After you complete the Wages & Income section, the Deductions & Credits section and the Other Tax Situations section, the stimulus question will be asked in Federal Review.
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
I need to go back and edit my return to show that I did receive the March 2021 stimulus payment. I lost the paper work and did not expect it to be deposited in my investment account.
@Kyle_Farris Did you file yet? If you already filed you don't have to amend for that. The IRS will catch it and automatically adjust your return for it and reduce your refund or send you a bill.
If you haven't filed,
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
After I select "Other Tax Situations", I don't see a "let's get started" button.
@AJM04 wrote:
After I select "Other Tax Situations", I don't see a "let's get started" button.
There are only two reasons the question for the stimulus payment will not be presented -
1. You are being claimed as a dependent (or)
2. Your 2021 Adjusted Gross Income is over the maximum for the Recovery Rebate Credit
• Single or married filing separately—$80,000
• Married filing jointly or qualifying widow(er)—$160,000
• Head of household—$120,000
The question was presented the first time, answered "no" by accident. Trying to go back and change my answer.
You can use Search to get back to the stimulus screen as super Tax Champ @VolvoGirl said.
If you saw the stimulus screen but added information that made you ineligible, it's possible the screen won't come up again. Look at awesome Tax Champ @DoninGA's post.
I tried typing "stimulus" in the Search in upper right. I do not see a link to "jump to stimulus". Lot of other links, but no "jump to stimulus" link.
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:
@AJM04 wrote:
I tried typing "stimulus" in the Search in upper right. I do not see a link to "jump to stimulus". Lot of other links, but no "jump to stimulus" link.
You do not see this -
If you are not eligible for the credit because your Adjusted Gross Income is too high, the program won't ask.
The stimulus payment in this case is irrelevant. Even if you did get one, it needn't be paid back.
If you are eligible for the credit, the program will ask if you already received the stimulus payment. If you got the payment, you won't also get the credit.
If you answered incorrectly, or something changed, go to your list of forms and delete the "Recovery Rebate Credit" worksheet.
Select Tax tools, then Tools on the left side bar
Select "Delete a form" on the TOOLS screen
Scroll down and delete "Recovery Rebate Credit" worksheet
I received the 3rd stimulus check for $1400 in 2021. Turbotax asks the question if I received it and when I enter the amount my tax due increases - I thought this was not considered income?
What you may not realize is that as soon as you began to prepare your tax return, the software was giving you the $1400 and it was shown on that "refund monitor" -----but when you entered that you received it already, the software had to reconcile the payment you received, You cannot get it twice---so it looked to you like you "lost" $1400. You did not lose it and you are not being taxed on it---you just cannot receive it twice.
I am in a similar situation. I want to adjust my answer when I do the jump to method it just takes me to the review and does not give me the option to change it.
Please note that this page will not appear if your income is above the limits of the Recovery Rebate Credit. Those limits are:
It did not ask me whether we received the 2021 Stimulus payment
@patcharlton9 wrote:
It did not ask me whether we received the 2021 Stimulus payment
After you complete the Wages & Income section, the Deductions & Credits section and the Other Tax Situations section, the stimulus question will be asked in Federal Review.
There are only two reasons the question for receiving the 3rd stimulus payment would not be presented -
1. You are being claimed as a dependent (or)
2. Your 2021 Adjusted Gross Income is over the maximum to receive the Recovery Rebate Credit
• Single or married filing separately—$80,000
• Married filing jointly or qualifying widow(er)—$160,000
• Head of household—$120,000
You keep the 3rd stimulus payment you received, it does not have to be repaid.