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weigeljl
January 14, 2023
Question

Federal 940 in a credit reduction state--rejection/error message

  • January 14, 2023
  • 9 replies
  • 0 views

I am filing a Federal 940 in CT. I have successfully paid the FUTA liability, including the credit reduction amount, but the Form 940 itself has been rejected twice with the following error message. 

"Problem: Schedule A, Total credit reduction must equal the sum of all credit reduction amounts.
Solution: The total credit reduction amount on Schedule A must equal the sum of the credit reduction amounts for each state. Review your data and make any needed corrections.
Error Code: SA-F940-001"

The amounts match when I look at my pdf of the form. Please advise.

    9 replies

    Nicole_N
    Nicole_N
    January 14, 2023

    Hi, @weigeljl. I'm here to help ensure you'll be able to file the 940 forms and get rid of the error message.

     

    First off, make sure that your software is up-to-date to have the latest features and fixes.

     

    Here's how:
     

    1. Go to the Help menu and select Update QuickBooks Desktop.
    2. Go to the Options tab. Select Mark All and then select Save.
    3. Go to the Update Now tab and select the Reset Update checkbox.
    4. When you're ready, select Get Updates.

     

    Once done, let's update the tax table to its latest release. This allows for precise calculations of federal and supported state taxes. 

     

    Here's how to download the tax table:

     

    1. Go to the Employee's menu
    2. Select Get Payroll Updates.
    3. Select the Download Entire Update checkbox.
    4. Select Download Latest Update.
    5. A window appears when the download is complete.

     

    After that, you can now file your 940 forms. I'm also adding these articles for you to check out on how to submit and check filed forms:
     

     

    Let me know in the comment below how it goes. I'll be here if you need further assistance in filing the 940 forms. Stay safe and have a good one!

    W
    weigeljlAuthor
    January 14, 2023

    Thanks for the response, but I had already updated all of my software before filing the return. I just confirmed the status of the software (tried to update but there was nothing to update) and refiled it again to be thorough. The form was rejected again by the agency with the same error message. The error code comes up as a math error. Please let me know what other suggestions you have.

    DivinaMercy_N
    DivinaMercy_N
    January 14, 2023

    Hello there, @weigeljl. I want to ensure you'll be able to fix your 940 form issue in QuickBooks Desktop (QBDT).

     

    I can see how difficult it can be on your end. I appreciate you sharing details about the outcome of the steps you've performed. To further help you with this, let me share several reasons why an E-payment can be rejected: 

     

    • Duplicate tax filing
    • Account number is invalid or correct
    • Form was sent too early
    • Tax deposit or filing schedule is incorrect

     

    For reference, please read this article: Handle payroll e-file and e-pay rejections.

     

    Since you've ensured that your payroll tax table is updated but still receiving the same error, I highly recommend reaching out to our Payroll Support team. They use specific tools to look into your account and investigate the root cause of the error when submitting the form. Here's how:

     

    1. Navigate to the Help menu and select QuickBooks Desktop Help.
    2. Then, select Contact Us.
    3. Enter a brief description of your issue and select Continue.
    4. Log in to your Intuit account and click Continue and then select Continue with my account.
    5. You'll receive a single-use code. Enter it and select Continue.
    6. Choose either Chat with us or Have us call you.

     

    Then, to check the status of your submitted payroll tax forms and payments QBDT Payroll, check out this link: Check e-file or e-pay status. 

     

    I'm just around the corner to help if you have any other concerns about filing your payroll forms in QuickBooks. Don't hesitate to post again here. Have a good one and keep safe. 

    M
    Maria2513
    January 16, 2023

    Same issue!  I'm about to just mail in the 940.  

    M
    MadelynC
    January 16, 2023

    Thanks for joining this thread, @Maria2513.


    I’ve seen that you’ve posted twice on the Community page. My colleague RoseJillB already addressed this concern for you. You can visit this link to view her recommendation:https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/re-will-quickbooks-change-the-lower-limit-on-the-texas/01/1195061#M104683.


    I've added a guide to help keep your payroll, finances, and business organized and compliant: 10 expert tips on how to stay payroll compliant.


    We’re always here to help if you have any other payroll concerns or questions. Just let us know by adding a comment below. Take care!

    T
    TJffld
    January 16, 2023

    MadelynC - You have no idea what you are talking about.  You should not be on here.  You emailed me directly to tell me to follow this chain to fix my issue when this is not my issue at all!  My issue is that when I try to file a 940 in QB Desktop it gets rejected.  QB GET SUPPORT STAFF THAT CAN ACTUALLY PROVIDE SUPPORT!

      S
      SOC44
      January 16, 2023

      Same issue - fully updated payroll.

