1. Support
  2. State and Local Tax Information
  3. Indiana

Desktop: Indiana Reject codes S5-IT40-026 & S5-IT40-027-01

Indiana Reject Code: S5-IT40-026
If Line 11, AdditionalAutomaticTaxpayerRefund is present then INSSA1099 or INSSIStatement is required, reject the return.

Indiana Reject Code: S5-IT40-027-01
If Schedule 5 Line 11 AdditionalAutomaticTaxpayerRefund is not null or greater than zero and INSSIStatement is not included then the sum of INSSA1099 box 5 NetBenefits must be greater than zero. (ReturnState/ReturnDataState/INSSA1099/NetBenefits) (ReturnState/ReturnDataState/INSSIStatement)

These rejects are related and occur when Social Security income has not been entered on the federal return. The income may not be taxable but must be entered to qualify for the Indiana additional exemption.

To correct either of these rejects in TaxSlayer Pro, from the Main Menu of the federal return (Form 1040) select:

  • Income
  • Social Security Benefits - Enter the taxpayer and/or spouse SS benefits received.

Additional Information:

Indiana State Tax Information