According to the IRS, the Prior Year Adjusted Gross Income (AGI) or Prior Year Self-Select PIN entered for the taxpayer's electronic signature does not match the IRS master file.
We will automatically pull the AGI amount forward for you from year to year if you electronically file using our software and the same username.
What is my prior year AGI?
- If you did not ELECTRONICALLY FILE the prior year return, use $0 as the AGI amount or answer No when asked if you filed a prior year return. The IRS database will not have the AGI information if the return was not electronically filed.
- Used a different preparer last year- visit the preparer to get the AGI information (line 11 of the prior year return)
- Get a Transcript- Visit the IRS website to get a copy of the prior year transcript
- Review your paper copy- the AGI amount is listed on Form 8879 OR line 11 of the 1040 Form (But remember, if it wasn't electronically filed, enter $0 instead)
How do I correct the AGI or PIN?
To correct the prior year AGI or PIN, please follow this pathway in our program by selecting:
- Fix Return twice
- E-File from the left menu
- "Yes, I'm done with my return(s) and ready to file!" and select "Continue"
- Press Continue under Products & Services if you see it. Proceed to add or choose No Thanks if offered any additional products.
- Scroll to the bottom of the page and select the blue Edit button under "SIGN AND FILE YOUR RETURN." If you do not see a blue Edit button, select the SIGN AND FILE YOUR RETURN button.
- Continue until you reach the page that reads: "(Your name), we need the adjusted gross income (AGI) from your 20XX return. Do you have access to it?"
- To enter your prior year AGI, choose the first option that says you electronically filed your 2024 return and have a copy, then follow the prompts to continue and enter your prior year AGI.
- To enter your prior year Self-Select PIN, choose the second option that says you cannot locate your 2024 return but filed before October 15th, then follow the prompts to continue and enter your prior year PIN.
- If you did not file a prior year return or wish to enter $0 for your prior year AGI, choose the third option on the page that says you didn't file a 2024 return before October 15th. Choosing this option will automatically enter a $0 for your prior year AGI.
- After your prior year AGI or PIN has been corrected, follow the prompts and proceed with the E-file process to resubmit your return(s)
Still don't know your AGI amount?
If the AGI continues to get rejected, you may need to print and mail the return. The federal return can be mailed to the IRS using the mailing address found on the IRS website. The state return can be mailed using the address on the state return.