I am eligible for the stimulus checks and yet did not receive them, so the issue is not that I am ineligible
No. This does not mean you are ineligible. Follow the steps below to enter your information for the Rebate Recovery Credit.
In TurboTax Online, to claim the Recovery Rebate credit please do the following:
See the image below.
I kept going through the federal review...and I was NEVER prompted for any stimulus related information. Is there something wrong with my account
You can force the program to trigger the Rebate Recovery Credit like this:
The program will determine the missing amount and add the Recovery Rebate to your refund.
Unfortunately, this tip did not trigger a new option for stimulus.
Across the top I have 4 menu options
[ Wages and Income] [ Deductions and Credit ][ Other Tax Situations ][ Federal Review ]
After clicking the Federal review as requested and then clicking on the 'Other Tax Situation' I still was not prompted for Stimulus / Recover Rebate Credit
Is it possible to just delete my items 2020 tax and just start over? I am sure these corner cases like mine are hard to trouble shoot and repeat which would make resolving these software anomalies quite difficult
...as a follow up to my previous post, I re-created my 2020 tax form and I was STILL not prompted for any stimulus related information.
@jaxonpatton wrote:
...as a follow up to my previous post, I re-created my 2020 tax form and I was STILL not prompted for any stimulus related information.
Have you gone through all the sections of the program before accessing Federal Review? Complete the My Info section for your personal information. Complete Wages & Income, Deductions & Credits, Other Tax Situations.
If you are eligible for a stimulus payment the stimulus question page will be the first page displayed in Federal Review.
@DoninGA wrote:
@jaxonpatton wrote:...as a follow up to my previous post, I re-created my 2020 tax form and I was STILL not prompted for any stimulus related information.
Have you gone through all the sections of the program before accessing Federal Review? Complete the My Info section for your personal information. Complete Wages & Income, Deductions & Credits, Other Tax Situations.
If you are eligible for a stimulus payment the stimulus question page will be the first page displayed in Federal Review.
Yes I have, 3x ( including answering YES I have received a stimulus and.... then NO I have not received a stimulus)
Note
The 1st stimulus, I did not receive the correct amount, hence the Recovery Rebate Credit
The 2nd stimulus TurboTax handled the processing/payment and it was accurate
You got to the stimulus questions.
It asked Did you get a stimulus payment? Select Yes.
Boxes appear and you enter your stimulus payments.
Click continue.
Your refund amount will change by the missed amount of stimulus.
Continue and the next page says Great news! You qualify for the stimulus credit and shows your missing amount. That is the Rebate Recovery Credit.
So, you are saying you can get to the stimulus box but then the continue and credit is missing? If so, you can fill this form out for someone to call you. We need a human to see this.
You missed understood.
At the VERY beginning of the process ( new return ) it asks you some initial questions and one of the questions was...did you receive a stimulus. This was at the very beginning...not at the END as you have mentioned.
Again the prompt for STIMULUS never happened...never and as of now...I have reset/restarted my return 4X and the response is still the same.
You may say...did you qualify? and the ANSWER is yes.
my 1st stimulus was for $1200 when the amount should have been $1700 ( missing $500 )
The stimulus check is an advance on a credit you can receive on your 2020 tax return. If something went wrong or you did not get the stimulus check in 2020, you can get it when you file your 2020 return in early 2021 The Recovery Rebate Credit will be found in the Federal Review section,
https://ttlc.intuit.com/community/tax-topics/help/how-will-the-stimulus-package-impact-me/00/1393859
I am also having this issue with it recognizing the Stimulus question needs to be asked. This is the situation, my son who is filing was eligible for both the first and second payments but only ever received the second payment.
We are using the disc version to file although in 2020 he was unemployed and had no income (no unemployment either) so we are filing for the purpose of getting his $1200 first payment only.
However, it goes through the review after going through all the sections (2X now) and never asks for the stimulus payment details.
Is your son your dependent? It appears he would be if he had no income.
Taxpayers who file their own return but are claimed as dependents are not eligible for the Recovery Rebate Credit (stimulus).
You can also click Forms in the upper right and click on Recov Rebate Cr in Forms in My Return and manually fill out the stimulus worksheet. If you don’t see Recov Rebate Cr, click Open Form at the top of the left column and search for Recovery Rebate Credit Worksheet.
Last year 2019 taxes when he qualified for the credit based off of his tax filing. He was not claimed and did not qualify as my dependent, because he was working and exceeded the income threshold. He didn't receive the first $1200 payment for (filing separately and single), however he did receive the second $600 payment directly deposited without issue.
