topic Stimulus check son was a dependent in 2020 but not in 2021. in Deductions & credits

Stimulus check son was a dependent in 2020 but not in 2021.

hleo — Mon, 09 Mar 2026 06:26:04 GMT

Son was a dependent in 2020 but not in 2021 so he was not eligible for the 3rd stimulus check. The program asks if he received the 3rd stimulus payment and if I answer no it says he is eligible for the $1400 payment. The other option is to say yes but he did not. I am using TurboTax deluxe for windows

Thanks

Re: Stimulus check son was a dependent in 2020 but not in 2021.

MaryK4 — Fri, 04 Feb 2022 02:12:53 GMT

That is correct- for his tax return, you answer that he did not receive the third stimulus and it will be added to his refund for 2021 tax year.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

hleo — Fri, 04 Feb 2022 02:28:25 GMT

since he was a dependent his stimulus went to us who claimed him

Re: Stimulus check son was a dependent in 2020 but not in 2021.

DawnC — Fri, 04 Feb 2022 02:49:38 GMT

He is still eligible to claim the recovery rebate ($1400) on his return if you are not claiming him as a dependent on your 2021 tax return. The IRS sent you the payment since you had claimed him on a previous return. However, since you are not claiming him this year and if he is claiming himself, he can still claim the recovery rebate. He should not indicate that he received any payments if the payments went to you.

As long as no one qualifies to claim him as a dependent in 2021, he can claim himself and take the credit since the payment did not go to him.

Can someone else claim me?

Re: Stimulus check son was a dependent in 2020 but not in 2021.

DaddyBimb — Tue, 29 Mar 2022 22:01:21 GMT

In cases where parents were provided the third payment, will there be any reductions to amounts they might be owed in these situations for 2021 refunds?

I have found guidance about not having to repay in the event payment should have been smaller, but nothing clear on if the payment should have gone to the no longer dependent altogether. Perhaps that is the same considering $0 is smaller than $1400, but being on the conservative side is always best.

Thank you for all the help this forum provides!

Re: Stimulus check son was a dependent in 2020 but not in 2021.

Vanessa A — Tue, 29 Mar 2022 22:14:55 GMT

No, the parent will not have to repay the stimulus payment if they received it for their dependent that is no longer a dependent.

The no longer dependent can claim the stimulus payment on their return even if the parent did get it.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

retluoc — Fri, 01 Apr 2022 23:51:39 GMT

TurboTax Premium did not prompt me about the 3rd stimulus check, and I searched all over for the sections in the topic list. My son is in the same situation: he was a dependent in 2020, but on his own in 2021; no longer my dependent. I believe he is eligible for the $1,400 credit, but the dialog was not presented and I can't find it in the credits section. Thanks.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

PattiF — Sat, 02 Apr 2022 00:09:19 GMT

Your son is eligible to claim the third recovery rebate for 2021 if he is no longer a dependent. He has to file a separate tax return to claim the credit and say that he did not receive the third recovery rebate.

He would answer no to the question about the third stimulus if he is not a dependent for 2021. He can claim himself and take the credit since the 2021 payment did not go to him.

During the Federal Review of your tax return, TurboTax will check if you meet the eligibility requirements for the stimulus payment.

If you meet the requirements, you'll see the Did you get a third stimulus? screen.
Answer a few questions about any payments you've already received and then we'll let you know if the Recovery Rebate Credit applies.
- If you need to make any changes to your stimulus credit responses, search for stimulus and select the jump-to link to return to the section. Enter your updated info and Continue.

@retluoc

Re: Stimulus check son was a dependent in 2020 but not in 2021.

retluoc — Sat, 02 Apr 2022 00:23:18 GMT

Thank you, very helpful. His AGI is above the limit for an individual by $7k - which would suggest to me that he should be eligible for partial credit. No? According to the page you shared... "There are also AGI limits to receive the full amount of the credit"

Re: Stimulus check son was a dependent in 2020 but not in 2021.

PattiF — Sat, 02 Apr 2022 00:45:18 GMT

This information from the IRS will help you decide if he is eligible for the third stimulus payment:

Generally, someone was eligible for the full amount of the third Economic Impact Payment if they:

are a U.S. citizen or U.S. resident alien (and their spouse if filing a joint return), and
are not a dependent of another taxpayer, and
had adjusted gross income (AGI) that is not more than:
- $150,000 if married and filing a joint return or if filing as a qualifying widow or widower
- $112,500 if filing as head of household or
- $75,000 for any other filing status

Payments were phased out – or reduced – above those AGI amounts. This means people did not receive a payment if their AGI was at least:

$160,000 if married and filing a joint return or if filing as a qualifying widow or widower
$120,000 if filing as head of household
$80,000 for any other filing status

Re: Stimulus check son was a dependent in 2020 but not in 2021.

VolvoGirl — Sat, 02 Apr 2022 01:08:22 GMT

@retluoc Are you asking about your return? If your 2021 is too high to qualify for the Recovery Rebate Credit it won't ask you for it. If your AGI is too high you don't have to enter what you got or letter 6475 and you don't have to pay it back and it is not taxable.

On his return make sure he is claiming himself under My Info. And he didn't check the box saying he was claimed on your return. Maybe start the My Info section over. Or did he make too much? The max for Single is 80,000 AGI.

