Hi all. I thought I was losing my mind; until I came here. Yep. Saaaaaame problem now for tx yr 2023. (And the $0 trick didn’t help!) Read on; advice? TTx experts simply kicked us to irs directly. Read on please:
I prepared my roomate’s (“D”) txes for her to file online. We used TurboTax online last year. She had two different (jobs and thus two) W2s in 2022; other than that, very very very standard everything. She is a teacher—so not sure if related to that or general (live in NYC), lines 69 ($63) and 69a ($150) are for NYC school tax credits. (I later tried to enter new AGI after adjusting for this, but still no dice. And anyway I believe those are standard for all. Point is, I tried a few numbers!) Help.
Ignoring the above for a moment, we filed via TurboTax in 2022; used the online but she owed a small amount, so we printed and mailed rather than have uncle sam zap out $ before needed.
All was accepted and fine.
Enter 2023. One W2 (one job). Everything standard. Not a single fancy deduction or anything. This year (filing single so on), she is due a small Fed and NYS refund. Files online with a few clicks. Accepted.
BAM! One business day later (filed on Sat night; received email from TTx on Monday), “Rejected both Fed and St (of course, bc of Fed is rejected by irs, state is auto rejected it seems).
Went online “We can help you fix it!” It then proceeded to a screen that said the irs rejected the AGI. Hmmmm, so I look at what we filed with TTx (they had PY, 2022, document, and sure enough that was the figure!” Re-entered it thinking a bug.
BAM! (Second time); rejected bc didn’t agree AGI that irs has, so I’m thinking “Hmm, OK. Maybe they got what we mailed them, but they computed AGI slightly differently for some reason”.
So I try to $0 trick. BAM (third time). So I go to ID.me and irs website w her to download her actual irs transcript from 2022. The actual info in their files! This is their form 1099-G and says so on the transcript (three pages; attached here without any of here info).
Guess what? AGI, which is *the* number everyone refers to and needs? Yeah, that one? There is NOT a line for it on the entire transcript (even though it is correctly computed on the 1040 files manuallly, as mentioned above.)
So the very own irs transcript doesn’t list AGI!!! Wow. I couldn’t believe it. How can leave off a line that is the holy grail?!
So now we’re stuck. I guess my next route is to call irs (yes, try to hide your envy!) —anyone m ow the best phone number?
what else can we do? Ideas ideas?
TY!
Page 1 of her transcript (standard)
page 2
Page 3
Help!!!
