Deceased clients apparently did not get the second stimulus payment. How should I respond in the worksheet - if I put a zero for the amount received, it pops up as a refund. Shall I assume that the IRS will sort this out and not include it in the refund?
"Deceased clients apparently did not get the second stimulus payment."
Did they die in 2020? Because 2020 is all that matters.
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.
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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