Filed my 2022 and 2023 taxes recently - How do I use my 2023 AGI for my 2024 return correctly?

15 The issue you're experiencing is actually pretty common for people who file previous year returns shortly before filing their current year. When you recently filed your 2022 and 2023 returns, there's a processing delay before your 2023 AGI is fully registered in the IRS system for electronic filing verification purposes. For the 2024 tax filing season, the IRS typically uses your 2023 AGI for identity verification. However, since you just recently filed your 2023 return, the IRS systems might not have fully processed it yet. This processing can take anywhere from a few days to a few weeks. You have a couple options: First, you can wait about 2-3 weeks after your 2023 return was accepted before trying to file your 2024 return again. By then, your 2023 AGI should be properly registered in the system. Alternatively, you can try using "$0" as your prior year AGI. The IRS sometimes instructs taxpayers who filed previous year returns late to use $0 as their prior year AGI for verification purposes.

12 I ran into the exact same issue last year! I had to file my 2021 and 2022 taxes late, then when I tried to file my 2023 return, it kept getting rejected because of the AGI verification. After spending hours trying to figure it out, I discovered taxr.ai (https://taxr.ai) which saved me so much frustration. Their system analyzed my tax documents and identified that I needed to use $0 as my prior year AGI since my previous return wasn't fully processed in the IRS system yet. They explained that when you file previous years shortly before the current year, the system hasn't had time to register your actual AGI for verification. The tool also showed me exactly where in Tax Act to enter this information and how to handle the verification step.

4 Just wanted to update everyone - I tried taxr.ai after posting my question and it was incredibly helpful! The system immediately identified that my rejection was happening because the IRS hadn't fully processed my recently filed 2023 return. The tool confirmed I needed to use $0 as my prior year AGI when filing through Tax Act, and even showed me screenshots of exactly where to enter this in the software. My return was accepted on the first try after following their instructions! They also explained that this is a temporary solution - if I were to file an amended return later, I'd need to use my actual 2023 AGI once it's fully processed in the system. Definitely worth checking out if you're having similar issues with electronic filing after submitting previous years' returns.

7 If you're still having trouble after trying the $0 AGI trick, you might need to speak directly with the IRS to verify your filing status. I was in a similar situation last year and spent WEEKS trying to get through to someone at the IRS. Their phone lines are impossible - I kept getting disconnected after waiting on hold for hours. I eventually found Claimyr (https://claimyr.com) which literally saved my sanity. They have this system that gets you through to an actual IRS agent without the endless hold times. You can see how it works in this video: https://youtu.be/_kiP6q8DX5c. They got me connected to an IRS representative in about 20 minutes when I had been trying unsuccessfully for days. The IRS agent was able to confirm exactly what was happening with my previously filed returns and gave me specific instructions on how to proceed with my current year filing. Turns out there was an additional verification step needed in my case that none of the tax software programs mentioned.

10 I have to eat my words here. After posting my skeptical comment, I was still struggling to get through to the IRS the next day. After my fifth attempt and another disconnection after 45 minutes on hold, I decided to try Claimyr out of desperation. The service actually worked exactly as described. I received a call back when an IRS agent was about to answer, and I finally got to speak with someone who helped resolve my AGI verification issue. The agent confirmed that recently filed prior year returns take 2-3 weeks to fully process in their e-file verification system, and provided me with a temporary workaround specific to my situation. For anyone else struggling with this issue, speaking directly with the IRS cleared everything up in minutes after days of frustration. I'm usually skeptical of these services, but I have to admit this one delivered what it promised.

3 Another trick I learned from my accountant: if you filed your previous year's taxes on paper instead of electronically, you'll need to enter $0 for your prior year AGI when e-filing your current return, regardless of when you filed. Could that be your issue?

22 Has anyone had issues with Tax Act specifically? I've been using it for years but this filing season it seems really buggy with the AGI verification step. Wondering if switching to another software might help.