As if there hasn’t been enough nonsense going on this year, the IRS just released new guidance that contradicts what they told us earlier about stimulus payments received by the deceased.
Payment made to someone who died before receipt of the stimulus payment should be returned to the IRS. You should 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.
There are two methods for returning the money per the IRS:
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
you live in:
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
Maine, Maryland, Massachusetts, New Hampshire, Vermont
Andover Refund Inquiry Unit
310 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
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
