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Subject: IRS Stimulus Rebate Checks
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LeonPotterUser is Offline

Posts:389

05/07/2008 3:27 PM Alert 
Posted By Jason on 05/07/2008 3:23 PM
Posted By poobaa on 05/07/2008 2:22 PM
As an aside if you use turbotax, you must pay the $17.95 electronic filing fee by credit/debit card to have IRS direct deposit your rebate check.


Or you can have them take the e-File fee out of the return, which will cause a paper check.


I think you and Poobaa were already on the same page. He was saying was must pay e-filing fees directly in order to have direct deposit directly paid to taxpayer's account. That has been established (a few times) on this thread.

You may remember this from the original 85239:
Proverbs 22:7
The rich ruleth over the poor and the borrower is servant to the lender.
JasonUser is Offline

Posts:3378


05/07/2008 3:59 PM Alert 
Posted By LeonPotter on 05/07/2008 3:22 PM

In the business, we call these things: The Tax advisor  employment opportunity act.



Joined: Jul 2005
metsfanUser is Offline

Posts:56


05/08/2008 7:19 AM Alert 
LeonPotter, you are incorrect on the example of a married couple filing jointly with two kids. I'm not sure how you came up with the formula or math but it's much easier than all that. Since they fall under the max income of 150k they get $1200 as a couple and $300 per child for a total of $1800.
LeonPotterUser is Offline

Posts:389

05/08/2008 8:52 AM Alert 
Posted By metsfan on 05/08/2008 7:19 AM
LeonPotter, you are incorrect on the example of a married couple filing jointly with two kids. I'm not sure how you came up with the formula or math but it's much easier than all that. Since they fall under the max income of 150k they get $1200 as a couple and $300 per child for a total of $1800.



You're right I was mistaken. I based it on my understanding of tax liabilty. The item I misunderstood was NET tax liability. This is the TOTAL from line 57 (liability after deductions and credits) + line 52 child tax credit.

There are examples of why the maximum may not paid. Following are the items regarding net tax liability from IRS.gov

"Many, but not all, taxpayers qualify for the maximum basic payment of $600 for singles or $1,200 for married couples. Many parents are also receiving an additional $300 for each qualifying child, born after Dec. 31, 1990.

Your payment may be less than the maximum for one or more of the following reasons:

  • You are single and your net income tax liability is less than $600. If you file Form 1040 net income tax liability is the amount shown on Line 57, plus the amount on Line 52.
  • You are married and your net income tax liability is less than $1,200."

I did sample scenarios using the online calculator and I was able to change the results based on changing the "net tax liablity" which supports the IRS info.

Again, it's something that could be simple, but it's a political invention.

It appears people with lower incomes will not get full rebate either. Here's why: The child tax credit (line 52) lowers the tax $1 for $1 until zero. But, if the taxpayer(s) already have no or low tax liability, the child tax credit will be limited to that amount. When lines 52+ 57 are added, the total could be less than maximum rebate allowed.

The flip side of the coin is that I could have put more to 401k  to lower tax liablity to zero(line 57) and still got $2100. I have three kids under 17. So my NET tax liabilty (line 57+ line 52) would have been $3000.


You may remember this from the original 85239:
Proverbs 22:7
The rich ruleth over the poor and the borrower is servant to the lender.
Cactus RobUser is Offline

Posts:773


05/08/2008 9:24 AM Alert 

Be alert for email phishing scams that are floating around the Internet.  No matter how official looking they are, THE IRS WILL NEVER INITIATE CONTACT WITH YOU BY EMAIL. 

www.irs.gov/privacy/article/0,,id=179820,00.html

LeonPotterUser is Offline

Posts:389

05/08/2008 9:25 AM Alert 
Posted By Cactus Rob on 05/08/2008 9:24 AM

Be alert for email phishing scams that are floating around the Internet.  No matter how official looking they are, THE IRS WILL NEVER INITIATE CONTACT WITH YOU BY EMAIL. 

www.irs.gov/privacy/article/0,,id=179820,00.html

Cactus Rob, Good post!! That's always a good reminder.


You may remember this from the original 85239:
Proverbs 22:7
The rich ruleth over the poor and the borrower is servant to the lender.
JasonUser is Offline

Posts:3378


05/08/2008 9:46 AM Alert 
Tax related question: If I file amendments to prior years, what exactly do I need to file? I know I need the 1040X and supporting documentation, but is there anything else? I assume the IRS will send me a paper check for the amount of additional refund, right?

Joined: Jul 2005
LeonPotterUser is Offline

Posts:389

05/08/2008 9:53 AM Alert 
Posted By Jason on 05/08/2008 9:46 AM
Tax related question: If I file amendments to prior years, what exactly do I need to file? I know I need the 1040X and supporting documentation, but is there anything else? I assume the IRS will send me a paper check for the amount of additional refund, right?



No, that is it. The tax info and the documents to support it.  The process time can be 8-12 weeks. The check will be mailed to you.


You may remember this from the original 85239:
Proverbs 22:7
The rich ruleth over the poor and the borrower is servant to the lender.
JasonUser is Offline

Posts:3378


05/08/2008 10:01 AM Alert 
OK, I got confused, because TurboTax was printing out the whole return again for me to file, but the 1040X said that I only needed to file the 1040X and supporting documentation.

Thanks!

Joined: Jul 2005
DaybyDayUser is Offline

Posts:221

05/09/2008 8:46 AM Alert 
Yea IRS! You followed through. YIPPEE!
azsouthendzoneUser is Offline

Posts:528


05/10/2008 9:42 AM Alert 
Leon...you are thinking way too hard about all this.
LeonPotterUser is Offline

Posts:389

05/10/2008 9:53 AM Alert 
Posted By azsouthendzone on 05/10/2008 9:42 AM
Leon...you are thinking way too hard about all this.



Maybe so. But, after much years of daily practice,it becomes easier.


You may remember this from the original 85239:
Proverbs 22:7
The rich ruleth over the poor and the borrower is servant to the lender.
*rikimaru*User is Offline

Posts:403


05/10/2008 7:39 PM Alert 
IRS came through here too, 2400 smackers deposited on friday!!!!

listened for, they cannot be heard;looked for, they cannot be seen; felt for, they cannot be touched: old ninja proverb
cydyinazUser is Offline

Posts:38

05/14/2008 1:16 PM Alert 

I've been trying to call an 866 number for the IR stimulus check and keep getting told they are inundated with calls and then get an option recording, when I try to push 0 nothing happens. How did you get a live person?

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