Will the taxpayer be refunded the correct stimulus amount if it is not requested on the 2020 filing under the Recovery Rebate reconciliation?

[mattgutz]

The client doesn't know if he received the amounts he should have.  Thanks so much for your help!!

[George4Tacks]

Based on my experience this year, I would indicate that the client did receive all of the EIP1 and EIP2 and IRS will correct the return and send what is due to them. I had several clients SWEAR that they did not receive the full amount and all of them got lovely letters and all of them were wrong. I experienced IRS doing a good job. (I know, hard to believe - but true.)

[qbteachmt]

Have your client make their Online account with the IRS; now they can use it to get their Tax Account Transcript, which includes all of the EIP (stimulus advances) for them to provide to you.

Hold them responsible.

[qbteachmt]

Oh...Link:

https://www.irs.gov/payments/view-your-tax-account