Rejected efile

[rbbach]

Responders, please read carefully. I have purchased turbotax deluxe from Amazon. Did my taxes. My name first as always. Been doing my own taxes for 40 years now. Married file jointly, my name first!! Tried to efile, was rejected. Your software says the IRS cannot identify Renee (spouse) and please enter her correct AGI. The AGI is correct. Yes, I know where to find it. The trouble is your software should be sending the electronic filing under MY name. Then the IRS would find the AGI is a match. Why is the software putting her first when I try file?

[xmasbaby0]

Since you filed jointly for 2020 the AGI is the same for each of you.  You literally have to type in that same number twice--once for each name.

[vonpowell]

    I am having the same issue. We are filing as Married Filing Jointly. I am listed first and my spouse second. All our personal information is correct (name, SSN, address, Filing Pin) and consistent with previous filings.           After filing, I got a rejection notice (via text) from the IRS. When I look under "Check E-file Status," the message is "The IRS Couldn't Confirm (Spouse's) Identity."

    I have put in the correct 2020 AGI. Rejected again.

    On the advice of a TurboTax specialist, I entered my wife's AGI. Rejected again.

    On the advice of a TurboTax specialist, my wife obtained an Identification Protection Pin. I entered it and re-filed twice, once with our total AGI and once with my wife's AGI. I was rejected twice.

    Are there any other proposed solutions out there?

[TGoldn2]

RUN!!! Find any other method to file tax other than Turbo. It is a scam!! 

[mesquitebean]

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@ vonpowell  wrote:

    I am having the same issue. We are filing as Married Filing Jointly. I am listed first and my spouse second. All our personal information is correct (name, SSN, address, Filing Pin) and consistent with previous filings.           After filing, I got a rejection notice (via text) from the IRS. When I look under "Check E-file Status," the message is "The IRS Couldn't Confirm (Spouse's) Identity."

    I have put in the correct 2020 AGI. Rejected again.

    On the advice of a TurboTax specialist, I entered my wife's AGI. Rejected again.

    On the advice of a TurboTax specialist, my wife obtained an Identification Protection Pin. I entered it and re-filed twice, once with our total AGI and once with my wife's AGI. I was rejected twice.

    Are there any other proposed solutions out there?

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Without the rejection error code, I don't understand the first rejection you mentioned above and its use of the word "identity."   Was it referring to a 6-digit IP PIN, or something in the spouse's personal ID info (SSN, DOB), or was it referring to the 2020 AGI?    That short description you wrote sounds like some TurboTax message and not the actual IRS message, which uses different wording.   The codes or exact IRS message are important to be sure everyone is talking about the same thing.

  As for the subsequent rejections, what is the exact rejection error code and message you are most recently getting?  

NOTE:  You said you were filing married jointly for the 2021 return, but didn't say outright how you filed the 2020 return, so I will assume that your 2020 return was also married filing jointly.

Normally, when 2020 and 2021 returns both have a filing status of married filing jointly, one would use the same total 2020 AGI for both spouses (without splitting it), but there are a couple of exceptions as mentioned below.

By the way, be sure you are using the AGI from the original 2020 return--not an amended one (if applicable).

If you are getting an AGI rejection in regard to the spouse (code IND-032-04), have you tried using the total 2020 AGI for yourself and an AGI of 0 (zero) for the wife?   Some users have reported that unexplainedly worked for them.

If that doesn't work, here's a scenario where you may have to use AGI of 0 for both of you:

If you filed the 2020 return real late in the year last year, or if the IRS had not finished processing it prior to November 2021, you can try using an AGI of 0 (zero) for both of you.    In any case, if nothing else has worked, it's worth a try regardless, if necessary.

[vonpowell]

Though the problem I am having is disappointing, I have 30 years of good experiences with Turbo Tax. I certainly am not ready to call Turbo Tax a scam. My hope is to get an answer to why the IRS is repeatedly rejecting the e-file.

[vonpowell]

Mesquitbean,

Thank you for the reply. You are correct. The rejection messages I am receiving are from Turbo Tax, not the IRS. I have not received any direct messages from the IRS. Is there a place on the IRS site to look for them. And yes, both the 2020 and 2021 files were under "Married Filing Jointly."

[mesquitebean]

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@ vonpowell wrote:

Thank you for the reply. You are correct. The rejection messages I am receiving are from Turbo Tax, not the IRS. I have not received any direct messages from the IRS. Is there a place on the IRS site to look for them. And yes, both the 2020 and 2021 files were under "Married Filing Jointly."

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The rejection error code may have been in an email (if you received it), and if you used Online TurboTax,  you should also see it on the TurboTax screen after selecting Fix my return.

The email notifying you about an efile rejection comes from TurboTax/Intuit; it does not come directly from the IRS.   No, it is not on the IRS site.   I may have confused you by saying "IRS message" when I meant IRS wording of the rejection.

