File Rejection

Forum|Forum|6 years ago
February 15, 2020
2 replies
8 views

IRS keeps rejecting the file wanting me to enter my wifes AGI for 2018. We filed jointly so I don't have her AGI separate from mine. I verified with IRS the correct amount but it wont accept it without her AGI. When I enter the same number as mine it still rejects it.

DeanM15

Level 10

You are correct, your wife's and your AGI are the same.

If the IRS will not accept the AGI that you are entering, you will have to mail in the return. Generally, this happens when a surviving spouse files a joint return and the Social Security number for the deceased spouse has already been canceled, but it can happen in other instances too.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

frustratedwidower

Level 3

jsken308,

Had same problem. Ended up having to use a different tax program FREETAXUSA dot com to e-file successfully.

Look up other posts regarding this known problem.

The only solution to get your federal and state tax returns successfully accepted via E-FILING is at FREETAXUSA dot com and not use TurboTax. You do not have to print out a TurboTax created paper tax return and mail it in and even with certified mail with return receipt the IRS may lose your tax return (this happened once when an exception required a paper filing; the IRS finally acknowledged they lost it and accepted another filing).

The only difference in completing TurboTax vs Freetaxusa tax returns is that FREETAXUSA asks you to input BOTH your state ID and your deceased spouse's state ID numbers/driver's license numbers along with the prior year AGI.

TurboTax only allows for one person of the joint return's state ID entered in, but because a spouse died, the IRS wants to verify BOTH spouses' ID numbers.

TurboTax is supposedly aware of this problem, but they shirk fixing their software and ask people to just mail a paper return.

Turbotax spits out the same error for countless other longtime TT users: "Prior Year AGI Incorrect" when the AGI is correct.

The ONLY difference in the tax returns created by FREETAXUSA vs Turbotax:

* Freetaxusa inputs 1. prior year's AGI and 2. enter surviving spouse's State ID/driver's license number, issue date, and expiration date. 3. enter deceased spouse's State ID/driver's license number, issue date, and expiration date.

Voila, Freetaxusa E-FILED returns were accepted by the IRS and state tax board within half an hour.

* Turbotax: 1. prior year's AGI. 2. Asks only for surviving spouse's State ID and not the deceased spouse's. The IRS is making an exception for returns with a deceased spouse--they want to verify BOTH SPOUSES' ID info and NOT JUST ONE SPOUSE.

I have multiple elderly relatives who used TurboTax first via their CPAs and now on their own. Never encountered a problem e-filing until this one time to help my elderly widower father.

E-filing is the preferred option for most and customers are willing to pay the fee for getting quick IRS acknowledgement of acceptance of the returns.

Going to the post office and mailing a paper return is not allowed nor advisable for the 7 million people in the SF Bay Area who are under government-mandated shelter-in-place restrictions because of the high number of Covid19 cases and deaths (and many more unknown cases because of insufficient test kits). They only allow us to go out for medical reasons and food shopping, and if taking the dog for a walk, we must keep six feet away from any other person. E-filing is the way to go under these circumstances.