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hleo
Level 2

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

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

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29 Replies
MaryK4
Employee Tax Expert

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

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.

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hleo
Level 2

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

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

DawnC
Employee Tax Expert

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

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?    

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DaddyBimb
New Member

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

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!

Vanessa A
Employee Tax Expert

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

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. 

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

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.

PattiF
Expert Alumni

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

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.

  1. If you meet the requirements, you'll see the Did you get a third stimulus? screen.
  2. 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

 

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

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"

PattiF
Expert Alumni

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

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

@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.

 

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

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?

PattiF
Expert Alumni

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


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%.
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davids87
New Member

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

Does the parent need to return the overpayment to the IRS

PattiF
Expert Alumni

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

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.

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