Intermittent Delay with e-sign Services

On Monday, April 18, 2022 at 3:00 PM ET, some customers were reporting degraded performance connecting to a third party program providing e-sign services. 

We have confirmed the issue has been resolved. In an abundance of caution however, please confirm signatures in returns you have sent out for e-signature.

Thank you for your patience.

Urgent! Filing Deadline Countdown

2021 filing season is coming to a close...

We strongly encourage you to transmit your e-files (extensions and returns) at least two hours before the midnight deadline.

As the April 18 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 open every day through the April 18th Filing Deadline.  

Monday, April 18th:  8am - Midnight ET

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

• Chat at SFS 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?
• Do I have to e-file an extension for the state?

Taxwise State extensions: Many states do not require a separate form for extensions if the Federal extension form is filed. TaxWise supports electronic filing for some state extensions. If TaxWise does not support e-filing of the state extension, it must be mailed.

• How do I create an extension for an Individual return using TaxWise Online?
• How do I create an extension for an Individual return using TaxWise Desktop?

Find answers to your other questions in our Knowledge Base.

Filing Deadline Volume - Possible Delayed Response Times Receiving ACKs

With the approaching 1040 deadline, we and agencies are experiencing extremely high e-filing volume. You may experience longer wait times for acknowledgements (ACKs) from the Electronic Filing Center (EFC), the IRS, and states.

We recommend that you transmit e-files early (don't wait until the deadline) and often (not in large batches) during this period, as ACKs may take longer to post.

We appreciate your patience. 

How to Check the Status of an e-Filed Return

To check the status of an e-filed return, complete the following steps:

1. Log into the Refunds Today support site.
2. Select the Support tab.
3. Click Return Status.
4. Enter the Taxpayer's SSN/EIN.
5. Select the Tax Year.
6. Click Search.
• Notes:  
• The Federal e-File status, state e-File status, bank product information and disbursement, if applicable will be displayed.
• If the return has been reject, then the rejection reason(s) will also display.

IRS Reject R0000-901-01 for Form 7004

Customers submitting a return containing Form 7004, Application for Automatic Extension of Time to File Certain Business Income Tax, Information, and Other Returns, may have received the following rejection message from the IRS.

“R0000-901-01 Filer's EIN and Name Control in the Return Header must match data in the e-File database.”

This rejection means that the Name Control in the return does not match the Name Control that the IRS has in its e-file database for the EIN in the return.

In some instances, this rejection can be resolved by verifying the Name Control that is being used in the return. Please see our article for the IRS instructions for Name Controls. If you need additional assistance, you or the taxpayer must contact the IRS to confirm the information with the IRS. You will do this by following these steps:

1. Call the IRS e-Help Desk at 1-866-255-0654.
2. Follow the prompts for E-File, Business Returns, and appropriate Form.
3. Once an IRS representative is on the line, confirm the EIN and Business name are on file.

Overview – IRS Reject Code: F8962-070

 Updated with How to Videos for TaxWise:

• TaxWise Online
• https://support.cch.com/videolibrary/#/videoPlayer/g-7bs0AnXgI

• TaxWise Desktop
• https://support.cch.com/videolibrary/#/videoPlayer/B0uTpcqpZyg

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

• IRS.GOV>Health Insurance Marketplace Statement

RESOLVED: Texas - Delayed Acknowledgements

This issue has been Resolved as of April 14th.

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Starting on Sunday, April 10 at 12:30 PM ET, some CCH Axcess Tax, CCH ProSystem fx, TaxWise and ATX customers began seeing a transmitted status when using e-file on Texas returns but are reporting delayed acknowledgements.

This is a known issue with the state of Texas. Thank you for your patience as our team investigates with the state of Texas.