AGI filing issue

Forum|Forum|4 years ago
April 4, 2022
1 reply
1 view

It sure would be nice if TT would include tips in TT desktop for known issues. For example I had a return's e-file rejected due to AGI issues, yet I was sure last years 2020 AGI was correct. After several failed attempts I found that someone posted that if you filed by paper last year, use $0 for the 2020 AGI. This worked and was accepted. It would have been great to have this tip presented right in the TT desktop when it was asking me for this information.

Best answer by bluedeb

Unfortunately, the IRS was backlogged in 2020 due to covid, which caused allot of 2020 returns to be processed late. That caused allot of returns to be rejected with the actual 2020 AGI. When returns are processed late, a Zero for the 2020 AGI works because in the IRS system is shows it was processed late.

TurboTax does not know any information about the processing of returns, so they would not know your return was processed late, so they cannot suggest to enter a Zero for the AGI. The IRS or State does not update TurboTax once your electronic returns are accepted.

bluedeb

Answer

Alumni - Champ

cwayneuAuthor

Level 3

Yes, the Covid delay fits your scenario. But in this case the filing was paper last year (they owed money so delayed until the last minute), TT would know that the AGI must be $0 to be accepted, and should include a friendly note when asking this question to avoid the problem completely.

bluedeb

Alumni - Champ

It does fit the scenario, it does not matter if your return was mailed or e-filed in 2020. The IRS was backlogged processing 2020 returns, which again TurboTax has no idea of when your return was processed by the IRS. TurboTax or any other tax software would have no idea when your return was processed, so the program would not know to tell you to add a zero.

TurboTax can only ask how you filed in the prior year in order to enter the AGI. They still would not know you need to enter a zero because your return was processed late.