Repeated E-file Rejects

[Janitor Bob]

My client is married, but her and her husband have seperate finances and they insist on doing MFS returns every year. The husband (or "that son-of-a-bitch", as my client refers to him), will not share information with her regarding his tax returns.

I was able to learn that he itemizes and takes the mortgage interest on the home (loan in his name only), so my client must also itemize. The problem is that her return keeps getting rejected (1040FD0503) stating that spouse's name and SSN do not match the data from IRS master file.

She is positive that name and SSN are correct (I had her double check other records to be sure), but since husband will not let her see copies of his tax returns, I cannot be certain as to exactly what name and SSN he has used in the past.

What would you do....Keep investigating and try to E-file, or give up and have client paper file?

[samingeorgia]

Make them bring in their Social Security cards. If the wife's cards are real old, get them to go to the Social Security office or go online. I bet a nickel her card either has her maiden name or her first ex-husband's name. It's their problem, not yours.

[Janitor Bob]

The e-file is being rejected stating that the husband's (spouse's) name and SSN do not match....and he is not willing to provide me or the wife with anything to verify. Husband is not my client...just the wife.

[grandmabee]

don't waste time on this just paper file.

[Gail in Virginia]

And when you fill out the 8948 for reason you are paper filing, you can put that the husband's name/SSN did not match IRS records and he refused to provide information regarding the problem. If you let him know that is the reason you are using, maybe he will cooperate. Maybe not.