Social Security Disability And Stimulus Check Faqs
Many people who are collecting Social Security Disability have questions about if and when they will receive a second stimulus check. Other SSDI recipients may never have received their first stimulus check.
In this article the experienced Orange County Social Security Disability attorneys at Cantrell Green answer some of our SSD recipients frequently asked questions about the second stimulus check as well as how to make a claim for last years stimulus payment if you did not receive one.
When Youll Receive Your Payment
The final date to qualify has already passed for filers other than those with pending ITINs. If you have already filed, you dont have to do anything.
If you have not received a payment by now, you will most likely receive a paper check. In addition, if you did not receive a refund with your tax return or owed money at the time of filing, you will receive a paper check.
Payments will go out based on the last 3 digits of the ZIP code on your 2020 tax return. Some payments may need extra time to process for accuracy and completeness. If your tax return is processed during or after the date of your scheduled ZIP code payment, allow up to 60 days after your return has processed. Please allow up to three weeks to receive the paper checks once they are mailed out.
|Last 3 digits of ZIP code||Mailing timeframes|
Should I Hold Off On Filing My 2020 Tax Return And What Happens If The Irs Uses 2019 Tax Information
It likely wont make a difference in the longer term other than to update dependent or payment data, but the IRS will only use your 2020 tax return data to determine eligibility for this round of stimulus checks if they have processed your return . If your 2020 return has not been filed and processing, they will use 2019 tax data for payment.
If your 2020 return is filed and/or processed after the IRS sends you a third stimulus check, but before July 15, 2021 the IRS would send you a second payment or require a repayment for the difference between what your payment should have been if based on your 2020 return and the payment actually sent based on your 2019 return.
Recommended Reading: What Is The Stimulus Check For
Tracking Your Second Stimulus Check
You can check the status of both your first and second stimulus checks using the IRS’s online “Get My Payment” tool. The tool, which was used for first-round payments, was recently updated with new information regarding second-round payments. For more information on the tool, see Where’s My Stimulus Check? Use the IRS’s “Get My Payment” Portal to Get an Answer.
Social Security Modernizing Its Disability Programdecades Old Rule Updated To Reflect Todays Workforce
Social Security Commissioner Andrew Saul announced a new final rule today, modernizing an agency disability rule that was introduced in 1978 and has remained unchanged. The new regulation, Removing the Inability to Communicate in English as an Education Category, updates a disability rule that was more than 40 years old and did not reflect work in the modern economy. This final rule has been in the works for a number of years and updates an antiquated policy that makes the inability to communicate in English a factor in awarding disability benefits.
It is important that we have an up-to-date disability program, Commissioner Saul said. The workforce and work opportunities have changed and outdated regulations need to be revised to reflect todays world.
A successful disability system must evolve and support the right decision as early in the process as possible. Social Securitys disability rules must continue to reflect current medicine and the evolution of work.
Social Security is required to consider education to determine if someones medical condition prevents work, but research shows the inability to communicate in English is no longer a good measure of educational attainment or the ability to engage in work. This rule is another important step in the agencys efforts to modernize its disability programs.
The rule will be effective on April 27, 2020.
To get more Social Security news, follow the Press Office on Twitter .
Don’t Miss: Irs Stimulus Check Tracker Tool
How Do I Get My Check If I Havent Filed A 2019 Tax Return
If you receive Social Security or Railroad Retirement Benefits and did not file a tax return in 2019, you will not have to file a return in order to receive your paymentthe IRS has your information already. If you dont receive those benefits and did not file a tax return for 2019, you may need to file one to confirm your eligibility. Check your status in the Get My Payment portal for instructions.
Also Check: When To Expect 1400 Stimulus Check
Who Is Eligible For The Second Stimulus Check
Eligibility is primarily based on four requirements:
1. Income: The income requirements to receive the full payment are the same as the first stimulus check.There is no minimum income needed to qualify for the payment. Households with adjusted gross income up to $75,000 for individuals will receive the full payment. This stimulus payment starts to phaseout for people with higher earnings. The second stimulus check maximum income limit is lower than the first stimulus check. Single filers who earned more than $87,000 in 2019 are ineligible for the second stimulus check.
View the chart below to compare income requirements for the first and second stimulus checks.
|Income to Receive Full Stimulus Payment||First Stimulus Check Maximum Income Limit||Second Stimulus Check Maximum Income Limit|
2. Social Security Number: This requirement differs from the original eligibility for the first stimulus check. Originally under the first stimulus check, if you were married filing jointly, both spouses needed valid Social Security numbers . If one spouse had an Individual Taxpayer Identification Number , then both spouses were ineligible for the stimulus check. For married military couples, the spouse with an SSN could still get the stimulus check for themselves but not the other spouse with an ITIN.
