Recovery Rebate Credit Worksheet

[nytcpa2012]

Have client who died Sept 2020. He got the $1,200 only.  1st had to work around the software wanting to give him the other $600 for the 2nd round.  While I was able to get that part to zeros, there are 2 boxes in lines 3 and 4 that aren't working properly as far as I can tell. 

#3 asks if member of armed forces in 2020 and have valid ss#. Answered yes, but both that box and the 'no' box remain pink and are considered errors.

#4 same problem. answered yes (valid ss#) but both boxes are still pink.

I hope I'm missing something but if not, need an update in the software!

[nytcpa2012]

CORRECTION to post. if it matters, line 3 was answered no, not yes.

[Just-Lisa-Now- · Accepted solution]

If he died in 2020, hes entitled to both RRC amounts.

If he got the first 1200, you enter that on Line 16, if he didnt get the second, you enter 0 on Line 19.  You shouldnt have to fiddle with the other lines.

[qbteachmt]

"CORRECTION to post. if it matters, line 3 was answered no, not yes"

Are you dealing with someone having SSN that is not marked as valid for work? Or, doesn't have a SSN?

There is no one that would be subject to a Split between EIP 1 and EIP2. There is nothing variable about 2020; it's either Yes or No, they qualify. Not by month of death.

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.

It might help you to refresh the qualifications for stimulus/impact credits/Payments:

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.

[nytcpa2012]

Thanks for that info.  seems weird but okey-dokey.  However, I'm still having the problem with the questions 3 and 4, both boxes still pink.