Support Centere-file Rejection: F8962-007-01
🔍 e-file Rejection: F8962-007-01
Problem: Your client's 1040 e-file is rejected, citing the following:
Form 8962, Line 7 "ApplicableFigureRt" must be equal to the figure from table (see Form 8962 instructions - Table 2. Applicable Figure) based on Line 5 "FederalPovertyLevelPct".
⚠️ Before You Begin
Make sure you have access to the client's Form 8962 so you can review and correct the values on Line 5 and Line 7.
📊 Step-by-Step Guide
Step 1: Review the percentage on Form 8962, Line 5
Use this when you need to confirm what drives the table figure used for Line 7.
On Form 8962, line 5, review the percentage.
Step 2: If Line 5 is below 100%, check the required box(es)
Use this when the rejection indicates Line 7 must match the table figure based on Line 5.
If the percentage is below 100%, one of the check boxes above question 7 must be checked.
The question states:
If the percentage on line 5 is less than 100%, did the taxpayer meet the requirements under "Estimated household income at least 100% of the Federal poverty line"" or ""Alien Lawfully present in the United States"" in the instructions?
Step 3: Make the corrections and re-submit
Use this after updating Line 5 and the related check box selection so Line 7 can align with the table.
After making these corrections
📞 Still Need Help?
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Phone: 1-800-516-9442
Tags: reject,federal