topic Re: Stimulus Check in Get your taxes done using TurboTax

Stimulus Check

fasteddie577 — Mon, 04 Jan 2021 20:07:09 GMT

My aunt is a widower. Her husband passed away in 2015. She doesn't file a return but does receive a social security check. She didn't receive a stimulus check in round one, nor has she this second time around. What are her options? Thanks

Re: Stimulus Check

NCperson — Mon, 04 Jan 2021 20:20:09 GMT

she will have to file a 2020 tax return. you get do a free one from turbo tax. that will result in a $1800 refund on that return.

that is the only option as there is no 'non-filer' program like there was earlier this year.

https://freefile.intuit.com/

Re: Stimulus Check

VolvoGirl — Mon, 04 Jan 2021 20:23:31 GMT

Fill out a 2020 return. She can enter $1 of interest income to be able to efile it. Make up a 1099 for it and put $1 in box 1.

Re: Stimulus Check

Opus 17 — Mon, 04 Jan 2021 20:31:00 GMT

It may not be too late for a round 2 payment. The new bill authorizes the IRS to get the addresses of qualified recipients from the social security administration. Round 2 payments must be distributed by January 15. If no payment comes by then, your aunt will have to file a tax return.

If her only income is non-taxable social security, she will have to make up an imaginary $1 of bank interest. A return with zero income can't be e-filed, and the IRS doesn't care about the $1 trick, it's been used for years.

Re: Stimulus Check

fasteddie577 — Mon, 04 Jan 2021 20:41:38 GMT

Thanks. I will let her know.

Re: Stimulus Check

fasteddie577 — Mon, 04 Jan 2021 20:43:28 GMT

Thank you.

Re: Stimulus Check

fasteddie577 — Mon, 04 Jan 2021 20:44:42 GMT

When filing the 2020 tax return, should we input the social security income even if it's not taxable? Thanks

Re: Stimulus Check

NCperson — Mon, 04 Jan 2021 20:47:28 GMT

correct ...at low levels of income, it's not taxable in any event

Re: Stimulus Check

Opus 17 — Mon, 04 Jan 2021 20:49:51 GMT

@fasteddie577 wrote:

When filing the 2020 tax return, should we input the social security income even if it's not taxable? Thanks

You can enter the 1099-SSA for the sake of completeness, but Turbotax will calculate that it is not taxable.

Re: Stimulus Check

fasteddie577 — Mon, 04 Jan 2021 21:43:38 GMT

Thanks again.