關於 TaxAct 報稅（支援 NRA 電子報稅），請移步：

在最終提交稅表前，TaxAct 會要求你填寫去年的 AGI，注意這個是必填項，不能留空。

筆者的 DP

筆者由於去年沒有報稅（有稅表），這一項就留空了，TaxAct 也可以幫你提交電子報稅，但很快就被 IRS 退回。

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.


根據這個規則，筆者去查了 IRS 官網，這個代碼表示：Self-Select PIN/AGI Mismatch。官網的說明如下：

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.


根據這一說明，如果去年沒有報稅（例如今年第一次報稅，或去年忘記報稅），這個 AGI 都要填 0。筆者重新在 TaxAct 裏面生成新的電子報稅申請，不需要支付額外費用，第二天就順利通過了。
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 填寫

分為幾種情況：

  • 去年有報稅：根據 IRS 的要求，去官網查看你的稅表類型，以及收入顯示在哪一行即可
  • 去年冇報稅：直接填 0（包括今年才開始報稅；去年有稅表但自己忘記報稅；或者補報稅但 IRS 還未處理完成）