"E-filing Information is Incomplete. Required information is missing in your return. Please verify your name, social security number and address fields are completed on your main form and all sections of STEP 2 have the required information.”
When you receive this error message, look in the following places for correction.
The Tax Return
- Missing address (including street, city, state and ZIP code).
- Make sure you don't enter your city state and zip code information all in the city field. Use the tab key to make sure you enter your information in the correct fields on the top of your 1040.
- Select State from the drop down and enter the Zip code to the right in its own field.
- Missing or partial name(s).
- Spaces or special characters in a name (e.g. O’Brian).
- Missing Social Security Number (SSN). Verify your SSN to make sure it is correct.
- If you have a foreign address, make sure you add Schedule 6 and do not have any information in the city, state or zip code areas on your Form 1040.
- Section 2 - For Form 1040, the amounts in Lines D and E must match. I they do not match you have a problem with Federal withholding on your tax form or the amounts from your other income documents.
- You may have failed to enter your income documents (W-2, W-2G or 1099-R) from the Add/View menu or from STEP 2, Section 1.
- Section 3 - You failed to enter Your Last Year's AGI or Last Year’s PIN for the Taxpayer or Spouse. If you are not filing jointly, make sure you did not select “Married Filing Joint” as your filing status. If you are filing jointly, enter last year's AGI or PIN for your Spouse.
- Section 4 - You failed to enter a valid email address or update “Today’s Date.”
- Section 4 - You failed to enter a five number PIN or DOB for the Taxpayer or Spouse. If you are not filing jointly, make sure you did not select “Married Filing Joint” as your filing status.
- Section 4 - If married jointly make sure to enter the last year's AGI/PIN for your spouse.
- Section 5 - If you are getting a refund then skip Section 5, "How to pay your taxes due" and leave section 5 completely blank.
- Section 5A - You failed to complete all of the necessary areas to make the electronic withdrawal from your checking or savings account (including a 10 digit phone number and checking the “I Agree” box),
- Section 5 - If you are expecting a refund, you need to remove check in the box by "I Agree to pay by electronic withdrawal" box. Just double click the check box to remove the check.
"The submission is a duplicate of one that was previously received."
- Double-check your return to make sure your social security numbers are correct.
- Correct the SSN’s on the return and transmit again.
- If the SSN’s are correct, call the IRS at 1-800-829-1040 or 1-800-908-4490
- Speak with an IRS Customer Service Representative.
- You may also want to visit our page on ID Issues.
When your transmission is successful, you will receive notification email from email@example.com. After the IRS receives your return, you will receive a second email from firstname.lastname@example.org stating it was accepted or rejected by the IRS. If you do not receive both emails, you could have problems receiving email. (Check for your email in your spam or junk folders.)
If your return will not transmit, contact us.