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Level 1

Question

Reject Code IND-031-04

Forum|Forum|6 years ago
February 11, 2020
19 replies
20 views

Other

DoninGA

Level 15

See this TurboTax support FAQ for the error - https://ttlc.intuit.com/community/rejections/help/e-file-reject-ind-031-04-or-ind-032-04-the-agi-or-self-select-pin-from-last-year-doesn-t-match-irs/00/25809

joekapp01

Level 2

I think this is related to the death of the 2018 joint file Primary Taxpayer. Turbo tax did everything behind the scenes after i put them in as deceased. Never had this issue in years of using turbo tax.

I followed the instructions and resent per Turbo Tax.

If I have to manually file I demand a refund of the State e-filing fee ($19.99) I paid and can't use because of TurboTax issues.

Note to Intuit: Fix this fast or I will never use your product again and tell all my friends in person and social media!!!!!

DoninGA

Level 15

@joekapp01 Did your spouse pass away in 2018? If so, then you should not have transferred the 2018 tax data to the 2019 tax return since it transferred the tax data for your spouse. In 2019, assuming that you have not remarried, you are either filing as Single or if you have a child as a dependent, a Qualifying Widow(er).

Is your e-filed tax return being rejected for the 2018 AGI?

nav24

Level 2

i had the same error about the agi.... if u didnt file last year put 0 if you did the gross income amount i think is what you need to put

jechapman2000

Level 2

I also received this code -- - IND-031-04 - The primary taxpayer's AGI or Self-select PIN from last year does not match IRS records.

I confirmed the correct AGI for 2018 was used (I got the tax transcript from the IRS website). Resubmitted -- same error. My spouse also (like another person I saw asking about this error) died in 2019. The error refers to the primary taxpayer. My spouse was listed first. I indicated the death, and at filing TurboTax just has me signing.

The PIN was auto-populated by TurboTax for me. I don't have a record from last year to confirm it was correctly brought forward (filed last year with Turbotax).

So I am not sure what to do next -- is the error because the IRS is expecting an AGI or PIN for my dead spouse? Is the error something else? I would just mail it, by NYS require I efile. I can't efile for the state (within TurboTax) until I efile the Federal.

Any help will be appreciated? Thank you.

DoninGA

Level 15

@jechapman2000 The IRS will continue to reject the e-filed tax return even with a correct 2018 AGI due to either the Primary or Secondary taxpayer being deceased on a 2019 tax return with Married Filing Jointly status.

Your only option is to print and mail the tax return.

See this TurboTax support FAQ for printing a tax return for mailing - https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online...

IRS website - https://www.irs.gov/e-file-providers/list-of-available-free-file-fillable-forms

Decedent Returns- The program might not efile a decedent return. If the Primary or Secondary taxpayer on the return is a decedent, it may be necessary to mail in the return.

bills4

Level 2

Yes, this applies to 2020. This code means the AGI you entered (your adjusted gross income for 2019) or self-selected pin does not match. Please click here for more information.

I think this is a turbo tax bug. If filing jointly and someone died I think not all information is being sent right by TT to the IRS. The AGI is correct. Maybe u can look into this further. Ty

MWilkeesp

Level 2

I can definitely relate to everyone’s responses. Unfortunately, I entered our tax information online too many times, the system’s response was that I had to mail our 2019 tax return.

I have been in contact with Tax Slayer, Turbo Tax, and the IRS. After two and half weeks, I was informed that our refund was sent to my financial institution on February 26, well unfortunately it is now March 18, no refund.

A very concern taxpayer as well as citizen.

Fishertina34

Level 2

What dose the above rejection code mean and how do I correct it

DoninGA

Level 15

@Fishertina34 wrote:

What dose the above rejection code mean and how do I correct it

See this TurboTax support FAQ for the IRS rejection code - https://ttlc.intuit.com/community/rejections/help/e-file-reject-ind-031-04-or-ind-032-04-the-agi-or-self-select-pin-from-last-year-doesn-t-match-irs/00/25809

wineshopper

Level 2

I have run into this rejection issue filing my 2020 tax return. For the 2019 tax return, I filed before the July deadline in 2020 by hard copy by mail since my spouse had died in 2019 and TT would not allow me to e-file that 2019 return. The 2019 return listed my dead spouse and me on the return, whereas for the 2020 return, I am the only taxpayer. Before e-filing the 2020 return, I confirmed the AGI was exactly as it appeared on the married filing jointly 2019 return. My PIN has never changed and TT carries that forward. I received the reject IND-031-04 code shortly after e-filing my federal return. Questions:

1. Is my e-file being rejected because I filed a paper return last year for 2019?

2. Is my e-file being rejected since I am filing as a single taxpayer for 2020 instead of joint filing last year in 2019?

3. Do I need to delete the PIN from last year since I did not e-file 2019 taxes?

4. How many times can I try to e-file for free? I can just start to do some other things I have seen like enter $0 AGI from 2019?

Other ideas??

