I e-filed a return and am getting a rejection code "IND-031-04", the primary taxpayer's AGI or self-selected PIN from last year does not match IRS records. My father was the primary taxpayer and filed a joint return last year, but he passed away in March. So I am filing a joint return for my mother this year. The AGI from last years return is correct and is the same for both of them. When signing this years return, Turbo Tax only asks for my mothers PIN and driver's license info. When Turbo Tax analyzes the return, it says there are no incorrect entries. I have gone through the entries again and there is a window that asks if my mother filed a 2018 tax return last year. I checked the yes box, resubmitted the return, and got rejected again, same code. Should I be checking the box that says my mother DID NOT file a return last year, since she was not the primary taxpayer, therefore the IRS will enter "0" for her 2018 AGI. I am assuming the return is getting rejected because my fathers PIN is not asked for since he is deceased. Any help/suggestions would be greatly appreciated.
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Sorry for your loss.
You are correct that if your parents filed as Married Filing Jointly in 2018, their AGI's are the same for both of them.
Be sure that your father is still shown in the MY INFO section; you just need to indicate that he is deceased and the date.
They are Married Filing Jointly for 2019 also.
Click this link for more info on How should I file my return if my spouse recently died?
The result still does not answer what it takes to get the return accepted. I tried using no return for my mother, failed. I tried saying yes and using the same agi. failed. I have used my mothers identifying info. failed. what needs changed to get the return accepted??????
If you are unable to resolve the AGI issue you may want to mail a paper tax return in lieu of e-filing. The AGI is only required for identification purposes on tax returns that are e-filed.
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