Overview

When the IRS rejects a return it isn’t final adjudication of tax owed — it’s a signal that something in your submission needs fixing before processing. Rejections most commonly happen during e-file validation but can also occur when supporting documents are missing or identity information doesn’t match IRS records.

Step-by-step checklist to handle a rejection

  1. Read the rejection notice carefully. The e-file rejection message or letter will include a code or short reason (e.g., SSN mismatch, duplicate SSN, missing form). Keep the notice for your records. (See IRS e-file rejection guidance: IRS e-file rejection codes).

  2. Verify identity data. Confirm Social Security numbers, names (exact spelling), birthdates, and dependent info match Social Security Administration records.

  3. Locate missing attachments or forms. If the return requires a paper attachment (e.g., certain Forms 8283 or Form 8453), gather and attach the correct documents.

  4. Correct math or input errors. If the e-file transmission failed because a field was formatted incorrectly, correct the field and resubmit.

  5. Resubmit promptly. Most e-file rejections can be corrected and resubmitted the same day. If the return must be filed on paper, follow the IRS instructions in the notice.

  6. Track acceptance. After resubmission, check acceptance status through your e-file software or IRS tools such as “Where’s My Refund?” (IRS).

Common causes and concrete fixes

  • Incorrect Social Security number or name mismatch

  • Why it happens: A name change not reported to SSA, data-entry typos, or using a nickname. The IRS matches returns to SSA records during validation.

  • Fix: Confirm the exact name shown on the Social Security card and correct the return. If the SSA record is wrong, contact SSA to correct the record first. (SSA and IRS guidance)

  • Missing or incorrect forms/attachments

  • Why it happens: Some income statements or required signatures/attachments aren’t attached or certain forms can’t be e-filed in that circumstance.

  • Fix: Collect the missing W-2, 1099, Form 8453, or other documentation. If you must file on paper per the IRS notice, mail the corrected return with required attachments.

  • Identity verification issues or duplicate SSN

  • Why it happens: The IRS may reject or suspend a return if the SSN is already used on another return or when identity verification is required.

  • Fix: Follow the IRS identity verification instructions in the rejection notice. If you suspect identity theft, follow the IRS identity theft guidance immediately. (IRS identity verification pages)

  • Authentication errors (AGI or PIN mismatch)

  • Why it happens: When e-filing, the IRS often requires last-year adjusted gross income (AGI) or a prior-year PIN for authentication.

  • Fix: Enter last year’s AGI from your filed return or request an IP PIN from the IRS if you have one.

  • Math or formatting errors

  • Why it happens: Data-entry mistakes or wrong field formats for e-file.

  • Fix: Correct calculations or format and resubmit electronically.

When resubmission could create a penalty risk

A rejection itself doesn’t automatically create a penalty, but missing the filing deadline does. If you receive a rejection close to the due date, correct and resubmit immediately or file an extension and then fix and file to avoid late-filing penalties. (IRS penalty information)

When to call the IRS or get professional help

Preventive tips to reduce rejections

  • Verify names/SSNs against Social Security cards before filing.
  • Wait to file until you have all W-2s/1099s and documentation.
  • Keep a copy of last year’s return for AGI verification.
  • Use reliable e-file software and follow vendor help for pre-submission checks (see our best practices: How to File Electronically: e-File Best Practices).

Estimated time to resolve common rejections

  • Simple data-entry or math corrections: often same day after resubmission.
  • Missing forms or attachments requiring paper filing: 1–3 weeks for processing after the IRS receives the corrected paper return.
  • Identity verification issues: can take several weeks; follow the IRS identity verification process.

Short FAQ

  • Will I be penalized for a rejected return? Not for the rejection itself. You may face penalties if the corrected return is filed after the deadline. (IRS)
  • How fast should I resubmit? Correct and resubmit immediately—most e-file rejections can be cleared quickly.

Professional disclaimer

This content is educational and not personalized tax advice. For specific guidance tailored to your situation, consult a CPA, enrolled agent, or the IRS.

Authoritative sources

Internal resources

(Last reviewed: 2025).