topic Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi? in Get your taxes done using TurboTax

Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi?

elk918 — Tue, 16 Mar 2021 05:04:17 GMT

if that is my 2019 agi and the irs rejected it, do they want my 2020 agi.

Re: Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi?

VolvoGirl — Tue, 16 Mar 2021 05:06:23 GMT

When did you file 2019? If it was late in the year or you mailed it, try putting in 0 (zero) for the AGI. And see, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031

How to correct the AGI
https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311

If you can’t get it to efile you will have to print and mail it.
How to mail a return from the Online version
https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258

Be sure to attach copies of your W2s and any 1099s that have withholding on them. You have to mail federal and state in separate envelopes because they go to different places. Get a tracking number from the post office when you mail them for proof of filing.

For AGI Reject code 031
https://ttlc.intuit.com/community/rejections/help/e-file-reject-ind-031-04-or-ind-032-04-the-agi-or-self-select-pin-from-last-year-doesn-t-match-irs/00/27197

Re: Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi?

nelsonsylvia — Sat, 03 Apr 2021 18:09:05 GMT

My return was $600 less than what you said I would get back, and I didn't see where you listed my medical.

Re: Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi?

nelsonsylvia — Sat, 03 Apr 2021 18:12:05 GMT

That's 2020 tax return.

Re: Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi?

nelsonsylvia — Sat, 03 Apr 2021 18:14:35 GMT

This is concerning my 2020 Tax return.

Re: Why is the irs rejecting the amount that is the same amount on my 1040-sr u.s. tax return for seniors 2019 agi?

xmasbaby0 — Sat, 03 Apr 2021 18:20:51 GMT

@nelsonsylvia You received a refund but it was reduced by $600? That sounds like it might be a recovery rebate mix up.

Did you enter ALL of the stimulus money that you had already received correctly in the recovery rebate credit section when you prepared your 2020 return? The IRS cross checks and if you did not enter all of the money you received, they recalculate your refund.

The IRS will send you a letter explaining why they reduced your refund.

As for your medical expenses----did you have enough itemized deductions to exceed your standard deduction? If you did not then your medical expenses had no effect. Look on line 12 of your Form 1040----does it show your standard deduction or an amount for itemized deductions?

It is very hard to to have enough medical expenses to make a difference--and also hard to have enough itemized deductions to change your refund or tax due.

2020 Standard Deduction Amounts

Single $12,400 (+ $1650 65 or older)

Married Filing Separate $12,400 (+ $1300 if 65 or older)

Married Filing Jointly $24,800 (+ $1300 for each spouse 65 or older)

Head of Household $18,650 (+ $1650 for 65 or older)

MEDICAL EXPENSES

The medical expense deduction has to meet a rather large threshold before it can affect your return. The amount of medical (including dental, vision, etc.) expenses that will count toward itemization is the amount that is OVER 7.5% of your adjusted gross income. (This is on line 11 of your 2020 Form 1040) You should only enter the amount that you paid in 2020—do not include any amounts that were covered by insurance or that are still outstanding. Of course, your medical expenses plus your other itemized deductions still have to exceed your standard deduction before you will see a difference in your tax due or refund.

To enter your medical expenses go to Federal>Deductions and Credits>Medical>Medical Expenses