How to fix a TIN mismatch rejection

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• Quick version: Fix the Issuer’s name or TIN on the Issuers page. Then, on the Forms page’s Needs action tab, open the rejected form with Edit & Replace, click Fix and re-submit, and then click Re-submit to IRS. It’s free within 60 days of the rejection, and you don’t need to file a correction.

The IRS rejects a form when the Issuer’s TIN and name (the person’s name for an SSN, or the business name for an EIN) don’t match its records. The reason shows under What needs fixing on the form’s Filing status page.

In Adams Tax Forms Helper, the employers, payers, and lenders you file for are called Issuers.

Before you start: Find the exact name the IRS has on file for the Issuer’s TIN:

• For an EIN: check the CP 575 letter the IRS sent when the number was issued.

• For an SSN: use the name exactly as it appears on the Social Security card.

1. Click Issuers in the left menu.

2. Click the Issuer's name.

3. Click Edit Issuer.

4. Under TIN Type, choose the type of number the Issuer uses: SSN, EIN, or ITIN. Then check the TIN and fix any typos.

5. Enter the name exactly as the IRS has it:

- EIN: in Business Name

- SSN or ITIN: in First Name and Last Name. Use the person’s legal name, not a business name. To show a business name too, put it in Name line 2.

6. Click Save Issuer. You'll see Issuer updated.

1. Go to Forms and click the Needs action tab.

2. Click Actions on the rejected form, then click Edit & Replace.

3. On the Filing status page, check What needs fixing, then click Fix and re-submit.

4. Click Open form to edit and check that the Issuer shows the corrected name and TIN. Save if you made changes.

5. Back on the Fix and re-submit your form page, click Re-submit to IRS.

The form moves to the Queued & sent tab, then to Accepted once the IRS accepts it.

Do I need to file a correction?
No. A rejected form was never accepted by the IRS, so you re-submit it instead. Corrections are only for forms the IRS has accepted.

Will I be charged to re-submit?
No, as long as you re-submit within 60 days of the first rejection. The Filing status page shows your deadline under Replacement deadline. A later rejection doesn’t extend it.

What if the 60 days have passed?
The free re-submit window closes, and the page offers File again instead. That makes a new copy of your form for you to fix and check out as a new filing, at the standard eFile price.

The Issuer is a sole proprietor with an EIN. Which name do I use?
The owner’s name. On Edit Issuer, check Sole Proprietor. You’ll be asked Switch name layout?, because the business name field will be cleared. Enter the owner’s First Name and Last Name, and add the business name in Name line 2 if you want it on the form. See IRS Name Controls.

My rejected form is a correction.
A rejected correction can’t be re-submitted. On its Filing status page, click Start a new correction.

What if the mismatch is the Recipient’s?
A Recipient name or TIN mismatch usually doesn’t cause a rejection. The form is usually accepted with errors, and the fix is a correction. See How to Add, Edit, or Delete a 1099. [CHECK with the tax team]

Want to catch mismatches before you file next time? Run a TIN Check on your Issuers and Recipients.