TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

Claiming Economic Impact credit when unsure if it had been received already

Forum|Forum|1 year ago
January 14, 2025
1 reply
0 views

My mom was on Social Security retirement and disability. She has since passed away. I believe she got her first economic relief payment, but am not sure if she got her 2nd or 3rd. I still have her 1099s for SS and filing would be fairly simple. Can I just file the 1040 for the tax credit with the IRS denying it if she had, in fact, already received it? I'm not trying to commit tax fraud, so I don't want them to accidentally distribute it a second time. Would they just let me know she'd already received the credit upon filing it?

Best answer by xmasbaby0

It is too late to seek the 1st or 2nd EIP payments even as a recovery rebate credit. The deadline for that was May 17, 2024.

If she filed a return for 2021, there was a recovery rebate credit for the 3rd EIP payment which would show up on line 30 of her 2021 Form 1040. A 2021 return can be filed to seek a refund until April 15, 2025.

Not sure if you will be able to check her online IRS account----

https://www.irs.gov/payments/your-online-account

Here is the IRS 2021 Form 1040
https://www.irs.gov/pub/irs-prior/f1040--2021.pdf

or if you want bigger type use 1040SR for Seniors,
https://www.irs.gov/pub/irs-prior/f1040s--2021.pdf

And 2021 Instructions
https://www.irs.gov/pub/irs-prior/i1040gi--2021.pdf

2021 Tax and EIC Tables
https://www.irs.gov/pub/irs-prior/i1040tt--2021.pdf

Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2021.pdf
Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2021.pdf
Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2021.pdf

xmasbaby0Answer

Employee

It is too late to seek the 1st or 2nd EIP payments even as a recovery rebate credit. The deadline for that was May 17, 2024.

If she filed a return for 2021, there was a recovery rebate credit for the 3rd EIP payment which would show up on line 30 of her 2021 Form 1040. A 2021 return can be filed to seek a refund until April 15, 2025.

Not sure if you will be able to check her online IRS account----

https://www.irs.gov/payments/your-online-account

Here is the IRS 2021 Form 1040
https://www.irs.gov/pub/irs-prior/f1040--2021.pdf

or if you want bigger type use 1040SR for Seniors,
https://www.irs.gov/pub/irs-prior/f1040s--2021.pdf

And 2021 Instructions
https://www.irs.gov/pub/irs-prior/i1040gi--2021.pdf

2021 Tax and EIC Tables
https://www.irs.gov/pub/irs-prior/i1040tt--2021.pdf

Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2021.pdf
Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2021.pdf
Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2021.pdf

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**