@ MKillian123 wrote:
The AGI amount that transferred over is not what is printed on the copy that was accepted by the IRS. I used the printed efiled agi but it was rejected as incorrect. What would cause turbo tax to import the incorrect agi from the prior year on the desktop version, or am I missing something that may have been changed?
I'll assume you used the desktop version both last year for your 2020 return and this year for your 2021 return. Does the following describe what you are experiencing?
- When you went through the screens this year in the FILE section and were preparing to efile your 2021 return, was the 2020 AGI from last year prepopulated? If so, when you compared that prepopulated AGI figure to the 2020 AGI printed on a 2020 Form 1040, Line 11, the 2 figures were different, so you changed it to match your printed copy then tried to efile the 2021?
If that describes your situation, here are some additional thoughts:
- If the prepopulated figure (that transferred in) that you saw in the FILE section was wrong, do you still have your 2020 software installed and can look at your 2020 Form 1040 inside the 2020 software in Forms Mode?
- Do you by any chance have more than one *.tax2020 data file from last year and could have transferred-in from the wrong one? Some people start different instances to test things, or start over, etc. and can end up with more than one.
- Or did you experiment in your return after filing last year and could have possibly changed any figures that overwrote your original filed 2020 return?
NOTE: Even if you ended up efiling this year by entering the correct 2020 AGI, there are some scenarios where an AGI rejection will occur even when it is correct.
Did you by any chance happen to file the 2020 return real late in the year, or was there a long delay in processing your return, such that the IRS had not finished processing it by November 2021? When a return had not finished processing prior to November 2021, folks often have to verify their efile by using an AGI of 0.
