax period. Visit www.irs.gov/identity-theft-fraud-scams/identity-theft-dependents for additional information. To electronically file with this duplicate condition, an Identity Protection Personal Identification Number (IP PIN) will be required. If you wish to get an IP PIN and you don't already have an account on IRS.gov, then you must register to validate your identity. Please visit www.irs.gov/getanippin for further information and resubmit your return with an IP PIN.Solution: This return has been rejected by the IRS, because one or more of the dependents on this return has already been claimed as a dependent on another return. If multiple dependents are present in this return, review the Description field. There will be a number in brackets, [?], that identifies which dependent is causing this reject. For example: "[2]" will identify the second dependent from the top. Verify that the dependent's information has been entered accurately. Correct any misspellings, omissions, or transpositions. Make sure the dependent SSN is entered correctly. If you want to electronically file this return and claim the dependent, an Identity Protection PIN will be required. Visit www.irs.gov/getanippin for further information.Code: IND-507-01As the ERO, we cannot see which Dependent rejected. We have to contact support. We need to be able to know which Dependent rejected without contacting support.
If a partnership chooses to track partner basis at the partnership level, Lacerte can generate the worksheet, but it's not included in the K-1 printing package. If you were to deliver that as one pdf, you would have to manually print each worksheet in form view for each partner and manually insert those into each partner K-1 pdf. Please give us the option to include that in the printing of the K-1. Why else would you track at the partnership level if you weren't going to give it to the partner?
I know practitioners have been asking for many years but is a fill-in PDF organizer going to be available soon? Clients continue to ask and I don't have a great response. This would be incredibly helpful.
Can you comment on priority of implementing ideas? I spoke to a tech today about having Consolidated 1099 input screens. She said it was a great idea. She forwarded me this Idea Excahnge forum. There are 93 votes for the consolidated 1099 but the comments were first made in 2021!
Definitely need to add Muti Factor Authentication for the DMS program. Especially given all the hacks taking place, it is concerning the DMS program does not have this added safety feature.
DMS needs a secure lock system to open, similar to your tax program with code.
Make the organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.
Create feature to that allows tax professionals to export a report from their client database that will show which clients have an IRS ID Theft Protection Pin, not the PIN itself, just that the PIN was assigned by the IRS. I would be helpful to have this a resource from one year to the next to be sure the PINs are received from the taxpayers each year rather than waiting for the return to reject after e-filing.
Please create a critical diagnostic that the e-file will be rejected without the IRS IP PIN, for all clients that had this PIN in the previous year. Currently Lacerte allows the user to submit an e-file without the PIN, but then the e-file gets rejected.The IRS sends Identity Protection PIN numbers to clients who have had issues with identity theft in the past. This PIN is entered in the Client information in Lacerte, and is required in order to e-file. Once a client receives this PIN, they need a new one every year.
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