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lbones
Level 6
February 15, 2021
Solved

Recovery Rebate Credit Worksheet

  • February 15, 2021
  • 6 replies
  • 36 views

I have a married client whose spouse passed away midyear in 2020.  She received the second EIP check in the amount of $600, which to the best of my knowledge is correct.  My question is - when inputting the information in the recovery rebate credit worksheet (line 19) the programming produces a credit of $600.  How is this being handled? 

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Best answer by sjrcpa

As correct. Spouse deceased in 2020 is entitled to the credit.

6 replies

sjrcpa
sjrcpaAnswer
Level 15
February 15, 2021

As correct. Spouse deceased in 2020 is entitled to the credit.

The more I know the more I don’t know.
lbones
lbonesAuthor
Level 6
February 15, 2021

My understanding is that if they passed away prior to the 2nd payment, they were not entitled.  The spouse passed away in June, second payment was received in late December.  That is incorrect?

BobKamman
Level 15
February 15, 2021

Yes, that is incorrect.  IRS shared your misunderstanding last summer, but since then has  figured out what the law says.