While the new controls follow most of the eligibility rules that Congress enacted with the first round of incentive payments earlier this year, some have changed so that– and others to be disqualified.
Below we will discuss the factors that have nothing to do with thethis may prevent you from being paid. If you meet the eligibility requirements, here’s which one and the real reason you want it if possible. (Here’s how and what happens to a possible .)
This story is regularly updated with new information.
The total of $ 600 per person from the second stimulus check could work against you
Some things have changed with thethat President Donald Trump signed on December 27. The total per person is one of them, including a maximum of $ 600 (less than $ 1,200 per person in the first incentive package), with an additional $ 600 each (from $ 500). One thing that hasn’t changed is the formula the IRS uses .
The result of some pretty complicated math for stimulus checks is that more people are progressively becoming ineligible for a stimulus check payment, especially if they don’t have children 16 and under, the appropriate age for a qualified dependent.
So, for example, if you’re a single tax bearer, you don’t need to have qualified dependent children and your, on your 2019 tax return is between $ 75,000 and $ 95,000, you would have received a portion of the first ($ 1,200 max) stimulus check. But with a maximum of $ 600 per adult, you would phase out the second payment once you hit $ 87,000. Read more in our and try it yourself.
Find your 2019 tax return to determine your adjusted gross income. You can find your AGI on line 8b of the 2019 federal tax form 1040. If you did not file any tax in 2019, locate your 2018 tax document and navigate to line 7.
People between the ages of 17 and 24 are excluded again
When the first round of incentive checks was sent, millions of young Americans were barred from receiving the payment –. Those who were between the ages of 17 and 24 and were also claimed as were not checked themselves due to a child’s tax code definition. So if you are 17 or older, under the new plan (and the CARES law) you will not be considered a child, even if you still live at home.
While some lawmakers have called for an extension of the definition of a stimulus control dependent, regardless of age, thekept the CARES Act definition but increased the amount from $ 500 to $ 600 per qualified child. The House version of the $ 2,000 proposal would send the largest amount to all dependents. The Senate version retains the 16-year-old cap.
Note that even if you are not considered a child by the definitions of stimulus control, you may not be considered an adult who would receive their own stimulus control. Here’s how to determine if you’re counting as a.
Eligibility rules for people with ‘non-resident alien’ status
If you are a “non-resident alien” you are not eligible for one. The government defines a non-resident alien as someone who has “failed the green card test or the substantial attendance test”.
Note that youto receive the first incentive payment. Non-citizens must have a Social Security number and live and work in the US to receive an incentive check under the CARES Act. The $ 900 billion stimulus bill would make it possible for families with a non-civil spouse even if they themselves get a tax identification number (ITIN) from the IRS and not a Social Security number.
The Democrats’wanted to extend incentive checks to a group of people who are not US citizens and pay US taxes, with an ITIN provided by the IRS.
“Non-resident aliens” with a spouse who is a US citizen can now qualify for a second check
The $ 900 Billion Incentive Act allows non-U.S. Citizens with a spouse of a U.S. citizen to have aas part of their household, a change to the first payment rules.
If you were married on the first check to someone considered a non-resident alien, neither of you could receive the first stimulus check for yourself or money for your family members if you file your tax returns jointly – even if the eligible parent and child are US citizens.
To receive the first incentive check, you must both have a Social Security number or be a member of the United States Armed Forces during the tax year. If you filed your taxes separately, the citizen may be eligible for a full or partial incentive payment. The same was true for US citizens who claim their dependent child (as head of household) on a separate tax return from the non-civil spouse.
At the second check, the family could be eligible as long as they met the other requirements.
People with overdue child benefits will not be automatically disqualified this time
With the first stimulus check, if youwith a whopping $ 150, the government gave states the . For example, if you owe $ 2,000, your entire stimulus check will go to your child’s other parent. If you owed $ 400, that amount would be deducted from your stimulus check.
The rules surrounding the $ 600 incentive check would allow people in this group to hold the money without having their check garnished to pay back child support.
Current law would not prohibit people in prison or prison from getting the second incentive payment
Originally, people in prison and in jail were deemed by the IRS to be eligible for a stimulus check, and subsequently interpreted them as ineligible. But a California federal judge’s ruling allows inmates to apply online for the first incentive payment by Nov. 21, noting that the CARES Act did not explicitly ban this group.
The IRS has appealed this decision but has sent paperwork to prisons for inmates. At the moment, detainees would be entitled to a second stimulus check.
What if a family member has passed away since I filed my 2019 federal tax return?
The IRS “sent nearly 1.1 million payments totaling nearly $ 1.4 billion to deceased persons,” said the US Government Accountability Office, before requesting a refund.
If someone has died since the previous tax return, the IRS guideline at the first check is that families cannot keep the money on their behalf, for example, if the deceased filed taxes with a spouse. An exception may be if you receive the survivor’s social security benefit from your spouse.
With the second check, if your spouse passed away in 2020 and your AGI is less than $ 112,500 per year, you will be eligible for the full amount of $ 600. (There is a precedent for this. According to ProPublica and CNBC, families were able to maintain the stimulus from the 2008 economic crisis in the event of death.)
If a check was accidentally addressed to you and you would otherwise be ineligible, the IRS may expect the family to return the payment, although they may not be legally required to do so.
If you still don’t know if you are eligible for the next incentive payment, find out here. Also, . Plus, .