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Is the AGI the same as the MAGI? My tax software is asking for verification but doesn't specify which one. Also, if I filed jointly last year but am filing single this year, do I still use the same AGI from the joint return?
AGI and MAGI are different figures. For IRS verification purposes, you need your AGI from Form 1040 Line 11. Regarding your filing status change: if you filed jointly last year, you still use the full AGI from that joint return for verification purposes, not half or some other calculation. The IRS system is looking for an exact match to the AGI that was processed under your SSN last year.
Has anyone had problems with their AGI not working even when they're sure it's correct? I've tried three times with what I know is the right number from my saved PDF of last year's return, but the IRS keeps rejecting it. Is there somewhere online I can double-check what the IRS actually has on file for me?
Isn't it interesting how something as seemingly simple as knowing which number to use can cause so much stress? I had the same question last year and discovered it's definitely the AGI. What worked for me was logging into the tax software I used last year - they had my returns saved and I could see my AGI right there! Have you tried checking if you still have access to whatever software you used for 2022? Most of them keep your returns on file for several years.
Have you checked your transcript online? That's usually more informative than WMR. If you're seeing any codes like 570/971, you might want to understand what they mean. I used https://taxr.ai to analyze my transcript last week when I was confused about some weird codes. It explained everything in plain English and gave me an estimated deposit date that turned out to be spot on. As a small business owner myself, I know how frustrating it is when you're counting on that money for equipment purchases.
The IRS transcript page says my 2023 return transcript is not available. Does that mean they haven't started processing it yet, or could there be another reason? I'm wondering if taxr.ai would work in my situation or if I need to wait until there's actually a transcript to analyze.
If your transcript isn't available yet, that usually means they haven't fully processed your return in the system. Once processing begins in earnest, you'll see the transcript appear with various codes. That's when tools like that become helpful for deciphering what stage you're at.
I'm in almost the identical situation. Filed 1/22, accepted 1/28, still nothing. Meanwhile my sister who filed on 2/15 already got her refund last week. The processing order seems completely random this year compared to previous tax seasons when it was more first-come-first-served. I've noticed that people with simple W-2 only returns seem to be getting processed faster than those of us with any kind of business income or deductions, even if we filed earlier.
Did you file on February 15th when they started accepting returns with Child Tax Credit claims? I'm in a similar situation and filed on February 22nd, still waiting for my refund. My transcript updated on March 11th with a 570 code, then on March 18th it changed to 571. Just curious about your timeline since our situations seem parallel.
Here's what you need to know about the Child Tax Credit and changing dependents between tax years: β’ The IRS tracks credits by BOTH the taxpayer ID and dependent SSN β’ You should answer based on whether YOU personally received the credit β’ If you answer "No" (which is accurate for you), you'll get the credit β’ Your return may be flagged for additional verification β’ The IRS will confirm the child isn't claimed by multiple people in the current tax year β’ They understand that dependents can legitimately change between years β’ Expect processing to take 1-2 weeks longer than usual β’ Keep documentation showing the child lived with you for more than half the year The system is designed to handle these situations, but be prepared for potential verification requests.
Tbh I'm not convinced there's any rhyme or reason to how they're processing these. Filed Feb 8th w/ both credits, still nothing. Friend filed Feb 12th, got DDD last week. Seems totally random. The WMR tool is useless - just says "still processing" for weeks. Doubt calling helps unless there's an actual problem. Might just be a waiting game for most of us.
Don't worry too much! The IRS is definitely processing returns with both credits - I just got mine yesterday! Filed on February 5th and waited exactly 31 days. It felt like forever because I really needed that money, but it did come through! The system is working, just a bit slower for some of us. Hang in there! π
Tasia Synder
Have you tried checking your account transcript instead of just the amended return tool? My amended return status never updated online, but my account transcript showed all the changes. It's similar to how regular refunds work vs. the Where's My Refund tool - sometimes the transcript updates first. Would be worth checking if you haven't already?
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Selena Bautista
I believe... most of us are experiencing similar delays with amended returns. From what I've gathered... the IRS is still working through a backlog from previous years. It might be worth checking your transcript every couple of weeks rather than daily, just to preserve your sanity. Some folks here mentioned seeing movement around the 20-week mark, so perhaps there's light at the end of the tunnel soon.
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