First year using Lacerte and I'm starting to regret it. I have a client with the following efile error
FEDERAL Filing Rejected - This filing was rejected by the taxing agency on March 20, 2024. You need to fix errors that caused the rejection before it can be accepted by the agency. Follow these instructions for fixing the errors and you can transmit again at no additional charge.
Reject: Error R0000-503-02: Spouse SSN and Spouse Name Control in the filing must match the e-File database.
Form: 0(00)
Field: *****1272(/efile:Return/efile:ReturnHeader/efile:Filer/efile:SpouseSSN)
Occurrence: 00000(0001)
Resolution: For e-file purposes, the Spouse's SSN must match the e-File database for the Spouse's Name Control. Verify that the SSN has been entered correctly and make sure not to include any dashes in either names of the Spouse. If present, remove any dashes and re-submit this filing electronically.
This filing was postmarked by the transmitter March 20, 2024 13:49 PM PST.
(ref. #0)
CALIFORNIA Filing Rejected - This filing was rejected by the taxing agency on March 20, 2024. You need to fix errors that caused the rejection before it can be accepted by the agency. Follow these instructions for fixing the errors and you can transmit again at no additional charge.
Reject: Error REJ001: This state filing was rejected because the federal taxing authority has not yet accepted or has rejected the federal filing.
Form: 0(00)
Field: (0000)
Occurrence: 00000(0000)
Resolution: Correct the errors in the federal filing and then re-file these returns for E-File after the federal filing is accepted.
This filing was postmarked by the transmitter March 20, 2024 13:49 PM PST.
(ref. #0)
This happened when the client was new to me and UltraTax allows you to override the name control just like you can do for 1041s in Lacerte. I've searched online and called Intuit support and have not been able to find a way to override the name control. Does anyone know how to? Can someone at Intuit go into the tax return and override the name control? The Name and ITIN match exactly the same as prior year filings and it should be a very basic fix. Between this and not being able to override forms makes me think I need to switch back to UltraTax for next season, very disappointed.