If you used Online TurboTax, you should see the rejection error code in your account after you click on Fix my return.  In addition to the error code, it will have a one-sentence statement about the rejection saying what it means.    This is just an example, but it might look something like this:

IND-032-04:  The spouse's AGI or Self-select PIN from last year doesn't match IRS records

See this FAQ, which has a video about where you will see the rejection error code and message:

FAQ:  How do I fix a rejected return?

https://ttlc.intuit.com/community/rejections/help/how-do-i-fix-a-rejected-return/00/26136

If I understand correctly, you said you have already tried using the same 2020 total AGI for both you and your spouse; i.e., the same total AGI entered for each of you, which is normally the correct approach.  

When you do that, if it's being rejected for your Spouse's (secondary filer) 2020 AGI (code IND-032-04), but not yours, then try using the total 2020 AGI for yourself (primary filer), and try AGI of 0 for the spouse.      Some users have said that worked for them unexplainedly.

The 2020 AGI is on the 2020 Form 1040, Line 11.

[vonpowell]

Mesquitebean,

Thank you again for your timely reply.

I am using a download of Turbo Tax Basic, as I have for many years. I have also used Turbo Tax Online on a number of occasions, especially over the last few days while trying to resolve this matter.

I watched the video you provided a link for. I did not pay close enough attention to the e-mail I received alerting me to the rejection (i.e., I only saw "REJECTED!"). The error message is IND-032-34. There is no link on the error message, like there is on the video, that takes me to Turbo Tax Online.

Curiously, the Turbo Tax Online home screen on the video appears to have more options available on the lefthand side than my home screen does. My home screen only offers "File an Extension," "Intuit Account," and "Sign Out." There is no "Fix My Return" option. See screen shot below.

The only Fix My Return option available is in the software itself. When I click on that button, it only offers one box in which to enter the AGI of my spouse. There is no block for my AGI. This, indeed, is part of the issue I am having. A screen shot is provided below (names edited out).

I do not want to file hard copy if I can avoid doing so. Your advice on how I might proceed is much appreciated. I fear I am missing something easy and obvious.

[mesquitebean]

@ vonpowell 

"I am using a download of Turbo Tax Basic, as I have for many years."

All the answers above assumed you were using Online TurboTax, as does the FAQ and video.  So disregard much of what references "online."   Sorry for all the confusion.

By the way, the reason your online account had fewer items in the left column menu than see in the video is because the extra items in that left column menu are only seen when an online return is open.   Forget about everything online.  It doesn't apply to you when using the desktop software.    The 2 products are independent and do not communicate with each other.

You said the rejection error code is "IND-032-34".  Is that a typo?   is it really "34", or did you mean "04", i.e., IND-032-04?

If the "fix it" takes you to correct your spouse's AGI, and if you are the primary taxpayer on the return, then it must think "your" AGI is correct but hers isn't.    It won't show you your AGI on that particular correction screen, since apparently yours is not an issue. 

When you tried efiling with the 2020 total AGI for both of you (i.e, the same total amount for each of you), if you got the rejection IND-032-04, then it's saying the spouse's 2020 AGI doesn't match the IRS database (that's assuming you entered the 2020 AGI correctly and didn't simply mistype the AGI.) 

Since it failed when you used the actual 2020 total AGI for both of you, then try using the total 2020 AGI for yourself, and an AGI of 0 (zero) for the spouse.    If you already had previously entered the total 2020 AGI for yourself, then all you need to do is change the spouse AGI to 0.   If all of that is your situation, then I'd enter a 0 on that screen you showed above and click "Continue."

[vonpowell]

Mesquitebean,

You were correct. The error code I sent you yesterday did contain a typo. The correct error code does end in 04.

You were also correct in suggesting that I enter "0" for my spouse's AGI. I put "0" in, resubmitted my file, and the IRS accepted it.

Thank you so much for your help in resolving this problem.

[mesquitebean]

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@vonpowell wrote:

You were also correct in suggesting that I enter "0" for my spouse's AGI. I put "0" in, resubmitted my file, and the IRS accepted it.

Thank you so much for your help in resolving this problem.

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Great news!  I'm glad you were able to efile!   Good luck!

[Fands]

I have efiled twice and both were rejected.  The email notification came from TurboTax.  The first was 

rejected by spouse's AGI being the same as mine and we are filing jointly. The second was filed with hers as "0" because that wa what one of the "Support" people suggested.  It was rejected and the notification came from TurboTax.  Please get this fixed.  It looks as though there are several having this problem.  I have been using TurboTax Primier since 1999 and have never had a problem with e-filing. I have not received a "Rejected Notice from the IRS with any code.

[xmasbaby0]

@Fands  If it was rejected for AGI—-be aware that many 2020 returns took so long for the IRS to process that your 2020 AGI might not be in the IRS system.   Try using zero instead.

If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.

https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311

If that does not work and you still cannot e-file, then print, sign, and mail your tax return.

[yudel]

what is code Ind-032-04?

What has to be corrected?