A Date of Birth (DOB) rejection occurs when the taxpayer’s or dependent’s DOB entered on the electronically filed return does not match the information on file with the Social Security Administration (SSA) or IRS identity records used in e-file validation.
Understanding the Error
DOB Mismatch Validation
The IRS compares the submitted DOB against SSA records linked to the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). If the information does not match exactly, the return is rejected.
A rejection occurs when:
- Day, month, or year is entered incorrectly
- DOB is transposed (for example, month/day reversal)
- SSA records have not been updated after a legal correction
- Dependent DOB does not match SSA or IRS dependency records
Common Causes of This Rejection
- Typographical error in date entry
- Incorrect year of birth entered
- Month and day reversal during entry
- Dependent information not updated with SSA
- Mismatch between SSN/ITIN and DOB combination
- Outdated identity records used during filing
Resolution Steps
1. Verify Official Records
- Confirm DOB exactly as shown on Social Security card or SSA records
- Verify dependent details match official documentation
2. Correct Data Entry
- Enter DOB exactly as recorded on SSA records
- Use correct format required by tax software (MM/DD/YYYY or system format)
- Ensure all dependents are verified individually
3. Update SSA if Required
If SSA records are incorrect:
- Request correction directly with SSA
- Wait for updated records before retransmitting return
4. Resubmit the Return
After corrections:
- Refile electronically through the e-file system
- Ensure all identity fields match SSA records exactly
Source:
https://www.ssa.gov
Disclaimer: Always verify tax filing requirements and forms with the official IRS website or your state’s Department of Revenue. This response is based on the provided context and does not constitute personalized tax advice.