This years taxes for 2020 he had no income and does qualify as my dependent (other) with $0 income.
The problem is not a question of if he qualified or should have received the payment, it is with TT not recognizing this so I can enter the value for the payment he received and the $0 for the one he did not.
Do you have access to these steps? In TurboTax Online, you are prompted to input stimulus check 1 and stimulus check 2 information under Review down the left hand side of the screen.
Or these steps? You can also access your stimulus check choices by following these steps:
If you have not received one or both of your stimulus checks, you will receive your payment in the form of a Recovery Rebate Credit on line 30 of your 2020 Federal tax return when you file.
TurboTax will compare your one or two stimulus payment amounts 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 2020 1040 tax return.
See also this TurboTax Help.
As mentioned in my original post, I am using the CD software not Online. And also like the other posters, no it does not prompt for the stimulus information, this is the issue.
In TurboTax Desktop, you are prompted to input stimulus check 1 and stimulus check 2 information under Personal / Federal Review across the top of the screen.
At the screen It looks like you qualified for the stimulus, answer Yes or No.
You can also access your stimulus check choices by following these steps:
That is the screen that doesn't come up. It is not being triggered. A bug? Seems like others are seeing this as well.
When I did my taxes for my wife and I it came up and I was able to answer yes, and even add the corrected amounts. With my son's it just skips that step entirely and does the federal check, you never have the opportunity to address the stimulus payments yes or no or enter any values. All were done using the desktop version.
In TurboTax Desktop Home and Business, I am able to enter all the entries that were outlined in my previous communications. This software was updated this morning.
To update, in the upper left hand corner, click Online / Check for updates.
JamesG1,
It appears that there is a flaw in the logic. In 2019 my son was employed and made enough that he was not eligible to be claimed as a dependent. So he qualified for the Stimulus both 1 & 2. In 2020 he was not employed and had $0 income and qualifies as a Dependent Other Credit form me for 2020.
I have found that by saying someone else can claim him this year and with his $0 income (no W2s) the question at the federal review stage doesn't trigger to have you enter the stimulus payment. HOWEVER, if I say no one will claim him as a dependent that it does ask the question. Since the Stimulus qualification is based off of the 2019 taxes, this should not be the case. Had he actually received both payments as he should have, we would not be filing for him due to the $0 income and he qualifies as a dependent OTHER $500 credit on my taxes.
Again, a flaw in the logic for the question. Also, I did confirm that I have the latest updates (per the response to from the desktop version after running check for updates), so this scenario is obviously not addressed in the logic. He should be able to file to get the initial 1,200 payment, while recognizing that he got the $600 2nd stimulus, and I should be able to claim him this year as a Dependent Other and get the $500 credit.
Yes.
You should say that no one else can claim him as a dependent then you claim him as a dependent with all rights.
He can still file a return just to get his missing stimulus with $0 income. The system is setup to allow him file but he must say that he is being claimed as a dependent by someone else.
The Recovery Rebate worksheet will popup for him and he will be able to file for his rebate credit.
Have your son follow these instructions:
To claim the recovery rebate, you must file a 2020 tax return, even if you aren’t required to file.
To do this in TurboTax, please follow these steps:
If you have no taxable income in your return, you’ll have to print your finished return and mail it in.
For more info on the recovery rebate credit, go here.
Use this link for more information: How to claim the Recovery Rebate Credit With No Income
You have a contradiction in your reply. You say to have him say no one claim and enter the info and I can file and claim him with all rights, then you say he must state that someone can claim him when he files.
This is not possible as the rebate is removed if you change the status to someone can claim him after entering the stimulus numbers of 0 & 600 for payments 1 &2.
Also I know that my return will be in question if I claim him and he says no one can.
How about a real answer without the contradictory canned responses!
These 2 underlined statements contradict each other. Also the first statement would get one or both of our returns hung up because they don't match!
You should say that no one else can claim him as a dependent then you claim him as a dependent with all rights.
He can still file a return just to get his missing stimulus with $0 income. The system is setup to allow him file but he must say that he is being claimed as a dependent by someone else.
Sorry you missed out. The first 2 Stimulus payment are really based on your 2020 return. If you do not qualify for the Recovery Rebate Credit because of your 2020 tax situation then you will not be able to get the missed stimulus payment.
And see the employee expert answer here
She said......
If you do not qualify for the Recovery Rebate Credit because of your 2020 tax situation then you will not be able to get the missed stimulus payment.