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dkh
Level 15
February 7, 2021
Question

My kingdom for an EIP Lookup portal

  • February 7, 2021
  • 22 replies
  • 84 views

I want as much time on the beach with a cold fruity drink in my hand as I'm spending calling clients to determine what they received.   I mentioned it in my yearly tax letter and I revised my organizer to include a place to enter this information....but Oh No... why would they bother to fill it in !!!!!!!

I NEED IRS to help with this

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22 replies

Just-Lisa-Now-
Intuit Community Champion
February 7, 2021
Im taking a stand, if they cant come up with what they got, Im entering that they got the full amount and they dont get anymore.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dkh
dkhAuthor
Level 15
February 7, 2021

My struggle is some of my client's AGI is above the limit for the full amount but is below the amount for not receiving any.  Did IRS use round dollar amounts when they adjusted?   I've not had enough information come in to determine how to calculate the amount myself.    And did IRS use the 2018 return for the first EIP or the 2019...because for many it will make a difference.     😫

abctax55
Level 15
February 7, 2021

IMHO.... a client that makes enough to have part of the EIP phased out *should* be smart enough to:

1)  remember the amount

2) be able to find the amount on a bank statement (if Direct Deposit)

3) have a record of depositing it themselves.

If they don't or can't, I agree with Lisa's approach.  I have made a concerted effort to cease all of my 'babysitting' of clients.

Most of mine (so far) know their numbers.  One (who's sharp) said she didn't put down the $ 600 as she "got it this year" and assumed it did not apply to 2020.  I had to tell her what "ass-u-me" spelled 😂

HumanKind... Be Both
February 7, 2021

@dkh wrote:

I mentioned it in my yearly tax letter and I revised my organizer to include a place to enter this information....but Oh No... why would they bother to fill it in !!!!!!!


 

I hope that you ARE charging the clients an extra fee for not giving you that information.

qbteachmt
Level 15
February 7, 2021

Here is a collection of Stimulus info I documented. Have them do the work. These links:

https://www.irs.gov/payments/view-your-tax-account

https://www.irs.gov/coronavirus/economic-impact-payment-information-center

https://www.irs.gov/coronavirus/get-my-payment

https://www.irs.gov/coronavirus/second-eip-faqs

https://turbotax.intuit.com/stimulus-check/

https://ttlc.intuit.com/community/articles/community-news-announcements/second-stimulus-resources/05/1774804
And: "The IRS said you can check the status of your second stimulus payment at IRS.gov/GetMyPayment (GMP).

If GMP reflects a direct deposit date and partial account information, then your payment is deposited there. If the payment was mailed, it may take up to three or four weeks to receive the payment. Watch your mail carefully and be sure not to throw out your payment.
If GMP shows “Payment Status #2 – Not Available,” then you will not receive a second stimulus check and instead you need to claim the Recovery Rebate Credit on your 2020 Tax Return."

Here's a link to the image for seeing the payment(s). An account transcript image example, which you can get for them or they can get for themselves:

https://www.irsmind.com/irs-notices/irs-transcripts-now-provide-stimulus-payment-information/

Good luck.

Don't yell at us; we're volunteers
dkh
dkhAuthor
Level 15
February 7, 2021

I am dealing with Amish..... no computer, no internet (well for most, there are some rebels).   So while your links are appreciated by ME, they will not be helpful to my clients.  

And @TaxGuyBill  yes I am charging more the extra work involved in chasing down their info 🤑

abctax55
Level 15
February 7, 2021

@dkh 

That does present a different can of worms.

HumanKind... Be Both
IRonMaN
Level 15
February 7, 2021

I sent out organizers to those clients that at least returned the organizer last year (hey, returning a blank organizer is better than not returning one at all).  I think that worked out to about 90% of my clients.  In between the slip sheet and the organizer itself, was another sheet of paper (in a different color) with a section that stuck out quite easily that asked them to enter the amount of the credit that they received.  It is placed in a such a manner that even a blind squirrel could see it.  If they can't take ten seconds of their precious time to provide that information, I am not going to take any of my time to attempt to retrieve that amount.  As far as I'm concerned, if they didn't provide any amount, I am of the assumption that they received the full payment.  As I have mentioned before, I do taxes ---------------- I do not do adult daycare.

Slava Ukraini!
abctax55
Level 15
February 7, 2021

even a blind squirrel ...

I miss Henry.

HumanKind... Be Both
IRonMaN
Level 15
February 7, 2021

Gone -------- but not forgotten.

Slava Ukraini!
Level 6
February 7, 2021

suggest over-riding line 11 on recovery rebate cr wksht with prior yr AGI-couple of clients agreed(!) with the rebate amount shown.  won't know for sure til we e-file

dkh
dkhAuthor
Level 15
February 7, 2021

@chasetax wrote:

suggest over-riding line 11 on recovery rebate cr wksht with prior yr AGI-couple of clients agreed(!) with the rebate amount shown.  


Interesting approach with the AGI override


@chasetax wrote:

 won't know for sure til we e-file


Are you expecting a rejection if it doesn't match IRS ?   or what do you mean by this?

Level 6
February 7, 2021

don't know about a reject-but concerned a CP-2000 or something will magically appear if the amount is not correct-in a couple of months when i have forgotten about tax season due to the cocaine and meth!

Level 6
February 7, 2021

just remembered--most of us have been around for awhile.  back in '06 or '08, there was a 'make work pay credit' of $400, i think.  however people receiving non-taxable Veterans Affairs (VA) benefits rec'd $250 in their VA checks-so while I computed a credit of $400 on the 1040-client rec'd  $400 less of a refund with a letter that said they already rec'd a payment from the VA. ( didn't know i had that many disabled vets in my practice and they were working 40 hour a week jobs!)  so i am expecting that if rebate is incorrect IRS will reduce the refund and i will have to explain that to the client

Just-Lisa-Now-
Intuit Community Champion
February 7, 2021

If the number doesnt match expect a refund delay while IRS corrects the math error, its not going to reject for Efiling.

Refund delay is even more of an incentive for them to come up with the right number.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
dkh
dkhAuthor
Level 15
February 7, 2021

Yes, I've already pushed the possibility of delayed refunds with several clients to make them work harder to find the EIP amounts.   I don't want to deal with CP2000s later this year.  I'm going to be relaxing at the Betty Ford Clinic lol🥃