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Level 1
February 25, 2021
Solved

Recovery Rebate Credit

  • February 25, 2021
  • 1 reply
  • 24 views

I'm preparing a return for a person who died in Feb 2020, before the Recovery Program was conceived.  She recieved no Stimulus Checks.  TurboTax wants to give an $1800 Recovery Rebate to a deceased person. This can't be right, is it?

    Best answer by ReneeM7122

    Yes, TurboTax is correct to give a Recovery rebate to a deceased person.  While decedents may not receive stimulus checks, Recovery rebate credits may be claimed for individuals who died in 2020 or 2021 when filing the decedent's 2020 tax return. This includes someone who filed joint tax returns with a spouse who died in 2020 or 2021. Please refer to the Form 1040 and 1040-SR instructions for more information.

    1 reply

    ReneeM7122
    Level 9
    February 25, 2021

    Yes, TurboTax is correct to give a Recovery rebate to a deceased person.  While decedents may not receive stimulus checks, Recovery rebate credits may be claimed for individuals who died in 2020 or 2021 when filing the decedent's 2020 tax return. This includes someone who filed joint tax returns with a spouse who died in 2020 or 2021. Please refer to the Form 1040 and 1040-SR instructions for more information.