Deceased taxpayer, EIP and RRC

Forum|Forum|5 years ago
February 3, 2021
8 replies
54 views

Am I understanding this correctly? A TP who died before receiving EIP #1 was not eligible for the EIP. (His widow received the amount and then was withdrawn from their account by the IRS). EIP#2 the widow received the $600 for herself only. Now, according to the instructions for Form 1040 if you were a US citizen...., have a valid social security number AND have died during the year, you qualify for the Recovery Rebate Credit. So rules for the EIP's and for the RRC may be different????

Just tell me to stop reading!

ProSeries Professional

This topic has been closed for replies.

Best answer by Just-Lisa-Now-

Filing a joint return for 2020, theyre both entitled to the RRC.

BobKamman

Level 15

IRS was making up rules for the EIP as they went along. 2020 decedents were always eligible for it, just like prison inmates and just like they did with "stimulus" payments back in 2008. Just remember the saying: "We're from the government, and we want you to share our confusion."

Just-Lisa-Now-

Intuit Community Champion

If they died before 2020, they were not entitled to it.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

R

ritastone001Author

Level 5

Nothing to do with 2019. He died in year 2020 but before receiving the EIP. According to the IRS that payment had to be returned. It was. But now I believe his widow is entitled to the full amount.

Just-Lisa-Now-

Answer

Intuit Community Champion

Filing a joint return for 2020, theyre both entitled to the RRC.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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