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Returning Economic Impact Payments Received by Deceased Taxpayers

Thursday, May 7, 2020  
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Partners,

Many of you have submitted inquiries on how to handle stimulus payments sent to deceased taxpayers. Please refer to the two pertinent Frequently Asked Questions (FAQ’s) below which were released yesterday. Note that no deadline for return of payments has been officially declared at this time.  Currently all IRS Campuses are still closed however mail is being delivered to the campuses and will be processed as operations resume.

Q10. Does someone who has died qualify for the Payment? (added May 6, 2020)

A10. No. A Payment made to someone who died before receipt of the Payment should be returned to the IRS by following the instructions about repayments. 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. 

More About the Economic Impact Payment

Q41. What should I do to return an Economic Impact Payment (EIP)? (added May 6, 2020)

A41. You should return the payment as described below.

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:

 

If you live in…

then mail to this address

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

 

For more information, please go to: https://www.irs.gov/coronavirus/economic-impact-payment-information-center

 

Thank you for all you do, every day!

Stay safe and well,

Cathye Mason

IRS Stakeholder Liaison

Portland, OR

Cathye.S.Mason@irs.gov


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