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Home   Help for Accountants   Tax - ProSeries   Tax - ProSeries Community  
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01/26/2012 at 02:08PM PST
We’ve seen a scam e-mail regarding Intuit tax information floating around today. This e-mail was not sent or authorized by Intuit. If you ever wonder whether an e-mail from Intuit is real or fake, please refer to the link below.

Thank you

http://security.intuit.com/security-alerts.php
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tilt53
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03/05/10 5:45am PST
Viewed by asker 03/18/10 8:44am PDT

Economic Recovery Payment Lookup - UPDATED

Replacing with the QuickAlert from the IRS:

Subject: Did I Receive a 2009 Economic Recovery Payment?
________________________________________
The IRS developed the “Did I Receive an Economic Recovery Payment?” look up tool which gives taxpayers an easy way to determine if they received the one-time ERP payment and which agency made the payment.

Beginning March 8, 2010, taxpayers can call 866-234-2942 to access the phone application. The Web application will be available in late March on IRS.gov.

Taxpayers who had earned income in 2009 or are government retirees and received an Economic Recovery Payment need to report whether or not they received an ERP and the amount when they prepare their Schedule M, Making Work Pay and Government Retiree Credits.

The one time $250 ERP was paid to individuals in the following categories:

  • Retirees, disabled individuals and Supplemental Security Income (SSI) recipients receiving benefits from the Social Security Administration,
  • Disabled veterans receiving benefits from the U.S. Department of Veterans Affairs, and
  • Railroad Retirement beneficiaries.


Using the IRS look up tool taxpayers will have to enter three pieces of information to determine if they received an ERP:

  • SSN
  • Date of birth
  • Zip code from the last filed return

A separate telephone call or Web inquiry must be made for each taxpayer, even if filing a joint tax return.

 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Here's how to shortcut some of it. When they answer, press 1 for English, 2 for Spanish. As soon as she starts talking again, press 1. You'll need the client social security number, press 1 if correct. Zip code from last year - press 1 if correct. DOB - enter 2 digit month when prompted, enter 2 digit day when prompted, enter 4 digit year when prompted. Press 1 if correct. Then you'll be told whether they received $250 or not.

If you try any other options, you'll get stuck in a maddeningly convoluted loop of endless information until you get frustrated and hang up. Good luck.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Updated 3/18/10  Here is the link to the IRS site to check for payments.  One of the other posters has said he has not found it to be 100% reliable or accurate.

https://sa1.www4.irs.gov/irfof-mwp/start.do

 

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03/05/10 6:41am PST

Thanks, This is helpful information.

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03/05/10 6:50am PST

Thank you Tilt.

Welcome to the ProSeries Community!
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03/05/10 7:03am PST
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It's just frustrating that they knew we were going to need this info and are only now getting around to it.

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03/05/10 7:11am PST

And hardly anyone can remember if they received it or not because of direct deposit and they don't even look at their bank statements. 

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03/05/10 8:00am PST

This should receive a sticky at the top of the forum.

When you find yourself in a hole, stop digging. Will Rogers
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03/05/10 8:10am PST

Thanks, tilt.  Very helpful.  But what kind of bureaucratic lunacy is this?

"Taxpayers filing a joint return will need to know whether both spouses received an ERP. However, only one response is provided per telephone call, even if filing a joint tax return."

"Socialism is a philosophy of failure, the creed of ignorance, and the gospel of envy; its inherent virtue is the equal sharing of misery." ~ Winston Churchill
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03/05/10 8:48am PST

Just means that each phone call can only look-up the info for one social security number.

Seems kind of odd....there's no mention of this 'look-up tool' on the IRS website anywhere... I don't know if I'd be calling any toll-free number and entering in social security numbers and birthdates for anyone until it's made official on the IRS website.

~~Lisa
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03/05/10 9:13am PST

This is the same number that they had a couple of years ago to check on the stimulus payments when the site wasn't working.

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03/05/10 9:40am PST

Thank you, tilt.

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03/05/10 9:59am PST

Thank You Great Information

I salute all our current Military and our Veterans.
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03/05/10 12:27pm PST
We'll make this a sticky post on Monday after it's up and running. Thanks, tilt.
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03/06/10 10:28am PST

Thanks Tilt

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03/10/10 7:11pm PST

Thanks for the info.  I have used this five or six times just today and having to go through all the steps was driving me crazy!!!

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03/10/10 8:07pm PST

Why not just e-file it indicating that they did receive the payments, it will reject if they did not and then you can change the answer and resubmit.  Worst case, client gets $250 or $500 more than originally thought. 

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When we have the tools at hand to correctly identify information we have an obligation to use them.  Why would you want to make more work for yourself when the return is rejected, you have to change it and now explain to your client that you didn't want to take 2 minutes to verify something.

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