All three kids are now set with bank info entered. It took my S multiple tries to get his info to match. They had filed an amended return for 2018 and tried using those corrected numbers. It kept telling them the info didn’t match the records. Suggested he try the numbers from the first 2018 return and it worked. Note that the amended return was still filed by April15, 2019 so not sure why they didn’t have that info for them.
Anyone have an idea as to when it will hit the bank accounts? One kid is working reduced hours and has not yet been able to file for unemployment so for her the money will be a help.
Just checked, mine still has the “ you are eligible but not yet scheduled “ message that has been showing since Sunday.
There was some news not too long ago that if a couple filed taxes as “married filing jointly” and one but not the other is an “eligible individual” (by whatever definition is used), they do not get stimulus money (not even for the one who is an “eligible individual”).
If a US citizen with a valid SS# files MFJ with a foreign spouse with no SS# but an ITIN, the neither gets it. Seems ridiculous. And unfair. The US citizen should get it. (Exception for military)
In that situation they should check if amending to MFS would cause their taxes to go up less than $1200 and if so amend.
When you file joint, you live by those rules. It is a joint total and the IRS doesn’t go through and figure out that “MR” made $XXX and “MRS” made $YYY. If only one COULD have qualified, no, that person doesn’t get the stimulus money. There are a lot of tax credits (and that’s what this is, a tax credit) are not available to filing status like married filing single like the AOTC.
I don’t know if they are allowing Married filing separately to get the stimulus. Usually they don’t allow that status to get many of the benefits like AOTC, some child credits, etc. It’s the penalty for filing separately.
Yes MFS can get the stimulus. The cares act sets the income limits as phasing out for single filers and MFS at $75k-$99k and for MFJ at $150 - $198k. So people filing MFS are eligible.
I’m aware of all the things people lose eligibility for by choosing MFS. It’s mostly to stop people using MFS to try and get round things limited by AGI. It does not apply in the case of the stimulus as they specifically set the limits for both MFS and MFJ in the act - probably because it would generally be more beneficial in this situation to file jointly if one is a higher earner than the other (My son for instance would not be eligible for the full check MFS but filing MFJ they are eligible for the full $2400.)
I do think not letting a US citizen get the stimulus because they are filing jointly with their ineligible non US citizen spouse is completely wrong. If they are eligible income wise then why should they not get the $1200?
I’m a non US citizen but a resident green card holder with a SS#. I am eligible. I personally think it’s a disgrace that an otherwise eligible person that is a US citizen does not get it.
My son ticked I claimed him. Lives with me full time. Says I’m opportunistic. Subject started when I told him he won’t get stimulus check. My income limited and claiming him saved thousands on my taxes. Why do I feel guilty?
@kosterbelle - In a word, don’t feel guilty. You have nothing to feel guilty about!
One can amend a return before the due date from MFJ to MFS, so anyone who has already filed for 2019 as MFJ can so amend if it’s so all fired important to get that $1200. Won’t get that money till much later since IRS isn’t doing paper returns right now and they don’t get to amended returns in the best of times for several months. Then, if the MFS filing affects the 2019 tax calculations, one can amend again as there are no restrictions about changing from MFS to MFJ.
Of course those who have not yet filed for 2019 and are in the situation where the $1200 payment is forthcoming if MFS status is claimed can go right on ahead and do so, and amend later.
There are ways like this to get the stimulus payment.
@kosterbelle , from what I gather, it is likely that your son (and mine) who were dependents last year will get the $1200 payment later, perhaps as a refundable tax credit for 2020taxes if they are independent this year. No guarantee yet, but it makes sense as the payment is meant to alleviate the financial crisis for 2020. My son was in college for 5 months last year, and this little matter of college tuition and living expenses we covered for him in 2019 make him very much a dependent for that year. But he’s been on his own once set up in his first post college job. This COVID19 crisis has put a quash on this start, and he rightfully deserves a stimulus check as he’s now been furloughed indefinitely.
Using 2018 tax info was to expedite the payment process more than to get the money to the people being directly affected by what is driving the whole stimulus payment thing. There are are plenty of people getting these checks that should not from 2018 info (the dead, the incarcerated, for example). And those who won’t be getting the money at all that are directly affected by the driver of all of this, or won’t get the funds for nearly a year at earliest, if at all. Requiring a 2019 return to get the money would have taken care of some of the issues but still not addressed those whose status has changed for 2020. And since the year has not played out yet, no telling if some don’t end up dependents due to the financial stresses. State Unemployment offices and computer systems are faring worse than the IRS in getting funds moving, in part because of antiquity of the systems, the overload of claims and the fact that they are working in real time instead of in 2018.
Nevermind, I see this issue has been addressed already
@kosterbelle don’t feel guilty. My son tried the same thing on me a couple of years ago. I told him if we were paying his tuition I was darned well claiming him. It turned out it didn’t even matter this year since he didn’t earn enough to pay taxes.
He submitted his bank info a couple of weeks ago. Yesterday, he got a check in the mail! Odd.
Finally, finally, finally able to enter bank info. I was able to get in yesterday, but encountered technical difficulties because we got a refund in 2018, but applied it all to 2019 estimate, so our refund amount was 0. The software couldn’t handle that scenario, but I guess they solved that issue by today.
The one glitch was that when I tried to enter bank info with DH’s info, it said to try later, even though it was the first time today I’d accessed the site. So I tried using my info (FAQs say you can use either person’s info on MFJ return), and it worked. Yay!
@shellfell Is the Technical Difficulty Error 109 fixed now for people who had no refund and no balance due?
@shellfell and @Madison85 That was my situation and just now I was able to enter bank information. But, we’ll see if that sticks, because as @MaineLonghorn experienced, I was able to enter DD’17’s bank info early on and it later changed to say check mailed 4/24. Maybe because she was in that group that was to get checks in the first round they just switched her back.
Saw an article today (well part of one - WSJ - and I don’t have a subscription so couldn’t read the whole thing). Says the 2nd round of payments should be coming next week to people who entered their payment info by 4/22 and SS recipients who don’t have to file a return. I didn’t get mine in till yesterday 4/24 (cause I couldn’t get in) so probably not in the next round.
I seriously had to just go and Google the date. Losing track. Though I did know what day of the week it is at least ? (Saturday, right?)??
It was fixed for me, @Madison85. I had seen a Time magazine article yesterday (the article was actually dated 4/22) that said the IRS was aware of that glitch and was working to fix it. From my experience, it seems they did.
I added dashes between social security numbers, and that got me to the page of “no info”. If you write Ave, do you need the Ave.?
I don’t think you should put dashes - I didn’t. I tried it once with dashes and got an error message.
On the address I abbreviated South to S and Road to Rd - no periods or commas. (On my return the words were not abbreviated but written out in full - when I entered it that way I got a records don’t match message)
So try the SS# with no dashes and your address with Ave. ???
If Ave does not work maybe try Av
@bookworm I just checked. Did not put dashes in between social security numbers. But did put / for date of birth. I did not enter drive or street or anything after the street on my address.
That worked. But it did not give me a date that I would receive my payment
@shellfell So did you enter 0 for refund or 0 for balance due? (You applied your overpayment to the next year)?