@Nhatrang I don’t think your cleaning lady is eligible. You have to be a citizen with a SSN or have a SSN with right to work on it (usually means a green card). A ITIN will not work.
As far as I know, you have to qualify to get a check now under either 2018 or 2019 tax filing, status (not dependent), and filing status (married, single, HOH). If you don’t qualify, you won’t get a check. You can file a form if you are low income and weren’t required to file. But say you are married and made $200k in 2019, no check for you. If you only make $150k in 2020, I believe when you file 2020 taxes you can claim the credit. If the opposite is true, and you make $150k in 2019 so you and spouse get a check, and then you really make $200k in 2020, I think that’s when the clawback/no clawback kicks in.
Someone above said she qualified but husband didn’t. If you file a joint return, you qualify/don’t qualify based on total income. You qualify by filing status, so married filing joint has the full $2400 for $150k income, and then it phases out.
People who have owed taxes have already received checks. It is not being done based on refunds or amount owed.
You could have zero income and receive a check. Income only comes into play when you make too much to qualify.
People who filed and owed are still getting direct deposits not paper checks.
This has been stated a few times but I haven’t seen any proof of this. It’s been talked about as a possibility by legislators but to my knowledge no concrete plans have been made for this group who has fallen through the cracks. If anyone has concrete evidence, please point it out reference it. We can’t assume what applied in 2008-09 applies here.
Went back in this morning. Using my info, I got “Payment Status Unavailable”. I did this after using DH’s info, which I used yesterday, and being told I was locked out for trying to access too often. I now have to wait 24 hours to try with his info.
By my estimation, if we have to wait for a paper check, we probably won’t see it until the end of July.
“As of Wednesday afternoon, the Internal Revenue Service didn’t have guidelines on its website for economic impact payments sent in error to the deceased.
Nor were they willing to comment on the projected number of payments “mistakenly sent to ineligible recipients and whether the agency has a system in place to reclaim the payments,” according to Just The News, a conservative-leaning media outlet.”
@thumper1 Here is my understanding regarding the economic impact payment (EIP):
If you receive a payment based on your 2018 AGI or 2019 AGI in 2020 and it is LARGER than what you would have received next year based on your 2020 AGI then you get to keep it all (i.e. no clawback).
If you receive a payment based on your 2018 AGI or 2019 AGI and it is SMALLER than what you would receive based on your 2020 AGI (or don't receive a payment at all such as due to filing status, etc. ) it will be trued up when you file your 2020 return in 2021 (i.e. you will get an increase in the form of a credit on your 2020 tax return).
A. If you haven’t filed your 2019 return yet then the EIP you will receive by direct deposit or check in 2020 is based on your 2018 AGI.
B. If you have filed your 2019 return then the EIP you will receive by direct deposit or check in 2020 is based on your 2019 AGI.
C. The EIP is not taxable income for federal purposes.
As a tax professional completing 2019 individual returns, we have held off on having clients file, if the EIP would be larger based on 2018 AGI, until after the payment is received.
Our income was higher in 2018 because of a severance package for my H. We already filed for 2019 (a while ago), but our EIP was based on the higher AGI of 2018 and we didn’t receive the full amount. I’m not sure why they didn’t use our 2019 return. Hopefully, as stated above, we will be able to adjust that with our 2020 return next year.
We got ours yesterday - partial amount- based on 2018. We had to pay in 2018. Haven’t filed 2019 yet. If we had , we wouldn’t have received anything. D1 hasn’t received anything yet. She has filed 2019 and owed small amount. System let her input her banking information since it wasn’t in system. D2 won’t even check. Just rolls her eyes at me when I suggest she check?
Regarding deceased check recipients, they said on the Today show this morning that the families/spouses of the deceased can keep the checks.
Our $2400 was pending for a couple days and posted to our bank account yesterday. DS (in college) won’t qualify since we claim him as a dependent - too bad since he can’t work his work-study job for the rest of the semester. He will be fine, but would’ve definitely appreciated the money.
DD’17 filed as not a dependent (for the first time) shortly after news of this started. She paid taxes by direct debit. Yesterday I went on the portal and it said she qualified but they didn’t have her banking information and I was able to add it. So I think she is set.
I tried to enter my banking information, because we pay in or apply overpayments every year. In 2019 we had an overpayment but applied it all to 2020 so our line 21a is $0. I get a mismatch if I enter the amount of the overpayment, and an error message if I say we got a refund but enter $0. Might just be a kink in the system.
@uwalummom One of my sons does an on campus work study part-time job. He filed for unemployment the other day. I read and reread the conditions. Unemployment has been expanded due to Covid 19 and their jobs ended because of the campus shutdowns. They would have worked until the end of the semester.
“Payment Status Not Available
According to information that we have on file, we cannot determine your eligibility for a payment at this time.
For more information on the eligibility rules, see our Frequently Asked Questions page.”
Filed both 2018 and 2019. Owed small amount of tax each year, paid with credit card. Also receiving SS benefits.
Anyone else have lower income now than in 2018 or 2019? I’m sure that I’m not the only one who would have qualified based on projected 2020 income…what is being earned now…but did not qualify based on 2018 or 2019.
I know…it’s a first world problem not to qualify…but for some people, they have total loss of income now, but that’s not reflected in their 2019 or 2018 tax returns. They probably could use that money.
Four of the five members in our family are eligible for checks (my 22-year-old daughter is in that weird group of kids who aren’t).
Three of us got our direct deposits yesterday, including my son who’s on SSI (I filed a tax return for him last week to speed up the process). My middle kid provided bank account information yesterday, so he should get his before long. It’s a nice chuck of change for a kid just out of college.
(Still no word on the PPE program. I called TD Bank and listened to the employee read a script that in effect stated they have no idea what’s going on. Applications are being processed in the order received. Hmm, I got ours in within a couple of hours after the portal opened…)