EFC Reject 63 - "The return submitted contains a duplicate Submission ID.

 Every Submission ID must be unique. If you are creating e-files on multiple non-networked computers you must take certain steps to avoid assigning the same Submission ID to different returns.

If you are preparing returns for e-filing on multiple non-networked (stand-alone) computers, you must estimate the number of returns that will be prepared on each computer and enter "Current Submission IDs" that are far enough apart that there will be no duplication of numbers with another computer during the tax season.

For example, if you have two non-networked computers in your office plus a laptop which you use in clients' homes, you might pre-set the Current Submission ID on each machine as follows:

• On computer #1, leave it at one.
• On computer #2, change it to 10000.
• On computer #3, change it to 20000.

The first computer generates the numbers 1-9999.
The second computer generates the numbers 10000-19999.
The third computer generates the numbers 20000-99999.

You should estimate the number of returns that will be prepared on each computer and allow enough numbers so that there will be no duplication of numbers during the tax season. The highest possible number is 99999.

Additional Information

Para obtener la versión en español de este artículo de Knowledge Base, haga clic aquí: Rechazo de EFC 63 en TaxWise®

Overview – IRS Reject Code: 8962-070 related to Form 8962, Premium Tax Credit(PTC)

 

Overview

Customers who file a return which should include Form 8962, Premium Tax Credit, may receive the following Reject Code, F8962-070:

“The e-File database indicates that Form 8962 or a binary attachment with description containing "ACA Explanation" must be present in the return.”

Resolution:

Reject Code F8962-070 is a legitimate reject code.

The IRS implemented this check for taxpayers who received the Premium Tax Credit (PTC) payments during the 2021 Tax Year. Taxpayers must add Form 8962 to the return to reconcile the payments received against the credit calculated and either pay back or get additional refund.

In addition, the Taxpayer must include information from Form 1095A, Health Insurance Marketplace, as part of their return before submitting.

• “If you or anyone in your household enrolled in a health plan through the Health Insurance Marketplace, you’ll get Form 1095-A, Health Insurance Marketplace Statement. You will get this form from the Marketplace, not the IRS.”  Source: IRS, Form 1095-A, Health Insurance Marketplace

• “You will use the information from the Form 1095-A to calculate the amount of your premium tax credit. You will also use this form to reconcile advance payments of the premium tax credit made on your behalf with the premium tax credit you are claiming on your tax return. To do this you will use Form 8962, Premium Tax Credit, which you file with your tax return.”  Source: IRS, Form 1095-A, Health Insurance Marketplace

Additional Resources:

• IRS.GOV>About Form 8962, Premium Tax Credit

• IRS.GOV>Health Insurance Marketplace Statement

Important Filing Deadline Information

The 2021 1040 extension filing season is coming to a close.


We strongly encourage you to transmit your e-files at least two hours before the midnight deadline.

As the October 17th midnight deadline approaches, the processing volume at the IRS will increase daily. Both return volume and return size will affect processing time. While you are accustomed to receiving your Federal acknowledgements within a one hour time-frame, that turnaround time will increase as the deadline approaches. You may see your acknowledgements take from 2 to 4 hours, and possibly longer.

This is why we suggest that you send returns periodically throughout the day. This will help spread out the volume and also help eliminate some of the 'deadline rush' which also impacts IRS processing.

Contact Hours
This is a reminder that the TaxWise offices will be be open for extended hours today.

Phone support: 8pm EST

Chat support: 10pm EST

Please feel free to Contact Us online if you have any questions.

• Chat at TaxWise Chat (cch.com)
• Open a Support case 
• Select the option that best describes your issue and complete all applicable information. Our support team will research your issue or question and contact you with an answer.

Common Q/As around filing Deadline and extensions

• What is the latest time I can still electronically file a return on the day of deadline and still be considered timely filed?
• How do I unlink the state return from the federal so that I don’t have to wait for the federal acceptance before I can file my state?
• Can I stop an e-file after it has been transmitted?

Find answers to your other questions in our Knowledge Base.

Client Accounting Suite/Premier version (CAS/P) 21.7 is available

 The 21.7 version of CAS/P is now available from the Solution Center or via the auto-update feature in CAS/P. It includes the following regulatory updates.

Regulatory Updates

The following regulatory information is now available for Client Accounting Suite and Client Accounting Suite Premier:

• Federal Forms update
• 941 Worksheets (2nd Qtr Revision) wording updated.
• 941X (Revision 4/2022) available in Blank Forms.

• State Returns - Form updates for the following states are included in this update.
• Missouri

• State Withholding Rates- The following state withholding rates have been updated
• Arkansas

Scheduled Updates

• November 2022 - Client Accounting Suite 22.0 - Annual Release
• December 2022 - Client Accounting Suite 22.1 - End of Year Release

Client Accounting Suite/Premier version (CAS/P) 21.6 is available

 The 21.6 version of CAS/P is now available from the Solution Center or via the auto-update feature in CAS/P. It includes the following regulatory updates.

Regulatory Updates

The following regulatory information is now available for Client Accounting Suite and Client Accounting Suite Premier:

• Federal Forms update
• 2022 2nmd Quarter 941 and Worksheets are included.

• State Returns - Form updates for the following states are included in this update.
• Illinois
• Oregon
• Rhode Island

• State Withholding Rates- The following state withholding rates have been updated
• Alabama
• Idaho
• Maryland
• Utah

Software Updates

• Export for the 2022 2nd Quarter 941 to Payroll Compliance has been enabled.  

Scheduled Updates

• September 2022 - 3rd Quarter Maintenance Release
• November 2022 - Client Accounting Suite 22.0 - Annual Release
• December 2022 - Client Accounting Suite 22.1 - End of Year Release

Modernized e-File (MeF) Extended Maintenance Window

The IRS has announced an upcoming extended maintenance window for ther MeF Production and Testing Systems on Sunday, June 19, 2022, from 12:01 am. until 11:00 am. Eastern time.

Please monitor the MeF Operational Status page for any future updates.

During this time you will be able to continue transmitting your returns to our Electronic Filing Center (EFC); however, we will be unable to send to the IRS or retrieve acknowledgements (acks) until the MeF system is back online.

2022 Connecticut Child Tax Rebate

Connecticut has recently passed legislation that provides a child tax rebate.  This is not an automatic process.  Taxpayers must apply for the rebate by submitting an application here: 2022 CT Child Tax Rebate. The deadline to apply is July 31, 2022.

Child Tax Rebate

Connecticut is providing a tax rebate to residents for up to 3 children they claimed as dependents on their 2021 federal tax return. The rebate is $250 for each child. The rebate decreases by 10% for every $1,000, or fraction of $1,000, of a taxpayer's federal adjusted gross income exceeding:

• $100,000 for single taxpayers or married taxpayers filing separately;
• $160,000 for taxpayers filing as a head of household; and
• $200,000 for married taxpayers filing jointly and taxpayers filing as a surviving spouse.

To claim the rebate, taxpayers must apply electronically to the Connecticut Department of Revenue Services by July 31, 2022.

The rebate is not subject to Connecticut income tax. But the rebate is subject income tax withholding if the taxpayer:

• owes state or municipal taxes or other obligations;
• is in default of a student loan made by the Connecticut Student Loan Foundation or the Connecticut Higher Education Supplemental Loan Authority.