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1040 E-file errors

F540/NR/2EZ-230 e-file error

There is an error with the [PriorYearAGI] amount provided in the Return Header. The Spouse/RDP on this return is ineligible to participate in the Self-Select PIN program. Our records indicate the Spouse/RDP did not file a prior year individual income tax return and does not have a shared secret (Prior Year California Adjusted Gross Income) amount. They may still e-file by signing a California e-file Return Authorization for Individuals, form (FTB 8453 or 8453-OL). (rule F540/NR/2EZ-230)

Solution

Enter the prior year AGI in the
California AGI from prior year return, as originally filed
 field on the CAELF screen in the California Electronic Filing folder.
If the spouse doesn't have a prior year PIN or AGI, or if the AGI amount doesn't match taxing authority records, do 1 of the following:
  • Mark
    Suppress California use of PIN (Use Form 8453 for California return)
     on the CAELF screen in the California Electronic Filing folder to print Form 8453 for the taxpayer to sign manually. Refer to the California Franchise Tax Board electronic filing publications for requirements for retention of Form 8453.
  • Use the Practitioner PIN program to file without the use of prior year PIN or AGI. You can enable the Practitioner PIN method in
    Setup
    Office Configuration
    E-filing
     tab, then
    ERO
     button.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual
  • State: California
  • Subject: e-file

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