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Accidentally claiming recovery rebate

I accidentally said that I hadn't received my recovery rebate, when in fact I did receive it. The IRS eliminated my return resulting in a balance due. Is there anything I can do to fix it?? That way I can get my original return amount.

Aces63020
New Member

Accidentally claiming recovery rebate

I did the same thing. I just got my taxes yesterday and I filed the 4th of april. So literally a month. It won’t be any faster and they just deduct the stimulus.

Elaine32370
Returning Member

Accidentally claiming recovery rebate

I , also, tried to filed an amended tax return because of the stimulus issue, and Turbo Tax at the top of the program said I owed $1400, but there is no way I owe $1400, or anyone else for that manner.  Look at the actual tax return to see what you actually owe.  It did seem to calculate the correct taxes owed the IRS or the filer, but for some reason the the top figures are wrong and the cover sheet for the taxes are wrong.  I actually transferred money to cover the $1400, but I am hoping they look at the return and take only what it says.

 

Accidentally claiming recovery rebate

@Elaine32370 For federal taxes owed you only pay the amount that is entered on your federal tax return Form 1040 on Line 37.

Accidentally claiming recovery rebate

@perkilt9287   There is nothing to fix.  Your original refund included the 1400 recovery rebate credit for the 3rd stimulus.  You said you already got that.  So it should not have been part of your refund.  Sorry you do owe the new bill from the IRS.  That's what your original return would have been without 1400 on line 30.  Line 30 is only if you didn't get the full amount or qualify for more, not the amount you already got.  

 

Take your return and cross out the 1400 on line 30 and redo the math to the refund or tax due lines.

Accidentally claiming recovery rebate

I filed Feb. 7th

Still waiting.......

Accidentally claiming recovery rebate

@Realgoatradio

First, check your e-file status to see if your return was accepted: 

https://turbotax.intuit.com/tax-tools/efile-status-lookup/

 

Once your federal return has been accepted by the IRS, only the IRS has any control.  TurboTax does not receive any updates from the IRS. Your ONLY source of information about your refund now is the IRS.

 

You need your filing status, your Social Security number and the exact amount  (line 35a of your 2021 Form 1040) of your federal refund to track your Federal refund:   

https://www.irs.gov/refunds

To track your state refund:    

https://ttlc.intuit.com/questions/1899433-how-do-i-track-my-state-refund

 

https://ttlc.intuit.com/questions/1901548-why-do-some-refunds-take-longer-than-others

If you chose to have your TurboTax fees deducted from your federal refund, that will take some extra time, while the third party bank handles the refund processing.

https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

https://ttlc.intuit.com/questions/2840013-does-accepted-mean-my-refund-is-approved

https://ttlc.intuit.com/questions/2724106-my-return-is-accepted-but-still-not-approved-is-there-a-pr...

**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.**
gaby1254
Returning Member

Accidentally claiming recovery rebate

my same situation. Do you even know how did the figure $2100 came about? ty

gaby1254
Returning Member

Accidentally claiming recovery rebate

come**

Accidentally claiming recovery rebate

I bet I know what happened.  You were eligible for 4200 (1400x3).   You probably got one letter 6475 saying you got 2100 for the 3rd Stimulus payment.  So you entered 2100.  And it gave you the remaining 2100 on line 30.   But your letter was only for your half.  You spouse also got a letter for the other 2100.  So you needed to enter the total you got - 4200.  Go back and check your bank account.  I'm sure you'll spot it.

Accidentally claiming recovery rebate

@gaby1254 - here is how it MAY have occured as there are others with similar situations on this site.

 

in 2020, you and your spouse had a dependent, so that generated a $4200 stimulus payment ($1400 for each family member) 

 

in 2021, the dependent remained on your tax return 

 

you AND YOUR SPOUSE received letters from the IRS stating that the stimulus payment was $2100.  

 

This was confusing because what should have occured is that you entered $4200 (the sum of BOTH letters) into TT, but you may not have realized they needed to be added together or may not have realized your spouse also received a letter. 

 

So you entered $2100 into Turbo Tax.  TT realized your were entited to $4200 and you entered you only received $2100, so TT put the different or $2100 on Line 30. 

 

When the IRS reviewed the return, they knew they sent you $4200 and they could see you were entitled to $4200, so they removed the amount on Line 30

 

make sense? 

 

gaby1254
Returning Member

Accidentally claiming recovery rebate

thank you all! maybe yes... in 2020 we were 3 (husband, baby and me) and in 2020 we became 4 (new baby), therefore in 2021 forward we were 4. But that math is probably what happened. Thank you...

Accidentally claiming recovery rebate

@gaby1254 before closing this out, let's be sure you got what you were entitied to:

 

1) if you received $4200 last spring but you now have a newborn, then you are entitled to $5600. 

 

Therefore, Line 30 of your Form 1040 should be $1400.  

 

Please be sure that whatever you actually had on the tax return LESS the IRS adjustment yields $1400. 

Ladyhu
Returning Member

Accidentally claiming recovery rebate

I was expecting a refund of $670, I got my state refund just waiting for the federal, I knew the preparation  of my taxes this year is full of mistakes,  as the specialist  who prepared in the last day was found a huge difficulty to file for me !! she was asking for help and continued with phone calls help  to get me to sign for my return, I told her I'm not sure if I got the third stimulus or not,  she said let's just claim it, I said  just I wanna file my return no need to claim it,  I got CP11 telling me I owe $1900, my return was taken away, and i owe over $900, it seems like she claimed it.  what should i do? I have no idea about filing or correcting or anything, do I still get my return in one day?  Or I owe what I dont owe!!!!

Accidentally claiming recovery rebate

@Ladyhu 

since you claimed on a hope only for a successful outcome, but guessed wrong,

IRS denied it.

Your refund turned into "amount you owe".

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