Skip to main content
Level 2
February 9, 2021
Question

Stimulus Payments for deceased taxpayer

  • February 9, 2021
  • 7 replies
  • 28 views

Taxpayer died 1/11/20, so shoud they receive the stimulus payment paid to their beneficiary?  The program does not disallow the payment if the date of death is entered.  Some articles say that if a taxpayer dies in 2020 they are entitled.  Some say they will have to pay it back.  I cannot find a firm ruling.  Any advice?  I appreciate your input.

This topic has been closed for replies.

7 replies

TAXOH
Level 10
February 9, 2021

The beneficiaries get to keep it.

Just-Lisa-Now-
Intuit Community Champion
February 9, 2021
If they died in 20 or 21 theyre entitled to the RRC on the 2020 return.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
IRonMaN
Level 15
February 9, 2021

"Some say they will have to pay it back."

Who is this guy Some?  The payment was an advance on a refundable tax credit.  Folks always qualify for refundable tax credits as long as they were alive for a few minutes after the clock struck midnight on December 31st.

Slava Ukraini!
BobKamman
Level 15
February 9, 2021

Some#1 is the guy in the next chair at the barbershop.  Some#2 is the brother-in-law's cousin's ex-wife.  Some#3 is keeping his mouth shut because he read the 1040 instructions.