I received an error code IND-027-02 as my federal return was rejected. When I try and fix the issue, I don’t see an option anywhere.

[Brad_L]

I have also received this error. Neither my spouse nor I have an IP Pin from last year, but we never get a screen to insert her prior year AGI. Support tells me where to put it, but when I screenshare with them, they cannot even find the screen to enter it. No solution was found, please fix.

[LeticiaF1]

Your return rejected because the taxpayer's (or spouse's) Identifying Information is missing. In order to electronically file your return, Prior Year Identifying Information must be entered for the taxpayer (and for the spouse if applicable). 

1. Open your tax file and go to File
2. Proceed to the screen, "Review Your Federal Filing Choices"
3. Review your Identifying Information (AGI)
4. If you filed a prior year return, you must enter the Prior Year AGI for the Taxpayer (and Spouse if applicable)
5.  Do not use the tabs at the top of the screen to exit this interview.

 Once you have made the necessary corrections, you may resubmit this return for electronic filing. If the reject continues, you may need to print and file this return by mail.

How do I find last year's AGI?

[ULTRAGZBY]

There is no File tab anywhere on my Turbotax page. There is nowhere for us to find Review your Identifying Information (AGI). Please help. Thanks.

[LeticiaF1]

The File tab is on the left menu at the end of the return.  Once you are there, the section to enter your AGI is the "Get ready to save and file your returns."  Continue the section and you will get to the section of TurboTax where you will enter the information for the AGI.   

@ULTRAGZBY 

[user17742668232]

We are having same issues on an amended return. The side bar shows none of those menus at anytime. Giving us no opportunity to adjust the AGI

[LeticiaF1]

When you first open your return, the whole menu on the left does not show open, it will only show Tax Home and Documents.  You will need to select Tax home, for the rest of the menu to open.  

Once you are there go to File, then proceed to the screen, "Review Your Federal Filing Choices". Review your Identifying Information (AGI). If you filed a prior year return, you must enter the Prior Year AGI for the Taxpayer (and Spouse if applicable). Do not use the tabs at the top of the screen to exit this interview. Once you have made the necessary corrections, you may resubmit this return for electronic filing. If the reject continues, you may need to print and file this return by mail.

@user17742668232 

[user17742668232]

When I open the "Tax Home" page - this is view I have. And when I begin amended return there is still no option to update the aforementioned fields.

[Believ20]

I am having the same issue -- help would be great!

[JamesG1]

Error IND-027-02 indicates an incorrect (per the IRS) spouse's prior-year AGI or PIN.

Follow @LeticiaF1's excellent instructions above.

Open your return in TurboTax and click Tax Home.  Select File and navigate to filing the tax return.

Update the spouse’s previous year’s AGI or PIN to match IRS records.

@Believ20 

[Believ20]

For some reason we don't see all the options when clicking on Tax Home. This is all I see:

I have no place to fix the amended return...

[MarilynG1]

Close the 'Expert Assist' window with the X.  Then you should see your Federal Return with 'Rejected' in red.  Click on that to open the return.

In the left-side menu, click on File and step through to the screen to enter AGI.

@Believ20 

[Believ20]

Hello!

When I click on the red "rejected" for my federal return nothing happens. I have tried to click on "Federal", "rejected", and every other area in the vicinity of those two words. 

[LeticiaF1]

Sometimes you need to clear your cache (that is, remove these temporary files) because a full or corrupted cache can cause problems in TurboTax.  You can try these steps if you are using the online version:

• Clearing your Cache and Cookies
• Using a different browser
• Opening an Incognito Window

After you do this, to correct your last year's AGI and e-file your return:

1. Open your return
2. Select the File tab
3. Continue until you reach the screen that says To continue, select options below
4. Enter your corrected AGI in Enter last year's AGI here
5. Select Continue and follow the screens until you've re-transmitted your return

If you need to find your last year's AGI, see the TurboTax help article below:

How do I find last year's AGI?

Please reach out again if your problem persists.

@Believ20 

[Believ20]

Hello!

I appreciate all the help and guided steps.  I cleared all history and cookies, tried going on Google Chrome and Microsoft Edge, and opened an Incognito Window, and the result is still the same.  Below is my screen -- I can't physically click on the "rejected" or anything that would allow me to proceed with correcting the efile issue.

Is there someone that I can get on the phone with to help resolve this issue?

Thank you!