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New Member
posted Jan 21, 2022 1:40:38 PM

Recovery Rebate Credit (2021) in download/desktop version

I received no Recovery Rebate Credit checks during calendar 2021 but due to a change in taxable income am now eligible based on my final full-year 2021 taxable income. How do I claim the Recovery Rebate Credit for 2021 in the download/desktop version? The article that keeps coming up on how to do this appears to be for the online product and says the appropriate options/menus are triggered in the "review" of the federal return. Going through the "review" on my federal return with the windows version did not initiate any prompts related to the Recovery Rebate Credit.

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4 Replies
Level 15
Jan 21, 2022 1:44:39 PM

Click on Other Tax Situations at the top of the desktop program screen.  Scroll down to the bottom of the page and click on Done with Other.  The next screen will ask about the Recovery Rebate Credit.

New Member
Jan 21, 2022 1:50:56 PM

Thanks for trying but unfortunately that did not work. It takes me "Let's Review Your Numbers." Nothing on the page refers to the Recovery Rebate Credit.

New Member
Jan 21, 2022 2:08:00 PM

Thanks for trying but unfortunately that did not work. It takes me "Let's Review Your Numbers." Nothing on the page refers to the Recovery Rebate Credit.

Level 15
Jan 21, 2022 2:10:08 PM

If you are not getting the recovery rebate credit prompts then you may still have too much income to qualify for the 3rd stimulus.

 

Generally, if you’re a U.S. citizen or U.S. resident alien, you are eligible for $1,400 ($2,800  for a joint return), plus $1,400 for each qualifying dependent, if you (and your spouse if filing a joint return) aren’t a dependent of another taxpayer on a 2020 tax return, have a valid Social Security number (SSN) (see exception when married filing jointly and exception for qualified dependents) and your adjusted gross income (AGI) does not exceed:

  • $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 eligible individuals using any other filing statuses, such as single filers and married people filing separate returns.

Payments will be phased out – or reduced -- above those AGI amounts. This means taxpayers will not receive a third payment if their AGI exceeds:

  • $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 or
  • $80,000 for eligible individuals using other filing statuses, such as single filers and married people filing separate returns.

For example, a single person with no dependents and an AGI of $77,500 will normally get a $700 payment (half the full amount). A married couple with two dependents and an AGI of $155,000 will generally get a payment of $2,800 (again, half the full amount). Filers with AGI of at least $80,000 (single and married filing separately), $120,000 (head of household) and $160,000 (married filing joint and surviving spouse) will get no payment based on the law.

You aren’t eligible for a payment if any of the following apply:

  • You could be claimed as a dependent on another taxpayer’s 2020 tax return
  • You’re a nonresident alien.
  • You don’t have a valid SSN issued to you by the due date of your tax return (including an extension to October 15 if you request it).

Also, payments will not be made to estates or trusts or for individuals who died before January 1, 2021.