Efile Rejection Error for Trust

[ETax847]

I keep getting the database validation error when E-Filing a client's Federal Trust Return.  The error states that the Filer's EIN and Name Control in the Return Header must match data in the E-File Database.  Does anyone know what this is referring to?

The name control and last name of the individual listed on the 1041-EF are the same as in years past.

[Pacun]

check the name and number. Spaces sometimes cause similar issues.

[mcbreck]

The IRS has a database of the "short names" that get submitted along with the Tax IDs and they do a matchup. I've had problems this year also and my tax software insists it isn't on their end. Here was my solution:

Trust name for the last 20 years is "J L Smith Irrevocable Trust". For always the software used a short name of JLSM but this year the IRS required me to change the name to Smith J L Irrevocable Trust" to generate the correct short name of SMIT. If you are using Drake I think you can do a short name override? Don't know about the rest. My software provider said they'd never heard of such a problem. They could see that I'd filed it that way with their software for over 5 years and couldn't imagine the problem.

[ETax847]

mcbreck,  that did the trick! Thanks for your help!!

[Abby Normal]

I'm glad ATX lets you enter the Name Control and doesn't try to guess what it is or make you rename the trust to make it work.

Did you check the name change box?