Level 14

Don't look at the Recovery Rebate Credit Worksheet in the 2020 return to determine what they received. That is for determining what they actually qualify for.   I made a simple spreadsheet and plugged in the 2018 and/or 2019 return information to calculate what IRS should have sent.  I use that information to help prod my clients memory when they act clueless to what they received.   I find them more motivated to look for the payment information when I tell them they didn't receive all they were entitled to but I need to know exactly what was previously sent to get them the balance....  😁

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