Support CenterF540/NR/NRS/2EZ-260 - If CA PIN Type Code [CAPINTypeCode] is equal to 'SelfSelectPIN-Practitioner'
📚 What This Guide Covers
This guide explains the requirements related to CA PIN Type Codes and Prior Year AGI for F540/NR/NRS/2EZ-260 returns.
⚠️ Before You Begin
You will need access to the Main Info sheet and return forms for verification.
📝 Important Information
F540/NR/NRS/2EZ-260 - If CA PIN Type Code [CAPINTypeCode] is equal to 'SelfSelectPIN-Practitioner', then Jurat Disclosure Code [JuratDisclosureCode] must equal 'SelfSelectPINByERO'. (Note: Shared secret is required.)
If CA PIN Type Code [CAPINTypeCode] is equal to 'PractitionerPIN', then Primary Taxpayer Prior Year AGI [PriorYearAGI] and Spouse/RDP Prior Year AGI [PriorYearAGI] must NOT be present.
Location: /CA-Return/CA-ReturnHeader/CAPINTypeCode
Value: CA PIN Type Code is PractitionerPIN. Primary Taxpayer Prior Year AGI is #####. Spouse/RDP Prior Year AGI is ##### (Where ##### will be the actual prior year AGI dollar amount)
Resolution
Go to the Main Info sheet and verify the Self Select and Practitioner's PIN method is being used. Then, remove the prior year's AGI from the CA return.
❌ Common Errors
Errors often result from incorrect PIN type selections or prior year AGI entries.
📞 Still Need Help?
If you have questions, please contact our support team:
Phone: 1-800-516-9442
Tags: reject,state