Employee name and/or SSN does not match what's in the IRS database

Employee name and/or SSN does not match what's in the IRS database

This error is triggered when the name and/or SSN in BerniePortal is different from the legal name and/or SSN that the IRS has for the employee. 

NOTE: If you believe the name and/or SSN are correct for the employee, you will need to contact IRS E-Services at 866-255-0654 to confirm that the name and SSN they have on file for the employee match what's in BerniePortal.



To correct these errors, you will need to do the following:
  1. Log into the employer account in BerniePortal.
  2. Click on "1094/1095" at the top of the page.
  3. Click "List".
  4. Find the employee whose name and/or SSN needs to be updated.
You will need to update the name and/or SSN here:
  1. Hover over the action wheel and click "Edit":

    1. In "Part I. Employee Information", update the fields that need to be edited (First Name, Middle Name, Last Name, and/or Social Security Number).
    2. Scroll down to the bottom of the page and select "Corrected Form".
    3. Push "Save Changes".
  2. To ensure this is also corrected for next year's filing, click on the employee's name in blue:

    1. This will take you to their BerniePortal employee profile.
    2. Click the pencil in the "Personal Info" section and update the fields that need to be edited (First Name, Middle Name, Last Name, and/or Social Security Number).
    3. Click "Save".

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