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termac55
New Member

Does anyone know what "simple" irs form needs to be filed to submit SSA-1099? I'm rep for my disabled sister and need to file so she can receive EIP.

 
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4 Replies

Does anyone know what "simple" irs form needs to be filed to submit SSA-1099? I'm rep for my disabled sister and need to file so she can receive EIP.

If the Social Security benefits are the Only income to be reported on the tax return, then there is no reason or need to file a tax return.

 

See this IRS website for information - https://www.irs.gov/newsroom/economic-impact-payments-what-you-need-to-know

 

I am not typically required to file a tax return. Can I still receive my payment?

Yes. People who typically do not file a tax return will need to file a simple tax return to receive an economic impact payment. Low-income taxpayers, senior citizens, Social Security recipients, some veterans and individuals with disabilities who are otherwise not required to file a tax return will not owe tax.

How can I file the tax return needed to receive my economic impact payment?

IRS.gov/coronavirus will soon provide information instructing people in these groups on how to file a 2019 tax return with simple, but necessary, information including their filing status, number of dependents and direct deposit bank account information.

Caswm57
New Member

Does anyone know what "simple" irs form needs to be filed to submit SSA-1099? I'm rep for my disabled sister and need to file so she can receive EIP.

I understand the reply. However, it does not answer the question as to what "simple tax return" is needed to file.

 

I have not seen it stated what form to use or if it can be e-filed anywhere?

Does anyone know what "simple" irs form needs to be filed to submit SSA-1099? I'm rep for my disabled sister and need to file so she can receive EIP.

 

Social Security and Stimulus Payments

https://home.treasury.gov/news/press-releases/sm967

 

 

https://ttlc.intuit.com/community/tax-topics/help/how-will-the-stimulus-package-impact-me/01/1393859...

 

https://turbotax.intuit.com/stimulus-check/

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Does anyone know what "simple" irs form needs to be filed to submit SSA-1099? I'm rep for my disabled sister and need to file so she can receive EIP.


@Caswm57 wrote:

I understand the reply. However, it does not answer the question as to what "simple tax return" is needed to file.

 

I have not seen it stated what form to use or if it can be e-filed anywhere?


The IRS has changed the information on the website.  It now reads -

I am not typically required to file a tax return. Can I still receive my payment?

Yes. The IRS will use the information on the Form SSA-1099 or Form RRB-1099 to generate Economic Impact Payments to recipients of benefits reflected in the Form SSA-1099 or Form RRB-1099 who are not required to file a tax return and did not file a return for 2018 or 2019. This includes senior citizens, Social Security recipients and railroad retirees who are not otherwise required to file a tax return.

Since the IRS would not have information regarding any dependents for these people, each person would receive $1,200 per person, without the additional amount for any dependents at this time.

 

The IRS has removed this previous statement -

How can I file the tax return needed to receive my economic impact payment?

IRS.gov/coronavirus will soon provide information instructing people in these groups on how to file a 2019 tax return with simple, but necessary, information including their filing status, number of dependents and direct deposit bank account information.

 

Non-filers of tax returns can now register for the stimulus using this TurboTax website - https://turbotax.intuit.com/stimulus-check/

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