Hello, How can I find out if I'm eligible for the unemployment tax return/refund?

[christine18102]

As part of the American tax relief plan.

[rjs]

You are eligible for the unemployment exclusion if you received unemployment benefits in 2020 and your Adjusted Gross Income (AGI), not including the unemployment, is less than $150,000.

If you have not filed your tax return yet, you will get the exclusion on your tax return when you file. It will appear as a negative amount on Schedule 1 line 8. If you already filed, you might or might not have gotten the exclusion on the tax return that you filed. If you got it, it would appear as a negative amount on Schedule 1 line 8. If you did not get it on the tax return that you filed, the IRS will recalculate your tax return and send you the additional refund. It might take several months to get it. For details see the following IRS announcements.

IRS to recalculate taxes on unemployment benefits; refunds to start in May

IRS begins correcting tax returns for unemployment compensation income exclusion

[xmasbaby0]

Did you receive unemployment?   Was federal  tax withheld from the unemployment?   Did you file your tax return before the tax law waiving tax on the first $10,200 of unemployment  was put into effect?

Here is why you do NOT amend your federal return for unemployment:

Please read this very recent news from the IRS:

https://www.irs.gov/newsroom/irs-to-recalculate-taxes-on-unemployment-benefits-refunds-to-start-in-m...

https://www.irs.gov/newsroom/irs-begins-correcting-tax-returns-for-unemployment-compensation-income-...