The stimulus check, officially known as the Economic Impact Payment, has been an essential source of financial support for many during the COVID-19 pandemic. However, many individuals have faced complicated situations in regards to receiving their stimulus check. Some may have lost it or never received it, while others may have issues cashing it. Whatever the circumstance, there are specific documents and forms that individuals may need to resolve these problems.
These issues are widespread, and people may require assistance to navigate the process of acquiring and submitting the necessary documents. This list of 20 common forms associated with different cases is a useful guide for individuals facing predicaments related to stimulus checks. The forms range from confirming receipt of the stimulus funds, reporting a change of address, and claiming the Recovery Rebate Credit if the individual did not receive the full amount of stimulus.
It's essential to remember that filing these forms doesn't guarantee that the individual will receive their stimulus check immediately. The IRS has a considerable backlog of unprocessed filings, and there may be delays in processing forms. However, these forms can help ensure proper documentation and a more straightforward solution to the problem at hand. The list is comprehensive and includes forms for various scenarios, from requesting a payment trace to splitting the stimulus payment among multiple accounts.
- IRS Form 1040: Used to file for a tax return, which could also be used to claim the Recovery Rebate Credit if you did not receive the full amount of stimulus funds
- IRS Form 1444: It confirms receipt and the amount of economic impact payments sent to you.
- Form 3911: It is used to request a payment trace if your stimulus check was lost, stolen, or destroyed.
- Form 8822: It is used to report a change of address to the IRS.
- Form 8379: Used for injured and innocent spouse relief, typically in the case of divorces and joint tax returns.
- Personal Identification Number (PIN) Letter: Sent by the IRS to individuals who requested an Identity Protection PIN (IP PIN) to use in place of their Social Security numbers on tax returns.
- Form 4506: It is used to request copies of previous tax returns and/or a verification of non-filing.
- Economic Impact Payment Notice (Notice 1444-A): It confirms the amount of your stimulus payment and provides information on how the payment was made.
- Non-Filing Letter: If you did not file a tax return, obtain this letter to confirm your non-filing status.
- Direct Deposit Authorization Form: It authorizes the IRS to deposit your payment directly into your bank account.
- Form 4852: It is used to substitute a missing W-2 tax form.
- Tax Return Transcript: A document showing tax return information submitted to the IRS for a specific financial year.
- Change of Address Form: To request a change of address for delivery of a Economic Impact Payment check.
- Identity Theft Affidavit: It is used in case of a tax-related identity theft and is typically required to authorize the IRS to remove fraudulent transactions from your tax records or account.
- ITIN Application Form W-7: Issued by the IRS to those who need an Individual Taxpayer Identification Number to file tax returns.
- Letter 5699: Individuals whose Economic Impact Payment has not been delivered can expect to receive this letter from the IRS.
- Form 703: Used to register a representative (an attorney, certified public accountant or enrolled agent) to negotiate with the IRS on behalf of taxpayers.
- Form 8888: To split Economic Impact Payments among multiple accounts.
- Form 1040-NR: Non-resident aliens may need to file this form to claim their stimulus payment.
- Form 941: Employers require to submit this form to report employment taxes every quarter. This form was also used to claim tax credits for employers during COVID-19 pandemic.