abctax55
Level 15

IMHO.... a client that makes enough to have part of the EIP phased out *should* be smart enough to:

1)  remember the amount

2) be able to find the amount on a bank statement (if Direct Deposit)

3) have a record of depositing it themselves.

If they don't or can't, I agree with Lisa's approach.  I have made a concerted effort to cease all of my 'babysitting' of clients.

Most of mine (so far) know their numbers.  One (who's sharp) said she didn't put down the $ 600 as she "got it this year" and assumed it did not apply to 2020.  I had to tell her what "ass-u-me" spelled 😂

HumanKind... Be Both