IRS transcript 2023 has my filing status and AGI wrong after filing a 1040x. Now it won’t accept my 2024 return. What should I do?

[jm_la-ny]

I have filed my 2023 taxes in April 2024 as Married filing jointly. I had to amend it last month (February 2025, obviously again as Married filing jointly) to add a forgotten IRA contribution. Very simple stuff. Now that the amendment for 2023 was accepted I went ahead to file my 2024 taxes, which were rejected, saying that my wife's AGI from 2023 did not match IRS records. To my surprise, when I checked the IRS account transcripts, my filing status is as SINGLE. So l went to check my 1040-x and I did mark the correct MARRIED FILING JOINTLY. Did anyone went through this limbo? Any guidance on how to fix this? It won’t accept my returns this year unless I use the incorrect AGI. What should I do to file?

[Vanessa A]

You will need to contact the IRS to get your records corrected.

If you want to file your return prior to them getting things corrected, you would need to use the information that is listed on your transcript.  

Did it list both you and your wife as single?  If it did, then you will need to enter what it says for her.  If it says she did not file a return, then you would enter $0 as her AGI. 

[jm_la-ny]

What would be the implication of filing with these wrong AGI?

yes it lists her as single and $0 AGI indeed.

[fanfare]

To e-File you have to enter the AGI on your original return.

There is nothing wrong with your transcript. Ignore the EXPERT advice.

[jm_la-ny]

IRS rejected my return when filing with my original AGI

[SusanY1]

If it rejected using the AGI from your return, try the incorrect AGI from the transcript as this is the number that the IRS seems to have on file. 

The return will not e-file if the data doesn't match whatever is in the IRS database.  There's no other implication - it is just an identity verification.  (The implication being it simply won't e-file if you don't get the number correct, and you will have to file the return by mail.)

If your transcript doesn't show what you expect it to based on what you filed - that is a separate issue.  One that will likely be corrected once the amendment is processed. 

[fanfare]

If AGI  = Zero does not work,

due to discrepancy in IRS records, you are one of those out of luck who has to file on paper via US Mail.

[taxlady28]

Or you can mark that you did not file taxes last year and it will skip the AGI question.  AGI is a TurboTax requirement and the IRS does not care.

[fanfare]

@taxlady28 

Really? why doesn't everyone do it that way?

[taxlady28]

Providing AGI is for your own security.  Not an IRS requirement.  You can skip it and eFile which is easier than printing and mailing.

[Vanessa A]

This IS an IRS requirement NOT a TurboTax requirement. 

When self-preparing your taxes and filing electronically, you must sign and validate your electronic...