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Lacerte Diagnostics
Moderator
October 2, 2020

6568

  • October 2, 2020
  • 0 replies
  • 14 views

The following diagnostic is generating:

Form 2555-EZ: For e-file returns, the IRS requires each Form 2555-EZ to have a unique SSN. Married filing joint returns are allowed one Form 2555-EZ for the taxpayer and one for the spouse, all other filing statuses are allowed one Form 2555-EZ for the taxpayer.

Solution:

What this means:

When preparing an electronic return that includes Form 2555-EZ (Foreign Earned Income Exclusion), this diagnostic ensures compliance with IRS rules that:

  • Only one Form 2555-EZ per person is allowed.
  • On Married Filing Joint returns, you can file one for each spouse, but they must be tied to separate SSNs.
  • For any other filing status, only one Form 2555-EZ may be submitted, and it must be associated with the primary taxpayer's SSN.

How to fix:

  • Check that you're not including multiple Forms 2555-EZ for the same individual.
  • If both spouses qualify and are claiming the exclusion, ensure each form is linked to the correct SSN (taxpayer vs. spouse).
  • Paper file the return.
  • Help Article 

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