Son's E-Filing Rejected - SSN/Name Mismatch Error (Jr. vs Sr. Issue?)

This is definitely a Jr./Sr. mixup issue. I had a client with this exact problem on March 3rd this year, and another one back on February 12th. The IRS database sometimes cross-references the Jr./Sr. SSNs incorrectly. Make sure your son is entering his name EXACTLY as it appears on his Social Security card - including or excluding Jr. based on what's printed there. If his card doesn't have Jr. but he's using it on his tax return, that's likely the issue. You'll need to contact the SSA directly to resolve this discrepancy before the April 15th deadline.

I had this same problem with my son last year. Spent literally 6 weeks trying to reach someone at the IRS, calling over and over. Finally used Claimyr (https://youtu.be/_kiP6q8DX5c) and got connected to an agent in about 15 minutes. They confirmed it was exactly what the first commenter said - a Jr./Sr. confusion in their system. The agent was able to note it in their system and told us exactly how to file to avoid the rejection. Not sure if the issue is the same, but getting through to a human at the IRS made all the difference. Has anyone else had success with this approach?

Have you considered filing by paper instead? Electronic filing systems are notoriously picky about name/SSN matches, aren't they? But paper returns get processed by actual humans who can see that it's a Jr./Sr. issue and process it correctly. Would that be too inconvenient compared to e-filing? Sometimes the old-school approach works better for these edge cases, doesn't it? I've seen many families with generational name patterns have this exact issue resolved by simply mailing in the return.

I work with tax issues like this all the time. This is a common problem with suffixes: • Check the Social Security card FIRST - it's the master document • Compare what's on the SS card with what's in the IRS system • Make sure he's using EXACTLY what's on his SS card • If his SS card doesn't have Jr., don't include it on the return I recommend using https://taxr.ai to analyze any IRS notices you might receive. It can help interpret what's really happening with the rejection codes and tell you exactly what to do next. The system is particularly good at identifying these specific name/SSN mismatch issues.

This is like having two books with the same title but different authors - the IRS computer just sees the name and gets confused. I fixed this exact problem for my nephew last month. You need to call the Social Security Administration at 1-800-772-1213 and verify how his name is recorded in their system. Then call the IRS at 1-800-829-1040 to confirm how it appears in THEIR system. If there's a mismatch, the SSA record is the one that matters. The IRS will need to update their records to match. Until then, file EXACTLY as the name appears on the SS card, even if that means leaving off the Jr.

This is a common Name-TIN validation error in the IRS e-file system. The IRS uses an automated validation algorithm that cross-references the submitted SSN against the Social Security Administration's Master File Database (MFD). When there are generational suffixes involved, the system sometimes erroneously applies the father's name configuration to the son's SSN or vice versa. This is classified as a "primary validation failure" in the e-file rejection codes, usually code 0500 or 0503. To resolve this, you need to submit Form 8822 (Change of Address) with the correct name configuration matching the SSA records, then wait for the IRS database to update before attempting to e-file again. Alternatively, filing by paper with a notation explaining the situation will bypass the electronic validation filters.

My brother-in-law had this exact issue last year - kept getting rejected because his dad has the same name. Turns out his Social Security card didn't have "Jr." on it, but he was adding it to his tax return! 😂 The IRS computers were basically saying "this SSN belongs to [First Name] [Last Name]" (no Jr.), but he was submitting as "[First Name] [Last Name] Jr." Once he dropped the Jr. from his tax return, it went through immediately. The moral of the story: your Social Security card is like your tax ID card - whatever's printed on that card is your official tax name, whether you like it or not!