NOTE: As of April 15, 2029, the Social Security Administration and the IRS clarified the status of Stimulus Checks and SSI-recipients. For those receiving SSI benefits only, apparently NO ACTION IS REQUIRED. PAYMENTS WILL BE AUTOMATIC. If a consumer receives SSI benefits electronically, the individual will receive an electronic Stimulus Check. If the person receives a physical check for his/her benefits, likewise, the Stimulus Check will come in the mail.
***4/15/2020 UPDATE FOR CLARIFICATION***
You Do NOT have to use this portal provided by the IRS if: You receive Social Security, Railroad Retirement, or SSDI benefits. The IRS will automatically send you an Economic Impact Payment.
- You have already filed a 2019 federal income tax return
- Your 2019 gross income exceeded $12,200 ($24,400 for a married couple) or other reasons require you to file a 2019 federal tax return
- You were married at the end of 2019 and are not submitting information here with your spouse
- You were not a U.S. citizen or U.S. permanent resident in 2019
The IRS released new information regarding Supplemental Security Income (SSI) recipients and the Stimulus Check. The problem is that SSI-recipients generally do not file income taxes so the IRS doesn’t have comprehensive data on these individuals. Thus, while SSI-recipients are eligible to receive a Stimulus Check, the IRS does not have a mechanism to convey these funds.
The IRS has now introduced a means for non-filers, particularly SSI-recipients, to complete a 2019 return electronically and therefor give the IRS a means to deliver a physical or electronic check to these individuals. This portal can be found here – IRS Portal/Free File Fillable. Recall that the 2019 filing deadline is July 15, 2020, however, for the purposes of receiving a Stimulus Check, this filing should be performed immediately.
For providers that act as representative-payees for SSI-recipients, this can place a heavy burden on your fiscal teams but it may be worth it for the individuals in your care. With that in mind, we offer this step-by-step guide in going through the IRS portal to make a filing for an SSI-recipient in your care.
You will be asked to provider the following:
- Full name, current mailing address and an email address (REQUIRED)
- Cellphone (NOT REQUIRED)
- Date of birth and valid Social Security number (REQUIRED)
- Bank account number, type and routing number (REQUIRED for electronic checks)
- User ID (use a nickname or full name, REQUIRED )
- Driver’s license or state-issued ID (NOT REQUIRED)
What to expect:
The site, Free File Fillable Forms, is a certified IRS partner. This site is safe and secure. Follow these steps in order to provide your information:
- Create an account by providing your email address and cell phone number; and establishing a user ID and password. Both the cellphone number and the email will need authenticating. The cellphone is NOT required to file the return but the email is.
- You will be directed to a screen where you will input your filing status (Single or Married filing jointly) and personal information.
Note: Make sure you have a valid Social Security number for you (and your spouse if you were married at the end of 2019) unless you are filing “Married Filing Jointly” with a 2019 member of the military. Make sure you have a valid Social Security number or Adoption Taxpayer Identification Number for each dependent you want to claim for the Economic Impact Payment.
- Check the “box” if someone can claim you as a dependent or your spouse as a dependent.
- Complete your bank information (otherwise, the IRS will send you a check).
- You will be directed to another screen where you will enter personal information to verify yourself. Simply follow the instructions. You will need your driver’s license (or state-issued ID) information. If you don’t have one, leave it blank.
Here is what this process will look like –
As you access the IRS’s new online tool, you will be taken to a “free file” portal.
Next you will need to create an online account for each consumer.
Once an account is created, you will move thru and fill out a 2-part form.
You will receive an e-mail from Customer Service at Free File Fillable Forms that either acknowledges you have successfully submitted your information, or that tells you there is a problem and how to correct it. Free File Fillable forms will use the information to automatically complete a Form 1040 and transmit it to the IRS to compute and send you a payment.
We know that using this online process or choosing to create a paper return for each of your consumers will be a huge undertaking. Each individual electronic filing takes between 8-12 minutes. And a good 3-5 minutes is needed to authenticate the email.