Skip to content
BOL Conferences
Learn More - Click Here!

Forums · Active Threads · Forum Rules · Mark All Read · Log In
BankersOnline.com Forums Banker Forums Need to Remain Anonymous Stimulus Check into Deceased Joint Account
New Reply Thread Options
#2247195 - 01/05/21 06:54 PM Stimulus Check into Deceased Joint Account
Anonymous
Unregistered

Ugh. Not sure what to do about this.

Husband and wife filed joint taxes in 2019 and had refund direct deposited.

Based on their filing, their joint stimulus is being direct deposited. But one has passed since the last stimulus check.

NOW WHAT? Turn a blind eye and let the surviving spouse figure it out? Or should we reclaim the deceased portion? Is it even our business?

Return to Top Reply Quote Quick Reply Quick Quote
#2247203 - 01/05/21 07:06 PM Re: Stimulus Check into Deceased Joint Account Anonymous
Retired DQ Offline
10K Club
Retired DQ
Joined: Dec 2002
Posts: 40,766
Turnpike Exit 10
_________________________
Get your facts first, then you can distort them as you please. - Mark Twain

Return to Top Reply Quote Quick Reply Quick Quote
#2247216 - 01/05/21 07:40 PM Re: Stimulus Check into Deceased Joint Account Anonymous
rlcarey Offline
10K Club
rlcarey
Joined: Jul 2001
Posts: 83,364
Galveston, TX
_________________________
The opinions expressed here should not be construed to be those of my employer: PPDocs.com

Return to Top Reply Quote Quick Reply Quick Quote
#2247231 - 01/05/21 08:43 PM Re: Stimulus Check into Deceased Joint Account Anonymous
Anonymous
Unregistered

OP here: thank you both for the guidance!

Return to Top Reply Quote Quick Reply Quick Quote
#2247265 - 01/06/21 05:05 PM Re: Stimulus Check into Deceased Joint Account Anonymous
John Burnett Offline
10K Club
John Burnett
Joined: Oct 2000
Posts: 40,086
Cape Cod
Translated: It's not your problem. It's the responsibility of the surviving spouse, in the case of direct deposits.
_________________________
John S. Burnett
BankersOnline.com
Fighting for Compliance since 1976
Bankers' Threads User #8

Return to Top Reply Quote Quick Reply Quick Quote
Quick Reply:
HTML is disabled
UBBCode is enabled




Moderator:  MagicCity, P*Q, Truffle Royale