Level 3

Question

What is transmitted in e-file

Forum|Forum|6 years ago
April 30, 2020
21 replies
115 views

I have two tax returns for 2019 where the child has graduated and is no longer a dependent on the parents return. The preparer left that the taxpayer could be claimed as a dependent but for this return they were not claimed. When I review, that is what I am looking at, is the actual tax return and they each claimed themselves. Now with the stimulus they are not showing as getting a payment yet and their dad thinks it is because we marked they could be claimed. When you file a manual tax return, this doesn't get sent, so I am wondering if the IRS just hasn't added their information to the app or if this does get transmitted and we need to file an amended return. That won't be processed for several months anyway.

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

If they "could be claimed", then they dont qualify to claim themselves or for the EIP...so Im not sure exactly what youre asking.

And anything sent in on paper will probably still be in processing during the holiday season.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

A

aureliaAuthor

Level 3

In proseries there are two questions,

Can taxpayer be claimed as a dependent?

If yes, was taxpayer claimed as dependent?

The e-file was Yes and No respectively.

They were able to deduct the student loan interest for this return, which means they did claim themselves,

That being said, if the return was mailed the responses are not mailed in so the IRS doesn't get that information. Are the responses to these two questions sent to the IRS in the e-file? Otherwise the IRS wouldn't know that the response was yes to can they be claimed? They actually can not be claimed by the parents because they have graduated and their income is over $38K.

They are worried that because yes was the answer on the first question, that the stimulus payment is being withheld from them. I don't think that is the case.

Thanks,

sjrcpa

Level 15

If they were full time students for 5 months in 2019 and under 24 they in fact could have been claimed as dependents.

EDIT: There is also the support test

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

dkh

Level 15

You've looked at the two college graduate returns and verified the "Someone can claim you as a dependent" box is NOT checked? If NOT checked, they should be eligible for EIP. How long ago were the 2019 returns efiled? Is it possible it's too soon to expect IRS to send them the EIP? Have you checked the IRS "Get My Payment" portal to see what pops up for these two college graduates?

A

aureliaAuthor

Level 3

Does that response get submitted in the electronic file? That is all I need to know.

It was incorrectly marked as yes but it should have been no and they are eligible to claim themselves and get the EIP payment.

Because if you mail a return that isn't asked!!

There is a lot of information entered into ProSeries and not all of it is actually transmitted to the IRS. So I am trying to determine if this will have an impact since all of the stimulus payments have not been sent out or even entered into the Get My Payment app.

dkh

Level 15

The answers checked on the Federal Information Worksheet do not get transmitted to IRS. The answers are to assist with proper forms, checking boxings on return, etc If the children's tax returns have the box marked "Someone can claim you as a dependent" that is the defining information for the EIP. Doesn't matter what wasn't checked on the information worksheet.

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