Receiving a notice that your tax return has been rejected by the IRS can trigger concern and uncertainty. However, this situation is more common than most people realize and often involves minor issues that can be quickly resolved. A rejected return is not the same as an audit or penalty notice. Instead, it’s an alert that something in your submission doesn’t match the IRS’s expectations or records, and it needs to be fixed before your return can be processed. We explore what a tax return rejection means, how you’re notified, and the common reasons behind it. Knowing how to identify the problem is the first step toward correcting it efficiently.
What Does It Mean When a Tax Return Is Rejected?
When the IRS rejects a tax return, it doesn’t mean they’re penalizing you or pursuing legal action. A rejection indicates that the system has flagged your return due to specific issues or inconsistencies. These errors prevent the IRS from accepting the return into its processing system.
Typically, these mistakes are simple: a mismatched name, an incorrect Social Security number, or duplicate filings. Rather than correcting the error for you, the IRS returns the document so you can fix the mistake and resubmit.
How the IRS Notifies You of a Rejected Return
If your return is rejected, the way you’re informed depends on how you filed. Electronic filers usually receive an email through their e-filing platform. These messages tend to arrive within 24 to 48 hours after submission. If you filed by mail, the IRS will send a rejection notice to the address on your return.
The notice will include a rejection code and a short message explaining what caused the problem. Understanding this information is critical to resolving the issue effectively.
It’s important to verify that the notice is legitimate. Scammers often attempt to impersonate IRS agents to steal personal data. The IRS rarely calls taxpayers about rejections, and it never initiates communication by text or email asking for sensitive information. Always cross-check any correspondence you receive before taking action.
Key Signs Your Return Might Be Rejected
Before diving into the reasons, it’s helpful to understand how rejections typically present themselves. Here are a few indicators:
- You received a quick response from your e-file provider indicating rejection.
- You’re informed that a duplicate return has already been submitted.
- Your refund is delayed, and the system shows no processing status.
- You get a paper notice in the mail from the IRS explaining an error.
These signs suggest that something in your return triggered a red flag. Your next step is identifying what went wrong.
Common Reasons the IRS Rejects Tax Returns
There are several common reasons for tax return rejections, most of which are related to data inconsistencies or simple mistakes.
Inaccurate or Mismatched Personal Information
The most frequent reason returns are rejected is due to incorrect personal information. This includes mismatches in names, Social Security numbers, birthdates, and other identifying details. These pieces of data must match the records held by the Social Security Administration.
One typical scenario is a name change due to marriage or divorce. If the name on your return doesn’t match the name associated with your Social Security number, the return will be rejected. Likewise, entering a Social Security number with a typo or transposed digits will trigger a rejection.
Duplicate Filing
The IRS only allows one return per Social Security number or taxpayer identification number per year. If a return has already been submitted using your number, any subsequent filing will be rejected as a duplicate.
This may occur because you accidentally submitted the return more than once. However, it can also be a red flag for tax-related identity theft, where someone has submitted a fraudulent return using your personal information.
Dependent Claimed on Another Return
Claiming dependents can lead to rejections if someone else has already claimed the same individual. This commonly happens in cases of shared custody. For example, both parents may try to claim the same child in the same tax year, which the IRS does not allow.
It can also happen if the dependent files their own return and claims themselves, which disqualifies others from claiming them on their tax return. Even if the dependent was claimed unintentionally, the IRS system will detect the overlap and reject the return.
Incorrect Prior Year Adjusted Gross Income (AGI)
When you e-file, you’re often required to input your adjusted gross income from the previous year. This serves as a security measure to verify your identity. If you enter an incorrect figure, the return may be rejected.
A common mistake is using the AGI from an amended return rather than the original. If you filed jointly last year but are filing individually this year, it’s also crucial to ensure that the correct AGI for each individual is entered. Any discrepancy will lead to a mismatch with IRS records.
Wrong or Missing Identity Protection PIN
If you were issued an Identity Protection Personal Identification Number (IP PIN) by the IRS, you must enter it exactly as issued. Failing to include it, or entering it incorrectly, will lead to a rejected return.
These six-digit numbers are part of the IRS’s fraud prevention program and are required for all future filings once issued. Make sure to store your IP PIN safely and use it accurately when filing your return.
