Recovery rebate Credit 2021 - No letter 6475

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I need to confirm if eligible. My parents filed jointly in 2020 but he later passed away. My Mom can't find letter 6475 so created IRS online account. It doesn't give me this letter or 1444-C notice. I only found under "Tax Records" for 2021, and type is "Economic Payment 3" that amount is $0.00. She is eligible based on the rules, but without that letter 6475 to confirm, I'm concerned that IRS will reject the tax return. She had problems with the 1st & 2nd when we tried to get the rebate on the 2020 taxes and took 4 months to resolve with IRS! We already checked her bank accounts and don't find the $1400.00 between March - May 2021. Thus, can I use the Tax Records information as my confirmation that I can take the recovery rebate credit? Thank you.

tmunoz

Level 13

Yes, she does not have to file Letter 6475; it is just to confirm what payments were sent. Some taxpayers did not actually receive payments or forgot the amount. If the IRS account says 0.00 and her financial records show 0.00, the please do enter that into the return. Last year the IRS was beginning new processes for stimulus payments and hopefully things will be much smoother this year. I am deeply sorry for her loss and please let us know if we can be of any additional assistance.

rrpangan2Author

Level 2

Thanks for the quick response. So in turbo tax, I should respond "no" when it ask me: Did you get a third stimulus payment? If so, this will show $1400 on the recovery rebate credit amount on the 1040 form.

CSKcpa56

Level 5

The L6475 isn't necessary to figure the 3rd EIP. there seems to be some inconsistent advice on IRS.Gov. Not being certain when your father passed this info might be helpful.

Here is the answer to QC11:

A11. An individual who died in 2021 or in 2022 and did not receive the full amount of the third Economic Impact Payment may be eligible for the 2021 Recovery Rebate Credit if the individual met the eligibility requirements while alive.

An individual who died prior to January 1, 2021 does not qualify for the 2021 Recovery Rebate Credit.

2021 Recovery Rebate Credit — Topic C: Eligibility for claiming a Recovery Rebate Credit on a 2021 tax return | Internal Revenue Service (irs.gov)

rrpangan2Author

Level 2

Thanks for the quick response. My father died in Dec 2020 and they filed joint then. Now my Mom will file single. So are you saying that she isn't qualified for the recovery rebate credit?