Recovery rebate not generating for new dependent in 2021 despite adding new dependent and correctly checking all information (living with me full time, etc.).

[JamesG1]

You may not qualify for the Recovery Rebate Credit if your adjusted gross income (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.

The new dependent must be a qualifying child.   See this IRS FAQ.

A child is your qualifying child if the following conditions are met:

• Relationship to the individual who’s eligible for the payment: The child is your son, daughter, stepchild, eligible foster child, brother, sister, stepbrother, stepsister, half-brother, half-sister, or a descendant of any of them (for example, grandchild, niece, or nephew).
• Child's age: The child was:
  • under age 19 at the end of the tax year,
  • under age 24 at the end of the tax year, a student, and younger than you, or
  • any age and permanently and totally disabled.
• Child's citizenship: The child’s a U.S. citizen, U.S. national, U.S. resident alien, or a resident of Canada or Mexico.
• Child's residency: The child lived with you for more than half of the tax year.
• Support for child: The child didn’t provide over half of his or her own support for the tax year.
• Child's tax return: The child doesn’t file a joint return for the year (or files it only to claim a refund of withheld income tax or estimated tax paid).

[JamesG1]

You may not qualify for the Recovery Rebate Credit if your adjusted gross income (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.

The new dependent must be a qualifying child.   See this IRS FAQ.

A child is your qualifying child if the following conditions are met:

• Relationship to the individual who’s eligible for the payment: The child is your son, daughter, stepchild, eligible foster child, brother, sister, stepbrother, stepsister, half-brother, half-sister, or a descendant of any of them (for example, grandchild, niece, or nephew).
• Child's age: The child was:
  • under age 19 at the end of the tax year,
  • under age 24 at the end of the tax year, a student, and younger than you, or
  • any age and permanently and totally disabled.
• Child's citizenship: The child’s a U.S. citizen, U.S. national, U.S. resident alien, or a resident of Canada or Mexico.
• Child's residency: The child lived with you for more than half of the tax year.
• Support for child: The child didn’t provide over half of his or her own support for the tax year.
• Child's tax return: The child doesn’t file a joint return for the year (or files it only to claim a refund of withheld income tax or estimated tax paid).

[lbruno418]

The AGI is under $160,000 for married filing jointly, and each one of the conditions is met by IRS standards, but it still doesn't show up for me when completing the Federal return portion or allow me to add. 

[KrisD15]

Did you enter what you and your wife received into the TurboTax program? 

Did you look at your 1040 line 30? 

You say you have a "new" dependent on your 2021 Tax Year return, did you also lose a dependent you had on your 2020 tax year return? 

How many dependents are you claiming (besides you and your wife) and how much did you and your wife already receive?

The payments and credit are based on this 2021 Tax Year return. 

[lbruno418]

I have viewed line 30 of the 1040 form and it is blank. 

We did not lose a dependent for 2020, just the addition of new dependent that was born in 2021. 

Our payment total of $2,400 ($1,400 each) was entered in, and we only have 1 dependent that we are claiming. 

[KrisD15]

Maybe go through the interview for the newborn in the "My Personal Info" section.

Is the child listed as a dependent or as not a dependent under STATUS? 

 check the answers. 

Look to see if the child is eligible for the "Child Tax Credit" which would show on the 1040 where dependents are listed. If not, there is a question that is answered incorrectly. 

Sometimes it gets confusing with the months at home when the child was born the tax year. For example, if the child was born August 1st, people are tempted to select 5 months at home, but any child born is considered as in the home for 12 months.

Please make sure 12 months is selected. (unless there are other circumstances) 

The question can be confusing as to "Did the child pay for more than half his living expenses" make sure you have selected No. 

If you have TurboTax Desktop, look at "Recovery Rebate Credit Worksheet" in FORMS

[lbruno418]

Thank you. I checked in my info and under status it says dependent. I went through all the tabs again and have it set to living with us for the entire year and selected "no" for child paying for own expenses. The child tax credit does appear on the 1040 form for us. 

I do not have the desktop version,  but can look into it to have the rebate form. 

[AmyC]

You can view your return and should see the RRC on line 30 of the 1040 form. You can check the child tax credit on line 28.Since you are using the online version:

1. go to Tax Tools,
2. then select Tools,
3. select View Tax Summary,
4. on the left side, select Preview My 1040.

[VolvoGirl]

Under status it should be checked as Child Tax Credit not dependent.

I would delete the baby and re add her.

Be sure you said the new baby lived with you the WHOLE YEAR!  Go back and check that under My Info.

If you had a child born in 2021- Add them under My Info. You need to answer 2 questions…..

Did your child live with you for the whole year? Answer YES even if they were born late in the year (even on Dec 31).

Then was at least half of child's expenses paid by CHILD? Usually is NO.

[VolvoGirl]

Oh you are asking about the Recovery rebate credit on line 30. Did you see the questions about it?  Did you enter the right amount you already got?  Should be 2,800 for married.  

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

[lbruno418]

@VolvoGirl I went through the questions and entered the amount we already got for my husband and I. It doesn’t prompt questions asking about the baby for stimulus, only my husband and I. We did receive the rebate for the child tax credit when our baby was added as a new dependent, but unsure why the rebate recovery doesn’t apply when we meet all of the qualifications the IRS has set out for the qualifying dependent. 

[LoganathanB]

You have to enter 12 months for the question "how many months did the child live with you" for a child born in 2021.

• Open your tax return
• Go to My Info
• Click on Dependent
• Did the child live with you for the whole year? say yes
• You may receive third stimulus if you are otherwise qualify.

You will qualify for the full amount of the third Economic Impact Payment if you 

• are a U.S. citizen or U.S. resident alien (and their spouse if filing a joint return), and
• are not a dependent of another taxpayer, and
• had adjusted gross income (AGI) that is not more than:
  • $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 any other filing status

To check whether you received the third stimulus

Here is how to preview your tax return
1.   Open or continue your return.
2.   Select Tax Tools in the left menu
3.   Select Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.

4. You will see the stimulus amount on line 30 of your tax return

Click on the link for more information

Stimulus for a child born in 2021 

[VolvoGirl]

The user has another post going that we are further along on and already covered that.

https://ttlc.intuit.com/community/tax-credits-deductions/discussion/recovery-rebate-credit/00/245066...