Returning Stimulus Checks Issued To Ineligible Or Deceased Individuals

The IRS has issued instructions for the return of stimulus checks sent to individuals who are ineligible or deceased.  The following is a reprint from the IRS website instructing how the checks should be handled:

If the payment was a paper check:

  1.  Write “VOID” in the endorsement section on the back of the check.
  2.  Mail the voided Treasury check immediately to the appropriate IRS location. 

For NEW JERSEY individuals, the check should be mailed to: 

Kansas City Refund Inquiry Unit
333 W Pershing Rd
Mail Stop 6800, N-2
Kansas City, MO 64108

For PENNSYLVANIA individuals, the check should be mailed to: 

Philadelphia Refund Inquiry Unit
2970 Market St
DP 3-L08-151
Philadelphia, PA 19104

  • Don’t staple, bend, or paper clip the check.
  • Insert a note stating why you are returning the check, such as Individual deceased and note the date of death.  Make certain to include your name and title (executor, administrator, etc.) and address. 

If the payment was a paper check and you have cashed it, or if the payment was a direct deposit:

  1. Submit a personal or estate check, money order, etc., immediately to the appropriate IRS location (using proper address listed above).
  2. Issue the check or money order payable to “U.S. Treasury” and write 2020EIP and the taxpayer identification number (social security number or estate ID number) of the individual who received the check.
  3. Insert a note stating why you are returning the check, such as Individual deceased and note the date of death.  Make certain to include your name and title (executor, administrator, etc.) and address. 

It is recommended that you retain a copy of the mailing to the IRS and sending the same by certified mail is never a bad idea.

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Kay Sowa

About the Author

Kay Sowa is a paralegal in the Trusts and Estates Group at Capehart & Scatchard, P.A. She is an IRS Enrolled Agent, an Accredited Estate Planner®, and a Certified Trust and Financial Advisor. She oversees the trust and estate administration practice for the firm. She is an accomplished author and lecturer who has frequently spoken on behalf of a number of organizations including the National Business Institute and the Institute of Paralegal Education.

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