I assume no one has filed your late mother's tax returns for the 2019 tax year, so the IRS just goes by her 2018 record and does not know that she has passed away.
I suppose that means the IRS's algorithm just goes with what's in their tax returns database first, then later will traverse through the Social Security database after that are done processing everyone in the tax returns database.
I figured they weren't going to come after the money, but the MarketWatch article is describing what Ax brought up, that they are looking at the most recent history they have.
In my Mom's case, there is a final return for the estate, so it means no one bothered to check a simple filing status code indicating that the person is deceased.
Regardless, it will be used as stimulus. We'll figure out a good place to donate it so it does someone in need some good.
-------------------------------- When the world wearies and society ceases to satisfy, there is always the garden - Minnie Aumônier
Posts: 38221 | Location: Somewhere in the middle | Registered: 19 January 2010
One of our kids got their check, the other didn't. Fun times at Chez Nina
Seriously, I can think of no reason why the other kid shouldn't get the money, but I may not understand the ground rules. He has earned income in both the US and Canada for 2019. Hmmmm.
Posts: 35428 | Location: West: North and South! | Registered: 20 April 2005
Originally posted by LL: If made ou to mom, how do you get it signed?
It was a direct deposit to an account for her trust.
I happened to check it because I’ve been waiting for the state to debit the account for what she owed in state income taxes. That was supposed to happen yesterday, and it did. That’s when I saw the stimulus money go in.
Usually if you get a check made out for someone who is deceased, you can request that it be reissued to the estate.
-------------------------------- When the world wearies and society ceases to satisfy, there is always the garden - Minnie Aumônier
Posts: 38221 | Location: Somewhere in the middle | Registered: 19 January 2010
Have handled a couple of estates, but this is the First time for me doing one that involved a trust, so I’m kind of stumbling through it myself. Had an accountant do the tax returns. Wasn’t up to figuring out what needed to be done.
-------------------------------- When the world wearies and society ceases to satisfy, there is always the garden - Minnie Aumônier
Posts: 38221 | Location: Somewhere in the middle | Registered: 19 January 2010
wtg, I am so sorry..I know my Mom struggled with the trust for my Dad long after he passed.
I talked to her today but didn't think to ask if she got hers.
My younger kids did immediately...I won't see it for sometime as I don't get refunds so my bank account is not registered...not that I am counting on it..
-------------------------------- "Wealth is like manure; spread it around and it makes everything grow; pile it up, and it stinks." MillCityGrows.org
Posts: 11215 | Location: Massachusetts | Registered: 22 April 2005
