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Level 1
April 5, 2021
Solved

Stimulas credit

  • April 5, 2021
  • 7 replies
  • 36 views

My wife died January 2, 2020. for tax year 2019 I filed married jointly. The 2020 turbo tax program asked questions as how much stimulus monies received in the first and second payment.  I received 1200.00 and 600.00 respectively to my checking account.  (I believed that to be correct) however turbo tax showed I should of received twice that amount for my deceased spouse and I answered the questions from turbo tax which resulted in a credit for the 1200.00 and 600.00 on the 2020 return.  

Now on March 17,2021 I received 1400.00 to my saving account (which account was used by the SSA for direct deposit for her SSA annuity, mine was deposited into checking.) base on turbo tax questions I should of received 1400.00 for my deceased wife.  Am I correct. 

    Best answer by LenaH

    No. A third stimulus payment won’t be issued for someone who has died before January 1, 2021. If you filed a joint return in 2020 and your spouse died before January 1, 2021, the decedent will not be included in the calculation of the third payment. You as the surviving spouse, if eligible, will be issued up to $1,400 for you and $1,400 for any qualifying dependents.

    7 replies

    LenaH
    Employee Tax Expert
    LenaHEmployee Tax ExpertAnswer
    Employee Tax Expert
    April 5, 2021

    No. A third stimulus payment won’t be issued for someone who has died before January 1, 2021. If you filed a joint return in 2020 and your spouse died before January 1, 2021, the decedent will not be included in the calculation of the third payment. You as the surviving spouse, if eligible, will be issued up to $1,400 for you and $1,400 for any qualifying dependents.

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    Level 2
    April 13, 2021

     Turbo is asking for the 1st and 2nd Stimulus:

    The first was in 2020 the year that we are filing now.  The second was in 2021.  I'm I suppose to enter the 2021 Stimulus for 2800, or just  Stimulus or Just  for the Yr. 2020 for $2400?

    Thank you, 

     

    Level 10
    April 13, 2021

    You need to enter both stimulus payments, the first that you received in 2020 and the second that you received in January 2021.

    Level 2
    April 13, 2021

    Thank You,

    I did that, but needed confirmation from someone to make sure I 

    I appreciate your help.