1040-US ELF: Error Code F8863-001-04

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Error Code F8863-001-04: Each 'StudentSSN' that has a value on Form 8863, Line 21 must be equal to 'PrimarySSN' or 'SpouseSSN' in the Return Header or a 'DependentSSN' on Line 6c(2) of the return.

If the SSN(s) or names entered in the Eligible student information statement on Screen Educate do not match either the taxpayer, spouse, or dependents, then this error will trigger during the e-file error checking process when creating an electronic file. SSN(s) and names entered in the Eligible student information statement will not update if the SSN or name is changed on Screen 1040 in the General folder.

Note: Entries in the Eligible student information statement will proforma from the prior year. If the SSN or name has changed since the prior year for the taxpayer, spouse, or dependent, then entries in the Eligible student information statement will need to be updated.

Verify the following if F8863-001-04 is received:

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