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mhuss99
New Member

Recovery Rebate Credit Errors two years in a row

I've been using TT forever, but I'm about to switch to something else. For the past two years, as always, I've used TT in interview mode, and for the second year in a row I've gotten a CP12 notice from the IRS notifying me of a filing error, pointing at the Recovery Rebate Credit deduction. This year, I manually pulled up the worksheet and noticed a couple of BLANK places saying "if [X] is true, stop here, you do not qualify" - which I would have seen/checked if I was doing the worksheets manually. Why aren't these Recovery Rebate Credit questions part of the "interview?" I've never had a notice from the IRS before this situation, and I've been filing a /long/ time.

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2 Replies

Recovery Rebate Credit Errors two years in a row

The Recovery Rebate Credit was new for last year and this  year.  It asks you if you received the Stimulus payments and how much.  Then line 30 is only if you didn't get the full amount or qualify for more. 

 

The first 2 Stimulus checks were for 2020.  The first one was 1200 (2400 married) and 600 for each dependent under 17.  The 2nd one was 600 per person and dependent under 17.  It came out in Dec 2020 - Feb 2021 but went on your 2020 tax return.

 

 The latest 3 stimulus came out starting in March 2021 and is 1400 per person no age limit.  Did you get that one?  The IRS also sent out letter 6475 telling you how much they sent you.   They send letter 6475 to each spouse for half.  But you need to enter the total .  

 

To get to the stimulus questions in TurboTax at any time, you can search for stimulus or recovery rebate credit then hit ENTER and there should be a Jump to link


If you are trying to trigger it,
Click on Other Tax Situations at top
Click on Let's get started
Answer some questions then Continue
Then click on Let's keep going
Next screen is for the Third Stimulus, if you qualify

 

If you did not get prompted to enter your stimulus information, that means you either:

Filed as a dependent being claimed on another tax return, or
Have an AGI too high to claim the recovery rebate

 

 

 

mhuss99
New Member

Recovery Rebate Credit Errors two years in a row

I got the RR page during the normal flow, and entered the data (we got less than TT thought we should have). It turns out we met one of the excluding criteria, so we should not have claimed it, but TT did not flag/catch that.

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