David Posted April 14, 2009 Report Share Posted April 14, 2009 What's with trust tax returns being rejected because the name or ID # doesn't match the IRS database. I have entered the exact name and number on the SS-4. After that, I have tried different variations of the name. The e-file has been rejected now for 4 variations of the name. What do you have to do to get these returns accepted? Quote Link to comment Share on other sites More sharing options...
jklcpa Posted April 14, 2009 Report Share Posted April 14, 2009 Is it possibly a name control issue on the 1041 EF info form that's in error? Quote Link to comment Share on other sites More sharing options...
Lion EA Posted April 14, 2009 Report Share Posted April 14, 2009 The name control has its own conventions. If a person's name is in the trust, it's probably the first four letters of the last name. Quote Link to comment Share on other sites More sharing options...
Bob Hoffman Posted April 14, 2009 Report Share Posted April 14, 2009 The name control has its own conventions. If a person's name is in the trust, it's probably the first four letters of the last name. Verifying the proper 4 letter name control worked for me earlier when I got rejection errors. Quote Link to comment Share on other sites More sharing options...
David Posted April 14, 2009 Author Report Share Posted April 14, 2009 The name control has its own conventions. If a person's name is in the trust, it's probably the first four letters of the last name. Thanks everyone for your help. I check the name control and it is the first four letters of the last name listed in the trust. Any other ideas as to what is going on? Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted April 14, 2009 Report Share Posted April 14, 2009 Try the efile help desk. Quote Link to comment Share on other sites More sharing options...
David Posted April 14, 2009 Author Report Share Posted April 14, 2009 Thanks everyone for your help. I check the name control and it is the first four letters of the last name listed in the trust. Any other ideas as to what is going on? I noticed there are two lines for the trust name on the SS-4. The second line says TR UTA December XX, XXXX I tried again using only the first line of the trust name. Could this be the problem? Thanks. Quote Link to comment Share on other sites More sharing options...
rickart Posted April 14, 2009 Report Share Posted April 14, 2009 We had a similar issue for a 1065 last year. IRS e-file help seems to have a limit on what they will tell you (even with a POA). The agent kept saying the right thing, i.e., look at the original of the notification letter (which has a form number I can't rememebr today). It turned out that the client misread a digit in the EIN on his copy of the notification letter In any event, the erroneous EIN generates the same error message you cite. Not very informative msg! [We had to get the client to dig out the original of the notification Good luck Quote Link to comment Share on other sites More sharing options...
Lion EA Posted April 14, 2009 Report Share Posted April 14, 2009 And, once in a while it's the first name instead of the last name or the beneficiary's name instead of the donor or the EIN or.... Quote Link to comment Share on other sites More sharing options...
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