Image Description Support Center
Our Support number is: 1-800-516-9442
<- Back to Main Page

Rejection codes for Form 5500 e-files

🔍 Rejection codes for Form 5500 e-files

This article lists common rejection codes you may see when filing Form 5500 electronically, along with what each code means.

⚠️ Before You Begin

To use this guide:

  • Find the rejection code shown in your e-file results.
  • Review the Explanation for that code.
  • Update the related schedule lines/attachments in your Form 5500 package.

📋 Rejection Code Explanations

Code B-600MB

Fail when Schedule MB, Line 9c(1), 9c(2), 9c(3), or 9h is greater than zero and the Schedule of Funding Standard Account Bases (Attachments/SchMBFndgStndAccntBases) is not attached.

Code B-601SB

Fail when Schedule SB is attached and the Summary of Plan Provisions (Attachments/PlanProvisions) and the Summary of Actuarial Methods and Actuarial Valuation does not consist of the Summary Assumptions (Attachments/ActrlAssmptnMthds).

Code B-606MB

Fail when Schedule MB, Line 9l is not equal to the sum of Lines 9f, plus 9g, plus 9h-Amount, plus 9i, plus 9j(3), plus 9k(1), plus 9k(2).

Code B-607SB

Fail when (Schedule SB, Line E, Single Employer is checked and Form 5500, Line A, Single Employer is not checked) or (Schedule SB, Line E, Multiple A or Multiple B is checked and Form 5500, Line A, Multiple Employer is not checked).

Code B-608MB

Fail when the total employer contributions for the year indicated in Schedule MB, Line 3(b)-Total is not equal to the amount reported in Line 9g.

Code B-614MB

Fail when the value provided in Schedule MB, Line 3(b)-Total is not equal to the sum of all Schedule MB, Line 3(b) values.

Code B-614SB

Fail when the value provided in Schedule SB, Line 18(b)-Total is not equal to the sum of all Schedule SB, Line 18(b) values.

Code B-615MB

Fail when the value provided in Schedule MB, Line 3(c)-Total is not equal to the sum of all Schedule MB, Line 3(c) values.

Code B-615SB

Fail when the value provided in Schedule SB, Line 18(c)-Total is not equal to the sum of all Schedule SB, Line 18(c) values.

Code B-624SB

Fail when Schedule SB, Line 22 is less than 25.

Code B-624SF

Fail when Schedule SB, Line 22 is less than 25.

Code B-626MB

Fail when Schedule MB, Line 9d contains a value greater than zero and Lines 9a, 9b, 9c(1)-Amount, 9c(2)-Amount and 9c(3)-Amount are all less than or equal to zero.

Code B-627MB

Fail when Schedule MB, Line 9i contains a value greater than zero and Lines 9f, 9g, and 9h-Amount are all less than or equal to zero.

Code B-633

Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank.

Code B-634

Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank.

Code B-635MB

Fail when Schedule MB, Line 2b(4)(1) is not equal to the sum of Lines 2b(1)(1), plus 2b(2)(1), plus 2b(3)(c)(1).

Code B-635SB

Fail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1).

Code B-636MB

Fail when Schedule MB, Line 2b(3)(c)(2) is not equal to the sum of Lines 2b(3)(a)(2) plus 2b(3)(b)(2).

Code B-636SB

Fail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2).

Code B-637MB

Fail when Schedule MB, Line 2b(4)(2) is not equal to the sum of Line 2b(1)(2), plus 2b(2)(2), plus 2b(3)(c)(2).

Code B-615MB

Fail when the value provided in Schedule MB, Line 3(c)-Total is not equal to the sum of all Schedule MB, Line 3(c) values.

Code B-615SB

Fail when the value provided in Schedule SB, Line 18(c)-Total is not equal to the sum of all Schedule SB, Line 18(c) values.

Code B-624SB

Fail when Schedule SB, Line 22 is less than 25.

Code B-624SF

Fail when Schedule SB, Line 22 is less than 25.

Code B-626MB

Fail when Schedule MB, Line 9d contains a value greater than zero and Lines 9a, 9b, 9c(1)-Amount, 9c(2)-Amount and 9c(3)-Amount are all less than or equal to zero.

Code B-627MB

Fail when Schedule MB, Line 9i contains a value greater than zero and Lines 9f, 9g, and 9h-Amount are all less than or equal to zero.

Code B-633

Fail when Form 5500, Line A = "1" (multiemployer plan) and Line 7 is blank.

Code B-634

Fail when Form 5500, Line A does not equal "1" (multiemployer plan) and Line 7 is not blank.

Code B-635MB

Fail when Schedule MB, Line 2b(4)(1) is not equal to the sum of Lines 2b(1)(1), plus 2b(2)(1), plus 2b(3)(c)(1).

Code B-635SB

Fail when Schedule SB, Line 3d(1) is not equal to the sum of Lines 3a(1), 3b(1), and 3c(3)(1).

Code B-636MB

Fail when Schedule MB, Line 2b(3)(c)(2) is not equal to the sum of Lines 2b(3)(a)(2) plus 2b(3)(b)(2).

Code B-636SB

Fail when Schedule SB, Line 3d(2) is not equal the sum of Lines 3a(2), 3b(2), and 3c(3)(2).

Code B-637MB

Fail when Schedule MB, Line 2b(4)(2) is not equal to the sum of Line 2b(1)(2), plus 2b(2)(2), plus 2b(3)(c)(2).

Code B-638MB

Fail when Schedule MB, Line 9e is not equal to the sum of Lines 9a, plus 9b, plus 9c(1)-Amount, 9c(2)-Amount, plus 9c(3)-Amount, plus 9d.

Code B-640MB

Fail when Schedule MB, Line 5h is checked and Line 5k is blank.

Code B-641MB

Fail when Schedule MB, Line 8d(4) is blank and Line 8d(3) is checked "yes".

Code B-642MB

Fail when Schedule MB, Line 8d(5) is blank and Line 8d(3) is checked "yes".

Code B-643MB

Fail when Schedule MB, Line 8d(6) is blank and Line 8d(3) is checked "yes".

Code B-644MB

Fail when Schedule MB, Line 9c(1)-Balance is less than Line 9c(1)-Amount.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: reject,federal
Popular Articles