Select Page

But if you think your tax preparer made a mistake on your return, here’s what experts say you can do about it. If someone uses your personal information to file a tax return, it’s usually because they are hoping to receive your tax refund, and it’s considered tax fraud. Both you and the IRS won’t find out about the fraud until the IRS receives a second tax return using your information, which could come from you or the person committing fraud with your information.

  1. This donation will not increase the amount of tax you owe.
  2. It’s no wonder that so many of us are willing to pay a professional accountant or financial planner to fill in our tax returns.
  3. You want to make sure you get everything just right so you can get the maximum deductions possible and keep the amount you owe low.
  4. After you’ve updated your return, you can choose Continue to File.

Navigating the labyrinth of federal and state tax forms is a tricky business. It’s no wonder that so many of us are willing to pay a professional accountant or financial planner to fill in our tax returns. More than half of America’s taxpayers pay a professional to fill in their forms, according to the Internal Revenue Service (IRS). If you file your tax return online, you’ll get a rejection error code almost immediately. If you mail in your tax return, you’ll get a letter in the mail from the IRS with your rejection code number.

What If I Have the Wrong Date of Birth on My Tax Return?

The form is the same for all tax years you will be amending, but you must file a separate form for each year. If the IRS rejected your tax return because your dependent’s information was wrong in its systems, it can take several weeks for the SSA and the IRS to correct their records. You should file your return by mail this year because of all this. We’ll help you do this by including mailing instructions with your printed return. In our continuing effort to put our customers in control of their financial future, Social Security provides various online tools and resources that save time and effort.

Ready to finish your online return?

If the error seems to be the result of an honest mistake, you can ask your preparer to take the necessary corrective steps, including filing an amended return. Some professionals, including chartered accountants and tax lawyers, are highly qualified to do returns and have to comply with a number of government regulations. There also are enrolled agents, who have IRS certification. After all, the IRS wants everyone to file a tax return if they work in the US. Just submit the Form W-7 to the IRS by mail, or you can have someone help you through the process in person by scheduling an appointment.

How to file taxes with an ITIN

You may also get an error code for having the wrong Social Security number if you changed your name recently, such as if you got married. You must notify the Social Security Administration of your new name before the IRS will have this information in its records. If your number wasn’t reassigned to your new name in time for filing your taxes, you can file under your previous name.

Contact your employer and ask them to correct the forms to reflect your new name as it appears on your social security card. You can correct the name on copies of Form W-2 and Form 1099 that you use to file your return. Please include a copy of Form W-2c, Corrected Wage and Tax Statement from your employer or corrected Form 1099 with your tax return.

If the preparer is behaving unethically, violating the terms of the engagement letter or trying to dodge you, plenty of licensing authorities and professional organizations want to know about it. Set up an appointment to talk face to face, Hockenberry says. At the meeting, determine what’s incorrect, then discuss steps to fix it. Document what you discussed and what each person will do. Many or all of the products featured here are from our partners who compensate us. This influences which products we write about and where and how the product appears on a page.

Social Security is here to help you and your clients secure today and tomorrow. BSO is a suite of services that allows organizations, businesses, employers, and third parties to exchange information with Social Security securely over the internet. With NerdWallet Taxes powered by Column Tax, registered NerdWallet members pay one fee, regardless of your tax situation. In a worst-case scenario, you may have to take the matter to court in order to get relief from the costs of the error. But that means incurring substantial legal fees, not to mention the loss of time. Going to court should be your last resort for dealing with an inaccurate tax return.

Filing your return electronically is faster, safer, and more accurate than mailing your tax return because it’s transmitted electronically to the IRS computer systems. The IRS has partnered with many companies to provide electronic filing to the public. However, the IRS doesn’t endorse or approve any particular software for my tax preparer put the wrong social security number IRS e-file. You will want your employer to issue a corrected W-2, called a W-2c. I went to the bank today to get a new debit card, and was approved for a credit card. Let H&R Block software tech support help you troubleshoot installation issues, as well as answer any H&R Block software download questions you may have.

Here in our Help Center, you have easy access to everything you need to know about how to finish your taxes. Get help from H&R Block tech support to get the online filing process up and running so you can file and access information with ease. Here, you’ll find all the answers you need to access your H&R Block account, sign in to new or existing accounts, and reset your username and password, and more. If the information, including your date of birth, is correct in the online product, then it’s likely that the Social Security Administration (SSA) or the IRS has the wrong birthday for you.

Worse, you could get a refund that you’re not entitled to receive, and, sooner or later, the IRS will come calling to claw it back. Now you have to wait until the IRS either rejects or accepts your return. If your return is rejected, you will be able to go into your account and make the necessary changes to your tax return and re-submit your return. Yes, you can file an original Form 1040 series tax return electronically using any filing status. During the process of getting approval, I was asked for my SSN.

Effective March 25, 2023, current and new BSO users will use SSA’s Public Credentialing and Authentication Process to access employer services. If you have a Social Security online account,, or credential, please visit our Social Security sign in page. You’ll also need it if you hire a different tax preparer. In general, you’re on the hook for any tax you discover you owe, but a decent preparer usually will pick up the tab for penalties (and sometimes interest) you incur because of the preparer’s error. It’s also reasonable to ask the preparer to put together an amended return at no charge if the error is the preparer’s fault, she says.