Recovery Rebate Credit
I received joint Economic Impact Payments with my spouse. Does my online account include my spouse’s amount?
What is: 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.
When is it appropriate to refer the caller?
What is: If your caller needs assistance that is not related to their Economic Impact Payment (EIP) or Recovery Rebate Credit (RRC), look at the below list of items to determine if they could get assistance from the Individual or Business Tax lines, Puerto Rico Local Tax Authority (Hacienda), MetaBank or the Advance Child Tax Credit Line. If not, please direct the caller to IRS.gov
I expected a direct deposit of my payment. Why are you mailing it to me?
What is: Your payment may have been sent by mail because the bank rejected the deposit. This could happen because the bank information was invalid or the bank account has been closed.
Note: You can’t change your bank information already on file with the IRS for your Economic Impact Payment. Don’t call the IRS, our phone assistors won’t be able to change your bank information, either.
What is the 1400.00 stimulus payment also known as
What is: American Rescue Plan
Will my child receive their own payment if I claimed them as a dependent on my 2019 tax return, and they are graduating from school in 2020 for the First Economic Impact Payment?
No, your child did not receive the first payment because you claimed her as a dependent on your 2019 tax return. She is not allowed a Recovery Rebate on her 2020 tax return if you or someone else can claim her as a dependent on your 2020 tax return.
However, if your child can’t be claimed as a dependent by you or anyone else for 2020, your child may be eligible to claim her own 2020 Recovery Rebate Credit and must file a 2020 tax return to claim the credit.
Where can I get help completing my 2020 tax return for the Recovery Rebate Credit if I can’t do it myself?
What is: If you are unable to or choose not to use the IRS Free File or Free File Fillable Forms to file your 2020 tax return to claim the Recovery Rebate Credit, there are various types of tax return preparers, including certified public accountants, enrolled agents, attorneys and others who can assist you in filing your return. See Need someone to prepare your tax return? for information on how to choose the right preparer for you.
What systems should we log into everyday at the beginning of our shift?
What is: Amazon Workspace, Microsoft Teams and Genesys
What if I don’t recognize the bank information shown and I receive SSA, RRB, SSI or VA benefits?
What is:
If you did not file a tax return and you receive SSA, RRB, SSI or VA benefits and your benefits are currently deposited to a Direct Express card, then your third Economic Impact Payment will be deposited to that card. The bank information shown in Get My Payment will be a number associated with your Direct Express card and may be a number you don’t recognize.
For those without direct deposit information on file with the IRS, the IRS will use federal records of recent payments to or from the government, where available, to make the payment as a direct deposit. This helps to expedite payment delivery.
If you don’t recognize the bank account number displayed in the Get My Payment tool it does not mean your deposits were made to the wrong account or that there is a fraud. If you do not recognize the account number, it may be an issue related to how information is displayed in the tool tied to temporary accounts used for refund loans/banking products. You do not need to complete Form 14039, Identity Theft Affidavit.
Do individuals have to have a valid social security number for employment to receive the payment?
What is: No, you must have a valid social security number but it does not have to be valid for employment.
Q H3. When will eligible Social Security, Railroad Retirement and Department of Veteran Affairs benefit recipients who are not required to file a tax return receive their first Economic Impact Payment?
What is: The IRS and Treasury have issued all first and second Economic Impact Payments.
If you didn’t get any first or second Economic Impact Payments or got less than the full amounts, you may qualify for the 2020 Recovery Rebate Credit and must file a 2020 tax return to claim the credit even if you don’t normally file.
See the special section on IRS.gov about claiming the Recovery Rebate Credit if you aren’t required to file a tax return.
Should I include income on the return even if I am not usually required to file?
What is:
Yes, your return must be complete and correct. Even if you don’t have a tax return filing requirement, you may be eligible to receive additional credits based on your filing information by including the amount of your income and information about a spouse or any dependents. Filing electronically is the fastest and most accurate way for you to file. The tax software will ask you questions about your income, credits and deductions and will help you figure your Recovery Rebate Credit and any other credits that may apply to you.
