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
Level 2
posted Jan 14, 2025 1:18:22 PM

Claiming Economic Impact credit when unsure if it had been received already

My mom was on Social Security retirement and disability. She has since passed away. I believe she got her first economic relief payment, but am not sure if she got her 2nd or 3rd. I still have her 1099s for SS and filing would be fairly simple. Can I just file the 1040 for the tax credit with the IRS denying it if she had, in fact, already received it? I'm not trying to commit tax fraud, so I don't want them to accidentally distribute it a second time. Would they just let me know she'd already received the credit upon filing it? 

0 1 4481
1 Best answer
Level 15
Jan 14, 2025 1:24:34 PM

It is too late to seek the 1st or 2nd EIP payments even as a recovery rebate credit.   The deadline for that was May 17, 2024.  

 

 If she filed a return for 2021, there was a recovery rebate credit for the 3rd EIP payment which would show up on line 30 of her 2021 Form 1040.    A 2021 return can be filed to seek a refund until April 15, 2025.

 

Not sure if you will be able to check her online IRS account----

https://www.irs.gov/payments/your-online-account

 

Here is the IRS 2021 Form 1040
https://www.irs.gov/pub/irs-prior/f1040--2021.pdf


or if you want bigger type use 1040SR for Seniors,
https://www.irs.gov/pub/irs-prior/f1040s--2021.pdf

 

And 2021 Instructions
https://www.irs.gov/pub/irs-prior/i1040gi--2021.pdf


2021 Tax and EIC Tables
https://www.irs.gov/pub/irs-prior/i1040tt--2021.pdf


Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2021.pdf
Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2021.pdf
Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2021.pdf

 

 

 

1 Replies
Level 15
Jan 14, 2025 1:24:34 PM

It is too late to seek the 1st or 2nd EIP payments even as a recovery rebate credit.   The deadline for that was May 17, 2024.  

 

 If she filed a return for 2021, there was a recovery rebate credit for the 3rd EIP payment which would show up on line 30 of her 2021 Form 1040.    A 2021 return can be filed to seek a refund until April 15, 2025.

 

Not sure if you will be able to check her online IRS account----

https://www.irs.gov/payments/your-online-account

 

Here is the IRS 2021 Form 1040
https://www.irs.gov/pub/irs-prior/f1040--2021.pdf


or if you want bigger type use 1040SR for Seniors,
https://www.irs.gov/pub/irs-prior/f1040s--2021.pdf

 

And 2021 Instructions
https://www.irs.gov/pub/irs-prior/i1040gi--2021.pdf


2021 Tax and EIC Tables
https://www.irs.gov/pub/irs-prior/i1040tt--2021.pdf


Sch 1 : https://www.irs.gov/pub/irs-prior/f1040s1--2021.pdf
Sch 2 : https://www.irs.gov/pub/irs-prior/f1040s2--2021.pdf
Sch 3 : https://www.irs.gov/pub/irs-prior/f1040s3--2021.pdf