Former first stimulus check rules:
Second stimulus check rules:
Former first and second stimulus check rules for military filers:
Read Also: Who Is Not Eligible For A Stimulus Check
$600 For Ssi/ssp Recipients Is Approved In New Golden State Stimulus Package
Last week Governor Newsom and the Legislature announced an agreement on the proposed Golden State Stimulus, which will provide one-time stimulus payments of $600 to low-income Californians. As announced in the deal, eligible recipients of the $600 include:
- Californians who are recipients of SSI/SSP
- Californians who are recipients of the Cash Assistance Program for Aged, Blind and Disabled Legal Immigrants Program
- Californians who are recipients of the CalWORKS program
- California households receiving the California EITC for 2020
- California taxpayers with Individual Tax Identification Numbers who were precluded from receiving the $1,200 per person federal payments issues last spring and the more recent $600 federal payments.
Grant payments for CalWORKS households are expected by mid-April timing for the delivery of SSI/SSP and CAPI grants is currently under discussion with federal officials.
Recipients Of Disability Benefits Who Have Other Sources Of Income
If you receive social security disability benefits and other sources of income that bumps your total income over $75,000, expect a reduction in the amount you receive via a Coronavirus stimulus check. If you are married and filed a joint tax return, expect a similar reduction in the amount of the stimulus check if you and your spouses income exceed $150,000.
The stimulus payments are steadily reduced for individuals and married couples with incomes in excess of $75,000 or $150,000 . In addition, the stimulus payments are phased out entirely for individuals earning in excess of $87,000 and married couples who earned in excess of $174,000.
The income thresholds in the new legislation are much stricter and less generous in comparison to the income thresholds used pursuant to the CARES Act. In the first Coronavirus relief legislation, individuals earning less than $99,000 remained eligible to receive a stimulus check and married couples earning less than $198,000 were able to get a stimulus check.
Also Check: Is There A Third Stimulus Check Coming
All You Need To Know Is Yourself
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The above article is intended to provide generalized financial information designed to educate a broad segment of the public it does not give personalized tax, investment, legal, or other business and professional advice. Before taking any action, you should always seek the assistance of a professional who knows your particular situation for advice on taxes, your investments, the law, or any other business and professional matters that affect you and/or your business.
Deadline To Apply For Huge Ctc $3600 Payments In Just Days Away
If your birth date is on the 11th-20th, it will be deposited on the third Wednesday of each month.
If your birth date is on the 21st-31st, it will be deposited on the fourth Wednesday of each month.
People that receive Social Security Disability Insurance are usually on the same schedule, as long as they started claiming after 1997.
Those that qualify for SSDI are folks with disabilities who can no longer work, or who can no longer work at the same capacity as they once did.
To receive your benefits, check this payment schedule below starting in April to the rest of the year.
- Third Wednesday: December 21
- Fourth Wednesday: December 28
If you started receiving SSDI benefits on or ahead of 1997, you’ll get your payments on the third of every month, as long as it doesn’t fall on a weekend.
As April 3 is a Sunday, this means you should get the payment on April 1 instead.
Don’t Miss: When To Expect The Next Stimulus Check
If I Haven’t Received My Stimulus Check What Should I Do
If there’s a problem with your stimulus check, the SSA and VA refer you back to the IRS. However, the IRS doesn’t want you to call if you have an issue with your payment, and points out repeatedly on its FAQ pages that phone staff don’t have additional information beyond what’s available to you in the IRS tracking tool. So, what then?
Depending on the situation, there may be a few self-service options if you run into stimulus check trouble or are looking for an explanation of what’s holding up your check. Otherwise, you may need to request a payment trace with the IRS, but there are specific timing rules for that.
Some of the rules surrounding the third stimulus payment get complicated.
You Filed A Paper Tax Return
This year, the IRS is encouraging taxpayers to file electronically and set up direct deposit to get their refunds back more quickly. With mail delays, it could take a while for the IRS to receive your return in the mail and even longer to issue a paper check.
Filing your return online instead of through the mail is more important than ever this year to avoid refund delays, the IRS says. Instead of a paper tax return, use one of these free online tax filing services so you dont have to wait to receive your money.
