Hal_Al
Level 15

Education

If you are getting a refund, there is no IRS penalty for filing late (the penalty is calculated on the amount you owe). But, TurboTax shuts down e-filing at midnight Oct. 17. Late filed returns will have to be printed and mailed. 

 

The government sent out "Stimulus" checks. These were advance payments of a credit to be claimed on the tax return, for those years.   Those who didn't get a stimulus check (and were entitled to it) can claim it as a "Recovery Rebate Credit" on their tax return.  The difference between your situation and the  ones who got duplicate payments, is that all duplicates were received as advance "stimulus" payments (also know as Economic Impact Payments [EIP]).  Your son will be claiming the Recovery Rebate Credit, knowing that his parent has already received it. I don't know what the IRS will do in that case. Here's, at least, one expert who says you can do that:  https://www.freep.com/story/money/personal-finance/susan-tompor/2022/04/06/2021-recovery-rebate-cred...

Also Q.9 at the IRS web site seems to indicate that you can do that.  https://www.irs.gov/newsroom/2021-recovery-rebate-credit-topic-c-eligibility-for-claiming-a-recovery...

 

Q. Is there any way to put in separate line items that get added together or do I had to figure it out and then add it back in and put it all together in one lump sum of additional books and materials required.

A. You have to use the entry boxes provided. 

 

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