Question

Taxes

Forum|Forum|5 years ago
February 1, 2021
1 reply
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My Mother passed away on March 19, 2020. I am filing a 1040 for her as she received social security and her pension for January and February 2020. I have indicated her date of death in Turbo Tax. When it asks if she received stimulus I checked "no" because she did not because she was deceased when they were issued. Turbo Tax is telling me she is entitled to it and will get a refund of $1,800.00. How can I circumvent this because I do not want to get the money and then have to return it. Thank you. Madalyn Tedone

DMarkM1

Under the current IRS guidelines deceased taxpayers who passed after 1 January 2020 are eligible for the Recovery Rebate Credit on their 2020 tax returns. The calculations are correct.

See the question "Will a deceased individual receive a payment?" in this link.

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