turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

zebuing7
New Member

My exclusion Check

I have not received my exclusion return yet
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

My exclusion Check

Best guess since your question is unclear.....Are you asking about an additional refund because you filed a 2020 tax return before the tax law changed to exclude the first $10,200 of unemployment from federal tax?  The IRS says they have sent out all of those checks, so if you have not received an additional refund you will now need to amend 2020 to seek it.

 

 

**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.**

My exclusion Check

The IRS says they have finished the adjustments for the 2020 unemployment exclusion. See the following IRS announcement.


IRS completes automatic corrections of tax year 2020 accounts related to unemployment compensation e...


If you are eligible for the exclusion, you did not receive it, and you have not already filed an amended return for it, you should file an amended return (Form 1040-X) now.


You don't necessarily get a separate refund for the unemployment exclusion. You might have gotten it on your tax return, or you might not be eligible for it. You will only get an additional refund for the unemployment exclusion if all of the following are true.

 

  • You reported unemployment benefits as income on your 2020 tax return, on Schedule 1 line 7.
  • You did not get the unemployment exclusion on the 2020 tax return that you filed. The unemployment exclusion would appear as a negative amount on Schedule 1 line 8, with the abbreviation UCE on the dotted line to the left of the amount.
  • Your tax on Form 1040 line 16 is not zero.
  • Your Adjusted Gross Income (AGI), not including unemployment, is less than $150,000. In other words, Form 1040 line 11 minus Schedule 1 line 7 is less than $150,000.

 

If all four of those conditions are true, and you did not already receive the additional refund, you should file an amended return

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question