US Government Info

  1. Home
  2. News & Issues
  3. US Government Info
photo of Robert Longley

Robert's US Government Info Blog

By Robert Longley, About.com Guide to US Government Info since 1997

What if I Filed Before the Tax Rebate was Approved?

Wednesday February 27, 2008
Taxpayers who had already filed their 2007 federal income tax returns before the bill authorizing the income tax rebate checks became law on Feb. 13, do not need to do anything more to receive their payment, as long as they reported at least $3,000 in qualifying income, according to the latest IRS Facts about the 2008 Stimulus Payments.

Persons who had already filed a 2007 return reporting less than $3,000 in qualifying income, but failed to list their Social Security, Railroad Retirement or certain veterans benefits will need to file a Form 1040X to list those non-taxable benefits and qualify for a rebate check.

Those who were not required to file a 2007 return but whose total qualifying income including Social Security, certain Railroad Retirement and certain Veterans benefits would equal or exceed $3,000 should file a return reporting these benefits on Line 14a of Form 1040A or Line 20a of Form 1040 to establish their eligibility. Please note the form lines just mention Social Security, but use these lines even if your only benefits were Railroad Retirement or veterans' benefits.

The IRS emphasized that people not normally required to file a tax return, but do so this year in order to qualify for the rebate will not face a tax bill. People in this category will not owe the IRS any money because of the rebate payment.

More Tax Rebate Resources
Tax Rebate Information Directory
IRS Publishes 2008 Tax Rebate Check Details
IRS Launches Tax Rebate Information Center
Will I Have to Pay Taxes On My Rebate?
To Get $300 Rebate, Kids Must Have SS Number
SSI and the Tax Rebate Checks
What if I Filed Before the Tax Rebate was Approved?
Tax Rebate Checks Become Scammer's "Bait"

Comments

April 10, 2008 at 2:17 pm
(1) melody says:

what if your taxes were taken for back child support, will you still send the rebate check or credit it to back support??

April 10, 2008 at 5:48 pm
(2) usgovinfo says:

If you owe back child support, the IRS — not me — will deduct the amount owed from the rebate. If the amount owed is more than the rebate, no rebate.

April 13, 2008 at 11:52 am
(3) pete says:

If you filed before the rebate was finalized and you had your refund direct deposited will your rebate be direct deposited as well?

April 14, 2008 at 1:00 pm
(4) Holly says:

I you qualify for a rebate and have a student loan but pay on time every month, is the rebate still going to possibly be reduced?

April 14, 2008 at 2:00 pm
(5) Robert says:

All — Specific questions regarding the rebate checks should
be directed to the IRS. You can call the IRS at: Toll-Free, 1-800-829-1040
Hours of Operation: Monday – Friday, 7:00 a.m. – 10:00 p.m. your local
time (Alaska & Hawaii follow Pacific Time).

April 25, 2008 at 4:39 pm
(6) carlton barnes says:

I owe 2007 taxes and did not send the check when i filed my 2007 taxes. will the amount I owe be taken from the rebate check?

April 30, 2008 at 10:46 pm
(7) Ryan says:

I filed my taxes but was seventeen till Febuary, Will i get a tax rebate check if i made over $3,000 and was not filed under my parents?

May 8, 2008 at 10:18 am
(8) Kathleen says:

If you are filing jointly who’s social security number do they use to issue the checks, I’m going to guess they are going to use the head of household’s which would be my husband’s. It would have been nice if they would have used mine (then our check would have been issued on day one)! Oh well! Also, if you filed an amendment (also direct deposit) but have not received the refund for THAT yet (I am expecting it anyday now) will that affect getting your rebate check (not amount, but time getting it)?

May 8, 2008 at 10:37 am
(9) Robert says:

No. 8 — For joint returns, they are using the first SS number listed on the return. As to the amended return, you’ll need to call the IRS: 1-800-829-1040

June 1, 2008 at 12:38 pm
(10) stimulateme says:

If I didn’t make more than $3,000.00 last year do I still qualify to receive a stimulus payment?

June 1, 2008 at 6:36 pm
(11) Robert says:

Stimulateme: If your reported adjusted gross income was less than $3,000, you will not qualify for a rebate.

July 3, 2008 at 10:13 pm
(12) bleu_tropix says:

i still haven’t received my rebate and i earned more than $3000 in 2007…looked at the timetable for receiving by last 2 digits of SS#s (mine passed already)…how do i know if i’ll get one? and when?

July 10, 2008 at 10:56 am
(13) Jerry says:

If I filed for automatic extentions for 2007, am I eligable to recieve rebate check.

July 11, 2008 at 4:42 pm
(14) jennifer says:

my ex husband’s rebate check was held , because he is behind in child support. any idea how long they hold the rebate before depositing it to child support??

Leave a Comment

Line and paragraph breaks are automatic. Some HTML allowed: <a href="" title="">, <b>, <i>, <strike>

Discuss

Community Forum

Explore US Government Info

More from About.com

US Government Info

  1. Home
  2. News & Issues
  3. US Government Info

©2008 About.com, a part of The New York Times Company.

All rights reserved.