New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Error

'PrimaryPriorYearPIN' or 'PrimaryPriorYearAGIAmt' in the Return Header must match the e-File database. (value #########, rule IND-031-04)

Solution

Confirm the Prior year taxpayer PIN or Prior year AGI for the taxpayer on the PIN screen, in the Electronic Filing folder, with the client. If the amount and PIN appear to be correct, do one of the following:

• Contact the IRS at 1-800-829-1040 for more information.
• Use the Practitioner PIN option, which does not require the entry of these shared secrets.

  Note: To do this for all clients, choose Setup > Office Configuration, click the E-Filing tab, click the ERO button, and mark the Practitioner PIN Program filer checkbox. To turn this option off, remove the checkmark after the rejected return is re-transmitted.

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