If you got a Stimulus payment for a dependent you aren't claiming for 2021 you don't have to pay it back. And they can get it on their own 2021 return. On their return they say NO they didn't get it - because you did.

The 3rd Stimulus payment is really based on 2021. The IRS just sent the checks out using 2020 to get them out fast.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

ladonnasincometaxsvc — Thu, 07 Apr 2022 00:20:21 GMT

taxpayer had 2 children on his marketplace health insurance. They are not dependents in 2021 - how do I reconcile 1095A? Do I have to split it up and have each child report on his return?

Re: Stimulus check son was a dependent in 2020 but not in 2021.

PattiF — Thu, 07 Apr 2022 00:44:58 GMT

Re: marketplace 1095a child is no longer a dependent does taxpayer claim all or leave some off fo...

You would allocate the amounts on the 1095-A and divide this between your child and yourself.

Yes, you can allocate it however you choose. You can try multiple scenarios to see how it can benefit all concerned.

Please see this answer from ShawnaD

If your parents did NOT tell the Healthcare Marketplace (usually when they applied for health insurance) that you were not going to be their dependent, you will NOT receive a 1095-A of your own.
- You will need to get a copy of your parents' 1095-A and enter it on your tax return. On the screen after entering the 1095-A, you will check the box indicating that the policy was shared by somebody that is not on your tax return. It will then prompt you with further questions to determine how much of it is "allocated" to you (even if it is 0%). Your parents would follow this same procedure.
- If there was Advance credit received (column C of the 1095-A), your parents have the option to claim 100% of the 1095-A on their tax return, or to "allocate" part (or all) of it to you. If you both agree, the allocation can be anywhere from 0% to 100%. If you can not agree and Advance credit was received (column C on the 1095-A), then it is divided by the number of people on the insurance policy. For example, if the insurance policy covers 4 people, each person is allocated 25%.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

davids87 — Sun, 10 Apr 2022 22:07:37 GMT

Does the parent need to return the overpayment to the IRS

Re: Stimulus check son was a dependent in 2020 but not in 2021.

PattiF — Sun, 10 Apr 2022 22:18:38 GMT

No, the parent does not need to return the payment to the IRS. The parent was entitled to the payment in the year that they received the payment.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

queenmaddy — Sun, 17 Apr 2022 02:03:59 GMT

I was claimed on my parents tax return in 2020 as a dependent and they received the 3rd stimulus check. This year 2021 If I file my own taxes and my parents don't claim me as a dependent will I receive the 3rd stimulus money of 1400 even though my parents already received it? I am a fulltime college student if that matters?

Re: Stimulus check son was a dependent in 2020 but not in 2021.

PattiF — Sun, 17 Apr 2022 02:19:09 GMT

Yes, you are eligible to claim the third recovery rebate for 2021 provided you no longer qualify to be considered a dependent. If you were claimed as a dependent on your 2020 return and then you did not receive the payment from the IRS. If you are not being claimed this year, and you are claiming yourself, you can claim the recovery rebate.

You would answer no to the question about the third stimulus if you are not a dependent for 2021. You can claim yourself and take the credit since the payment did not go to you.

See this article by the IRS.

Re: Stimulus check son was a dependent in 2020 but not in 2021.

ZZ1234 — Sun, 17 Apr 2022 13:53:41 GMT

My wife and I make too much to money to claim my daughters college credits on her 1098 t. Do I have to claim her as a dependents by law even though she is a full time student and lives at home and is 22 years old and works part time? If I don' t claim her she would get the college credit and the $1400 stimulus....need help thank you?

Re: Stimulus check son was a dependent in 2020 but not in 2021.

JamesG1 — Sun, 17 Apr 2022 14:24:39 GMT

You are not required to claim your daughter as a dependent on your tax return.

However, if you daughter meets the requirements to be your dependent, then she will have to indicate that she can be claimed as a dependent on her own tax return, even if you decide to not claim her. This may impact some tax benefits.

This IRS FAQ Who was eligible for the third-round Economic Impact Payment? states:

You were not eligible for a payment if any of the following apply:

You could be claimed as a dependent on another taxpayer’s 2020 tax return
You were a nonresident alien.
You did not have a valid SSN issued to you by the due date of your tax return (including an extension to October 15 if you requested it).

@ZZ1234

Re: Stimulus check son was a dependent in 2020 but not in 2021.

dasman66 — Sun, 17 Apr 2022 21:42:38 GMT

The advice given in these messages and in TurboTax appears to completely contradict the IRS Q&A guidance on the IRS website:

What can I do if someone else claimed me as a dependent in 2020 and I did not receive the third-round Economic Impact Payment (updated March 25, 2022)

If you were claimed as a dependent on someone else’s tax return for 2020, you were not eligible for the third-round Economic Impact Payment. If no one can claim you as a dependent for 2021 and you are otherwise eligible, you can claim the 2021 Recovery Rebate Credit, and must file a 2021 tax return to claim the credit.

My daughter has already filed her return erroneously based on the Turbotax, my son is the one that found the above guidance stating that you could not essentially "double-dip" the Recovery Rebate. Now what happens when my daughter gets fined/penalized for following TurboTax guidance on her return?