2024 tax data not correct

[dingesbk]

While preparing my 2025 return, I noticed the 2024 AGI shown was not what was submitted to IRS last year. I also noticed that an underpayment penalty was calculated because the total tax for 2024 was not correct. I called and spoke with a tax expert who confirmed that I entered a 2024 1099-R correctly. During that call, I found a 2024 tax summary that shows incorrect total income, AGI, taxable income, other taxes, total tax and balance due. I've since spoken with two product specialists. One of them suggested TurboTax is aware of the issue. The second  specialist acted like the issue would be resolved in due course. My question is: How do I escalate this matter within TurboTax Support? 

[LeticiaF1]

The difference in the AGI could be if you filed an amended return, or if the IRS made any adjustments on your return. You should go back and print your actual tax return to compare it to the tax summary to see what the difference is if any.  You could also request a transcript from the IRS to get your tax return information as they have it.  

For more information on how to request your transcript, print your prior year return, and contact information, see the TurboTax help articles below:

How do I get a copy of my tax return or transcript from the IRS?

How do I view, download, or print a prior-year tax return?

How do I contact TurboTax?

[dingesbk]

Thanks, Leticia. I have not filed an amended return. I obtained my 2024 transcript from IRS. The figures in the transcript agree with the 1040 I submitted. I see no evidence at IRS that anything changed there. 

I’m working to escalate my query within TurboTax. Yesterday, I spent 2.5 hours with an escalation team agent, but am no closer to resolution. And, with no way to reach the agent I worked with yesterday, my only option appears to be to start the process over today.

[CatinaT1]

The IRS uses your prior year AGI to combat fraud. Make sure you take into account the information below.

Check these items as well to ensure you have the correct number.  If you: 

• Filed late last year after mid-November or your return was processed after that time—try entering 0.
• Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less.
• Filed with your spouse last year—you and your spouse have the same 2024 AGI. (Don’t split the AGI amount or enter  0  for one of you).

Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. 

This article will give you instruction on how to print and mail your return.