TaxBandits Knowledge Base

Scenario

Rejection message

What does it mean

1

Federal Income Tax Withheld Amount appears excessive in relation to income amounts reported.

This error indicates that the Federal Income Tax Withheld reported on the form seems unusually high compared to the income amounts provided. 

2

If Box 9 has a value greater than zero, then (Box 1b, 1c, 1d, 1e, 1f, 1g, and 4) must be blank, and (box 2, 3, 5, 6, and 7) should not be checked.

If a specific box on a form (e.g., Box 9) has a value greater than zero, certain related fields must comply with validation rules: specific boxes (e.g., Box 1b, 1c, etc.) must remain blank, and certain checkboxes (e.g., Box 2, 3, etc.) must not be selected. 

3

Box 3 interest cannot be greater than Box 2 Debt discharged.

If Box 3 (Interest) is reported, its value cannot exceed the amount in Box 2 (Debt Discharged) since interest is a portion of the total discharged debt, not greater than it.

4

Box 1a should not be less than the sum of boxes (1b, 2e, 6 & 5)

This indicates that the value in Box 1a must always be equal to or greater than the sum of the values in Boxes 1b, 2e, 6, and 5. 

5

If Box 2a has value, then it must be greater than or equal to the sum of boxes (2b, 2c, 2d & 2f)

This specifies that if there is a value in Box 2a, it must be greater than or equal to the sum of the values in Boxes 2b, 2c, 2d, and 2f. 

6

Box 1 and 1a must be equal to the sum of values from January to December.

This means that the total reported in Box 1 and Box 1a should match the combined values entered for each month from January to December. 

7

Federal Income Tax Withheld Amount appears excessive in relation to income amounts reported.

The error indicates that the amount of federal income tax withheld is unusually high compared to the income reported on the form. 

8

Box 2 Taxable amount should not be greater than Box 1 Gross Distribution.

This indicates that the Taxable Amount reported in Box 2 cannot exceed the Gross Distribution reported in Box 1. 

9

Box 3 Capital gain should not be greater than Box 1 Gross Distribution.

This indicates that the Capital Gain reported in Box 3 cannot exceed the Gross Distribution reported in Box 1.

10

Box 6 must be greater than Box 1 Gross Distribution.

This specifies that the value in Box 6 must be greater than the value in Box 1 (Gross Distribution). 

11

If Box 2 has a value greater than zero, then it must be greater than Box 1.

This states that if Box 2 has a value greater than zero, it must be greater than the value in Box 1.

12

Box 3 Total premium amount must be equal to the sum of January to December amount.

This means that the Total Premium Amount reported in Box 3 must be equal to the sum of the amounts reported for each month from January to December.

13

Box 5 Life insurance cost cannot be greater than Box 1 IRA contributions.

This means that the Life Insurance Cost reported in Box 5 cannot exceed the IRA Contributions reported in Box 1. 

14

If Box 14a has a value greater than zero, then Box 14b must have a valid code.

This means that if Box 14a has a value greater than zero, Box 14b must contain a valid code.