        Bryan_M
        Bryan_M
        January 16, 2023

        Hi there, @SOC44 and Maria.

         

        We appreciate you for updating your payroll. Since the error code still persists after updating.

         

        I highly recommend contacting the Payroll Support team. There are resources that they can use to pull up your account and look through the root cause of the error when submitting the form.

         

        To contact support, here's how:

         

        1. In the upper tabs select the Help menu.
        2. Click QuickBooks Desktop Help, and then select Contact Us.
        3. Sign in to your account in Intuit and click Continue, and then select Continue with my account.
        4. A single-use code will be sent. Type in the code and click Continue.
        5. Select whether Chat with us or Have us call you.

         

        You can check as well the status of your submitted tax form by reading through this article: Check e-file or e-pay status.

         

        Feel free to read through this article if you want to know the different dates when making state or federal tax payments in QuickBooks Desktop: Understand e-payment dates in QuickBooks Desktop Payroll Enhanced.

         

        Don't hesitate to reach us back or leave a reply if you need further assistance with your 940 tax form. I'll help you anytime. Keep safe.

        T
        TV Bent
        January 16, 2023

        There must be a glitch in that form because I have filed 9 other clients and getting the same message. Only happens with the credit reduction and not other states that don't have that. Bad idea chatting as they ask you everything but what the problem is. A big waste of time....terrible support. Asked for a callback and they said 5 minutes which was 2 hours ago. 

        Probably going to mail in.

        W
        weigeljlAuthor
        January 16, 2023

        For everyone on this thread, I have called support and they have escalated. It is a big problem affecting a large number of users. Not sure why the Intuit folks on here aren't aware of that... They are telling me 2-5 business days to fix. Stay tuned.

          M
          Maria2513
          January 16, 2023

          Thank you!!!

          S
          svsintl
          January 16, 2023

          We are having the same issue. Tried everything and updated the program/forms on Saturday.but still getting rejections. Spoke to Intuit help and person went in and checked and confirmed we have latest updated version and still form kept rejecting. Per intuit program update - the issue is - IRS not accepting Intuit version of Sch A and it has been fixed under tax table version 22301. Apparently, it still has not been fixed. Also, there is a newer tax table version of 22302 which is what we have on your computer. The agent advised to contact the IRS which does not make sense, as the IRS is going to refer back to the software company. Would greatly appreciate advising how to fix this issue.

          Thanks

          S
          svsintl
          January 16, 2023

          We are having the same issue. Tried everything and updated the program/forms on Saturday.but still getting rejections. Spoke to Intuit help and person went in and checked and confirmed we have latest updated version and still form kept rejecting. Per intuit program update - the issue is - IRS not accepting Intuit version of Sch A and it has been fixed under tax table version 22301. Apparently, it still has not been fixed. Also, there is a newer tax table version of 22302 which is what we have on your computer. 

          Thanks

          E
          ecoast1
          January 17, 2023

          Same issue here with CT. I think the form is sending in blank information on other states- CA, NY and IL. When I printed the .pdf I saw the issue. It isn't viewable on the screen version. The form is faulty and Intuit needs to fix it. I also called and was told to update my forms but I am fully updated.

          MaryLandT
          MaryLandT
          January 17, 2023

          Thank you for joining this thread, ecoast1. I appreciate you updating the forms.

           

          Let me provide the status of the issue about the rejection error we encountered when we filed your 940 tax form.

           

          Our Product Team is currently looking into this issue and will send the status via email. To keep updated, I recommend contacting our QuickBooks Desktop Payroll Team so they can add your account to the investigation (INV-82102).

           

          I'm adding these resources about filing tax returns and checking the status.

           

          I hope my message lessens your worry about the issue. Keep me posted if you have other QuickBooks concerns. Just leave a comment below or create a new post. We're always open to help you. Have a great day ahead!

          W
          weigeljlAuthor
          January 18, 2023

          An update to this thread is that I tried refiling the 940 yesterday just for fun, and although it was marked "Submitted" for a LONG time (all day yesterday and through the evening), by this morning I got the email that it had been successfully processed by the IRS.  I assume that means Intuit fixed whatever the bug was. Good luck everyone!

          Tori B
          Tori B
          January 18, 2023

          Hi there, @weigeljl. 

           

          Thanks for checking in and letting others know that the issue has been resolved. 

           

          Our product team has closed the investigation (INV-82102) as resolved. Please let us know if you experience this issue again. 

           

          I'm only a reply away if you have any other questions or concerns. Have a good one! 

          T
          TV Bent
          January 18, 2023

          Thanks for the heads-up!! Just submitted my first of many to see whether it's accepted

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