Summary of "How to Fix Dependent Social Security Number Mismatch E-file Reject Using TurboTax"
This video provides a step-by-step guide on how to resolve an e-file rejection in TurboTax caused by a mismatched Social Security Number (SSN) for a dependent.
Main Points
The video walks users through the process of identifying and correcting the SSN error within their TurboTax filing.
Step-by-Step Instructions
Access TurboTax:
- Go to the official TurboTax website.
- Sign in to your account.
Navigate to Your Filing:
- Go to the Tax Home (your dashboard).
- Click on "TurboTax Free Edition T 24" (or the relevant section for your current filing).
Review and Edit Information:
- Click on the "Review and edit" option. This is crucial for verifying all entered data.
- Navigate to "My Info" in the menu.
- Proceed to "Personal Profile."
Correct Dependent SSN:
- In the "Personal Profile" section, review the information for each dependent.
- Crucially, double-check the Social Security Number entered for the dependent.
- Compare the entered SSN with official documents like the dependent's Social Security card or previous tax returns.
- If any discrepancies are found, carefully correct the SSN. Accuracy is emphasized as even small typographical errors can lead to rejections.
Save and Resubmit:
- After making the necessary corrections, save your changes.
- Attempt to resubmit your tax file again.
Key Takeaways
- Accuracy is paramount when entering dependent information, especially Social Security Numbers.
- Mismatched SSNs are a common reason for e-file rejections.
- TurboTax provides tools to easily review and edit your personal and dependent information.
- Always double-check SSNs against official documentation.
Actionable Insight
If you receive an e-file rejection due to a dependent SSN mismatch, follow these steps in TurboTax to correct the error and successfully file your taxes. If further assistance is needed, TurboTax offers support options.