- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Why are you filling out the worksheet? On every return I have done this year where the taxpayer is over the limit, the worksheet does not activate as the program knows the client doesn't qualify. In other words, the program does not need the info regarding stimulus received in calendar year 2021 as the program knows based on the 2021 AGI from amounts you entered into the the program that the client does not qualify for additional stimulus. The worksheet only activates if the AGI entered into the program is below the qualifying threshold for stimulus, in which case you need to enter the amount received in calendar year 2021.
If you see the client's AGI is over the applicable limit, and you run a review and that worksheet is asking for info, I would run the updater and if you still have a problem, call customer service as your program isn't working.