Form Status Simulation

You can run a complete end-to-end simulation of the e-filing process and form statuses in Sandbox to better understand how they work. This will help you gain clarity on handling complex scenarios, such as when returns are rejected or accepted with errors.

How to simulate the form status?

While creating your forms in Sandbox, you can provide the payer TIN as shown in the tables below to retrieve the corresponding status via Webhook or the Status endpoint once they are transmitted.

For 1099 and W-2 forms

Once your 1099 and W-2 forms are transmitted, you'll initially get the status as 'SENT TO AGENCY' for Federal and State filing and 'RECEIVED' for Postal mailing. After 2 minutes, you'll receive the actual status applicable based on the TIN you've provided.

Payer TIN	Form Type	Federal Status	State Status	Postal Status
XXXXXX200	Both W-2 and 1099	ACCEPTED	ACCEPTED	SENT
XXXXXX201	Both W-2 and 1099	ACCEPTED	ACCEPTED	SENT
XXXXXX202	Both W-2 and 1099	ACCEPTED	ACCEPTED	SENT
XXXXXX400	Both W-2 and 1099	REJECTED(TIN Error)	SENT TO AGENCY	CREATED
XXXXXX401	Both W-2 and 1099	REJECTED(Huge amount reported)	SENT TO AGENCY	CREATED
XXXXXX403	W-2	REJECTED(Duplicate)	ACCEPTED	SENT
XXXXXX404	W-2	REJECTED(Military EIN)	ACCEPTED	SENT
XXXXXX405	1099	REJECTED(Excess Tax Wth)	ACCEPTED	SENT
XXXXXX406	Both W-2 and 1099	ACCEPTED	Rejected (State Acc Number)	SENT
XXXXXX407	Both W-2 and 1099	ACCEPTED	Rejected (Duplicate)	SENT
XXXXXX408	Both W-2 and 1099	ACCEPTED	Rejected (FEIN doesnot registered with state)	SENT
XXXXXX409 and State == VA	Both W-2 and 1099	ACCEPTED	Rejected (Wth paid amt does not match)	SENT
XXXXXX410	Both W-2 and 1099	TRANSMITTED	SENT TO AGENCY	CREATED
XXXXXX412	Both W-2 and 1099	ACCEPTED	ACCEPTED	CREATED
XXXXXX413	Both W-2 and 1099	ACCEPTED	ACCEPTED	SENT
XXXXXX414	1099	ACCEPTEDWITHERRORS	ACCEPTED	SENT

For 94x Forms

Employer’s EIN	Form Type	Status	Error Message
XXXXXX200	941	ACCEPTED	N/A
XXXXXX201	940	ACCEPTED	N/A
XXXXXX202	943	ACCEPTED	N/A
XXXXXX203	944	ACCEPTED	N/A
XXXXXX204	945	ACCEPTED	N/A
Reporting Agent PIN - XX102 EIN - XXXXXX300	94x	REJECTED	The Reporting Agent PIN in the Return Header must match the data in the e-File database. [R0000-188]
XXXXXX301	94x	REJECTED	Taxpayer TIN in the Return Header must not be the same as the TIN of a previously accepted electronic return for the return type and quarter ending period indicated in the tax return. [R000-914-01]
Online PIN - XXXXXXX101 EIN - XXXXXX302	94x	REJECTED	The 94x Online Signature PIN in the return does not match the PIN that was established with the IRS Or the 94x Online PIN is not Active yet. [R0000-151]
XXXXXX303	94x	REJECTED	The EIN must file Form 944 instead of Form 941 or Form 941-PR or Form 941-SS. [EMPL-900]
EIN - XXXXXX304 Routing number - XXXXXX104	94x	REJECTED	The 'http://www.irs.gov/efile:RoutingTransitNum' element is invalid - The value ' 02130361' is invalid according to its datatype 'http://www.irs.gov/efile:RoutingTransitNumberType' - The Pattern constraint failed. [R0000-075]
EIN - XXXXXX305 EFIN - XXX103	94x	REJECTED	The Electronic Filing Identification Number (EFIN) in the return header must be listed in the IRS e-File database and be in an accepted status. [R0000-905-01]
EIN - XXXXXX306	94x	REJECTED	Filer's EIN and Name Control in the Return Header must match data in the e-File database. [R0000-901-01]
EIN - XXXXXX307	94x	REJECTED	You need to provide the Report Agent Firm details to e-file the returns to the IRS. Navigate to Settings >> CPA Account Information and update the Firm Name and EIN by marking "Do you have an EIN?" as YES. [F941-RA-001]
EIN - XXXXXX308	94x	REJECTED	Reporting Agent PIN in the Return Header must not be equal to all zeros. [R0000-187]
EIN - XXXXXX309	94x	REJECTED	The element 'ReportingAgent94XFilerGrp' in namespace 'http://www.irs.gov/efile' has invalid child element 'BusinessName' in namespace 'http://www.irs.gov/efile'. List of possible elements expected: 'EIN' in namespace 'http://www.irs.gov/efile'. [RAEIN-001]
EIN - XXXXXX310	94x	REJECTED	For an ERO, the first two digits of the EFIN must not be 10, 21, 32, 44 or 53. [R0000-118-01]
EIN - XXXXXX311	94x	REJECTED	PreparerFirmEIN' in the Return Header must not equal all zeros or all nines. [R0000-087-02]
EIN - XXXXXX312	94x	REJECTED	The 'http://www.irs.gov/efile:PreparerFirmEIN' element is invalid - The value 'XXXXXXXX' is invalid according to its datatype 'http://www.irs.gov/efile:EINType' - The Pattern constraint failed. [R0000-087-03]
EIN - XXXXXX313 PTIN-XXXXXX105	94x	REJECTED	If you are a paid tax return preparer, you must use a Preparer Tax Identification Number (PTIN) issued by the Internal Revenue Service (IRS) to identify yourself in the paid preparer section of the tax return. In future years, tax returns may be rejected if an SSN, or any number that is not a valid PTIN, is included in this field. [R0000-142-01]
EIN - XXXXXX314	94x	REJECTED	Practitioner PIN in the Return Header must not be equal to all zeros. [R0000-185]
EIN - XXXXXX315 ZIPCode - X1234	94x	REJECTED	For US Addresses, the 'Zip Code' of the Filer's address must be within the valid ranges of zip codes for the corresponding 'State'. [R0000-007-02]
EIN - XXXXXX316 PTIN- XXXXXX106	94x	REJECTED	The eight numeric digits of the PTIN (of the Preparer) following the letter P, must not equal all zeros or all nines in the Return Header. [R0000-018-01]
EIN - XXXXXX317 PTIN- XXXXXX107	94x	REJECTED	Invalid PTIN. PTIN should be 9 Characters (P followed by 8 digits). Navigate to Settings >> CPA Account Information to update the PTIN. Re-transmit the return after you update the PTIN. [94x-1201]