Decoding IRS Rejection Codes
Every rejection comes with a code that describes the issue. While these may seem confusing, they are essential for troubleshooting the problem. Some of the most common codes include:
- IND-031: This code indicates a problem with your AGI. It means the AGI entered does not match IRS records.
- IND-507: This code signals an issue with a dependent’s information, such as mismatched name or Social Security number.
- R0000-902-01: This code indicates that a duplicate return was filed with the same taxpayer identification number.
Understanding these codes can save you time and help you make the correct adjustments before resubmitting your return. Most e-filing platforms provide brief explanations for these codes and instructions on how to fix the related error.
Why a Rejection Isn’t the End of the World
A rejected return is frustrating but rarely catastrophic. It’s often a simple matter of reviewing your information, correcting a few entries, and resubmitting. There are no immediate penalties or fines associated with a rejected return, as long as you correct and file it properly before the tax deadline.
The IRS allows taxpayers to refile corrected returns electronically or by mail depending on the type of error. Most e-filing systems will guide you through this process step-by-step, making it easier to avoid repeating the mistake.
Identifying If Someone Else Filed Using Your Information
If your return was rejected because a return has already been filed with your Social Security number, and you are certain that you haven’t filed yet, identity theft may be the cause. In this case, you’ll need to take additional steps beyond simple correction. These may include contacting the IRS directly and filing an identity theft affidavit.
Signs of tax-related identity theft include:
- Receiving a notice that a return was filed when you haven’t submitted one
- A rejection stating that your Social Security number is already in use
- Being asked to verify information you never submitted
Identity theft cases are serious but not uncommon. Acting quickly can help contain the issue and restore your ability to file and receive your refund.
Communication Scams Related to Rejected Returns
Unfortunately, scammers take advantage of tax season to target individuals with fake IRS messages. These often include fraudulent emails, phone calls, or text messages claiming your return was rejected and demanding immediate action or payment.
It’s important to know that the IRS never initiates contact by email, text, or social media. Most legitimate notices are sent through regular mail. If you receive suspicious communication, do not provide any personal information or click on any links. Instead, report the incident to the IRS and follow their official instructions for verifying your return status.
Organizing Your Information Before Filing
One of the most effective ways to prevent rejection is to be thoroughly organized before you even begin the filing process. Collect all necessary documents, including:
- W-2 and 1099 forms
- Your previous year’s tax return
- Identity Protection PIN, if applicable
- Accurate Social Security numbers for yourself, your spouse, and any dependents
Having this information on hand reduces the risk of data entry errors that commonly cause rejections.
Importance of Reviewing Before Submitting
Taking extra time to review your return before hitting submit can save you days or even weeks of delays. Small errors, such as a missing digit in a Social Security number or a misspelled name, are among the top reasons for rejected returns.
Use any pre-submission validation tools your software provides. These often highlight incomplete sections, missing data, or inconsistencies between forms. While not foolproof, they significantly increase the chances of your return being accepted on the first try.
How to Correct and Refile a Rejected IRS Tax Return
Receiving a rejection notice from the IRS after filing your return can be stressful, but it doesn’t mean the situation is unfixable. Most rejections are due to simple errors or oversights, and you often have the chance to correct and resubmit without penalty.
The key is to understand the issue, take the appropriate steps to resolve it, and ensure your return is resubmitted accurately and on time. We will guide you through the process of handling a rejected tax return, including how to interpret error codes, fix common mistakes, and safely refile your return.
Understanding the Rejection Notice
When your return is rejected, the IRS sends a notification either electronically or by mail, depending on how you filed. This notice contains a rejection code and a brief description of the issue.
Each code corresponds to a specific type of error. For example, if your Social Security number does not match IRS records, the notice will include a code that reflects this mismatch. Understanding the reason behind the rejection is the first step toward resolving the problem.
You should carefully read the entire notice. It may include more than one error, and addressing just one without fixing the others could lead to additional rejections. If you’re unsure what a specific code means, the IRS website offers a list of common rejection codes with definitions.
First Steps After a Rejection
Once you’ve reviewed your notice, it’s time to take action. It’s best to do so as quickly as possible, especially if you’re approaching a filing deadline. Most rejections can be fixed quickly, but failing to act may result in processing delays or late penalties.
