If you are filing a joint return , you will need to use the same AGI for both of you, if you filed a joint return last year. If you filed separately last year, you need to enter the AGI from your individual returns. See the TurboTax FAQ below for instructions on how to find your last year's AGI on your tax forms.
We tried each of these scenarios and they were all rejected by the IRS:
Same prior year full AGI for each of us
Made 3 guesses at dividing up the prior year AGI between the 2 of us
Full AGI for husband and 0 for wife
Full AGI for wife and 0 for husband
What finally passed the IRS test was entering 0 for each of us. The tax return was accepted by the IRS.
Zeros for each of us makes no sense but neither does the fact that the prior year filing was done with Turbo Tax and the same information was imported into this year's Turbo Tax. Seems the software should know that we filed jointly last year and that we're filing jointly this year. Turbo Tax should ask the right questions.
Glad that 0 worked for you and let you e-file. For future reference, the AGI from a joint return is the same amount for each spouse----when it asks for it next year---you enter that same amount twice--once for each spouse. Whatever you had on line 8b of your 2019 return was just supposed to be entered by each of your names to e-file 2020.
On our first attempt we did use line 8b of our 2019 return and entered it for each of our names to e-file 2020. The IRS rejected it. I hope we don't have this same problem again for 2021.
Lots of people are having AGI rejects because the IRS is so backlogged the AGI amounts did not make it into their system. So even if you enter it correctly from your 1040, the IRS cannot match it.
I tried that the first time - it didn't work!! Bottom line is TurboTax is asking the WRONG question!! Virtually any answer to the Spous's AGI question is wrong - unless you live in a state like Delaware which actually does calculate the Spouse's Federal AGI and it appears on my Delaware return as such!!! But WHY would the IRS ask a question like that on a JOINT 1040??? After many different tries, I went to this blog(?) and tried ZERO - and it worked!!!
@BobX11 The question you are asked about your AGI refers to your federal AGI on the tax return you filed in the previous tax year. If you filed a joint return then the AGI is the same for both spouses. The IRS then matches up the AGI with the SSN's of the taxpayers who filed using those same SSN's the previous year to verify that the same person is using the same SSN on the current return---it is a fraud prevention measure. But the very backlogged IRS did not get everyone's 2019 AGI into the database so even if you used the correct AGI from line 8b of your 2019 return, the return could be rejected. So---using zero can often work and allow you to e-file.
If this is the case, (filed married jointly last year, married filing separately this year) then why is TurboTax asking me for the "amount of prior year that belongs to taxpayer"??? I just want to be sure I'm not missing something here?!
If you filed a joint return for 2020 the AGI on line 11 of your 2020 Form 1040 is the same for both of you. You are not missing anything. Just use that number.