dlmcferran
Level 3

When a taxpayer dies in 2020 before stimulus checks are issued the IRS says they must be sent back. When this situation happens, Lacerte still tries to give them a Recovery Rebate Credit on line 30 of the 1040 form.  To complicate things, Lacerte's help screen says that this payment is valid even though the IRS says NO WAY. 

Appreciate comments and who's right, Lacerte or the IRS?

Dennis McFerran

RTRP, San Jose, CA

 

 

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