Turbotax: Net file Error 40 & 41

 

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  • Relevant Material: 
    *** Netfile Error 41 - "Your client’s date of birth was not present on this record or non-numeric characters were entered for the date of birth"
  • Netfile Error 40 - "The date of birth entered for your client does not agree with the date of birth on the Canada Revenue Agency’s records. Please confirm with your client their date of birth. Where the entry is correct, your client should contact the tax services office to resolve the discrepancy. Also, review the name and social insurance number entered to ensure that they belong to the taxpayer for whom you are preparing the return"
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  • Relevant Material: NETFILE errors 40 and 41 generally indicate a mismatch between the date of birth on the tax return and the date of birth recorded by the Canada Revenue Agency (CRA). 
    Here is how to resolve each error:
    Error 40: Date of Birth Mismatch
    This error means the date of birth entered in your tax software does not match the information on the CRA's records. 
    • Action:
      • Verify the date of birth you entered in your tax software. Ensure it is correct and in the proper format (YYYY-MM-DD).
      • Check past documents: Refer to a previous notice of assessment or other official CRA correspondence to confirm the date of birth the CRA has on file for you.
      • If your entry is incorrect: Correct the date in your software and attempt to NETFILE again.
      • If your entry is correct but still rejected: The date of birth on the CRA's file may be incorrect. You must contact the CRA directly to have it corrected, as changes cannot be made through the NETFILE system. You can reach them at the individual income tax enquiries line at 1-800-959-8281. 
    Error 41: Account Closed Prior to Date of Death 
    This error is specific to processing deceased individual records, such as for a Tax-Free Savings Account (TFSA) or First Home Savings Account (FHSA). It means the account was recorded as closed before the date of death, making a succession or beneficiary claim impossible through the automated filing system. 
    • Action:
      • Verify the dates: Ensure the date of death and the account closure date entered in the record are correct.
      • Contact the CRA: If the dates are correct and you believe the succession is valid, you or the account issuer must contact the relevant CRA processing unit (e.g., the TFSA or FHSA Processing Unit) for further instructions or to file a paper return, as this issue requires manual review. 
    In some cases, generic error codes might indicate a temporary system-wide issue with the CRA, in which case you should simply try filing again later. Check the CRA's EFILE news and program updates page for any service announcements.  (Google) 
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