For Extension Forms

Payer's TIN / Employer's TIN	Tin Type	Form Type	Status	Error Message
XXXXXX200	EIN	7004	ACCEPTED	N/A
XXXXXX200	SSN	4868	ACCEPTED	N/A
XXXXXX901	EIN	7004	REJECTED	The business name, EIN, and the name control on the extension filed don’t match the IRS’s name control.
XXXXXX902	EIN	7004	REJECTED	The tax return for which the extension is filed didn’t match the return type established with the IRS for this EIN.
XXXXXX903	EIN	7004	REJECTED	The IRS has already received a request for extension for this EIN filed by you for the same return type and tax period.
XXXXXX904	EIN	7004	REJECTED	The IRS has rejected your return since the tax period in the extension filed doesn’t match the IRS’s records.
XXXXXX905	EIN	7004	REJECTED	Form 7004 can only be filed after the business’s tax period ends and on or before the due date of the return.
XXXXXX906	EIN	7004	REJECTED	The Routing Transit Number (RTN) in the extension filed is invalid. Please check with your bank.
XXXXXX907	EIN	7004	REJECTED	The Routing Transit Number (RTN) in the extension filed is not present in the IRS e-file database.
XXXXXX908	EIN	7004	REJECTED	The requested payment date must be on or before the due date and not more than 5 days prior to received date.
XXXXXX909	EIN	7004	REJECTED	Invalid tax period end date. Must follow IRS allowed date rules unless final, initial, or short-year return.
XXXXXX910	EIN	7004	REJECTED	Enter a valid ZIP code matching the corresponding state.
XXXXXX911	EIN	7004	REJECTED	The IRS has already received an extension paper filing for this EIN.
XXXXXX912	EIN	7004	REJECTED	Enter a valid daytime phone number. It cannot be all zeros.
XXXXXX913	EIN	7004	REJECTED	Invalid tax period end date for the tax year. Must follow IRS rules or mark as Final/Initial/Short-Year.
XXXXXX901	SSN	4868	REJECTED	Form 4868 can only be filed after the tax period end date and on or before the due date unless Line 8 or 9 is checked.
XXXXXX902	SSN	4868	REJECTED	If Line 8 or 9 is checked, filing must be after tax period end date and before extended due date for out-of-country taxpayers.
XXXXXX903	SSN	4868	REJECTED	Primary SSN must not duplicate a previously accepted Form 4868 for the same tax year.
XXXXXX904	SSN	4868	REJECTED	Requested payment date must be on/before due date and not more than 5 days prior unless Line 8 or 9 is checked.
XXXXXX905	SSN	4868	REJECTED	With Line 8 or 9 checked, requested payment date must be on/before extended due date.
XXXXXX906	SSN	4868	REJECTED	Payment amount must equal the value on Line 7 (TaxpayerIsPayingAmt).
XXXXXX907	SSN	4868	REJECTED	Payment amount must be greater than zero and less than $100 million.
XXXXXX908	SSN	4868	REJECTED	If City is APO/DPO/FPO, State must be AA, AE, or AP.
XXXXXX909	SSN	4868	REJECTED	If State is AA/AE/AP, City must be APO, DPO, or FPO.
XXXXXX910	SSN	4868	REJECTED	Primary SSN and Name Control must match the e-File database.
XXXXXX911	SSN	4868	REJECTED	Spouse SSN and Name Control must match the e-File database.
XXXXXX912	SSN	4868	REJECTED	TIN must not match a previously accepted return for the same type and period.
XXXXXX913	SSN	4868	REJECTED	If State is AA, ZIP code must start with 340.
XXXXXX914	SSN	4868	REJECTED	If State is AE, ZIP must be between 090–098.
XXXXXX915	SSN	4868	REJECTED	If State is AP, ZIP must be between 962–966.
XXXXXX922	SSN	4868	REJECTED	Primary Date of Birth must match e-File database when using Self-Select PIN with payment.
XXXXXX921	SSN	4868	REJECTED	Spouse Date of Birth must match e-File database when using Self-Select PIN with payment.
XXXXXX920	SSN	4868	REJECTED	Primary prior year AGI or PIN must match e-File database.
XXXXXX919	SSN	4868	REJECTED	Spouse prior year AGI or PIN must match e-File database.
XXXXXX918	SSN	4868	REJECTED	Primary SSN must match the e-file database.
XXXXXX917	SSN	4868	REJECTED	Spouse SSN must match the e-file database.
XXXXXX916	SSN	4868	REJECTED	Routing Transit Number must conform to the banking RTN algorithm.