IRS Says it Wants Stimulus Payments Back from Some Taxpayers

Tens of thousands of deceased taxpayers and incarcerated taxpayers received stimulus payments which may need to be returned.

The IRS updated its FAQ on May 6, 2020 to provide guidance for such taxpayers.

Deceased taxpayers are ineligible for payment

Any payments that were made to persons who died before receipt of the payment should be returned to the IRS.

If a joint payment was made to a surviving spouse, the spouse must only return the payment made on account of the decedent. In most cases, that will be $1,200 unless your adjusted gross income exceeded $150,000.

To return the payment, see instructions below.

Incarcerated taxpayers are ineligible for payment

Any payments made to someone who was incarcerated at the time of payment should be returned to the IRS.

If a joint payment was made to married couple where only one spouse was incarcerated, a spouse not incarcerated must only return the payment made on account of the incarcerated spouse.

To return the payment, see instructions below.

How to return a stimulus payment

Payments can be returned to the IRS as follows.

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
Maine, Maryland, Massachusetts, New Hampshire, Vermont Andover Refund Inquiry Unit
1310 Lowell St
Mail Stop 666A
Andover, MA 01810
Georgia, Iowa, Kansas, Kentucky, VirginiaAtlanta Refund Inquiry Unit
4800 Buford Hwy
Mail Stop 112
Chamblee, GA 30341
Florida, Louisiana, Mississippi, Oklahoma, Texas Austin Refund Inquiry Unit
3651 S Interregional Hwy 35
Mail Stop 6542
Austin, TX 78741
New York Brookhaven Refund Inquiry Unit
5000 Corporate Ct.
Mail Stop 547
Holtsville, NY 11742
Alaska, Arizona, California, Colorado, Hawaii, Nevada, New Mexico, Oregon, Utah, Washington, Wisconsin, WyomingFresno Refund Inquiry Unit
5045 E Butler Avenue
Mail Stop B2007
Fresno, CA 93888
Arkansas, Connecticut, Delaware, Indiana, Michigan, Minnesota, Missouri, Montana, Nebraska, New Jersey, Ohio, West VirginiaKansas City Refund Inquiry Unit
333 W Pershing Rd
Mail Stop 6800, N-2
Kansas City, MO 64108
Memphis, TN 38118
Alabama, North Carolina, North Dakota, South Carolina, South Dakota, Tennessee Memphis Refund Inquiry Unit
5333 Getwell Rd
Mail Stop 8422
Memphis, TN 38118
District of Columbia, Idaho, Illinois, Pennsylvania, Rhode Island Philadelphia Refund Inquiry Unit
2970 Market St
DP 3-L08-151
Philadelphia, PA 19104
A foreign country, U.S. possession or territory*, or use an APO or FPO address, or file Form 2555 or 4563, or are a dual-status alien.Austin Refund Inquiry Unit
3651 S Interregional Hwy 35
Mail Stop 6542 AUSC
Austin, TX 78741

Leave a Comment