Electronic filing inputting prior years AGI

First year filing electronically for a friend who has always mailed their return in. Turbo tax asked for prior year AGI for Him and then Her. I put the same amount in each as they have always filed married filing jointly. Should I have just put the amount in for one of them and put zero in the other.

Thanks

527

Level 15

Oct 16, 2023 7:46:24 AM

If they filed their 2021 tax return as Married Filing Jointly then the 2021 AGI is entered for both of them on the 2022 tax return for e-filing.

Level 15

Oct 16, 2023 7:51:58 AM

See this FAQ

https://ttlc.intuit.com/turbotax-support/en-us/help-article/rejected-tax-return/fix-e-file-reject-ind-031-04-ind-032-04/L0CtzS3FJ_US_en_US?uid=lf6fc9sv

New Member

Oct 16, 2023 7:56:23 AM

Thanks, that is what I did but the IRS rejected it stating that the AGI did not match. I verified with what was mailed but not sure if they made any adjustments or not. I guess the next step is to get their transcript for 2021 to see what the IRS has for them.

Thanks,

George

Level 15

Oct 16, 2023 8:01:37 AM

@georgefranciscus There is a possibility that the IRS may not have their 2021 AGI in their database if the 2021 tax return was mailed or if e-filed and it was late in the 2022 year when it was submitted.

You can try entering a 0 (zero) for the 2021 AGI and e-file the 2022 tax return again to see if the IRS accepts the tax return.

New Member

Oct 16, 2023 11:21:07 AM

Thanks for the information. It was quite helpful.

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Electronic filing inputting prior years AGI