What do you do when a taxpayer passed away in between the first and the second economic stimulus checks and didn't get either

Forum|Forum|5 years ago
February 28, 2021
4 replies
20 views

I am doing a tax return for a deceased taxpayer. He receives a railroad retirement benefit. He passed away in August of 2020. He did not receive either stimulus check. I entered 0 for the $1,200.00 one; but, he is not entitled to the second one as he had already passed. There is no option other than to put in $600 or $0. Any suggestions? Am I missing something? Thank you.

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sjrcpa

Level 15

If you were alive in 2020 you are entitled to the credit, subject to the income limitations.

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

Just-Lisa-Now-

Intuit Community Champion

Alive in 2020, hes entitled to the full credit.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

qbteachmt

Level 15

"Am I missing something?"

Yes.

Perhaps it would help to review what is really happening:

The funds were paid out as Advanced payment against a projection. The projection used 2018 or 2019 tax returns. But 2020 is the Actuals. You use the 2020 return to reconcile what a person is entitled to, against what they got.

You might want to bookmark these links and read the IRS guidance.

Interactive wizards portal for determining dependency:

https://www.irs.gov/help/ita

And:

https://www.irs.gov/newsroom/economic-impact-payment-information-center-topic-a-eip-eligibility

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

One for each EIP.

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qbteachmt

Level 15

To clarify: "but, he is not entitled to the second one"

There is no such thing as splitting 2020. Alive on Jan 1, 2020 means they fully qualify.

Don't yell at us; we're volunteers

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