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Recovery Rebate Credit Change After E-File

msmith7305
Level 5

When opening client after e-filing received a notice that the Recovery Rebate Credit had changed.

Single taxpayer, no dependents, with 2019 AGI of $81,829. Based upon that she received the correct amount of EIP #1 of $859 and $260 for EIP #2. Total of $1,119.

Her 2020 AGI is $78,220. Based upon that she should have received $1,039 for EIP #1 and $439 for EIP #2. Total of $1,478.

PS calculates Recovery Rebate Credit of $359 ($1,478 - $1,119.).

The Changes Since E-File Worksheet shows credit should be $0.

Did a completely new "dummy" return with same facts and got same result.

Has anyone else seen this issue?

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Just-Lisa-Now-
Level 15
Level 15

Its an update bug from last week.  I reported it on Thursday evening, it was sent to development on Friday morning...Im sure the next update will have it worked out.

The actual tax return didnt change, right?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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6 Replies 6
TaxGuyBill
Level 14

Last week I had one that had that pop-up notice and it shows that the Recovery Rebate changed (the 'changes' form showed the credit was $0), but when I looked at the actual return compared with what I filed, nothing changed.

So while my issue (it didn't REALLY change the tax return) was different than yours (it ACTUALLY changed the tax return), it does seem to indicate something is screwed in the software.

Just-Lisa-Now-
Level 15
Level 15

Its an update bug from last week.  I reported it on Thursday evening, it was sent to development on Friday morning...Im sure the next update will have it worked out.

The actual tax return didnt change, right?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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MARYNAV
Level 3

I have had the same thing happen with the last three tax returns I e-filed.  I went back into to print out the 9325 for my file and got that message.  When I hit the button to show me what change it pulled up an amended return taking out the entire RR credit that I took on the return which was appropriate on all three returns.  It didn't change the return itself.  I am so relieved to hear it is a bug.  The first time it happened it was for a very difficult, high maintenance client who was supposed to get the full $1,800 on the return and I dreaded telling her that she might not get the credit.

I guess all these bugs will be worked out by April 15th??

 

Just-Lisa-Now-
Level 15
Level 15
false popup message, the returns are correct.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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msmith7305
Level 5

Thanks. Good to know.

No, the actual return was not altered or changed.

Just a BIG surprise when you get the pop-up!

psaund9860
Level 3

I have the same problem.  Client did not receive payments based on 2019 income of $296,000.  This year's income is $112,000 and Proseries computed $3,600 in Recovery Rebate Credit.  Upon opening the return after efile, the $3,600 is in error on "Display Changes".

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