"RT Record - Invalid Address field" rejections for bank applications

This can occur when a P.O. Box is listed as the address, because a physical address is now required. TPG had previously accepted some returns using a P.O. Box, but has since started rejecting them, to be in compliance with OCC regulations. However, TPG is unsure whether this requirement will stay in place, so we are not yet updating Ultimate Tax diagnostics to block these returns.

In the meantime, for returns with card products, make sure to list only the physical address on the
rejected applications, as well as on any new applications in the foreseeable future.

 

This information applies to all years of the UltimateTax software.