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April 15, 2020
Question

Tax Year Prior to 2020: Stimulus check for deceased person

  • April 15, 2020
  • 2 replies
  • 0 views

Hello, 

 

Sadly my father passed in 2019, and while my mother filed her 2019 taxes and updated that information, they still must have gone off 2018 records because 2400 was deposited into her account today. I read that the IRS is not requiring paybacks of overpayments due to income changes, but I'm not finding any information regarding what she should do for receiving a payment for a deceased person.

 

For the moment she is not touching it but would like to know if there's somewhere she needs to report it in order to avoid penalties later. Any guidance would be appreciated.

 

Thanks. 

2 replies

April 15, 2020

I am in the same boat. I received stimulus money for my deceased ex-husband. I was the executor of his estate.  Do 

April 16, 2020

Even though your mother may have filed as single in 2019, she was also eligible to file as married filing joint (MFJ) for 2019 being that your Father only passed away in 2019. So the IRS considered the most beneficial filing status for your mother when it comes to determining Covid-19 stimulus checks.

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