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My mother got a stimulus payment, but she died in 2018.

31,736 4,063 May 5, 2020 at 08:01 AM
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Title pretty much says it all. She passed away 4/17/18. I am/was the executor. I believe she filed her 2017 taxes (since she passed so close to the tax filing deadline, and she used to participate in tax help for the elderly). I filed her 2018 taxes which IIRC, was under some sort of tax ID number, not her social. I don't recall exactly as the estate atty facilitated it. I didn't file for 2019 (yet, if at all); The estate pretty much cleared in 2019 with the exception of a few hundred $$ in the estate checking account due to proceeds from RE sale.

I for sure will ask the atty what to do with the check, but thought I would get opinions here.

[I don't have the check in hand but her former neighbor called me yesterday indicating that the new owners (for almost a year now) brought over the check to them.]

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#2
Quote from Dr. J
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Title pretty much says it all. She passed away 4/17/18. I am/was the executor. I believe she filed her 2017 taxes (since she passed so close to the tax filing deadline, and she used to participate in tax help for the elderly). I filed her 2018 taxes which IIRC, was under some sort of tax ID number, not her social. I don't recall exactly as the estate atty facilitated it. I didn't file for 2019 (yet, if at all); The estate pretty much cleared in 2019 with the exception of a few hundred $$ in the estate checking account due to proceeds from RE sale.

I for sure will ask the atty what to do with the check, but thought I would get opinions here.

[I don't have the check in hand but her former neighbor called me yesterday indicating that the new owners (for almost a year now) brought over the check to them.]

Estate taxes were likely filed under an estate tax id. Usually, the tax year of a person's death sees the executor for the decedent or their representative file a final tax return under the decedents SSN (which should have been marked as deceased). That return is generally for the period of the year up to the date of death.

Then, for the period of the year subsequent to the decedent's death and going forward, a new id for the estate is obtained from the IRS and the estate files under that id until it closes out.

If I had to guess (and it is only a guess), either the accountant\lawyer did not mark your mother's final tax returned as deceased or (more likely), the IRS simply screwed up and did not keep proper records. Either way, let your lawyer or attorney deal with resolving the check they sent. Most likely you just have to send it back to them.
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#3
according to one tax guy, there are no rules listed in the cares act that says you have to return the money. Munchin (don't care to lookup spelling) said no dead people should get the money and wants it back. This is actually money that is coming from your 2020 taxes but they used 2019 taxes to get the money to you. Oh and if you didn't file taxes in 2019, we'll do you one better and go by your 2018 taxes..(how stupid) Everyone should have had to file to get this....no file...no get.

As some of us know, Social Security supplies people info to the IRS. Chaulk that up to double waste.. oh that's normal for the Gov...
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for those that hate spelling mistakes www.walmarts.comCool

bulb save money by checking your insurance every 2 years (and not every 20) Thanks Liberty Mutual for reminding me to shop. The $842 increase this year sums it up. Across the board increase for Ohio....whatever
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#4
It should have said on the front of the envelope to send it back and check the box that says DECEASED.
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"Never argue with stupid people, they will drag you down to their level and then beat you with experience."

― Mark Twain
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#5
Good idea. someone will go through the apartment buildings and check the box and put them in the dropbox.
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#6
Quote from stufine
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As some of us know, Social Security supplies people info to the IRS. Chaulk that up to double waste.. oh that's normal for the Gov...

Nothing new there. The gov gets ripped off every year sending SS checks to dead people. Usually they manage to catch up to it.

That said, signing someone else's check to deposit it in your account is fraud\a crime. So even if they can't force you to give it back, they can prosecute you imo for trying to cash it lol. Of course I suppose if you are the legal executor, you could sign it as such, but I tend to doubt that is going to end well either lol.
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#7
don't forget about the direct deposit
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#8
Guess you saw the notice from the IRS today. If you received a check... send it back..
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#9
Quote from YanksIn2009
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Nothing new there. The gov gets ripped off every year sending SS checks to dead people. Usually they manage to catch up to it.

That said, signing someone else's check to deposit it in your account is fraud\a crime. So even if they can't force you to give it back, they can prosecute you imo for trying to cash it lol. Of course I suppose if you are the legal executor, you could sign it as such, but I tend to doubt that is going to end well either lol.
most of the time it isn't large enough for OIG/DA to take. they just go through a reclamation process and establish a debt if that doesn't work.
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Quote from BiGspendr
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Stick a milk bone us ur ass, and let the dog eat it. Works like a charm! http://i.slickdeals.net/images/smilies/emot-LMAO.gif
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