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Rejection Reason: If the FATCA box is checked for a Recipient, then the Account Number is required

What to do when your form is rejected for missing an account number

Updated today

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If the FATCA box is checked for a recipient, then the Account Number on the form is required to be filled in. You do not need to file a correction. Just update the form on the Forms page and resend it. We have added credits to your account, so you will not be charged at checkout.

What does this mean?

You checked the FATCA box on this recipient's profile. When you check this box the IRS now expects you to use an Account Number on the form to differentiate it from other filings.

Learn more about FATCA here: Do I need to check the FATCA box?

What do I do?

Open your form and fill in the Account Number field. Resave the form.

Your forms will now move to Ready status.

You can now replace your form. Replacing your form will maintain the original submission date with the IRS. Be sure to use the Replace Rejection button or dropdown action to use this option.

Warning: Clicking Submit & eFile will send the form as a new original filing with that day's date. You will lose your original filing date with this option, but it won't create a duplicate submission because your first filing was rejected.

Replace Rejection will take you to a modified checkout process. You should not be charged unless you add on a delivery option like Mail Delivery. A credit was applied to your account when your form was rejected.

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