Start by checking your return against the rejection explanation. Make note of any inconsistencies or omissions. Common issues include:
- Names that do not match what the Social Security Administration has on file
- Incorrect Social Security numbers or Employer Identification Numbers
- Duplicate filing with the same identification number
- Dependents claimed on another return
- Missing or incorrect prior year adjusted gross income for electronic signature
- Invalid or expired Identity Protection PINs
Use your original return as a reference. Compare it line-by-line to ensure no detail was missed.
Making Corrections on Your Return
The way you correct a rejected return depends on how it was filed and the type of error that caused the rejection.
For electronically filed returns, the process is often straightforward. Most e-filing platforms allow you to make changes directly in your account and resubmit the corrected return. If your return was submitted on paper and rejected for an issue like a missing signature or incorrect Social Security number, you’ll likely need to fix the problem and resubmit by mail.
For each type of error, there are specific corrective actions:
Name or Social Security Number Mismatch
Check the spelling of your name and verify that your Social Security number matches the one on your Social Security card. If you’ve recently changed your name due to marriage or another legal event, ensure that your records with the Social Security Administration have been updated. Resubmit your return after correcting the information.
Prior Year AGI or Electronic PIN Mismatch
To e-file successfully, you typically need to enter your prior year’s adjusted gross income or a PIN. If this information is incorrect, update it with the correct figure. You can find your prior year AGI on line 11 of the previous year’s Form 1040.
If you’re unable to access last year’s AGI or have had multiple failed attempts, consider obtaining a copy of your tax transcript from the IRS website or calling their automated line.
Dependent Already Claimed
If your return was rejected because a dependent has already been claimed, you’ll need to determine who has the legal right to claim the individual. In cases of shared custody, only one parent can claim the dependent per tax year. If you believe you are entitled to claim the dependent, you can file your return by mail along with supporting documentation and let the IRS resolve the issue.
Duplicate Return Filed
A duplicate return usually indicates that your Social Security number was already used in another filing. This might be due to an error if you submitted your return twice or may signal identity theft. If you suspect fraud, it’s important to contact the IRS immediately and file an identity theft affidavit using Form 14039.
E-Filing a Corrected Return
Once you’ve made the necessary corrections, most tax software platforms allow you to re-submit the return electronically. You should only do this if the errors have been fixed and the return is otherwise complete.
Here are some tips to ensure a successful refile:
- Double-check your personal identification information
- Ensure all names and Social Security numbers are spelled and entered correctly
- Review the AGI from the previous year and verify it against your records
- If using a PIN, make sure it’s correct and current
- If the error involved a dependent, review any custody agreements or tax claims for accuracy
After you refile, the IRS will once again process the return and either accept it or notify you if further action is needed.
Mailing a Corrected Paper Return
If you are instructed to mail your return, make sure to follow the instructions on the rejection notice. This includes:
- Printing and signing the corrected return
- Attaching any required documents (such as Form 14039 or proof of Social Security number)
- Sending it to the correct IRS processing center based on your location
When mailing a return, it’s a good idea to use certified mail with a return receipt so you have proof of submission. Keep copies of all documents for your records in case you need to reference them later.
Deadlines and Timelines
Timing is critical when correcting a rejected return. If your return is rejected before the tax deadline, typically April 15, you must refile by that date to avoid late penalties or loss of eligibility for certain credits.
If your return is rejected on or just after the deadline, the IRS generally gives you five calendar days to correct and refile the return electronically. As long as the original filing was submitted before the deadline and the corrected version is received within that grace period, the return is considered on time. For paper filings, it may take longer for the IRS to confirm receipt and process your corrections. Be proactive and don’t wait until the last minute to resolve issues.
When to Contact the IRS
In most cases, you can resolve a rejected return without needing to contact the IRS. However, if your rejection involves issues that you can’t verify or correct on your own, or if you suspect fraud or identity theft, you should reach out to the IRS directly.
Here are situations where contacting the IRS is appropriate:
- You have received multiple rejections for the same return
- You believe your identity has been stolen
- The error code refers to a problem you don’t understand
- Your return was rejected after the deadline and you’re unsure how to proceed
The IRS provides contact numbers on its website and on rejection notices. Be sure to have your Social Security number, rejection code, and relevant documents handy when you call. Expect longer wait times during peak tax season, so consider calling early in the morning or mid-week when wait times may be shorter.
