@ SCOOTERU wrote:
These comments about the major problems with e-filing thru TurboTax are 100% correct. Today is the filing deadline to avoid penalties, and our federal & state returns have been rejected after trying 4 times through TurboTax. This is NOT an IRS problem. We signed into the IRS.gov account and confirmed the Adjusted Gross Income in the IRS transcripts of our 2020 joint tax return. This number was reconfirmed 4 times, and yet TurboTax comes back with the message (IND-032-04) that the AGI number for me and/or spouse is incorrect. Not possible. After all of these complaint in the past year or longer, TT should be embarrassed to still have this problem. Is TT going to pay my late penalties & interest because I can't go to the Post Office (it's closed) to mail the returns tonight (April 18), and yet TT software leads to their rejection by the IRS and states.
Very bad.
Since you efiled on time, but it was rejected, your return is not yet late. If you had an efile rejection today, you get an extra 5 days to either resubmit the efile or postmark a mailed return. The IRS knows that can happen on the last couple of days prior to the deadline, so they provide extra time for rejected returns. See this FAQ:
https://ttlc.intuit.com/community/return-status/help/what-if-my-return-is-still-pending-or-rejected-...
There is also no late filing penalty for a Federal return if you are due a Federal refund.
The state return automatically rejects when a Federal return is rejected.
You may be able to fix this and resubmit your efile. I'll tell you below 2 other ways to efile that may correct this.
IND-032-04: "The prior-year AGI or prior-year Self-Select PIN for the spouse (secondary taxpayer) did not match the efile database."
It is the IRS doing the matching. This can happen even when everything is correct on a tax transcript. I know that's frustrating. The IRS has many databases they use for different things. Frequently AGI rejections are due to returns that were not finished processing prior to late November 2021, and last year a lot of returns had not finished processing by then. For others, it even happens for unexplained reasons.
I'll assume you are married filing jointly for 2021 and also filed jointly last year for 2020. Here are 3 possible ways to efile, in recommended order. You may have already tried the first way.
1) If you filed jointly last year, then your first attempt (as you may have done) should have been to use the same total 2020 AGI for both of you, using the 2020 AGI from the original 2020 return, not an amended one (if any).
2) If that first attempt using same total 2020 AGI for both of you rejected with code IND-032-04, I would resubmit it with the total 2020 AGI for the primary filer and using 2020 AGI of 0 (zero) for the secondary taxpayer/spouse.
3) If that second attempt also rejects, then for the third attempt I would resubmit using a 2020 AGI of 0 for both of you; i.e., both primary and secondary taxpayers.
