ERROR F1040-034-08

[JML222]

When electronic filing I am receiving a reject message f1040-034-08 with the following advice:

Review the amount that appears on Form 1040, Federal Income Tax Withheld From Forms W-2, 1099, etc.. This amount must be equal to the sum of federal tax withheld as shown on any of the following forms: Form W-2, Form W-2G, Form 8959, any Form 1099,Form RRB 1042-S, Form SSA 1042-S and any other source of withholding.

I have reviewed the source docs and data entry and it matches. My sense is this is a false error but not sure where to go from here.

Any advice is appreciated.

[IRonMaN]

What forms is the withholding being generated from?

[JML222]

1099-INT, 1099-R, SSA-1099

I am suspecting the 1099-INT withholding as an issue.

[IRonMaN]

Someone else mentioned issues with interest and dividend withholding.  Try putting it on the tax payments worksheet.

[JML222]

Yes, I gave that a try, resulted in second rejection, same error code.

Thinking an issue with the "double click..." on Sched B Interest Income that leads to page 2 where additional info is entered.  

[JML222]

UPDATE:  I removed the 1099-INT ($52) and submitted the return and it went thru without error. Concluding the issue is in the Sched B interest income. While the totals are accurate the reading of the totals by the IRS (I assume) is not accurate. 

Now to amend the return and include the Interest Income. I assume I'll get the same error if I file an amended electronically so printing and mailing might be the option.

[JohannaF]

Anyone find a work around for this yet?

[JohannaF]

I am going to try putting it on the tax payments worksheet on line 18a and give it a  whirl.

[JML222]

I submitted an amended return with just the 1099INT withholding on the amended return. It was rejected. I called tech support, they said try it again. I did and it was accepted. When asked what they did, they said nothing. Still at a loss if the issue is fixed or not.

[Youngstax · Accepted solution]

I moved the fed w/h from the 1099div form to a 1099r form that was on the return and then completed a preparer note explaining what was done.  The return was accepted. Hopefully we don't get a letter about it in the future.

[JML222]

Thanks! good to know

[IntuitGabi]

Hi all, thanks for the details. We're investigating this rejection code and will keep you updated if any action is needed on your part. 

[Youngstax]

Thank You! I spent a lot of time with tech support trying to explain that this is a Proseries issue not reporting the withholding correctly from the 1099DIV. There answer was just print it out and mail it in. 

[JML222]

Appreciate your diligence!

[Frustrated Accountant]

When you enter the withholding on the Schedule B Additional Dividend Information screen, drag all the way down to Additional Payer and Recipient Information section at bottom of screen.  Put in the payer's TIN (that paid the div or int and withheld on said amounts). The error is because this is the only place we're entering withholding without a payer EIN.  The system needs EINs for any withholding. 

[Rockyyy]

Frustrated Account you were spot on. I added the TIN at the bottom, refiled and it went through! Thank you. I spent 45 minuted on the phone with tech support, Should have looked here first.