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New Member
posted Mar 26, 2021 9:32:39 AM

Can you claim the Recovery Rebate Credit on an 1040X

0 19 7278
19 Replies
Expert Alumni
Mar 26, 2021 9:56:08 AM

Yes, if you didn't claim the credit on your original tax return, you will need to file an Amended U.S. Individual Income Tax Return, Form 1040-X. The IRS will not calculate the 2020 Recovery Rebate Credit for you if you did not enter any amount on your original tax return.

 

-follow these link(s) for additional information-

2020 Recovery Rebate Credit — Topic G: Correcting issues ...

How to File an Amended Tax Return with the IRS - TurboTax ...

New Member
Mar 26, 2021 10:07:38 AM

Hi, Thank you. 

 

I am not seeing how to claim this on the 1040X through Intuit Turbo Tax

Expert Alumni
Mar 28, 2021 7:45:49 AM

If you were not eligible for either or both of the Economic Impact Payments, you may still be eligible for the Recovery Rebate Credit since it’s based on your 2020 tax return information. Recovery Rebate Credit 

To claim the credit on form 1040X:.

  • Select Federal from the Left menu
  • Go to Federal Review, we’ll check if you meet eligibility requirements for the stimulus payment. If you meet the requirements, you'll see a Did you get a first or second stimulus? screen. We'll ask a few questions about any payments you've already received and then let you know if the Recovery Rebate Credit applies.

Level 3
May 8, 2021 8:17:55 AM

Hi, I'm still not seeing where to claim the Recovery Rebate Credit on 2020's 1040-X. I didnt file my original return with Turbotax but would like to file my amended return with Turbotax. Where exactly under the Deductions can I find the Recovery Rebate Credit for 1040-X (provided a screenshot) - I dont see it listed under COVID-19 relief credits either? thank you

Level 15
May 8, 2021 3:09:00 PM

@az148 

Apply for the rebate credit under Federal Review, not Deductions and Credits.

Your income should have been entered so TurboTax knows your AGI.

New Member
Oct 4, 2021 11:11:32 AM

What do I need to do in order to receive my recovery rebate credit? I never received my first stimulus which should have been $1200 please help me with this matter

Level 15
Oct 4, 2021 11:26:16 AM

If you did not receive your first and/or second stimulus payment or if the amount received is not correct, you can claim it on your 2020 tax return as the Recovery Rebate Credit. 

  

In TurboTax Online, to claim the Recovery Rebate credit please do the following: 

  1. Sign into your account and continue from where you left off 
  2. Click on Federal in the left-hand column, then on Federal Review on the top of the screen 
  3. On the next page titled Let's make sure you got the right stimulus amount, click on Continue 
  4. Follow the interview 
  5. TurboTax will determine whether you are entitled to any additional stimulus 
  6. Any stimulus amount remaining due to you will show as a credit on line 30 of your form 1040. 

The third stimulus will be claimed on your 2021 tax return.

Level 3
Nov 4, 2021 1:02:20 AM

Do we still claim the third stimulus payment under Federal Review in turbotax?

Level 15
Nov 4, 2021 6:33:01 AM

@az148 Are you asking about a 2020 return or a 2021 return?   You do not enter anything at all about the 3rd stimulus on a 2020 tax return.   The 3rd stimulus was a credit for a 2021 tax return.

Level 3
Nov 4, 2021 2:12:03 PM

@xmasbaby0 Yes, referring to the 2021 tax return. do we claim the third stimulus on the 2021 return that we will be filing in a couple months? under which form/field?

Level 15
Nov 4, 2021 2:15:16 PM

Since none of us have seen the 2021 software or the 2021 forms we cannot answer you at this time with any specific directions as to exactly where in the software you will enter information about the 3rd stimulus.   We know that there will be the chance to claim the credit for it if you did not receive it.   Be patient and wait for the forms and software.  You have plenty of time.

