1040-US ELF: Error Code F8863-512-02

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Error Code F8863-512-01: For each student in Form 8863, Line 20 'StudentNameControl' and Line 21 'StudentSSN' must match e-File database.

Verify the SSN and student name on Screen Educate, located under the Educate folder, in the Eligible student information statement dialog (located near the bottom of the input screen). If the SSN and/or name is incorrect, enter the correct entries, then recreate and resubmit the electronic file. If the SSN and name is indeed correct, then the return will need to be filed on paper. If filing the return on paper, refer to Form 8948 - Paper Filing Exceptions. To correct IRS master file mismatches, you will need to contact the IRS.

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