Special Considerations for Amended Returns
A rejected return is not the same as an amended return. If you are simply fixing an error and resubmitting before the IRS accepts your return, it is considered a correction.
However, if the IRS has already accepted your original return and you discover an error afterward, you will need to file an amended return using Form 1040-X. This form cannot be e-filed in all situations and may take several weeks or months to process.
Only file an amended return if the original return has already been accepted. If your return is still in the rejection stage, you do not need to file an amendment.
Keeping Track of the Status
After refiling your corrected return, it’s important to monitor its status. You can use the IRS “Where’s My Refund?” tool for accepted returns or check with your tax preparation software if filing electronically.
For paper returns, tracking may be limited, but certified mail can confirm delivery. If you don’t receive acknowledgement or further communication within 21 days of refiling, it may be worth contacting the IRS to confirm receipt.
Staying organized and following up ensures that your refund, if applicable, isn’t delayed unnecessarily.
Understanding the Rejection Code
When your tax return is rejected by the IRS, the first step toward resolution is understanding the rejection code provided in your notification. Each code corresponds to a specific issue in your filing. The IRS usually includes a short explanation alongside the code, but it helps to consult the IRS e-file rejection code list online for detailed descriptions.
Rejection codes may point to typos, mismatched information, missing data, or more complex issues such as identity verification failures. Knowing exactly what the problem is can significantly reduce the time you’ll spend correcting it.
How to Interpret the Error Message
The error message usually arrives by email (if you filed electronically) or through regular mail for paper filings. The message often includes:
- A specific error code (e.g., IND-031-04)
- A short explanation (e.g., The primary taxpayer’s Social Security number and last name do not match IRS records)
- Suggested steps or links for more details
These details are essential for identifying the exact issue and deciding on the correct fix. It’s crucial to review every piece of information that you input into your tax software or form to locate the discrepancy.
Fixing the Error Based on the Rejection Type
Typographical and Data Entry Errors
The most straightforward errors to fix are typos or mismatches in names, dates of birth, or identification numbers. Simply correct the information and resubmit the return. This is common if:
- You entered the wrong Social Security number
- You used a nickname or an outdated name that doesn’t match IRS records
- You misentered the prior year’s adjusted gross income (AGI) for identity verification
Duplicate Filing Rejections
This happens when someone else has already filed a return using your identification number. If this occurred by mistake—such as you or your spouse filing twice—you can usually resolve it by correcting or withdrawing the duplicate return.
If identity theft is suspected, you’ll need to:
- Contact the IRS Identity Protection Specialized Unit
- Complete IRS Form 14039 (Identity Theft Affidavit)
- File your return by mail along with documentation
Dependents Already Claimed
This issue often arises in shared custody arrangements where both parents try to claim the same child. You’ll need to:
- Check if you’re the rightful person to claim the dependent according to IRS guidelines
- Contact the other party if necessary
- File a paper return with Form 8867 (Paid Preparer’s Due Diligence Checklist), if required, to clarify your claim
In disputed cases, the IRS may initiate an audit or send a notice requesting further documentation.
Invalid Electronic Signature or AGI
If your e-signature or AGI doesn’t match what’s in the IRS system, your return won’t be accepted. Ensure:
- You’re using the correct prior year AGI
- You haven’t changed tax preparers who may have incomplete prior year data
- You’ve entered the correct Identity Protection PIN if issued
In some cases, if the AGI is the issue and you didn’t file last year, enter “0” as your AGI to satisfy the identity check.
Steps for Refiling a Corrected Return
After correcting the issue based on the IRS rejection message, follow these general steps to refile:
- Access Your Tax Software or Tax Form: Log back into your tax software, or retrieve your paper return.
- Locate the Error: Based on the error code and message, find the section of the return that needs correction.
- Make the Corrections: Carefully update the information. If the problem is AGI-related, verify the correct number on your previous year’s tax return.
- Save and Review: Double-check every section before resubmitting. Pay close attention to names, identification numbers, and filing status.
- E-file or Mail Again: Submit the return electronically, if eligible. If the issue was serious (like identity theft), the IRS may require that you mail the return along with documentation.
