SherekaB
New Member

After you file

How to get last years' AGI:

  1. Locate it on last year's tax document. 

Form 1040 – Line 37

Form 1040A – Line 21

Form 1040EZ – Line 4

Form 1040NR – Line 36

Form 1040X – Line 1, Column A

      2. IRS transcript from the IRS will have your gross income. https://www.irs.gov/individuals/get-transcript

      3. Transfer in your information from last year. You would need to be in the correct account. You can use our Account Recovery link to always locate your correct account.