Summary: Resolving TurboTax AGI E-File Rejects
This guide explains how to fix an Adjusted Gross Income (AGI) e-file reject in TurboTax. The process involves reviewing your return, identifying the AGI section, and verifying its accuracy against your previous year's tax return.
Main Points:
- Accessing TurboTax: Begin by visiting the official TurboTax website and signing in with your credentials.
- Navigating to Your Return: Once logged in, navigate to the "2024 taxes" section to access your current year's tax documentation.
- Reviewing Your Return: Utilize the "Review" section, specifically the "Check my return" button, to scan for any errors or omissions.
- Locating AGI Information: Within the review process, find and click on "Your taxable income," then locate and click on "Adjusted gross income."
- Verifying AGI Accuracy: This is the crucial step. Ensure that the AGI entered in TurboTax exactly matches the AGI from your previous year's tax return.
- Correcting Discrepancies: If there's a mismatch, update the AGI in TurboTax promptly.
- Re-filing: After making any necessary corrections, go through the filing steps again.
Key Takeaways:
- AGI Mismatch is a Common Rejection Reason: Incorrect AGI input is a primary cause of e-file rejects.
- Cross-Referencing is Essential: Always verify your current year's AGI against the AGI from your prior year's tax return.
- Systematic Review: TurboTax's "Check my return" feature is a valuable tool for identifying potential issues.
By following these steps, you can effectively troubleshoot and resolve AGI e-file rejections, enabling a smoother tax filing experience.