Level 15
Nov 4, 2021 2:37:34 PM

It is on the same line 30 on the form 1040 for the 2021 return so I expect the program to have the same  section like the 2020 program had asking how much of the third stimulus you got in advance. 

 

https://www.irs.gov/pub/irs-dft/f1040--dft.pdf

Returning Member
Dec 6, 2021 9:15:31 PM

I am filing a amended return for my daughter to change two things.  When I did the return for her originally it was noted that she can be claimed on our taxes but 2020 is the first year we could not claim her but I did not change the status before filing the taxes.   I completed the amended return changing the status to indicate she can not be claimed as a dependent on anybody else's tax return.  She is also eligible for the recovery rebate credit but when I enter it in the refundable credits section line 15 it list $1,800 in column A and then automatically inputs -$1,800 in Column B on line 18  for a net of $0.  This is not right it should be $1,800 as she is eligible.  Anybody got an idea what I am doing wrong?  Thank You.

Level 15
Dec 7, 2021 5:08:54 AM

Sounds like you made the changes before starting the amendment process ... you can either fight with it or use what you have as a templet fill one in manually to make the correction since you have to mail in the return anyway.  https://www.irs.gov/pub/irs-pdf/f1040x.pdf

 

Undo the amendment, undo the changes and then start the amendment process and make the changes again...

 

How do I cancel or undo an amended return in the TurboTax CD/Download software?

If you started amending your federal return by accident and would like to cancel the amendment, follow this process to correctly "unamend" your federal return:

  1. Open your return.
  2. Switch to Forms Mode (Windows instructions | Mac instructions).
  3. In the left pane, select Form 1040X.
    • Windows: After the form is generated in the right pane, click the Delete Form button at the bottom of the window.
    • Mac: From the Forms menu, select Remove Form 1040X.
  4. Follow the on-screen instructions to remove the 1040X from your return

 

  1. Important: Go back through the TurboTax interview and undo any changes you made after you selected the option to amend your  return, as merely deleting the 1040X will not undo those manual entries for you.

State Amendments

The best way to "unamend" your state return is to go through your state return from the beginning and keep your eyes peeled for amend-related screens or questions.

The amend question usually appears right at the beginning or towards the end of the state interview (never in the middle).

Correct any entries that have to do with an amended return, e.g.:

  • Answer No when asked if you want to amend;
  • Clear any amend-related checkboxes;
  • Delete entries in the tax year field.
  • Note: In a few state programs, you actually have to answer Yes to the amend question so you can revisit the screens that contain the information you want to delete.

If you still can't get rid of your state amendment form, try clearing your state return and starting over.

 

New Member
Mar 11, 2022 12:59:55 PM

I’m trying hard to see where you are referring to under federal review?

Level 15
Mar 11, 2022 1:16:09 PM

If you were not eligible for either or both of the Economic Impact Payments, you may still be eligible for the Recovery Rebate Credit since it’s based on your 2020 tax return information. Recovery Rebate Credit 

To claim the credit on form 1040X:.

  • Select Federal from the Left menu
  • Go to Federal Review, we’ll check if you meet eligibility requirements for the stimulus payment. If you meet the requirements, you'll see a Did you get a first or second stimulus? screen. We'll ask a few questions about any payments you've already received and then let you know if the Recovery Rebate Credit applies.

Intuit Alumni
Mar 11, 2022 1:16:37 PM

@aatchison88

 

This is an older thread that may have outdated information. 

 

What exactly are you trying to do?  Are you getting an error message?  Please post your exact question here in the thread and someone will reach out with the next steps.  

 

Returning Member
Jan 28, 2023 6:30:54 AM

Can I claim the recovery rebate credit for 2023

Level 15
Jan 28, 2023 6:53:19 AM

There is no such thing on the 2022 tax return  nor for 2023. 

 

If you did not get all or any of the first 2 stimulus payments you must file (or amend) a 2020 return and for the third stimulus payment that goes on the 2021 return.