Reject code IND-005-01 occurs when Form 9465 is present in the return and the manually entered amount of payment made with request does not match the amount of the direct debit payment entered in the electronic filing menu.
Desktop - How to correct Reject IND-005-01
To correct reject IND-005-01, from the main menu of the tax return (Form 1040), select:
- Miscellaneous Forms
- Installment Agreement Request
- Amount of Payment Made with Request - The amount entered must match the amount entered in the Mark Return Electronic - Electronic Payment Menu.
To verify the amount entered in the Electronic Payment Menu, exit back to the main menu of the tax return (Form 1040) and select:
- Mark Return Electronic
- Electronic Payment
- Amount of Tax Payment - Make sure the amount entered matches the Amount of Payment Made With Request in the Form 9465 Installment Agreement Request Menu.
ProWeb - How to correct Reject IND-005-01
To correct reject IND-005-01, from the tax return summary page (Form 1040), select:
- Federal Section
- Miscellaneous Forms
- Installment Agreement Request - Click the edit icon
- Payment Details
- Amount Paid When EFiling - The amount entered must match the amount entered in the E-File section of the return > Taxpayer Bank Account Information > Direct Debit Information > Amount of Tax Payment.
To verify the amount entered in the E-File Menu, exit back to the tax return summary page (Form 1040) and select:
- E-File
- Taxpayer Bank Account Information > Direct Debit Information > Amount of Tax Payment - Make sure the amount entered matches the Amount Paid When EFiling Installment Agreement Request Payment Details Menu.
Additional Information:
Instructions for Form 9465, Installment Agreement Request
Common Form 1040 IRS e-File Reject Codes
Common Form 1120 IRS e-File Reject Codes
