Amending for Recovery Rebate Credit

You do not need to amend the filed tax return. If you said on your return that you did not get the Recovery Rebate the IRS automatically changes that on your return and lets you know why they changed it.

Hi Tucker16, thanks for responding so quickly. I didn't receive the Letter 6475 until now so I didn't realize I was able to qualify for it. The letter and the IRS website states that I can get the credit. So would be helpful to know how to amend the return.

Thank you  

So you did not claim the Recovery Rebate credit on your tax return. In this case, the IRS says that you need to amend your return to claim the Recovery Rebate credit.

Please see question H1 of this IRS FAQ.

In your amended return, go through the Federal review section to claim your Recovery Rebate credit.

In TurboTax Online, to claim the Recovery Rebate credit please do the following:

1. Sign into your account and continue from where you left off
2. Click on Federal in the left-hand column, then on Federal Review on the top of the screen
3. On the next page titled Did you [or your spouse] get a third stimulus payment?, answer Yes or No
4. Follow the interview and answer all questions
5. TurboTax will determine whether you are entitled to any additional stimulus
6. Any stimulus amount remaining due to you will show as a credit on line 30 of your form 1040.
7. As you are amending your return, the Recovery rebate credit will show as a refund on your amended return.

Hi MinhT1,

I can't seem to navigate to that page when I'm amending my tax return. I would go to the search part, type "Stimulus" and click 'Jump to Stimulus' but the questions never get asked again. Is there any way I can re-trigger the questionnaire? 

Thank you everyone for your responses. 

Go through entire amend and review.  Form will pop up on Review.

In TurboTax Online, you are prompted to input the third stimulus check information under Review down the left hand side of the screen.  You can also access your stimulus check choices by following these steps: 

• Down the left side of the screen, click on Federal.
• Across the top of the screen, click on Other Tax Situations.
• At the screen We're almost there… or the screen That's all we need…,  click on Let’s keep going.
• At the screen Let’s double-check the amount you received, answer the questions and click Continue. 

If you have not received the third stimulus check, you will receive your payment in the form of a Recovery Rebate Credit on line 30 of your 2021 Federal tax return when you file.

TurboTax will compare your stimulus payment amount to the computations within TurboTax.  The computations within TurboTax are based upon the information that you have entered into the tax software.  If you are due an additional amount, it will be issued as a Recovery Rebate Credit (RRC) on line 30 of the 2021 1040 tax return.

If you have e-filed your 2021 Federal tax return and the tax return is accepted by the IRS, you will have to amend your 2021 Federal tax return and correct the entries and calculations to receive the Recovery Rebate Credit.

@gyumto

Hi,

I clicked "Amend using TurboTax Online", but I cannot find the Federal review section. There are only "Amend" and "Cancel Amend" on the left side. There is no "Federal " on the left side.

Use the Search feature to get to the stimulus section @Peter King.

Here's how:

• Type stimulus in Search in the top right
• Select Jump to stimulus
• You should see Let's double-check the amount you received.

If you don't see this screen, it means you are not qualified to receive the stimulus based on your 2021 info.

When I login on the IRS website it say I haven’t filed my 2021 return should I be worried? @ErnieS0 

You should not be worried, it takes some time for the processing of your return to show up in the IRS refund portal even after the return has been accepted by them.

@Rapunzel90

It’s been log over 21 days an the bars are no longer there @ErnieS0 

Once your return has been accepted @Rapunzel90 you have to contact the IRS for updates. If the bars have disappeared, it's possible your return has been pulled from routine processing.

The IRS may be correcting an errors, looking at something. or it may be nothing. The IRS does not tell TurboTax.

Call 1-800-829-1040. Be aware. The phone lines are backed up. The IRS opens at 7AM local time in every time zone. The earlier you call, the better your chance of speaking with someone.

No need to amend Recovery Rebate Credit since the IRS will automatically calculate/adjust this number for you. 

Hi,

I did this after not claiming my third stimulus payment for the Recovery Rebate Credit. I input the correct amount I received in the amendment, and after saying I was ready to e-file, it is trying to have me set up payment to the IRS when I should not owe anything. (My mistake on the original filing caused me to have a balance due which is why I'm trying to fix it). Did I do something wrong? I should not have to owe the $1400 I received through the EIP.

@kalij2020  Please do not amend your 2021 return to fix the stimulus payment until after the return has been processed and you have received the refund you were expecting.  The IRS will hopefully adjust your refund and add the stimulus payment to it by itself or remove it if it shouldn't be there but please don't amend your return.