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Level 4
February 9, 2021
Question

Recovery Rebate Credit Worksheet

  • February 9, 2021
  • 6 replies
  • 42 views

Client received the first stimulus for $1200 in April, Client dies in June and of course does not receive the second stimulus that came in January.

I have the date of death noted on the return.

In preparing the recovery rebate credit worksheet, if I answer that the person did not receive the second check, it puts the rebate $600 as a credit on the return, which I don’t think is correct.

Am I missing something?

Thank you

Nick Ranieri

This topic has been closed for replies.

6 replies

TAXOH
Level 10
February 9, 2021

As long as they died in 2020 the worksheet is correct. 

nmr12354Author
Level 4
February 9, 2021

so the estate is then entitled to the credit?

sjrcpa
Level 15
February 9, 2021

yes

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