IRS has asked that EROs hold returns rejected for the
following efiles until IRS updates their business rules.
For 1040 Returns
F1040-370-03
If Form 1040, Line 51 'RtrSavingsContributionsCrAmt' has
a non-zero value and Line 1 checkbox "Single" or Line 3 checkbox
"Married filing separately" or Line 5 checkbox "Qualifying
widow(er) with dependent child" is checked (element
'IndividualReturnFilingStatusCd' has a value of 1, 3 or 5), then Line 37
'AdjustedGrossIncomeAmt' must not be greater than 30000
F1040-371-03
If Form 1040, Line 51 'RtrSavingsContributionsCrAmt' has
a non-zero value and Line 4 checkbox "Head of household" is checked
(element 'IndividualReturnFilingStatusCd' has the value 4), then Line 37
'AdjustedGrossIncomeAmt' must not be greater than 45000
F1040-372-03
If Form 1040, Line 51 'RtrSavingsContributionsCrAmt' has
a non-zero value and Line 2 checkbox "Married filing jointly" is
checked (element 'IndividualReturnFilingStatusCd' has the value 2), then Line
37 'AdjustedGrossIncomeAmt' must not be greater than 60000
For 1040A Returns
F1040A-370-03
If Form 1040A, Line 34 'RtrSavingsContributionsCrAmt' has
a non-zero value and Line 1 checkbox "Single" or Line 3 checkbox
"Married filing separately" or Line 5 checkbox "Qualifying
widow(er) with dependent child" is checked (element
'IndividualReturnFilingStatusCd' has a value of 1, 3 or 5), then Line 21
'AdjustedGrossIncomeAmt' must not be greater than 30000.
F1040A-371-03
If Form 1040A, Line 34 'RtrSavingsContributionsCrAmt' has
a non-zero value and Line 4 checkbox "Head of household" is checked
(element 'IndividualReturnFilingStatusCd' has the value 4), then Line 21
'AdjustedGrossIncomeAmt' must not be greater than 45000.
F1040A-372-03
If Form 1040A, Line 34 'RtrSavingsContributionsCrAmt' has
a non-zero value and Line 2 checkbox "Married filing jointly" is
checked (element 'IndividualReturnFilingStatusCd' has the value 2), then Line
21 'AdjustedGrossIncomeAmt' must not be greater than 60000.
F1040-361-04 – Deals with Form 5695 (Residential Energy
Credit)
Currently there is no ETA for IRS to correct these
Business Rules.
