关于 Taxact 报税(支持 NRA 电子报税),请移步:

在最终税表提交前,Taxact 会让你填写去年的 AGI,注意这个是必填的,不能放空。

笔者的 DP

笔者由于去年没有报税(有税表),这项就放空了,taxact 也可以帮你提交电子报税,但是很快被 IRS 退回了。

Date: Monday, March 21, 2022 10:46 AM
Taxpayer Name: KUKU
Status: Federal Electronic Return Rejected

TaxAct has received notice that the Federal for KUKU was rejected by the Internal Revenue Service on 03/21/2022.

The Federal was rejected due to the error(s) shown below:

Rule Number: IND-025-02
Rule Number Description: The return is missing your prior year AGI or PIN. Please repeat the Filing steps, and on the screen titled E-filing – Verify Your Identity, enter your 2020 Adjusted Gross Income or your 2020 Electronic Filing PIN. You can then continue through the steps to resubmit your return

The Submission ID for this return is XXX.

Although this return has been rejected by the Internal Revenue Service, it can still be filed electronically. To correct these errors, return to the TaxAct program and follow the instructions in the error text above. Repeat the filing step to re-transmit the return to TaxAct.

根据这个规则,笔者去查了 IRS 官网,这个代码表示:Self-Select PIN/AGI Mismatch。官网的说明如下:

Special Instructions to Validate Your 2021 Electronic Tax Return

If your 2020 tax return has not yet been processed, enter $0 (zero dollars) for your prior year adjusted gross income (AGI).

If you used the Non-Filers tool in 2021 to register for an advance Child Tax Credit payment or third Economic Impact Payment in 2021, enter $1 as your prior year AGI.

根据这一表述,去年没有报税(今年第一次报或者去年忘记报税),这个 AGI 都要填 0,笔者重新在 Taxact 里面生成新的电子报税申请,不需要支付额外费用。第二天就顺利通过了。

Date: Wednesday, March 23, 2022 9:16 AM
Taxpayer Name: KUKU
Status: Federal Electronic Return Accepted

Great News! TaxAct has received notice that the Federal electronic return for KUKU was accepted by the Internal Revenue Service on 03/23/2022.

The Submission ID for this return is xxx.

You have elected to pay the IRS or State Revenue Agency by Direct Debit

Based upon information from the IRS, you can generally expect your refund in less than 21 days. If you would like more precise information about your refund status, you can go to the IRS Where’s My Refund web page. You can start checking the status of your refund within 24 hours after you have e-filed your return. An actual personalized refund date will be provided as soon as the IRS processes your return and approves your refund. Updates to refund status are made daily – usually at night. TaxAct does not have additional information concerning your refund status.

往年 AGI 填写

分为几种情况:

  • 去年有报税:根据 IRS 的要求,去官网查看你税表类型,以及在哪一行显示的收入即可
  • 去年没报税:直接填 0(包括今年才开始报税;去年有税表,自己忘记报税的;或者补报税,IRS 还没通过的)