[WSBAPT] Stimulus Checks to Deceased Taxpayers - Returning Economic Impact Payments to IRS - New Info on IRS.gov Added Today

Fri May 8 12:43:31 PDT 2020

And so the IRS sends out the Economic Stimulus payment to
Name of Taxpayer, DECD.

Taxpayer died in October, 2018.
Final 2018 tax return, filing as single status, was filed in early 2019,
showing taxpayer is deceased.
*They know taxable is deceased but sent the check anyway.*

Guess I just check the If Recipient Died box and draw an arrow to the DECD
on their own check and send it back.
This is a bit ridiculous.

On Wed, May 6, 2020 at 12:48 PM Joshua McKarcher <josh at mckarcherlaw.com>
wrote:

> See below re stimulus checks issued to deceased taxpayers
>
> *From:* Stamback Jody K [mailto:Jody.K.Stamback at irs.gov]
> *Sent:* Wednesday, May 6, 2020 11:30 AM
> *Subject:* FW: Deceased Taxpayers- Returning Economic Impact Payments to
> IRS - New Info on IRS.gov Added Today
>
> All, here is the answer to a question I have gotten from so many of you.
>  Short answer is if a deceased taxpayer incorrectly received a Economic
> Impact Payment, it must be returned.
>
>
>
> https://www.irs.gov/coronavirus/economic-impact-payment-information-center
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.irs.gov_coronavirus_economic-2Dimpact-2Dpayment-2Dinformation-2Dcenter&d=DwQFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=WMqfja4AXPaRkV7nKIcsEaAYvaXRAfGEog4hTVmsUNo&m=KDXFYx3kcSm5oObLdsVpxt6ubQQ2-SqQMGDyj_9ci8E&s=q6o54X7UkU7AuPgLsyfhBZoYy5r3W-iEtLr_EM4xxIY&e=>
>
>
> Q10. Does someone who has died qualify for the Payment? (added May 6, 2020)
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.irs.gov_coronavirus_economic-2Dimpact-2Dpayment-2Dinformation-2Dcenter-23collapseCollapsible1588783344817&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=WMqfja4AXPaRkV7nKIcsEaAYvaXRAfGEog4hTVmsUNo&m=KDXFYx3kcSm5oObLdsVpxt6ubQQ2-SqQMGDyj_9ci8E&s=0YwWIp8SemTg9cEAO4n58SXrMQ32CHf8pba8ndVv-Hw&e=>
>
> A10. No. A Payment made to someone who died before receipt of the Payment
> should be returned to the IRS by following the instructions about
> repayments
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.irs.gov_coronavirus_economic-2Dimpact-2Dpayment-2Dinformation-2Dcenter-23more&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=WMqfja4AXPaRkV7nKIcsEaAYvaXRAfGEog4hTVmsUNo&m=KDXFYx3kcSm5oObLdsVpxt6ubQQ2-SqQMGDyj_9ci8E&s=oghM3w4k1IqVt2auClwH_st91SAwtW-vHclUCRZ3qUo&e=>. Return
> the entire Payment unless the Payment was made to joint filers and one
> spouse had not died before receipt of the Payment, in which case, you only
> need to return the portion of the Payment made on account of the
> decedent. This amount will be $1,200 unless adjusted gross income exceeded
> $150,000.
>
> *More About the Economic Impact Payment*
>
> *Q41. What should I do to return an Economic Impact Payment (EIP)? (added
> May 6, 2020)
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__www.irs.gov_coronavirus_economic-2Dimpact-2Dpayment-2Dinformation-2Dcenter-23collapseCollapsible1588783344562&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=WMqfja4AXPaRkV7nKIcsEaAYvaXRAfGEog4hTVmsUNo&m=KDXFYx3kcSm5oObLdsVpxt6ubQQ2-SqQMGDyj_9ci8E&s=9gd169ukblG-E9YXPR_yh1UFhiEkuNhZNw6Ql0HH2Bc&e=>*
>
> A41. You should return the payment as described below.
>
> *If the payment was a paper check:*
>
>    1. Write "Void" in the endorsement section on the back of the check.
>    2. Mail the voided Treasury check immediately to the appropriate IRS
>    location listed below.
>    3. Don't staple, bend, or paper clip the check.
>    4. Include a note stating the reason for returning the check.
>
> *If the payment was a paper check and you have cashed it, or if the
> payment was a direct deposit:*
>
>    1. Submit a personal check, money order, etc., immediately to the
>    appropriate IRS location listed below.
>    2. Write on the check/money order made payable to “U.S. Treasury” and
>    write 2020EIP, and the taxpayer identification number (social security
>    number,  or individual taxpayer identification number) of the recipient of
>    the check.
>    3. Include a brief explanation of the reason for returning the EIP.
>
> *For your paper check, here are the IRS mailing addresses to use based on
> the state:*
>
> *If you live in…*
>
> *then mail to this address*
>
> Maine, Maryland, Massachusetts, New Hampshire, Vermont
>
> Andover Refund Inquiry Unit
> 1310 Lowell St Mail
> Stop 666A
> Andover, MA 01810
>
> Georgia, Iowa, Kansas, Kentucky, Virginia
>
> Atlanta Refund Inquiry Unit
> 4800 Buford Hwy
> Mail Stop 112
> Chamblee, GA 30341
>
> Florida, Louisiana, Mississippi, Oklahoma, Texas
>
> Austin Refund Inquiry Unit
> 3651 S Interregional Hwy 35
> Mail Stop 6542
> Austin, TX 78741
>
> New York
>
> Brookhaven Refund Inquiry Unit
> 5000 Corporate Ct.
> Mail Stop 547
> Holtsville, NY 11742
>
> Alaska, Arizona, California, Colorado, Hawaii, Nevada, New Mexico, Oregon,
> Utah, Washington, Wisconsin, Wyoming
>
> Fresno Refund Inquiry Unit
> 5045 E Butler Avenue
> Mail Stop B2007
> Fresno, CA 93888
>
> Arkansas, Connecticut, Delaware, Indiana, Michigan, Minnesota, Missouri,
> Montana, Nebraska, New Jersey, Ohio, West Virginia
>
> Kansas City Refund Inquiry Unit
> 333 W Pershing Rd
> Mail Stop 6800, N-2
> Kansas City, MO 64108
>
> Alabama, North Carolina, North Dakota, South Carolina, South Dakota,
> Tennessee
>
> Memphis Refund Inquiry Unit
> 5333 Getwell Rd Mail
> Stop 8422
> Memphis, TN 38118
>
> District of Columbia, Idaho, Illinois, Pennsylvania, Rhode Island
>
> Philadelphia Refund Inquiry Unit
> 2970 Market St
> DP 3-L08-151
> Philadelphia, PA 19104
>
> A foreign country, U.S. possession or territory*, or use an APO or FPO
> address, or file Form 2555 or 4563, or are a dual-status alien.
>
> Austin Refund Inquiry Unit
> 3651 S Interregional Hwy 35
> Mail Stop 6542 AUSC
> Austin, TX 78741
>
>
>
>
>
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-- 
Jackie Cyphers
Jeannette A. Cyphers, Attorney at Law
P. O. Box 908
Edmonds, WA 98020-0908
telephone 425-776-5887
fax 425-640-0814
jacyphers at gmail.com
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