Is My AGI the Same as My Spouses?

Planning to file a joint tax return with your spouse? Well, you’re going to need the prior year adjusted gross income (AGI) for you and your partner. The AGI amount you will enter is determined by how you filed last year. If you filed jointly, use the same AGI for both parties on your current year return. Even if your spouse didn’t earn any income, you are still considered one entity. Do not split the combined AGI.

What is the AGI for married filing separately?

If you and your spouse filed separately last year, both parties will have different AGIs. Each person should enter the AGI from their individual tax returns.

What if my spouse and I filed jointly last year, but are filing separately this year?

If you filed a joint return last year, use the combined AGI from your previous return, even if you are now filing separately.

We are newlyweds. What AGI should we enter?

Congratulations on your new marriage! If you both filed as single last year, each person would enter the AGI from their individual tax return.

What do you put for the AGI if you didn't file taxes?

If either you or your spouse didn’t file a tax return last year, you should put $0 as that person’s AGI.

What happens if I put the wrong AGI on my tax return?

If the AGI you provide is incorrect, the IRS will reject your return. However, you will have the opportunity to correct and refile your return.

How do I find out my AGI?

You can find your AGI on line 11 of your 2023 Form 1040. Most tax software companies will automatically fill in this information for returning customers. Married couples trying a new service will need to enter their AGI manually. If you don’t have last year’s return handy, you should be able to obtain a copy from the DIY program or tax preparer you used. Alternatively, you can get a free copy of your tax transcript online by visiting https://www.irs.gov/individuals/get-transcript