Deceased receiving EIP payments

Forum|Forum|5 years ago
January 27, 2021
11 replies
48 views

Taxpayer, single, is deceased 4/9/2020. Executor receives $1200 and returns check to IRS. As of today, no $600 received but when filling out form 1040 on Pro Series, the program shows she is due a $600 refund due to EIP2. She has no mortgage, credit card etc, so opening up an IRS account is not possible.

Question 1. Is she entitled to EIP 1?

Question 2. Is she entitled to EIP 2?

ProSeries Basic

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

If she died in 2020, yes.

If she died prior to Jan 1, 2020, then no.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

C

Chris268

Level 4

I have the same question. The taxpayer, who is a spouse on a MFJ return died in 2020 before the first stimulus payment, but she received both the first and the second payments.

It is my understanding that she (the spouse) has to return the first one in the amount of $1200 but not the second one.

There doesn't seem to be any way to do this within ProSeries. The IRS says you have to mail the money back to a special address.

I'm just wondering if I should tell my client she needs to return the $1200, or if I just ignore it. There doesn't seem to be any mandate or regulation. It just seems unethical to keep it.

Is there a way to do this within ProSeries?

Will she be hit with a monstrous penalty and interest three years from now?

A second opinion would be greatly appreciated.

Just-Lisa-Now-

Intuit Community Champion

If they were alive for even 1 day in 2020, they are entitled to the full RRC amount.

People that died in 2018 or 2019 and had an advance sent to them in 2020, are supposed to return the money....personally Id wait for IRS to ask for it back.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

C

Chris268

Level 4

According to the IRS she is not entitled to the first check which is why the executor returned it, but it was mandated in the second stimulus that the deceased person could receive it, so the answer that I keep getting is she is not entitled to EIP 1 but she is entitled to EIP 2. It can be claimed on the tax return.

Just-Lisa-Now-

Intuit Community Champion

again, if she died in 2020 shes entitled the the entire RRC for 2020....dont worry about the advances that were sent out in 2 payments.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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