IRS: Free File and Economic Impact Payments

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Source: IRS - April 10, 2020



Social Security Recipients Will Automatically Receive Economic Impact Payments

April 1, 2020

WASHINGTON – The U.S. Department of the Treasury and the Internal Revenue Service today announced that Social Security beneficiaries who are not typically required to file tax returns will not need to file an abbreviated tax return to receive an Economic Impact Payment. Instead, payments will be automatically deposited into their bank accounts. 

“Social Security recipients who are not typically required to file a tax return do not need to takean action, and will receive their payment directly to their bank account,” said Secretary Steven T. Mnuchin. 

The IRS will use the information on the Form SSA-1099 and Form RRB-1099 to generate $1,200 Economic Impact Payments to Social Security recipients who did not file tax returns in 2018 or 2019. Recipients will receive these payments as a direct deposit or by paper check, just as they would normally receive their benefits.

If you would normally file a 2019 tax return, you can still use Free File now.

If you were not required and did not file a 2018 or 2019 federal income tax return because you had no income or your gross income was under $12,200 ($24,400 for married couples), you can now use the “IRS Non-Filers: Enter Your Info Here tool” or any IRS Free File company to register for Economic Impact Payments.

IRS Website info to Receive Payments

Who is eligible for the Economic Impact Payment?

U.S. citizens or resident aliens who:

  • Have a valid Social Security number,
  • Could not be claimed as a dependent of another taxpayer, and
  • Had adjusted gross income under certain limits.

Who will receive the Economic Impact Payment automatically without taking additional steps?

Most eligible U.S. taxpayers will automatically receive their Economic Impact Payments including:

  • Individuals who filed a federal income tax for 2018 or 2019
  • Individuals who receive Social Security retirement, disability (SSDI), or survivor benefits
  • Individuals who receive Railroad Retirement benefits

Who should use Non-Filers: Enter Payment Info to provide additional information to receive the Economic Impact Payment?

Eligible U.S. citizens or permanent residents who:

  • Had gross income that did not exceed $12,200 ($24,400 for married couples) for 2019
  • Were not otherwise required to file a federal income tax return for 2019, and didn’t plan to

You can provide the necessary information to the IRS easily and quickly for no fee through Non-Filers: Enter Payment Info. We will use this information to determine your eligibility and payment amount and send you an Economic Impact Payment. After providing this information you won’t need to take any additional action.

Information You will Need to Provide to the IRS

  • Full name, current mailing address and an email address
  • Date of birth and valid Social Security number
  • Bank account number, type and routing number, if you have one
  • Identity Protection Personal Identification Number (IP PIN) you received from the IRS earlier this year, if you have one
  • Driver’s license or state-issued ID, if you have one
  • For each qualifying child: name, Social Security number or Adoption Taxpayer Identification Number and their relationship to you or your spouse

What to Expect

When you are on the IRS website, Clicking the “Non-Filers: Enter Payment Info Here” button will take you from the IRS site to Free File Fillable Forms, a certified IRS partner. This site is safe and secure.

Follow these steps in order to provide your information:

  • Create an account by providing your email address and phone number; and establishing a user ID and password.
  • You will be directed to a screen where you will input your filing status (Single or Married filing jointly) and personal information.
  • Note: Make sure you have a valid Social Security number for you (and your spouse if you were married at the end of 2019) unless you are filing “Married Filing Jointly” with a 2019 member of the military. Make sure you have a valid Social Security number or Adoption Taxpayer Identification Number for each dependent you want to claim for the Economic Impact Payment.
  • Check the “box” if someone can claim you as a dependent or your spouse as a dependent.
  • Complete your bank information (otherwise we will send you a check).
  • You will be directed to another screen where you will enter personal information to verify yourself. Simply follow the instructions. You will need your driver’s license (or state-issued ID) information. If you don’t have one, leave it blank.

You will receive an e-mail from Customer Service at Free File Fillable Forms that either acknowledges you have successfully submitted your information, or that tells you there is a problem and how to correct it. Free File Fillable forms will use the information to automatically complete a Form 1040 and transmit it to the IRS to compute and send you a payment.

IRS Website info to Receive Payments


Should You Call the IRS?

The IRS issues most refunds in less than 21 days, although some require additional time. You should only call if it has been:

  • 21 days or more since you e-filed
  • 6 weeks or more since you mailed your return, or when
  • “Where’s My Refund” tells you to contact the IRS
  • This does not apply to the Economic Impact Payments

What You Will Need

  •  Social security number or ITIN 
  • Your filing status 
  • Your exact refund amount

Know Your Protections Under the IRS Free File Program

Know Your Protections Under the IRS Free File Program:

  • Get a free federal tax return – As long as you qualify for the Free File  federal return offer, you must not be charged for preparation and e-filing of a federal tax return.
  • Be protected from unnecessary fees – Other than state tax preparation fees and a possible fee if you choose to continue with tax preparation when you don’t qualify for the federal return offer, you must not be offered or solicited marketing, promotional rebates, or any other form of selling activity on the Free File company’s website.   Any state preparation or non-qualifying fees must be disclosed on the  company’s Free File landing page.
  • Be guided in your choices – If you find you don’t qualify for a specific company’s Free File offer after visiting their Free File website, you may return to the IRS.gov Free File website to seek another Free File online offer. Each Free File company will provide you information when you don’t qualify, with the option to select a link to bring you back to IRS.gov Free File site to select another company.
  • Get help if you need it – If you need help when you are on the company’s Free File website and doing your taxes, you may refer to the company’s free customer service options.
  • Be reminded of Free File – If you used Free File last year, you should receive an email from the same company product that you used, welcoming you back to Free File.  The email should include a link to the company’s Free File online program and explain how to file with the program.
  • Be protected from bank product fees – As part of Free File, you must not be offered any bank products such as Refund Anticipation Loans or Refund Anticipation Checks.
  • Get help finding a free option for you – IRS offers a Free File online Look-up tool to help you find an offer that best meets your needs. 
  • Get important information on possible charges for state returns – Many Free File online products offer free state tax preparation. Some charge a state fee.  Be sure to read each company’s information carefully.
  • Contact us – If you have a question about the IRS Free File Program contact us at freefile@irs.gov. This mailbox only handles suggestions, feedback or concerns about the Free File program. For questions about your Free File tax return or tax law contact your provider’s customer service. Non-Free File topics submitted will not receive a response. Do not email ANY personal information, such as a Social Security number or a home/office address.

    If your question are regarding the Free File Fillable Forms Program, please visit the User’s Guide (PDF) or Free Fill Fillable Forms FAQs.

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