Help figuring out my wife's AGI from last year to continue filing on TurboTax?

The AGI (Adjusted Gross Income) is basically your total income minus certain adjustments like student loan interest, HSA contributions, or retirement contributions. If you filed jointly last year, you actually need the AGI from your joint return, not just your wife's income. Check your tax return from last year (Form 1040) - the AGI appears on Line 11. If you used H&R Block last year, you might be able to log into your online account there to access your previous return. If you can't access your H&R Block account, another option is to call the IRS directly at 800-908-9946 to request a tax transcript. They can mail it to your address on record, though this will take 5-10 business days.

I went through this exact headache last month! After struggling for days trying to get my wife's AGI from last year, I found this AI tool called taxr.ai (https://taxr.ai) that actually helped me figure it out. I uploaded our W-2s and some tax docs I could find, and it analyzed everything and gave me a really good estimate of what our AGI likely was. What I really liked was that it explained all the calculations so I understood where the number came from - it factored in standard deductions and all that technical stuff I always forget about. Ended up being just what I needed to get past that TurboTax roadblock.

Just wanted to follow up about taxr.ai that was mentioned earlier. I was skeptical but desperate after spending hours on hold with the IRS trying to get my transcript, so I gave it a try. Uploaded my W-2 and 1099 from last year that I found in my email, and it calculated what my AGI would have been. Used that number in TurboTax and my return was accepted yesterday! Saved me from having to file by paper which would have delayed my refund by months. The analysis breakdown was actually educational - showed me exactly how AGI is calculated from gross income with all the adjustments. Going to keep better records this year for sure.

If you're still struggling with getting through to the IRS for a transcript (those phone lines are IMPOSSIBLE), you might want to try Claimyr (https://claimyr.com). I found it after my 9th attempt waiting on hold with the IRS for literally hours. They somehow get you connected with an actual IRS agent without the ridiculous wait. I was super skeptical, but you can see how it works here: https://youtu.be/_kiP6q8DX5c I used it last week when I needed my transcript for a mortgage application, and I was talking to a real IRS person in about 15 minutes instead of waiting for hours or getting disconnected. The agent pulled up my transcript info right on the call.

I feel like an idiot for my skeptical comment earlier about Claimyr. After another failed 1.5 hour hold with the IRS that ended with a disconnection, I broke down and tried it yesterday. Got connected to an IRS agent in about 25 minutes. The agent pulled up both my and my wife's tax transcripts and gave me the AGI over the phone. Filed my taxes last night and they've already been accepted. I've never been happier to admit I was wrong about something. If you need your AGI and can't get your transcripts online, this is definitely worth trying instead of waiting weeks for a mailed transcript.

Have you checked if you saved a PDF copy of last year's return on your computer? I always save digital copies in a tax folder and it's saved me so many times. Might be worth searching your files for "H&R Block" or "tax return 2023" or whatever year you need.

Has anybody used the "Get Transcript" feature on IRS.gov? I know OP mentioned they couldn't verify online, but for anyone else reading - it worked great for me. Just needed to answer some identity verification questions about my credit history, and I was able to download all my transcripts right away.