The IRS admitted to accidentally sending incentive checks to ineligible people on the first aid payment, and it could have happened again. For example, if you received a check that you shouldn’t have received, you have incentive money even though you earn it– the IRS expects you to return the payment. And depending on how you received the incentive money – by (including ) or – there are specific ways in which you should handle the return.
Here are all the reasons the IRS would expect you to return an improperly paid stimulus check and how to do it. It’s also important to keep yourand these important things about it . (And here’s what happens with one .)
Reasons to return the second stimulus check
Qualifications are key to determining. If you fall under one of these categories and received a stimulus check, it is probably by mistake.
- You received a check for someone who passed away – there’s a nuance, more below.
- You do not have a social security number.
- You are considered a “non-resident alien” without a spouse of a US citizen.
- You are a non-citizen filing federal taxes.
- Your exceeds the limit, for example, $ 87,000 for a single taxpayer.
- You are on someone else’s taxes.
There is more information on this.
How to return a stimulus check to the IRS
If any of the above applies to you, you may need to return your stimulus check. Here’s how to do this for each scenario, according to the IRS.
To return a paper check that has not been cashed or deposited:
1. Write VOID in the approval section on the back of the check.
2. Do not bend the check or make it into paper clips.
3. On a separate sheet of paper, let the IRS know why you are returning the check.
4. Mail the check to the correct IRS location – it varies depending on the state you live in.
To return a direct deposit or paper check that has been cashed or deposited:
1. Use a personal check or money order and make the check payable to the U.S. Treasury. You must also write the EIP 2020 and include the taxpayer identification number or Social Security number of the person whose name is on the check.
2. On a separate sheet of paper, let the IRS know why you are returning the check.
3. Mail the check to the correct IRS location – it depends what state you live in.
To return a check for someone who has passed away:
If you receive a payment for someone who died in 2019 or earlier, the IRS says you must repay the full payment “unless it was sent to joint filers and one spouse is still alive.” If you are the living spouse, you must repay half of the payment, but no more than $ 1,200 in total.
However, if the check was issued in both your name and the name of your deceased spouse (and therefore you cannot deposit the money), you must return the entire amount to the IRS. After the agency processes the returned payment, it will issue you a new check with the correct amount for you.
What if I have not yet received a stimulus check?
If you were among the tens of millions who qualified for the second stimulus check and you did not receive it, you may be able toon your taxes. Also keep in mind that payment may still be a few days away if you receive a paper check or in the mail. If so, you can .
To keep up to date with the latest incentive news, is hereand if you have problems with stimulus control, . This is also what is happening with one now .