$250 Eco.recovery payment

[arlo]

I have a client that is a retired government employee. Wife on S.S.
He said he did not receive a check so I requested the credit on his 1040.
The IRS deducted the $250.00 from his refund. I used the IRS Web to see if
he received the $250.00 . The IRS Web said he did not receive the payment.
Anyone have an answer. Do. Government retired people get this credit?

[ChEAr$]

I have a client that is a retired government employee. Wife on S.S.
He said he did not receive a check so I requested the credit on his 1040.
The IRS deducted the $250.00 from his refund. I used the IRS Web to see if
he received the $250.00 . The IRS Web said he did not receive the payment.
Anyone have an answer. Do. Government retired people get this credit?

Unanswered questions. Did you try to claim the full amount of Obama money?
Did wife receive the $250 from SSA? Did you factor that in?

Retired U S civil servants under the old retirement systems, CSERS, did not pay into social security and therefore qualify for for the $ 250.

[Bonnie]

Probably wife's $250 from Social Security

[Burke]

I have a client that is a retired government employee. Wife on S.S.
He said he did not receive a check so I requested the credit on his 1040.
The IRS deducted the $250.00 from his refund. I used the IRS Web to see if
he received the $250.00 . The IRS Web said he did not receive the payment.
Anyone have an answer. Do. Government retired people get this credit?

You did not say whether he had wage income. If not, or no earned income from self-employment, then he was not entitled to the $250. It's a credit for working.

[ChEAr$]

You did not say whether he had wage income. If not, or no earned income from self-employment, then he was not entitled to the $250. It's a credit for working.

Not the way I see it, Burke.

I used my "sample" client in my own software, assuming he is a retired U S civil service person. His only income is on a 1099R from Office of Personnel Mangement in DC, the agency which pays such people. Since he was not covered by Social security while working, he may claim the $250, even if no other taxes, no other income, or no other tax liability.

Try it in your own software to confirm.

[Burke]

You see it right, Chear$. It works. And wife's $250 does not disqualify him the way I see it. Unfortunately, I don't have a single, retired, "gummit" person who does not also draw Social Security or Railroad Retirement as well. So they all got it.

[Peachie]

Hi Burke,

You did not say whether he had wage income. If not, or no earned income from self-employment, then he was not entitled to the $250. It's a credit for working.

The way I read this law, self employment income won't get you the money either. I thought since I had SE income and the $250 payment, I wouuld also get the additional $150, but I didn't.

Peachie

[Gretel]

SE income should get you the credit, same as W-2.

[ChEAr$]

SE income should get you the credit, same as W-2.

But it doesn't always. Both for Peachie and for me. In my case mine and wife's $500 were too much for my meager S corporation wages to add any more Obama money.

[Gretel]

But it doesn't always. Both for Peachie and for me. In my case mine and wife's $500 were too much for my meager S corporation wages to add any more Obama money.

I remember now. I had one case like this where wife SE income was eaten up by hubby's $250.