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Level 2
posted Feb 28, 2022 10:06:22 PM

I need to change my response to the 2021 stimulus question. TurboTax says to search "stimulus" and follow a link. That link redirects to to the wrong place.

How do I go back and change my response?

0 15 1902
1 Best answer
Level 2
Mar 7, 2022 8:14:55 PM

Thanks everyone for your suggestions. Unfortunately none of these suggestions worked for me. I had to click on tax tools and then clear and start over. This reset everything and allowed Turbo tax to give me the stimulus question again. This time I entered the correct amount so everything should be good to go. 

 

This is of course really bad design on Turbotax's part. It should be easy to get back to any previous screen. Obviously it's not ok to knowingly submit incorrect information, and the only way to prevent doing this was to clear and start over. That's awful design. 

15 Replies
Expert Alumni
Mar 1, 2022 5:23:49 AM

That information is recorded on the "Recovery Rebate" worksheet. 

You'll need to delete that worksheet so that the program "re-asks" the question about what you received. 

 

Click back into your account and return

Click Tax Tools on the left side bar under upgrade

Click Tools from the drop-down

Click Delete a form on the "Tools Center" screen

Scroll down to Recovery Rebate Credit Worksheet and click Delete

 

Go back through the TurboTax interview and the question will be asked although it may not be asked immediately. 

 

The credit is based on the amount you are eligible for and the amount you already received.  

 

 

Level 2
Mar 1, 2022 9:29:02 AM

I followed your instructions but there is no Recovery Rebate Credit Worksheet

 

could it be in any of the following:

 

1040/1040SR Wks

Form 1040

Schedule 1

Earned Income Worksheet

Tax Payments Worksheet

Schedule A

Tax and Interest Deduction Worksheet

Form 8801

Form 8863

Form 8995

Form 1040-V

Expert Alumni
Mar 1, 2022 9:42:36 AM

Please follow the steps below to change your response:

  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 Let's double-check the amount you received; you will be able to edit the information

Please refer to the image below:

 

Level 2
Mar 2, 2022 10:28:56 AM

when I follow those steps I am not presented with the screen that you provided. Instead I see these two screens followed by a screen showing how much I owe and then it moves on to state taxes.first screensecond screen

Level 15
Mar 2, 2022 10:36:48 AM

To get to the stimulus questions in TurboTax at any time, you can search for stimulus or recovery rebate credit then hit ENTER and there should be a Jump to link

 

If you are trying to trigger it,

Click on Other Tax Situations at top

Click on Let's get started

Answer some questions then Continue

Then click on Let's keep going

Next screen is for the Third Stimulus, if you qualify

 

If you did not get prompted to enter your stimulus information, that means you either:

  1. Filed as a dependent being claimed on another tax return, or 
  2. have an AGI too high to claim the recovery rebate

 

Level 2
Mar 2, 2022 11:15:40 AM

Hi,

 

As I mentioned in my initial question the jump to stimulus link does not link me to the stimulus question. Instead it links me to the first screen that I posted earlier with "Let's check your federal return and make sure it's good to go". From there it takes me to the second screen that I posted, then to how much I owe, and then it takes me to state taxes. 

 

I was prompted to enter my stimulus information when I started filling out my tax information. However, I entered $0 because I forgot that I received a stimulus. I later found a document with the stimulus that I received, so I need to go back and change my answer from $0 to the amount that I received. 

Returning Member
Mar 2, 2022 11:31:27 AM

You just need to go through and re-enter all income, "walk me through everything" then at some point it will ask you if you received a stimulus pament.

Level 2
Mar 2, 2022 11:49:09 AM

Thanks for this reply. Can you give me a few more details?

 

When I click edit on every field in my income section I don't see see anything related to stimulus.

 

How do I initiate re-entering all income? 


How do I find "walk me through everything"?

 

Do I need to delete everything in my income section and start over?

Level 15
Mar 2, 2022 1:56:47 PM

No you don't need to re enter anything.   If it's not giving you the stimulus screen maybe you don't qualify for it.   And you already got it anyway.  Just check and see if 1040 line 30 is blank for the Recovery Rebate Credit .   If it is blank you don't have to worry about it.

 

Before filing,  You can preview the 1040 or print the whole return

https://ttlc.intuit.com/community/accessing/help/how-do-i-preview-my-turbotax-online-return-before-filing/00/26160

 

 

Level 2
Mar 2, 2022 10:01:32 PM

Ok, so I followed the instructions in the video. One step was missing. In case someone is reading this and looking for the 1040, follow the instructions in the video and then look at the left hand side of the screen. There should be a button for "preview my 1040"

 

Ok, so I see my information but this is just a preview. I need to edit my previous response. 

 

Now you said: "If it's not giving you the stimulus screen maybe you don't qualify for it.

 

I do qualify, I did receive a stimulus, I did get the stimulus screen, I did enter my stimulus information when prompted, then (several screens later) I realized the information I entered was incorrect, and now I can't figure out how to go back and correct this. Please help!

Expert Alumni
Mar 6, 2022 5:45:24 AM

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.

 

 

Returning Member
Mar 6, 2022 1:46:00 PM

No don't delete all your income that you entered.

At the top of the screen click on the "Federal Taxes"----then you will see "Other Tax Situations"

 

Click on that icon, then you go to bottom of page, click "Done With Other", then it will ask

you did you receive a 3rd stimulus this is where you can edit your response.

Level 2
Mar 7, 2022 8:14:55 PM

Thanks everyone for your suggestions. Unfortunately none of these suggestions worked for me. I had to click on tax tools and then clear and start over. This reset everything and allowed Turbo tax to give me the stimulus question again. This time I entered the correct amount so everything should be good to go. 

 

This is of course really bad design on Turbotax's part. It should be easy to get back to any previous screen. Obviously it's not ok to knowingly submit incorrect information, and the only way to prevent doing this was to clear and start over. That's awful design. 

Level 15
Mar 7, 2022 8:22:26 PM

Then you must have entered too much income on the other return not to get the Stimulus questions.   

Expert Alumni
Mar 7, 2022 8:31:00 PM

You can search for stimulus at any time to be taken to the stimulus questions.   You only need to be inside of your tax return to search.    If you search stimulus and do not get the Jump to link, that tells you that either you have too high of an income to qualify for a stimulus payment or that you are being claimed as a dependent by another taxpayer.   In all other cases, the search will take you to the Recovery Rebate Qs.

 

If your income is too high, the Recovery Rebate form will be removed.   And it would not matter if you received the stimulus or not if you don't qualify, since there is no requirement to pay it back.   The only reason a Recovery Rebate worksheet will be included is if you did not get the full amount and your income is not over the limit to qualify.    When you originally told TurboTax that you did not receive the payment, you probably did not have all your income in, then once you entered all of your income, the credit was removed without you having to correct it.