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New Member
posted Mar 15, 2021 1:27:38 PM

Where do I find my AGI information for this year's filing?

where on my tax statment from Morgan Stanley?

0 2 206
2 Replies
Level 15
Mar 15, 2021 1:28:49 PM

Your AGI is not on your broker statement.  Do you need your 2019 AGI?

 

You need your 2019 AGI to efile 2020. The AGI is on 2019 1040 line 8b. If you filed a Joint return you use the same AGI for each spouse.

How to find the AGI.
https://ttlc.intuit.com/community/agi/help/how-do-i-find-last-year-s-agi/01/25947

If you didn't file 2019 or filed it later in the year then try entering 0 for the AGI. If that doesn't work you will have to print and mail your return.

Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript

Level 15
Mar 15, 2021 1:29:36 PM

Your AGI is not on your Morgan Stanley statement. Look on your 2019 tax return for it.