I had a MFJ return e-file rejected this week due to the $ 250 issue, as I had assumed that both spouses received their $ 250.
Called the SSA number, as well as IRS site - and I was refused confirmation information from both.
You need client's Soc. Sec, no, birthdate, and zip code of PRIOR YEAR'S return.
Client moved during the end of summer to a new zip code, and I immediately had them file Form 8822.
The government's records were using the NEW zip code to get access to the $ 250 rebate information.
(As it turned out, wife started receiving SS benefits during 2009 - but she did NOT receive the $ 250).
Called the SSA number, as well as IRS site - and I was refused confirmation information from both.
You need client's Soc. Sec, no, birthdate, and zip code of PRIOR YEAR'S return.
Client moved during the end of summer to a new zip code, and I immediately had them file Form 8822.
The government's records were using the NEW zip code to get access to the $ 250 rebate information.
(As it turned out, wife started receiving SS benefits during 2009 - but she did NOT receive the $ 250).