Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 1, 2020 9:12:05 AM

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.

0 4 673
4 Replies
Level 15
Apr 1, 2020 9:19:45 AM

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.

New Member
Apr 4, 2020 7:38:29 AM

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?

Level 15
Apr 4, 2020 7:41:33 AM
Level 15
Apr 4, 2020 7:46:07 AM


@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/