What Shall I Do If I Received A Stimulus Payment to My Deceased Spouse?

If you and your spouse filed tax returns for 2019 or 2018 jointly, you likely have already received the Economic Impact Payments (Payments) authorized by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act).

However, if your spouse died before your receipt of the payment, IRS wants that portion of payment made to your deceased spouse. This means you will need to return $1,200 (or a lesser amount if your adjusted gross income exceeded $150,000).

At Hemness Faller Elder Law, we recommend our Florida clients, who have been affected by this “CARES”-less payment, to take the following steps to properly handle the return of payment. We hope this could help you and your families as well.

If the payment was a paper check and you have NOT cashed it:

1. Write “Void” in the endorsement section on the back of the Treasury check.

2. Write a note to briefly explain the reason for returning the check.

For example:
On 05/01/2020, I received an Economic Impact Payment in the amount of $2,400. Because my husband Mr. John Doe passed away on 01/01/2020, I am sending it back for a reissuance of the Economic Impact Payment.

3. Mail the voided Treasury check and your note immediately to the IRS location designated for Florida taxpayers (Don’t staple, bend, or paper clip the check):

Austin Internal Revenue Service
3651 S Interregional Hwy 35
Austin, TX 78741

If the payment was a paper check and you have cashed it, or if you received the payment as a direct deposit:

1. Write a check, or get a money order, etc. payable to “U.S. Treasury”; in the memo line of the check or money order write 2020EIP, and the social security number of your spouse.

2. Write a note to briefly explain the reason for returning the check.

For example:
On 05/01/2020, I received an Economic Impact Payment in the amount of $2,400. Because my husband Mr. John Doe passed away on 01/01/2020, I am sending $1,200 back for his portion of the Economic Impact Payment.

3. Mail the check/money order and your note to the IRS location designated for Florida taxpayers (Don’t staple, bend, or paper clip the check):

Austin Internal Revenue Service
3651 S Interregional Hwy 35
Austin, TX 78741

If you need any help with probate administration or trust administration, do not hesitate to contact our office at (813) 661 5297.

Recent Articles

The Medicare Open Enrollment Period Is Almost Here!

The Medicare Open Enrollment Period Is Almost Here!

Are you prepared for the Medicare Open Enrollment period? It is an essential time for beneficiaries to review and adjust their healthcare plans. This annual window, which runs from October 15th to December 7th, allows you to make changes to your Medicare coverage. In...

Shining a Light on Down Syndrome Awareness Month

Shining a Light on Down Syndrome Awareness Month

October is a special month dedicated to raising awareness about Down Syndrome, a chromosomal condition that affects millions of individuals worldwide. Down Syndrome Awareness Month provides a platform for advocates, families, and communities to come together and...

Senior Drivers: When Should You Hang Up The Keys?

Senior Drivers: When Should You Hang Up The Keys?

In today's car-centric world, it has become an entirely subconscious thought to pick up your keys and drive somewhere. However, as age progresses, there comes a time in every person's life when it may no longer be safe to do so. It becomes essential to evaluate when...

Group Homes For Adults with Disabilities

Group Homes For Adults with Disabilities

In our last blog, we discussed the broad ways to enhance the independence of adults with disabilities. Going over living arrangements, education/skill development, as well as community involvement and legal advocacy for special needs individuals. One such option...