For people asking about forms, it was pretty standard. There was a W2, standard deduction, consolidated 1099/1099R from Merrill Edge, and the usual ACA forms stating that I had insurance through work. There was a very small qualified business income deduction from REIT dividends in my taxable account (<$50). Everything passed the accuracy review.
Michael Patrick wrote: ↑
Sat Feb 23, 2019 8:15 am
If it was an identity theft issue, it would tell you that.
Don't ask me how I know...
I'm not going to ask how you know, but thanks for sharing. That's a big relief!
runner540 wrote: ↑
Sat Feb 23, 2019 8:13 am
Had a similar issue last year with HR Block (the looping, and it wouldn't accept my previous year's AGI for verification) and just paper filed.
This could be part of it. I filed a 1040X to amend my taxes last year (the dividend numbers on my one of my taxable accounts had been adjusted, which changed my AGI by ~$200 or so). I followed the instructions and used the original number for verification purposes.
I don't know if similarly situated people have had issues (or if they would just tell you if the AGI verification was the problem), but this might be the piece that's causing trouble. HRB wasn't much help, but without speculating too much, maybe it's just a known issue and something needs to get patched before they can get everything verified for those who amended last year?
In any case, I'm going to just wait it out and see what happens in March.
If this doesn't sort itself out, maybe I'll just bite the bullet and paper file.