VolvoGirl

Level 15

Did the IRS finish processing your 2019 return? They are taking a long time to process mailed returns so your AGI is probably not in the system yet. Try entering 0 for the AGI. If zero does not work you will have to print and mail your return.

How to mail a return from the Online version
https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online...

Be sure to attach copies of your W2s and any 1099s that have withholding on them. You have to mail federal and state in separate envelopes because they go to different places. Get a tracking number from the post office when you mail them for proof of filing.

wineshopper

Level 2

Thanks @VolvoGirl - I have tried the $0 AGI approach and will wait and see. The 2019 return was definitely received since the IRS cashed the check for the amount due!

tmk1972

Level 2

I have gone back in 3 times and started the final process again. The AGI is correct. Are you saying it has to be a whole number with no " . " at all and no zero's? I have done several other returns with no problems.

VolvoGirl

Level 15

Did you try entering a zero as the AGI? Just a single 0. If you mailed your 2019 return or efiled it late the IRS might not have the AGI in the right database to verify you.

tmk1972

Level 2

Just did that. It worked. Thank you.

hlynns2000

Level 2

I am receiving this error transmitting my parents 2020 return. Dad, the primary, passed in 2020 so is that the issue. I keep making sure the AGI is correct as well as my moms pin. Any help to get this corrected?

ReneeM7122

Level 9

The IRS requires your 2019 adjusted gross income (AGI) or the Self-select PIN you entered for yourself and/or your spouse last year to verify your identity for e-filing your 2020 return.

If the 2019 adjusted gross income (AGI) or Self-select PIN doesn't match the numbers in the IRS database, you'll get one or both of these rejections:

IND-031-04: The primary taxpayer's AGI or Self-select PIN from last year does not match IRS records
IND-032-04: The spouse's AGI or Self-select PIN from last year doesn't match IRS records

Even if you believe you entered the correct information, follow the solution below to make sure you didn't overlook anything.

Sign in to your account and select the Fix my return button.
On the Let's fix your returns and then refile screen, select Fix it now or Revisit .
On the following screen, you'll have the option to select how you want to proceed with the error.
- You can select File by mail instead to print your return as-is and mail it to the IRS. You won’t have to deal with AGI issues and can skip the rest of these instructions.
Or you can correct your AGI by entering the AGI from your originally-filed 2019 return (enter 0 if you didn't file last year) and select Continue e-filing to resubmit your return.
- If you don't have a copy of last year's return, get your AGI from a free IRS transcript. On the transcript, look for the line ADJUSTED GROSS INCOME.
- Don't pull your AGI from your W-2. The same goes for 1099 forms.
- Don't use the AGI from your amended 2019 return. Always get it from the first return you filed, even if that AGI was technically incorrect (for example, if you forgot a W-2).
- See Special AGI Situations below for additional help.
The next screen will ask you to confirm your AGI. If it's correct, select This is my 2019 AGI.
Follow the instructions to finish and refile your return. If your state got rejected along with your federal, we'll help you refile that too.

Follow this link to a TurboTax article with more information about this error.

@hlynns2000

jsommer212

Level 2

My dad was primary tax payer and died in 2020. Kept getting this error message... Called IRS, Called Turbotax and many waisted hours. Decided to try switching taxpayer to Mom and return was accepted. This is a KNOWN error with Turbo Tax which they should FIX... Apparently its been going on for YEARS

janet753

Level 2

Thank you, but my Dad passed in 2019, and I have never been able to file electronically for my parents because somewhere within Social Security they had my Dad's birthday wrong.

This is my first year filing just for my Mom- she is primary within Turbo Tax. I thought e-filing would be a breeze, but she is still being rejected. So frustrating, but thanks for trying

Dave332

Level 2

My wife & I file jointly, and have been for many years. I keep getting the rejection code saying my AGI is not correct from last years return. I have use TT for many years as well. I have my 2019 return in hand and the numbers match.

It does say enter the primary tax payer AGI, but if we are filing jointly would that not be both of us together? I have no way to look up my personal AGI as we have been filing jointly mar many years.

One thing, the last 3 or 4 years we have been filing by mail, not e-file.

So, what am I doing wrong?

Thanks

VolvoGirl

Level 15

If you mailed your return last year then try entering 0 for the AGI for each of you. The IRS took a long time to process mailed returns and the AGI didn't get entered into the database in time.

See, https://ttlc.intuit.com/community/rejections/help/what-if-i-entered-the-correct-agi-and-i-m-still-getting-an-e-file-reject/00/27031

How to correct the AGI
https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311

If you can’t get it to efile you will have to print and mail it.
How to mail a return from the Online version
https://ttlc.intuit.com/community/printing/help/how-do-i-print-and-mail-my-return-in-turbotax-online/00/26258

Be sure to attach copies of your W2s and any 1099s that have withholding on them. You have to mail federal and state in separate envelopes because they go to different places. Get a tracking number from the post office when you mail them for proof of filing.

For AGI Reject code 031
https://ttlc.intuit.com/community/rejections/help/e-file-reject-ind-031-04-or-ind-032-04-the-agi-or-self-select-pin-from-last-year-doesn-t-match-irs/00/27197