Also Check: How To Track Golden State Stimulus 2
Will College Students Get A Second Stimulus Check
It depends. Under the Cares Act, if you have a dependent who is a college student and older than 16-years-old, you could not receive a stimulus payment for that college student. The Heroes Act would allow you to receive up to $1,200 for each dependent, including for a college student. If there is a second stimulus check, however, there is no current indication whether anyone older than 16 will be counted as a dependent who qualifies for a stimulus payment.
What Information Will You Need
To access the tool, youll be asked to provide a:
- Social Security Number or Individual Tax ID Number
- Date of birth
- Street address and
- Five-digit ZIP or postal code.
If you file a joint tax return, either spouse can typically access the portal by providing their own information for the security questions used to verify a taxpayers identity. Once verified, the same payment status is shown for both spouses. In some cases, however, married couples who file a joint tax return may get their third stimulus payment as two separate payments half may come as a direct deposit and the other half will be mailed to the address the IRS has on file. If that case, each spouse should check the Get My Payment tool separately using their own Social Security number to see the status of their payments.
If you submit information that doesnt match the IRSs records three times within a 24-hour period, youll be locked out of the portal for 24 hours . Youll also be locked out if youve already accessed the system five times within a 24-hour period. Dont contact the IRS if youre shut out. Instead, just wait 24 hours and try again.
Recommended Reading: Get My Stimulus Check Tool
Read Also: Has The New Stimulus Bill Passed
Child Tax Credit Increased For 2021
For this year only, the child tax credit has increased from $2,000 per child to $3,000 per child. Parents of children under age 6 would be eligible for an even larger $3,600 total credit. The plan also includes $3,000 benefits to the parents of 17-year-olds who meet plan qualifications. Previously children had to be 16 or younger.
The child tax credit has increased from $2,000 per child to $3,000 per child. Parents of children under age 6 would be eligible for an even larger $3,600 total credit.
The plan also includes $3,000 benefits to the parents of 17-year-olds who meet plan qualifications. Previously children had to be 16 or younger. The credit is also fully refundable.
For the standard $2,000 child tax credit, the phase-out starts at $400,000 if filing jointly. According to the relief plan signed earlier this month, the additional credit will phase out for single filers at $75,000 and joint filers at $150,000.
How Will My Third Stimulus Payment Be Delivered To Me
The IRS said it is adjusting how it will make payments to those who receive some federal benefits with the third check.
Most SSI and SSDI recipients didnt receive their first payments via their Direct Express card, though this is usually what the government uses to distribute federal benefits. Instead, the payment arrived through a non-Direct Express bank account or as a paper check, if you didnt have your bank account information on file with the IRS.
For the second round of payments, the IRS said that SSI and SSDI recipients should have gotten their stimulus check money the same way they received their first stimulus checks. People who received the first round of payments via Direct Express should have received the second payment the same way, according to the IRS.
However, with the third check, the IRS said Social Security and other federal beneficiaries will likely receive the new payment the same way as their usual benefits, noting it will announce a payment date for this group shortly.
Read Also: Do I Have To Apply For The Stimulus Check
I Receive Social Security Disability But I Never Got My First Stimulus Check What Do I Do
If you receive SSDI but didnt get the first check, the reason you didnt receive your stimulus payment may be that the IRS may still need more information about your eligibility. While the official deadline to file a claim for the first stimulus check has passed, its not too late to receive your payment.
To receive your stimulus money from the first round, you will need to claim the additional amount when you file your 2020 federal taxes, using the new Recovery Rebate Credit. The IRS is expected to release more details on the specific action to take as it gets closer to the April 15, 2021 tax filing deadline.
Social Security Recipients Are Automatically Eligible For The Second Stimulus Payment
SEATTLE The second round of stimulus checks are on the way for millions of Americans. But some people on social security want to know if receiving the benefits impact whether they qualify for a stimulus payment.
KING 5 viewer Walter wrote to ask, “Do you know if people on disability SSI get stimulus checks?”
The second round of payments use similar criteria to determine who is eligible for the $600 check. Just as with the first round of stimulus checks, there are income requirements. An individual must have made less than $75,000 on their 2019 tax filings, in order to receive the full $600 check. A couple or individual can also collect an additional $600 for each dependent under the age of 17.
If you are like Walter and are receiving social security benefits, you will automatically be eligible to receive the stimulus payment. That includes social security old-age retirement, survivors of disability insurance, supplemental security income, railroad retirement and veterans benefits, according to the American Association of Retired Persons.
Recommended Reading: Who Qualifies For The Third Stimulus Check