Recovery Rebate Credit Worksheet

[Rando75]

IRS states we do not have to fill out recovery worksheet but our program is making us. couldn't they just put a check box on the info sheet to 

[garman22 · Accepted solution]

I would not advise this @Rando75 but within global options you can check the box to eliminate the error and program will assume full $$ amounts were received. 

Open any client or create and under options/misc. you will find what you seek. 

[dkh]

So you don't think there will ever be a time when the EIP received differs from what the taxpayer is eligible to receive?!?!?    

[Just-Lisa-Now-]

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@Rando75 wrote:

IRS states we do not have to fill out recovery worksheet but our program is making us. couldn't they just put a check box on the info sheet to 

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You need to input the 2 dollar amounts that each client received in order for the RRC to compute properly..   

[Just-Lisa-Now-]

So I had a client in today, she make quite a bit more money in 2018 and 2019 than 2020. 

So her first EIP was only $401 (based on 2018)

The second one she got zero, due to her 2019 income exceeding the limit.

But in 2020 her income qualified her for the full amount of $1800. so she got the $1399 on her tax return.

If Id just marked a box somewhere, would it have given her this correct amount?

[garman22]

That would be my concern, exactly!!!

[Rando75]

Box only for those who received full amount

[Rando75]

i said full amount  $1200  $600