@ Pete66 wrote:
My 2021 efile was rejected for "IND-031-04 - The primary taxpayer's AGI or Self-select PIN from last year does not match IRS records."
I missed filing my 2020 return by the due date and therefore wasn't permitted to efile, so I mailed it in. The refund took around 7 months, but it finally issued. Because I didn't efile for 2020, I didn't have a "Self-select PIN" for 2020. My 2020 AGI was correctly saved by TurboTax, but just to be sure, I downloaded a transcript of my 2020 return from the IRS. The AGI was as I had entered it.
I really don't want to mail my return and wait another 7 months for my refund. Any suggestions?
I'm not sure why you were "not permitted" to efile your 2020 return unless you were very late in filing. Each year TurboTax does not shut down efiling until late October, so efiling is possible until then. In any case, to solve your current rejection problem you should try using a 2020 AGI of 0. Here's why:
If you filed late, and the 2020 paper return wasn't processed for 7 months, then the IRS would not have your 2020 AGI in the database they use for verification purposes--even though you say they have it in your transcript, which is not what is used. In order to make it into the special IRS database used for verification, a 2020 return would have to be fully processed prior to late November 2021 or so. So in your case, you should use a 2020 AGI of 0 to verify, and that should (hopefully) let you efile.
As you likely saw with your first efile attempt, a screen will also have you "sign" the return by choosing a new 5-digit Self-Select PIN when prompted. It will say choose any 5 digits. It's on a screen with today's date and your birthdate.
