Stimulus check - Accidentally checked the box "someone can claim me as a dependent" on taxes

[DoninGA]

Answer from @xmasbaby0 directly above the message you posted -

The stimulus check is an advance on a credit you can receive on your 2020 tax return.  If something went wrong or you did not get the stimulus check this year, you can get it when you file your 2020 return in early 2021—if you are eligible.It will end up on line 30 of your 2020 Form 1040.

https://www.irs.gov/newsroom/economic-impact-payment-information-center-topic-j-reconciling-on-your-...

https://www.irs.gov/coronavirus/coronavirus-tax-relief-and-economic-impact-payments-for-individuals-...

https://ttlc.intuit.com/community/tax-topics/help/how-will-the-stimulus-package-impact-me/00/1393859

[tls345]

Hi! 

Turbotax has some sort of glitch with their system, regarding this box being checked when it shouldn't be.  I just reviewed my 2019 and 2020 returns with someone from Turbotax, and we verified that I answered all the prompts correctly, and yet, this box about being able to be claimed as a dependent - or that my spouse is bale to be claimed as a dependent - was checked.  This likely stems from a handful of years ago when filing married/joint with my spouse; we now file married/separate.  Turbotax has stated that once the box is checked, it cannot be unchecked.  Either I checked it erroneously at one point or another a handful of years ago, and it kept auto-being checked with new filings, or it's a carry-over from when I filied married/joint.

I spoke with a Taxpayer Advocate from the IRS Taxpayer Advocate Service today, and she verified that there were multiple people who have had this issue who are also TurboTax users.

The Taxpayer Advocate told me exactly what to fill in on the Amended Return (the 1040x form), but when I try to efile the amended return with Turbotax software, the fields on the lines do not populate correctly - and as such, I am going to just print and snail mail the form.  I am going to mail the form via certified mail so I can be informed when it is in the hands of the IRS.

I make less than 75K, claim a dependent, and have had my refunds direct deposited into the same joint account as my spouse for the last seven years. Spouse got all his stimulus payments on time, and we have always gotten our refunds on time. I have gotten no stimulus, and I am relieved to finally know what the reason is, and have a course of action to correct it. The IRS removed the recovery rebate credits when I filed my 2020 taxes, taking my over 3K refund down to below 200. The TAxpayer Advocate was optimistic the 1040x should fix everything (even if it takes 4-12 months).  And as stated, she noted this appears to be a trend for Turbotax users, who have told her that Turbotax told her that once the box is checked, their system has no way to allow the unchecking of the box, and also, that the checked box carries over year to year.

I will be switching to HR Block software moving forward, since it is absolutely a glitch with the TurboTax system - not being able to uncheck the box.

Thought I'd share since I've been trying to reach the IRS unsuccessfully for multiple times a week, for months, and the courtesy disconnects after being on hold for long periods of time have begun to drive me a bit mad. Hope this information helps someone out there.

[Sanders1323]

Not understanding u filled my taxes march 11th I received 0 for first 2 checks and now trying to amend file economic recovery payment check 

[Sanders1323]

I never filled  taxes in 2018 or 2019 just 2020 that you filled 

[Sanders1323]

Who claimed me i have no ideal

[Sanders1323]

Sorry still don't understand miscllick what year was that and one more thing can I give you information to get direct deposit 

[Sanders1323]

Who's the boyfriend I never filed 2018 or 2019 or got 500 dollars or hit a wrong misclick I don't understand why I should do fraudulent file to get a check thats do to me

[Sanders1323]

I did that for 2020 taxes

[AmyC]

@Sanders1323 If you filed that someone is claiming you as a dependent, once the original return is settled, you can file an amended return. An amended return does not have direct deposit.

You have a lot of comments here. Can you clarify what your situation is and what else you need? Since this is a thread with a lot of people talking, it can be a little tough to keep the conversation straight. If you want to tag me so we can have a chat, you can.

[SallyGillespie]

I did not look in my savings only my checking so said I did not get a check when I actually did

[DoninGA]

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@SallyGillespie wrote:

I did not look in my savings only my checking so said I did not get a check when I actually did

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The IRS knows the stimulus payment was sent to you so they will adjust your tax return accordingly.

You do not need to amend the 2021 tax return.

[VolvoGirl]

@SallyGillespie   You have added on to a year thread.   Are you ok now?  Do you have a question about the 2021 3rd Stimulus payment?   

[SallyGillespie]

I did not check my savings account so missed that I had received the stimulus check,  How do I change it on my return?

[VolvoGirl]

Have you filed yet?  If you haven't filed......

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