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Level 2
posted Apr 15, 2024 9:14:06 AM

Other Income Taxes (I live/work in Oregon)

In Other Income Taxes Paid , the program is determined to assign $65,676 to State Mandatory Taxes, and it won't allow me to say that I never asked for an extension nor pay later. This is a new issue, and it is increasing my federal tax liability.  Very confusing.  I must fix today!

0 5 2903
1 Best answer
Expert Alumni
Apr 23, 2024 8:44:41 AM

The IRS uses your prior year AGI to combat fraud.   

 

You can find your 2022 Adjusted Gross Income (AGI) by: 

 

  • Looking at line11 on page 1 of your 2022 Form 1040; or 
  • You can request a transcript of your 2022 tax return from the IRS to ensure you have the right number. You can request your transcript online at the following link: Get Transcript  

Check these items as well to ensure you have the correct number.  If you: 

  • Filed late last year after mid-November or your return was processed after that time—try entering 0
  • Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). 
  • Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. 
  • Filed with your spouse last year—you and your spouse have the same 2022 AGI. (Don’t split the AGI amount or enter  0  for one of you). 

 

Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. 

 

This article will give you instruction on how to print and mail your return. 

5 Replies
Expert Alumni
Apr 22, 2024 10:39:48 AM

We'd love to help you complete your tax return, but need more information. Can you please clarify your question?

Level 2
Apr 23, 2024 8:21:44 AM

At first, I thought I would be getting a rebate in my taxes, as I have for several years.  We made less money this year, and contributed more than before.  But when I saw that we had a large tax due, I looked for something that was new, and I found it in the form I referenced earlier.   But after several days had gone by, I gave up waiting for your help, and decided to go ahead and file before I got penalized for a late return.   But that also failed.  I am receiving a message from Turbo Tax that my wife's AGI doesn't match what the 2022 tax reported.  However, I have repeatedly checked that, and found it accurate.  So I don't know what the hang up is, and now I fear I will have to pay for filing late.  I sure hope you get back to me today.  I am worn out with this whole thing, and becoming totally disillusioned with Turbo tax.

Expert Alumni
Apr 23, 2024 8:44:41 AM

The IRS uses your prior year AGI to combat fraud.   

 

You can find your 2022 Adjusted Gross Income (AGI) by: 

 

  • Looking at line11 on page 1 of your 2022 Form 1040; or 
  • You can request a transcript of your 2022 tax return from the IRS to ensure you have the right number. You can request your transcript online at the following link: Get Transcript  

Check these items as well to ensure you have the correct number.  If you: 

  • Filed late last year after mid-November or your return was processed after that time—try entering 0
  • Amended your return last year—make sure you’re using the AGI from your original return, not the amended one. (If you only have a 1040X form, it’s on line 1, column A). 
  • Rounded your AGI to the nearest dollar—be sure to round up when it’s 50 cents or more and down when it’s 49 cents or less. 
  • Filed with your spouse last year—you and your spouse have the same 2022 AGI. (Don’t split the AGI amount or enter  0  for one of you). 

 

Time-saving Tip: If what you entered is correct and you continue to get a reject, you won't be able to e-file. There's probably a data mismatch at the government, or some other situation beyond your control that prevents your return from being e-filed. In this case, your only option would be to print and mail in your return. 

 

This article will give you instruction on how to print and mail your return. 

Level 2
Apr 26, 2024 8:33:00 AM

Catalina, Thanks for your advice!  I decided to call the IRS, and was on the phone for two hours.  

A very patient agent of IRS did some digging and determined that they never received our 2022 documents, and so they have no records upon which to complete our 2023 taxes.  I definitely completed my 2022 taxes, and I am trying to see if Turbo Tax ever received them.  Is this something you can find out for me? If so, then can I move forward on filing both with you?

In addition, if you did not receive it, is it too late to send it to Turbo Tax for electronic processing, which would be the quickest.  If not, then I will have to print both returns and mail the whole thing in, which will take quite a long time.

One more question:  can you cover me for filing late?   I filed the first time on April 14th, if memory serves.

Again, thanks for your help.  We finally have a breakthrough, and I am worn out!

Jerry Jones

Expert Alumni
Apr 26, 2024 9:04:32 AM

Your best option is to contact TurboTax Support. The phone agents have the ability to look up your e-filing records from last year to see what happened. They can also address your other questions about fees and filing again (if needed). No one on this forum can answer these questions for you.