Re: getting help on this forum: I use TurboTax Online and got lots of help on there from at least 4-5 “TurboTax Tax Experts” associated with TurboTax support and none of them could figure out what was wrong until I tried getting an IP PIN from the IRS to validate the identity of my wife and I.
By the way, the AGI matching reason for rejection was a “red herring”. Matching the AGI, in itself, was not the real issue; although the IRS said that was the reason the return was being rejected. In every instance of the return I submitted, the AGI that I provided was an exact match to the 2024 AGI. For whatever reason, that wasn't sufficient for the IRS and the IRS wanted additional information to corroborate with the AGI to verify our identity. And nothing else worked until I tried using IRS IP PIN numbers to validate our identity.
i think that a root cause of this problem is that I’ve been using TurboTax Desktop for many years and this is the first year I’ve used TurboTax Online. I think because my 2024 and 2025 returns were submitted from different software, the IRS may had had difficulty recognizing that the two returns were associated with the same individuals who submitted returns in 2024. I’ve been using e-file with TurboTax desktop for at least 10-15 years and never had this kind of problem.
