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IRS reject F1040-062-02, F1040EZ-062-02

📚 What This Guide Covers

This guide explains how to resolve the IRS reject code F1040EZ-062-02, which occurs when a deceased taxpayer's name is not formatted correctly in the e-file return header.

❌ Understanding the Reject Error

What Causes This Reject

The error occurs when the filer name in the Return Header is missing required information for a deceased taxpayer.

❌ Error Details

Error Code: F1040EZ-062-02

Error Message: Filer name in the Return Header 'NameLine1Txt' must contain "DECD"

What it means: When a taxpayer has a date of death, the e-file must include the text "DECD" and the ampersand symbol (&) in the name field to indicate a deceased individual.

⚠️ Important Information

SureFire automatically inserts "DECD &" into the e-file when a date of death is entered. However, the name field is limited to 35 characters total, which can cause problems when:

  • Both taxpayer and spouse have different last names
  • Full first and last names are too long
  • Middle initials are included in the name

📋 How to Fix This Reject

Step 1: Shorten the Taxpayer and Spouse Names

The return header name field has a 35-character limit. You'll need to shorten the name to make room for "DECD &".

  1. In SureFire, open the client's tax return
  2. Go to the name/filer information section
  3. Use these shortcuts to reduce the name length:
    • Remove middle initials - Delete any middle initials from the name
    • Use first initial only - Change "Michael Smith" to "M Smith"
    • Shorten spouse first name - Change "Jennifer Smith" to "J Smith"
  4. Make sure the shortened name plus "DECD &" fits within 35 characters

Step 2: Understand Name Control

If you need to shorten the last name, the IRS uses only the first four letters for identification.

  1. The IRS performs "name control" using only the first 4 letters of the last name
  2. So "Smith" and "Smit" are treated the same by the IRS
  3. You can safely shorten long last names to their first four letters if needed
  4. Example: "Richardson" can be shortened to "Rich"

✅ Correct Example

Original name: Michael James Smith & Jennifer Marie Smith DECD &

Too long (65 characters)

Corrected name: M Smith & J Smith DECD &

Correct length (28 characters) ✓

Step 3: Re-file Your Return

After correcting the name, you're ready to re-submit to the IRS.

  1. Save your corrected return in SureFire
  2. Create a new e-file with the updated information
  3. Transmit the corrected e-file to the IRS
  4. The IRS should accept it without the F1040EZ-062-02 reject

📞 Still Need Help?

If you're having trouble fixing this error or need clarification, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: reject,federal
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