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1040 E-file errors

F8863-001-04 e-file error

Each 'StudentSSN' that has a value on Form 8863, must be equal to 'PrimarySSN' or 'SpouseSSN' in the Return Header or a 'DependentSSN' in 'DependentDetail' on the return.
You'll get this error message if a Social Security number (SSN) for an eligible student doesn't match the taxpayer, spouse, or dependents.

Solution

  1. Go to the Educate screen in the Educate folder.
  2. Review each student in the
    Eligible student information
     statement. Make sure the SSN and names are correct for each student.
  3. Make sure there are no blank lines included in the statement.
  4. Go to the 1040 screen in the General folder.
  5. Make sure the SSN and names are correct for the student, and match what's in the
    Eligible student information
     statement.
  6. Recreate and retransmit the return.
SSNs and names entered in the
Eligible student information
 statement won't update automatically if you change the SSN or name on the 1040 screen in the General folder.
note
Entries in the
Eligible student information
 statement will proforma from the prior year. If the student's status changed since the prior year for the taxpayer, spouse, or dependent, you'll need to update the entries in the
Eligible student information
 statement.

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