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The e-file was rejected because of IND-032-04. The AGI is correct (same as transcript), is it because my wife used ITIN last year but now use SSN?

Forum|Forum|7 years ago
June 3, 2019
5 replies
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We did married joining file last year, my wife used ITIN. This year she got SSN

TurboTax Premier Online

Best answer by mreid1

Yes, it could be. The AGI must match what was listed for your spouse with the connecting identifying information such as the Social Security/ITIN number. You have the option to choose how your spouse filed in 2016. Per the new Social Security number, you can select that she "did not file" in 2016 for AGI purposes. If it rejects after making this choice you will need to print and mail in your return.

To Access this section to update your selection:

Choose "File" located in your Menu Bar on the left-hand side of your screen.
In Step Three (3) choose to "E-File" your return
On the next screen, it will say "Last year's tax info", choose "Edit" next to your wife's name
Click "Continue"
On the next screen is where you can choose "Did not file"

M

mreid1Answer

Yes, it could be. The AGI must match what was listed for your spouse with the connecting identifying information such as the Social Security/ITIN number. You have the option to choose how your spouse filed in 2016. Per the new Social Security number, you can select that she "did not file" in 2016 for AGI purposes. If it rejects after making this choice you will need to print and mail in your return.

To Access this section to update your selection:

Choose "File" located in your Menu Bar on the left-hand side of your screen.
In Step Three (3) choose to "E-File" your return
On the next screen, it will say "Last year's tax info", choose "Edit" next to your wife's name
Click "Continue"
On the next screen is where you can choose "Did not file"

T

terrajavier

This just happened to me. In 2018, when I filed my 2017 married filing jointly taxes, I entered my wife's ITIN and her identifier. In 2018, she received her new SSN. Now that I filed my 2018 married filing jointly taxes, TurboTax automatically pulled her 2017 AGI/PIN (linked to her ITIN), so I got the same rejection as above (I entered her SSN as her identifier in our 2018 married filing jointly taxes).

When TurboTax attempted to fix this problem, I entered $0 as her 2017 AGI, and it worked. My 2018 taxes were accepted.

D

dipanjan_das

I re-filed and marked my spouse as "did not file in 2016" and my return was accepted. It was previously returned. So this works!!! Thank you

T

terrajavier

This just happened to me. In 2018, when I filed my 2017 married filing jointly taxes, I entered my wife's ITIN and her identifier. In 2018, she received her new SSN. Now that I filed my 2018 married filing jointly taxes, TurboTax automatically pulled her 2017 AGI/PIN (linked to her ITIN), so I got the same rejection as above (I entered her SSN as her identifier in our 2018 married filing jointly taxes).

When TurboTax attempted to fix this problem, I entered $0 as her 2017 AGI, and it worked. My 2018 taxes were accepted.

B

Bismark2020

The same thing happened to me. E-filing was rejected due to the new SSN for the spouse. She has been using an ITIN number last couple of years. As a lot of people suggested, I put "0" as the AGI, and it worked. Initially, I was hesitant to do it. However, when I saw the article on IRS.gov website felt okay to do it.

https://www.irs.gov/e-file-providers/self-select-pin-method-for-forms-1040-and-4868-modernized-e-file#PIN7

If my client had an ITIN (IRS Individual Taxpayer Identification Number) when they filed their prior year tax return, but now has a SSN for the current filing season, what prior year AGI amount do they use?

If your client had an ITIN when they filed their prior year tax return, but now has a SSN to file their current year tax return, they should use Zero (0) as the prior year AGI amount.

As of now, it looks Federal Accepted and State still PENDING. Not sure if it will change in the future.

I hope this helps.

Thank You.

T

Trinity7

What if I followed the steps included in the replies and when I selected File to the left it brings up my husband’s name he’s the primary but my name, spouse, isn’t listed under the Edit section for me to enter in the correct Signature PIN?

Critter-3

Are you filing a joint return ? Check in the MY INFO tab and/or the actual tax return.

P

pranaydsh

Hi,

I am not able to enter my spouse’s AGI separately. When I follow the steps and click e-file, I don’t see the screen where me/my wife’s name is written. If I just follow the on screen prompts, I’m only able to enter one AGI (mine). Can someone please help me find the screen where I can edit both our AGIs? I need this because we filed with the status “Married filing jointly” both last year and this year. However, my spouse used ITIN last year and SSN this year and based on some other TurboTax posts in this community, I need to enter 0 for my spouse’s AGI.

Critter-3

In the FILE tab you will need to say you did NOT file a joint return last year to uncouple you two ... also did you alert the IRS about the SS# issuance yet ?

Once you receive a SSN, you must use that number for tax purposes and discontinue using your ITIN. You must also notify the IRS that you have received the SSN (see below).

 It is improper to use both the ITIN and the SSN assigned to the same person to file tax returns.  It is your responsibility to notify the IRS so we can combine all of your tax records under one identification number. 

If you do not notify the IRS when you are assigned a SSN, you may not receive credit for all wages paid and taxes withheld which could reduce the amount of any refund due. 

You can visit a local IRS office or write a letter explaining that you have now been assigned a SSN and want your tax records combined. 

Include your complete name, mailing address, and ITIN along with a copy of your social security card and a copy of the CP 565, Notice of ITIN Assignment, if available.  The IRS will void the ITIN and associate all prior tax information filed under the ITIN with the SSN. 

Send your letter to: 

     Internal Revenue Service 

     Austin, TX 73301-0057 