E-file rejection for trust returns

[David]

What's with trust tax returns being rejected because the name or ID # doesn't match the IRS database.

I have entered the exact name and number on the SS-4. After that, I have tried different variations of the name. The e-file has been rejected now for 4 variations of the name. What do you have to do to get these returns accepted?

[jklcpa]

Is it possibly a name control issue on the 1041 EF info form that's in error?

[Lion EA]

The name control has its own conventions. If a person's name is in the trust, it's probably the first four letters of the last name.

[Bob Hoffman]

The name control has its own conventions. If a person's name is in the trust, it's probably the first four letters of the last name.

Verifying the proper 4 letter name control worked for me earlier when I got rejection errors.

[David]

The name control has its own conventions. If a person's name is in the trust, it's probably the first four letters of the last name.

Thanks everyone for your help. I check the name control and it is the first four letters of the last name listed in the trust.

Any other ideas as to what is going on?

[kcjenkins]

Try the efile help desk.

[David]

Thanks everyone for your help. I check the name control and it is the first four letters of the last name listed in the trust.

Any other ideas as to what is going on?

I noticed there are two lines for the trust name on the SS-4. The second line says TR UTA December XX, XXXX

I tried again using only the first line of the trust name. Could this be the problem?

Thanks.

[rickart]

We had a similar issue for a 1065 last year. IRS e-file help seems to have a limit on what they will tell you (even with a POA). The agent kept saying the right thing, i.e., look at the original of the notification letter (which has a form number I can't rememebr today). It turned out that the client misread a digit in the EIN on his copy of the notification letter

In any event, the erroneous EIN generates the same error message you cite. Not very informative msg! [We had to get the client to dig out the original of the notification

Good luck

[Lion EA]

And, once in a while it's the first name instead of the last name or the beneficiary's name instead of the donor or the EIN or....