Deadlines for Fixing a Rejected Return
If your return was rejected before the annual tax deadline (typically April 15), you must correct and resubmit it by that date to be considered on time. If it’s rejected close to or after the deadline, the IRS generally allows a five-day grace period for corrections without penalties.
For example, if you e-filed your return on April 14 but received a rejection notice on April 15, you likely have until April 20 to fix and refile your return without it being considered late. If you’re due a refund, there’s typically no penalty for a late filing, but if you owe taxes, late penalties and interest can accumulate quickly. It’s essential to act promptly.
What If You Miss the Refile Deadline?
Missing the refile deadline can result in:
- Late filing penalties
- Late payment interest (if you owe)
- Loss of refund eligibility (especially if more than three years pass without a corrected filing)
If your corrected return was filed after the grace period, it’s a good idea to include a statement explaining the delay, especially if it was out of your control. The IRS may waive penalties in reasonable circumstances.
Contacting the IRS for Help
If you’re unable to determine the cause of your rejected return or need help fixing it, contact the IRS directly. Be prepared with:
- Your Social Security number or taxpayer identification number
- The exact rejection code and explanation from your notice
- Your previous year’s tax return for reference
The IRS can walk you through the steps to correct the issue. Alternatively, consider working with a qualified tax professional who can interpret the rejection and refile on your behalf.
Preventing Future Rejections
Once you’ve gone through the correction process, take steps to avoid similar issues in the future:
Keep Your Information Current
Update your personal records with the Social Security Administration if your name changes. Notify your employer or payroll processor of changes to your tax details.
Maintain Secure Records
Store copies of previous returns and correspondence. This ensures you have accurate data—especially prior-year AGI—for future filings.
Protect Your Identity
Identity theft is a growing problem in tax filing. Enroll in IRS Identity Protection PIN services if you’ve been a victim. Avoid sharing your personal tax data over insecure platforms.
File Early Next Time
Filing early gives you time to address any rejections and still meet the tax deadline. It also reduces the risk of fraudsters using your identity to submit a fake return.
Use Reliable Filing Methods
Whether you file taxes yourself using software or hire a professional, verify the accuracy of every detail. Software often pre-populates fields, and a single outdated number can lead to rejection. When using preparers, ask them to double-check identity and dependent information.
When You Need to File by Paper
If the issue causing rejection can’t be resolved through e-filing—such as identity theft, an unusual dependent dispute, or certain errors in income reporting—you may be required to file a paper return.
When mailing your corrected return:
- Include a cover letter explaining why you’re filing by paper
- Attach any IRS forms or affidavits requested (like Form 14039)
- Send the return to the IRS address listed for paper returns in your area
- Consider using certified mail to track delivery
Though paper filings take longer to process, they are sometimes necessary to resolve complex rejections. Once accepted, you’ll receive confirmation and your return will proceed through normal processing.
Final Notes on Rejected Returns
Dealing with a rejected return can feel frustrating, but most issues are solvable with a bit of patience and attention to detail. The key is acting quickly, thoroughly reviewing the issue, and submitting an accurate correction. Doing so ensures your return is accepted, your refund arrives on time, or your tax obligations are resolved without penalties.
Conclusion
Receiving a rejection notice from the IRS can be discouraging, but it doesn’t mean the end of your filing journey. In most situations, the issue is a common and correctable mistake often as simple as a mismatched Social Security number, an incorrectly claimed dependent, or a misreported AGI. By understanding the specific reason for rejection and following the step-by-step correction process, you can quickly get your return back on track and avoid further complications.
Timely response is critical. The IRS provides clear guidance and deadlines for refiling after a rejection, which helps ensure your return is still considered filed on time. Whether the problem is due to identity theft, data entry errors, or accidental duplicate filing, acting swiftly and accurately gives you the best chance of resolving the issue without delay or penalty.
Looking ahead, the best way to prevent a rejected return is through careful preparation. Review all personal and tax details thoroughly, file early to reduce fraud risk, and use identity verification tools when e-filing. Being proactive about your filing process reduces the chances of facing this kind of disruption in the future.
In short, a rejected return is a fixable obstacle not a failure. With attention to detail, awareness of common issues, and prompt action, you can correct the problem and move forward with your tax responsibilities smoothly and confidently.