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How to Resolve IRS Rejection, Missing Data: 'PhoneNum' in 'PreparerPersonGrp'

IRS Rejection Reason: Missing Document: If 'DiscussWithPaidPreparerInd' in 'BusinessOfficerGrp' in the Return Header has a choice of "Yes" indicated, then 'PhoneNum' in 'PreparerPersonGrp' must have a value.

IRS Rejection Reason:

Missing Document: If 'DiscussWithPaidPreparerInd' in 'BusinessOfficerGrp' in the Return Header has a choice of "Yes" indicated, then 'PhoneNum' in 'PreparerPersonGrp' must have a value.

RuleNum: R0000-017-01

Issue: The client answered "Yes" to the question, "May the IRS discuss this return with the preparer shown above", but did not include a phone number in the Business Officer Section

Resolution:

  1. Navigate to Basic Data -> General Information -> Business Officer Section
  2. Input the Business Office, Phone Number
  3. Hit the "Save" button in the Tools bar
  4. Resubmit your form





Note: It is best practice to fill out all of the Business Officer fields to avoid possible IRS rejection related to that section.