EIP
CTC
TRANSFER TRUE/FALSE
100

What was the amount of the second stimulus

What is 600

100

Did I need income to receive advance Child Tax Credit payments?

No. Even if you had $0 in income, you could have received advance Child Tax Credit payments if you were eligible.

100

This is a valid transfer. True or False

Caller needs to update bank account.

What is False.

Caller will need to update banking information on the 2021 tax return.

200

What is the full amount (if eligible) a dependent would get for the second stimulus.

What is 600.

200

 Can my Child Tax Credit be offset if my spouse or I owe past-due child support?

Yes. Refunds of an overpayment of a tax liability, including the portion to which your Child Tax Credit relates, may be reduced (that is, offset) for overdue taxes from previous years or other federal or state debts that you owe.

If you receive a refund after you file your 2021 tax return, any remaining Child Tax Credit amount to which you may be entitled may be a part of the calculation of whether you have an overpayment of your 2021 income tax liability. A refund of this overpayment may be subject to offset for past-due child support.

This is different from advance Child Tax Credit payments, which were not reduced (that is, offset) for past-due child support.

Important Note for Spouses: You can file Form 8379, Injured Spouse Allocation, with your 2021 tax return to get your share of a joint refund that would otherwise be applied to your spouse’s debt.

Form 8379 is filed by one spouse (the injured spouse) on a jointly filed tax return when the joint overpayment was (or is expected to be) applied (offset) to a past-due obligation of the other spouse. By filing Form 8379, the injured spouse may be able to get back his or her share of the joint refund.

-Filing Season 2021 Child Tax Credit Frequently Asked Questions — Topic A: 2021 Child Tax Credit Basics

200

True or False. This is a valid transfer.

I need to verify my identity 

What is False.

-AdvCTC Transfer Job Aid V16

300

True or False.

For the second EIP one parent must have a SSN that is valid for employment to be eligible for the 2nd EIP.

What is True. 

Qualifying child must have an SSN that is valid for employment (issued by the dates above) OR A valid Adoption Taxpayer Identification Number (ATIN) AND At least one parent must have a valid SSN

-Comparing EIP JA

300

Does everyone in my family need to have a Social Security number (SSN) to qualify for the Child Tax Credit?

  • Rule for You and Your Spouse: To claim the 2021 Child Tax Credit, you — and your spouse, if you are filing a joint return — must have a Social Security number (SSN) or an IRS Individual Taxpayer Identification Number (ITIN) issued on or before the due date of your 2021 tax return (including an extension if the extension was requested by the due date).
  • Rule for Your Qualifying Children: Each qualifying child you claim for the 2021 Child Tax Credit must have an SSN that is valid for employment and is issued by the Social Security Administration (SSA) before the due date of your 2021 tax return (including an extension if the extension was requested by the due date)

--Filing Season 2021 Child Tax Credit Frequently Asked Questions — Topic B: Eligibility Rules for Claiming the 2021 Child Tax Credit on a 2021 Tax Return


300

True or False. Is this a valid transfer.

Caller does not have 6419 and wants to know the amount of their ctc payments ( no other probing done)


False.

CSR must probe to determine a valid.

transferAdvCTC Transfer Job Aid V16

400

Does Where’s My Refund provide my Economic Impact Payment information?

What is Where's My Refund does not provide the status or amount of your Economic Impact Payments. It does provide the status of your tax refund, which may include any 2021 Recovery Rebate Credit you claimed on your 2021 tax return.

400

I do not have my Letter 6419. Are there any other ways that I can find the total amount of my 2021 advance Child Tax Credit payments?

What is Yes. You can also get information on the total amount of advance Child Tax Credit payments that were disbursed to you during 2021 from the following sources:

  • The IRS's Child Tax Credit Update Portal (CTC UP); and
  • Your IRS Online Account.

Topic C: Reconciling Advance Child Tax Credit Payments and Claiming the 2021 Child Tax Credit on Your 2021 Tax Return

400
True or False. Is this a valid transfer.

Caller had started a payment trace and it has been more than 6 weeks.

What is True.

AdvCTC Transfer Job Aid V16

500

I received joint Economic Impact Payments with my spouse. Does my online account include my spouse's amount?

 No, your account online will show only your portion of the payments. Your spouse will need to sign into their own account to retrieve their portion of the payments.

500

TRUE OR FALSE.

My child’s other parent and I have agreed that, for Federal income tax purposes, I'll claim our child for each odd-numbered year while the other parent will claim our child for each even-numbered year. The child’s other parent claimed the Child Tax Credit for our child on their 2020 tax return and received advance Child Tax Credit payments in 2021. 

Will I still be able to claim the full Child Tax Credit for my child?

What is True.

Yes. You will be able to claim the full amount of the Child Tax Credit for your child on your 2021 tax return – even if the other parent received advance Child Tax Credit payments for that child.

The other parent should have unenrolled from receiving advance Child Tax Credit payments, but their decision will not affect your ability to claim the 2021 Child Tax Credit. The other parent may owe additional tax equal to the total amount of the advance Child Tax Credit payments that they received for your child.

For more information about repayment of advance Child Tax Credit payments, and how to receive the full amount of the Child Tax Credit for which you are eligible, see Topic C: Reconciling Advance Child Tax Credit Payments and Claiming the 2021 Child Tax Credit on Your 2021 Tax Return, and Topic D: Claiming the 2021 Child Tax Credit If You Don’t Normally File a Tax Return.

-Filing Season 2021 Child Tax Credit Frequently Asked Questions — Topic B: Eligibility Rules for Claiming the 2021 Child Tax Credit on a 2021 Tax Return

500

True or False. This a valid transfer.

Caller has received a CP notice and acknowledges the mistake, disagrees with the findings, and still needs assistance. (car has probed)

Valid transfer.

AdvCTC Transfer Job Aid V16

 

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