Thank you. I had some trouble posting my question.
I am preparing my mother’s tax return. She died in March 2020, but received the first stimulus payment the following week in April 2020 (as a direct deposit to her bank account; we never requested it).
When I reported on TurboTax that she received the first stimulus, but not the second, it enters a CREDIT, which I obviously don’t want. I entered her date of death, so I thought TurboTax would account for this scenario.
I’ve read several answers to this question: (1) the first stimulus needs to be returned to the IRS; (2) my mother was indeed eligible for the first payment because she was alive on January 1, 2020.
Everyone seems to be flummoxed by this. If anyone can respond, please don’t speculate. If you have an official answer, can you share it?
