Solved: My fed return for '21 rejected by irs for reason stated as: AGI not matching with '20 return (but it is the same as IRS identified on their recent letter). is it common?

Level 15

Mar 14, 2022 4:31:59 PM

No you can e-file, the IRS uses the AGI from either an e-filed return or a paper filed return.

The IRS may not have your 2020 AGI in their database.

Enter a 0 (zero) for the 2020 AGI and e-file the tax return again.

Level 2

Mar 17, 2022 9:09:22 PM

tried "0" for AGI but still was rejected. The rejecting reason is this...

IND-031-04 - The primary taxpayer's AGI or Self-select PIN from last year does not match IRS records. So, apparently this self-select PIN could be the issue. I did 2020 return by paper/ink and mailed it. Certainly did not involved a PIN. Possibly the year before my CPA had a PIN for his efile then. It seems I have no choice but to mail in the return.

Intuit Alumni

Mar 18, 2022 8:21:11 AM

If your tax return is constantly getting rejected due to your AGI, you will need to print and mail your tax return. You can follow the directions in this TurboTax FAQ to do so.

Level 2

Mar 21, 2022 5:48:56 PM

As some suggested, I entered "zero" in AGI box and attempted efile but was rejected again. From what I read online user comments, efilings rejected for the the same reason of AGI not agree to prior year and/or incorrect pin no. apparently a common problem. Shouldn't Turbo tax do something to address that problem or disclose on Turbo website that could be a problem?

Secondly, Turbo tax did not specify in the process of entering the data for turbo tax premier that when an user click to print, the "BACK" option that was always presented throughout the whole process now disappears. If I was alert to the fact along the way, I would have never click print without scrutinize the numbers several more times. Now I am unable to go back to correct an substantially understated medical expense item. Can't get any live help to find out how to go back to correct. I did call [phone number removed] as was suggested but when the live person finally came on the phone after waiting 30 min., she said she needed to check something and then my line went dead after waiting sometime. I am disillusioned to say the least. Can't recommend Turbo Tax to anyone at this point.

Intuit Alumni

Mar 22, 2022 4:15:09 PM

If you have not mailed the return, you can go back in your return by clicking on Add State. You will not actually add an additional state, however it will open the return to allow you to make the changes you are looking to make.

If you need additional assistance, please comment and let us know. @mdili-aol-com

Level 2

Mar 26, 2022 3:13:54 PM

Hello Marrissa,

Can't tell you how relieved I am to finally get a direct answer from a Turbo tax staff for solving the problem of re-accessing my return for a correction and a chance to try e-filing for the 5th or 6th time!!!

With your advice, I was able to correct the medical expenses and getting a larger state refund. Most importantly, my e-file was finally accepted by IRS, showing '2020 AGI as "0" (same as the last 2 attempt with no success) after being rejected 4 times for the same reason (stated AGI/pin not consisting with IRS's prior year return on file which was not true).

During the two weeks period of repeatedly efiling, I paid online to IRS for a tax bill just this month (March '22) for additional tax due for 2020 return (after they finally acknowledged the receipt of my re-sending of tax 2020 paper return which was originally filed before last April 15 '21. Interestingly IRS cashed my payment check right away that was in the same envelop of '20 return but notified me in late January '22 that they didn't receive my return!). Glad all cleared up and getting more $$ back. Thanks again!

The reason I am giving you these unnecessary detailed information that my efiling was rejected repeatedly and now accepted is in the hope that my experience might help other Turbo tax users who have the same problems. You may extract and post parts of my explanation as you see fit. Thanks very much for the solution of "adding a state" to enable me to re-efiling with corrected numbers.

Why sign in to the Community?

My fed return for '21 rejected by irs for reason stated as: AGI not matching with '20 return (but it is the same as IRS identified on their recent letter). is it common?