EIP Recovery

Forum|Forum|5 years ago
January 28, 2021
7 replies
36 views

Taxpayer passed away March 2020. They received $2,400 for EIP 1. Spouse received only $600 for EIP 2. When I process the Recovery worksheet it calculating $1,200. Other than overriding the $1,200, how can I correct this?

Thanks!!!

ProSeries Professional

This topic has been closed for replies.

Best answer by Elizabeth53

According to Instructions for 1040, page 57: Anyone who dies in 2020 is eligible for the 2nd EIP. If it was not received, it can be claimed on the Recovery Rebate Credit.

sjrcpa

Level 15

There's nothing to correct.

The more I know the more I don’t know.

rbynaker

Level 13

I'm probably missing something. If they received $2,400 and $600 then shouldn't the remaining credit be $600 (assuming MFJ return)?

T

Terry53029

Intuit Community Champion

@rbynaker Here's the link: https://www.irs.gov/coronavirus/second-eip-faqs

A payment won’t be issued to someone who has died before January 1, 2020. If you filed a joint return in 2019 and your spouse died before January 1, 2020, you won’t receive a $600 payment for your deceased spouse, but you’ll still be issued up to $600 for you and $600 for any qualifying children, if all other eligibility criteria are met.

Regarding eligible individuals who died in 2020, the Recovery Rebate Credit may be claimed on line 30 of their 2020 tax return. Please refer to the instructions for the 2020 Form 1040 for more information.

E

Elizabeth53AuthorAnswer

Level 2

According to Instructions for 1040, page 57: Anyone who dies in 2020 is eligible for the 2nd EIP. If it was not received, it can be claimed on the Recovery Rebate Credit.

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