eFile Error: Form 1099-R, 'PayerEIN' must match data in the e-File database.

Forum|Forum|1 year ago
May 30, 2025
2 replies
13 views

I double checked all 1099-R and they are correct.

It could be related to the taxable refund (Arizona).

It is for a 1040, and I have already tried to eFile twice. How many attempts do I get?

What other consideration are there to consider before eFiling? Is this a known issue?

ProConnect Tax

This topic has been closed for replies.

Best answer by PhoebeRoberts

I know for sure that neither Lacerte nor the IRS has any such limitation. I find no documentation saying that ProConnect does - what are you seeing?

(If you're looking at something like this - https://www.taxact.com/support/313/2024/irs-limit-on-electronically-filed-tax-returns?hideLayout=False - what it says is that consumers, as opposed to professionals, can only submit 5 separate e-filed 1040s. If you're preparing more than 5 returns, and you want to e-file all of them, you have to get an EFIN and a PTIN.)

PhoebeRoberts

Intuit Community Champion

You get an infinite number of attempts! Any chance you've got an 8 that looks like a 3, or a 6 that looks like an 8, or a 5 that looks like an 8? You might be able to call the E-file help desk to see if they have any suggestions.

The e-file reject tells you which 1099-R is the problematic one. What's the payor name on that 1099R?

T

tccpg289Author

Level 5

Are you positive it is unlimited?

I have read 5 attempts in other articles. Would like confirmation.

PhoebeRoberts

Answer

Intuit Community Champion

I know for sure that neither Lacerte nor the IRS has any such limitation. I find no documentation saying that ProConnect does - what are you seeing?

(If you're looking at something like this - https://www.taxact.com/support/313/2024/irs-limit-on-electronically-filed-tax-returns?hideLayout=False - what it says is that consumers, as opposed to professionals, can only submit 5 separate e-filed 1040s. If you're preparing more than 5 returns, and you want to e-file all of them, you have to get an EFIN and a PTIN.)

George4Tacks

Level 15

Is there a separate AZ EIN? Did you enter that number? Is there a phone number on the 1099R? If so, call that number for help to get the number correctly. IRS is not a help source for this issue. You are in the right place to get help.

Answers are easy. Questions are hard!

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