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Should we amend our return if we claimed the recovery rebate credit but received it and spouse just didn't tell me? Or do we need to complete a payment trace on it?

I completed our return and husband had said he didn't receive the 2nd stimulus payment which I later found out he did. Our return has been pending since Feb.
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3 Replies

Should we amend our return if we claimed the recovery rebate credit but received it and spouse just didn't tell me? Or do we need to complete a payment trace on it?

All you can do is WAIT for the return to make it thru the pipeline where the IRS will recalculate the credit.   DO NOT amend it or put a trace on a check you already got ... that is not what the trace function is for.  

 

 

Should we amend our return if we claimed the recovery rebate credit but received it and spouse just didn't tell me? Or do we need to complete a payment trace on it?

Amending your return for this error will not help you at all.    It takes the IRS about six months to process an amended return.   Sending in an amended return while they are still processing your original return will not speed anything up for you---and could just cause confusion and further delay.   The IRS is cross checking returns that have amounts for the recovery rebate credit for people who said they did not receive a stimulus amount.   So they will catch the error and recalculate your refund.   Lots of people made mistakes with the recovery rebate credit ---which is just one of the reasons millions of refunds have been delayed.

**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.**

Should we amend our return if we claimed the recovery rebate credit but received it and spouse just didn't tell me? Or do we need to complete a payment trace on it?

You don't put a trace on a check you know now was received.

 

IRS will adjust your return if you erroneously claimed a Rebate Credit, since they know what they sent you.

There is nothing for you to do.

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