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March 8, 2021
Question

Credits - 2nd Stimulus payment

  • March 8, 2021
  • 1 reply
  • 0 views

I am doing the tax return for my deceased Aunt.  She passed on August 1, 2020.  She received first stimulus but not the second.  If I recall, the second stimulus would have come after she passed -- so she is not supposed to receive the 2nd stimulus.  When we entered the stimulus information, it added the $600 to her refund (because she didn't received the 2nd stimulus).  Am I right that she isn't owed this amount.  How do I correct this?

    1 reply

    March 8, 2021

    I'm sorry for your loss.

     

    Your deceased aunt is eligible for the second stimulus. And TurboTax is correct to add $600 to her refund as the Recovery Rebate credit.

     

    Only individuals who died prior to January 1, 2020 are not eligible for the Recovery Rebate Credit.

     

    Please read question B1 in this IRS FAQ.

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