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Widower deceased January 6, 2020. First stimulus deposited. Returned by check to IRS. TurboTax indicates that she should receive both stimulus amounts. Is that correct?

Forum|Forum|5 years ago
February 9, 2021
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TurboTax Online

Best answer by MinhT1

TurboTax is correct.

The deceased is eligible for both stimulus payments which can be claimed on the 2020 tax return 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.

P

PattiF

The IRS states that you should return a payment for someone who has died.

See the last paragraph in this IRS Stimulus Payment.

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M

MinhT1Answer

TurboTax is correct.

The deceased is eligible for both stimulus payments which can be claimed on the 2020 tax return 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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C

cls57Author

Thanks!
I thought this was true but couldn’t find an IRS document showing it!

M

mfitzpac

Mother in law died Feb 20,2020. Did not receive the stimulus checks. TurboTax wants to give her $1800 in federal payments. We do not want that How do I amend her Federal forms to reflect this

J

JamesG1

Your mother in law may qualify for the stimulus payments.

However, you may declare $1,200 received for stimulus payment 1 and $600 for stimulus payment 2 if you do not want to receive the Recovery Rebate Credit on line 30 of the 2020 1040 tax return.

IRS FAQ under Will a deceased taxpayer receive the payment?

A payment won’t be issued to someone who has died before January 1, 2020. If you filed a joint return in 2019 and your spouse died before January 1, 2020, you won’t receive a $600 payment for your deceased spouse, but you will still be issued up to $600 for you and $600 for any qualifying children, if all other eligibility criteria are met.

Regarding eligible individuals who died in 2020, the Recovery Rebate Credit may be claimed on line 30 of their 2020 tax return. Please refer to the instructions for the 2020 Form 1040 for more information.

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