Denied Stimulus money

[ChEAr$]

Fear not

My client died in October 2007. She had a pension of $16,000 and SS benefits of $16,000. I put the SS benefits on line 20a. Her AGI is $16,000. She had high medical bills ($37,000) so her Taxable Income is $0.

She did owe Household employment taxes. Estimated payments were made during the year and another $457 was sent in with her return.

She (her estate) is entitled to the $300 stimulus money. However, the IRS website states that she did not qualify because her qualifying income was not high enough.

I don't think that an amended return is the right thing to do. Should her family call the IRS? Thanks for any suggestions.

You wouldn't believe the number of problems just like this are out there.

In all cases I've heard, even though taxpayer read this on the web site, they nevertheless
got their $300 due.

It's a systemic thing with IRS computers.

So wait six weeks until after normal time for the check if not received, then
the estate administrator/executor should contact IRS.

[Jan S]

My client died in October 2007. She had a pension of $16,000 and SS benefits of $16,000. I put the SS benefits on line 20a. Her AGI is $16,000. She had high medical bills ($37,000) so her Taxable Income is $0.

She did owe Household employment taxes. Estimated payments were made during the year and another $457 was sent in with her return.

She (her estate) is entitled to the $300 stimulus money. However, the IRS website states that she did not qualify because her qualifying income was not high enough.

I don't think that an amended return is the right thing to do. Should her family call the IRS? Thanks for any suggestions.