DawnC
Employee Tax Expert

Retirement tax questions

A payment made to someone who died before January 1st, 2020 should be returned to the IRS. Return the entire payment unless it was made to joint filers and one spouse is still living. In that case, return half the payment. 

 

If someone can't deposit a check because it was issued to both spouses and one spouse has died, the individual should return the check. Once the IRS receives and processes the returned payment, an Economic Impact Payment will be reissued to the surviving spouse.  

 

The IRS encourages people to share this information with family and friends.  

 

TurboTax should calculate the correct recovery rebate if you enter the actual amounts you received and enter the correct date of passing in the personal information section.  I am sorry for your loss.   @Metooyou  @gmaz

 

 

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