TaxBandits Knowledge Base

What to do if my IRS Form 8027 is rejected?

1.  Review the Rejection Notice:

   • The IRS will provide a rejection notice outlining the specific reason(s) for the rejection. Carefully review the notice to identify any errors or missing information in your Form 8027 submission. Common reasons for rejection include incorrect TINs, invalid entries, or mismatched information.

2. Correct the Errors:

   • Based on the rejection notice, make the necessary corrections to the form. Ensure that all required fields are filled out accurately and that the information matches IRS records. Pay close attention to tip allocations, business information, and any other details outlined in the rejection.

3. Resubmit the Corrected Form:

   • After correcting the errors, resubmit Form 8027 to the IRS. If the correction involves a significant change, such as the allocation of tips, ensure you’re following the proper IRS guidelines for submitting corrected forms.

4. Double-Check for Compliance:

   • Before resubmitting, make sure that you’ve complied with all IRS instructions for filing Form 8027. Verify that the form is complete and accurate to avoid further rejections.

5. Keep Records:

   • After resubmitting the corrected form, keep copies of the original and corrected forms, as well as the IRS rejection notice, for your records.

6. Contact the IRS if Needed:

   • If you need assistance or if the rejection is unclear, consider reaching out to the IRS for clarification. They can guide you on the specific steps needed to resolve the issue.