How do I tell the software in the Recovery Rebate Credit Worksheet that was not eligible for first Stimulus check

Forum|Forum|5 years ago
January 20, 2021
7 replies
56 views

My clients are mixed status. (husband has SS number and wife with ITIN) They already received the second stimulus (which I noted in line 19) and are aware that they are not eligible for the first round.

In the Recovery Rebate Credit Worksheet line 16 they ask amount received. There should be a way to put Not eligible right? If I write 0 gives them the credit and if I put the amount I am afraid that they may run into trouble if IRS thinks they received money if they were not eligible.

Any wisdom?

ProSeries Professional

This topic has been closed for replies.

Best answer by TaxGuyBill

The recent law changed it, so the person with the SSN is eligible for BOTH payments. So they should receive the $1200 credit.

T

TaxGuyBillAnswer

The recent law changed it, so the person with the SSN is eligible for BOTH payments. So they should receive the $1200 credit.

Y

YadirAuthor

Level 3

Thank you very much, you are so right!

G

garman22

Intuit Community Champion

do the questions limit what they're are entitled to on the first round?

A

athaureaux6

Level 7

Yes the worksheet is very explicit. And updated with the new SS rules. The software identifies the ITIN and asks you a lot of questions to determine eligibility. I believe they did a good job about it.

G

garman22

Intuit Community Champion

Thats good to know. Based on the OP's question, I also have mixed couples (ITIN and SSN) and I wanted to make sure the worksheets provided adequate questions.

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