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COVID-19 Impact

Social Security Recipients to Automatically Receive Stimulus Checks

Jo Willetts, EA

Director, Tax Resources

Published on: April 07, 2020

UPDATED ON: December 23, 2020

The IRS will be depositing the second round of stimulus checks for all Americans receiving Social Security, Railroad Retirement, and Veteran’s Administration benefits into the same accounts as their benefit payments. This is the same process used for the first stimulus payment.

Beneficiaries are not required to file tax returns of any sort to access these stimulus funds, and in its place, the IRS will utilize information found on Forms SSA-1099 and RRB-1099, in addition to information from the Veteran’s Administration.

Benefit recipients who receive their checks in the mail will also receive their stimulus checks in the same fashion.

The information generated from IRS Forms SSA-1099 and RRB-1099 will allow benefit recipients to receive a $600 stimulus check once funds are disbursed. Any recipients with dependent children under the age of 17, or a spouse with no income and no requirement to file a tax return, should receive their additional funds by filing a 2020 tax return. Payments due can be reconciled by using the Recovery Rebate Credit (RRC) worksheet. 

Regarding the general public, qualifying adults will receive a $600 stimulus check with an additional $600 for each qualifying dependent under the age of 17.

Income caps are applied individually with those filing single restricted to annual income of $75,000 or less, those filing as head of house restricted to income of $112,500 or less, and joint filers restricted to annual income of $150,000 or less.

Individuals with income exceeding those caps will see stimulus checks reduced by $5 for every additional $100 in income. To see what you may eligible for, visit Jackson Hewitt’s Coronavirus Information Center and try our new stimulus calculator. For additional information on IRS stimulus policy, please visit https://www.irs.gov/coronavirus.

About the Author

Jo Willetts, Director of Tax Resources at Jackson Hewitt, has more than 25 years of experience in the tax industry. As an Enrolled Agent, Jo has attained the highest level of certification for a tax professional. She began her career at Jackson Hewitt as a Tax Pro, working her way up to General Manager of a franchise store. In her current role, Jo provides expert knowledge company-wide to ensure that tax information distributed through all Jackson Hewitt channels is current and accurate.

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