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Level 3
February 20, 2022
Solved

3rd stimulus

  • February 20, 2022
  • 1 reply
  • 37 views

Client was over income and didn't get the 3rd stimulus, if I enter 0 on the worksheet the program wants to give him the $1400, how can I fix this ?

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Best answer by Frustrated-in-IL

@mayberryrfd  - Single and no dependents?  What is his actual AGI?


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.

 

1 reply

Level 10
February 20, 2022

You don't.

The 2021 income is the reconciling year. If his 2021 income qualifies, he gets the stimulus payment.

Level 3
February 20, 2022

What if his income is over the limit also

Accountant-Man
Level 13
February 20, 2022

If his 2021 income is too high, then he won't get anything.

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