If your income is $72,000 or less, you can use brand-name software to prepare and file your Federal tax return electronically for free with IRS Free File. You can also file electronically with commercial tax preparation software.
Tax professionals can help you prepare a tax return.
IRS.gov has online resources to answer your questions immediately. The Interactive Tax Assistant is a tool that provides answers to several tax law questions specific to your individual circumstances. Based on your input including any income, it can determine your filing status, if you can claim a dependent, if you're eligible to claim a credit, or if you can deduct expenses. You can also review the Instructions for Form 1040 and Form 1040-SR PDF for additional guidance.
What if a caller payment was deposited into an account the caller no longer has access to
What is: Transfer the caller
What if my address change or is incorrect?
What is:
The easiest way to update your address with the IRS is to file your 2020 tax return with your current address, if you haven’t already done so. The fastest way to file the return and have your address updated, is to file it electronically.
If your payment can’t be delivered to you for any reason, it will be returned to the IRS. To get your payment reissued:
For other ways to update your address with the IRS, see How do I notify the IRS my address has changed?
When must a qualify dependent have a valid social security number by to be able to receive payment
What is: 5/17/2021 or 10/15/2021
Where can I get more information about my second Economic Impact Payment?
What is: For more information about Economic Impact Payments and the 2020 Recovery Rebate Credit, visit IRS.gov/eip. For other COVID-19-related tax relief, visit IRS.gov/coronavirus. Visit IRS Statements and Announcements on IRS.gov for current information about Economic Impact Payments along with other IRS subjects.
I am filing electronically, and the software asks me to enter my prior year Adjusted Gross Income (AGI) to submit my return. Where do I find this information?
What is:
When preparing your taxes and filing electronically, you must sign and validate your electronic tax return by entering your prior-year Adjusted Gross Income (AGI) or your prior-year Self-Select PIN.
How long should you take getting ready to take calls?
What is: 6 minutes
What information does Get My Payment display about my Economic Impact Payment?
Get My Payment shows when and how your third Economic Impact Payment was sent. To find your payment amount, create or view an online account or refer to IRS Notice 1444-C.
If you’re eligible for a plus-up payment, Get My Payment will show the status of this additional payment, and will no longer show the status of your initial third payment.
Get My Payment displays these messages:
Payment Status:
If you get this message, either:
or
Payment Status Not Available:
If you get this message, either we have not yet processed your payment, or you are not eligible for a payment. We will continue to send the Third Economic Impact Payment to eligible individuals throughout 2021.
Need More Information:
If you get this message, your payment was returned to the IRS because the post office was unable to deliver it.
To have your payment reissued as a direct deposit, you can provide a routing and account number for a:
If you don’t provide account information, we can’t reissue your payment until your address if updated. See My address has changed or is incorrect. What can I do to change or correct it to receive my payment?
What age limit do a qualifying dependent have to be to have a payment issued.
What is: No age requirement
Can a deceased person be eligible for the Second Economic Impact Payment
What is: Yes, only those who were not deceased prior to January 1 2020 would qualify for the payment
I received a notice saying that my 2020 Recovery Rebate Credit was changed because I was claimed as a dependent on another taxpayer’s 2020 return. What do I need to do?
A. If you filed a 2020 return and checked the box stating you can be claimed as a dependent by another taxpayer, you do not qualify for the 2020 Recovery Rebate Credit. To be eligible for the 2020 Recovery Rebate Credit you cannot be a dependent of another person.
B. You do not need to take any action as the notice is informing you that the IRS already adjusted your return and disallowed the 2020 Recovery Rebate Credit. No further action is needed.
What should be done at the end of each shift?
What is: Log out of Genesys, Check Your email again, if needed, record your hours in Deltek and log out of Amazon Workspace
Does it matter who information I use if I filed jointly?
What is: Either spouse can use Get My Payment by providing their own information for the security questions used to verify their identity. Once verified, the same payment status will be shown for both spouses.
Will my Economic Impact payment be offset if I owe child support?
What is: No federal or state offsets
What is the 1200.00 stimulus payment also referred to as?
What is: Coronavirus Aid, Relief, and Economic Security (CARES) Act