Spouse died in March 2020. Husband received $1200 each for the first stimulus payments. He returned the $1200 check for his wife being deceased. The second stimulus payment he received $600 for himself. How do I report this on the Recovery Rebate worksheet? If I show that he received only $1200 and $600, it calculates that he is getting a refund of $1800. And if I show he received $2400 and $600, it shows a refund of $600.
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This was his error: "He returned the $1200 check for his wife being deceased"
That is not what the provision states.
Perhaps it would help to review what is really happening:
The funds were paid out as Advanced payment against a projection. The projection used 2018 or 2019 tax returns. But 2020 is the Actuals. You use the 2020 return to reconcile what a person is entitled to, against what they got. A person living to see Jan 1, 2020 is fully qualified.
You might want to bookmark these links and read the IRS guidance.
One for each EIP.
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