When a Social Security Number (SSN) or name is rejected during electronic filing or information matching, it indicates that the SSN and name combination does not match the records maintained by the Social Security Administration (SSA) and validated through IRS e-file (MeF) identity checks. This mismatch can occur due to data entry errors, unreported name changes, or identity validation failures during IRS processing.
Common Causes of SSN/Name Rejection
- Typographical errors: Incorrect SSN digits or misspelling of the first name, middle name/initial, or last name as recorded with SSA..
- Name change not updated: A legal name change (marriage, divorce, court order) that has not been updated with the SSA will cause a mismatch.
- SSN not assigned or expired: An SSN must be valid and issued by the SSA for tax reporting purposes.
- Identity theft or fraud: The SSN may already have been used on another filed return for the same tax year..
How to Resolve SSN/Name Rejection
- Verify accuracy: Confirm that the SSN and name exactly match the Social Security card issued by the SSA, including spelling and spacing.
- Update SSA: If a legal name change occurred, update records directly with the Social Security Administration at www.ssa.gov before re-filing.
- Apply for ITIN if ineligible for SSN: Ensure the SSN belongs to the taxpayer or qualifying dependent being claimed.
- Report identity theft: If the SSN was used without authorization, file Form 14039 with the IRS and follow identity protection procedures.
Source:
www.ssa.gov
Disclaimer: Always verify information with official forms and instructions from the Federal or State Department of Revenue. For complex situations, consult a tax professional or attorney.