Non-Processed Amended Return and Reporting AGI

Oct 26, 2021 Last reply: 4 years ago 4 Replies

My sister had to file an amended return for 2020 after she received updated information from her broker last Spring after she had filed. Her AGI increased by a grand total of $18.00



Due to COVID and staffing shortages, her amended return has not yet been processed.



If the amended return is not processed by the time she files her 2021 return in early 2022, which 2020 AGI should she list? The initial AGI or the one from the amended return?



I suspect the original will be accepted by the IRS computers as long as her amended return has not been processed.


I believe that even after the amended return is processed, she will continue to use the original AGI for ID verification.

Ira Smilovitz, EA Leonia, NJ

Ira is correct. For e-filing you always use the AGI from the previous year's original return, even if it has been amended.

Bob Sandler

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