Client receives error message "You do not qualify for IRS Knowledge Base Authentication"

For security purposes, we are not given the reasons for authentication failure or why they would not be eligible since KBA is through a third party. It is possible that LexisNexis (the provider that pulls the information for KBA questions) was unable to gather enough data for a full profile on the client.

In this case, the taxpayer would need to manually sign the returns and upload the documents into SSR or email/fax them to the firm's office. The taxpayer will be given this option after KBA is failed. The return does not need to be re-called and re-delivered; it will automatically revert to a manual signing option for the taxpayer. 

 

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Where do KBA questions originate from?

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