FAQ & Resources

COVID FAQ, COVID related Economic Impact Payment Information & Lookup Tools

I have not filed my 2019 tax return yet, will I still receive an Economic Impact Payment?

Yes, if you filed your 2018 tax return, or if you did not file your 2018 but have direct deposit of your Social Security or Railroad Benefits.

I did not receive the Economic Impact Payment. Where is it?

You can check the status of your payment by clicking this link: https://www.irs.gov/coronavirus/economic-impact-payments It will redirect you to the IRS’ Get My Payment webpage, where you can then enter your information from your most recently filed tax return to check the status of your Economic Impact Payment.

I did not receive a direct deposit refund from my most recently filed tax return. What do I do?

If you follow the steps in the answer to question 2, you will get the option to enter direct deposit information. The IRS will need your bank routing number and account number. For married couples both spouses must enter direct deposit information separately.

I entered my information on the IRS Get My Payment webpage and it shows that my status is not available. What do I do?

Unfortunately, we have no further guidance on this and IRS phone lines are not currently available. Our expectation is that you would receive a paper check, but this could take months. The IRS updates the Get My Payment results daily, so you may want to check again in 24 hours.

Do I qualify for an Economic Impact Payment?

You must have a social security number, and you CANNOT be a dependent on someone else’s tax return. For a full Economic Impact Payment, AGI (adjusted gross income) must be below $75,000 for individuals, or below $150,000 for married filing joint. Partial payments are available at up to $100,000 AGI for individuals or $200,000 AGI for married filing joint.

Will my Economic Impact Payment include the $500 for each dependent?

Only if the dependent is under the age of 17 and qualifies for the child tax credit. There are no payments available for dependents who do not meet this criteria.

What if I don’t qualify for an Economic Impact Payment based on my most recently filed return?

A tax credit will be available on the 2020 tax return for those that did not receive payment, or those that received reduced payments, using the same income guidelines.

Can the IRS take the Economic Impact Payment back on my next tax return?

No. The payment is not income and you will not owe tax on the payment. It will not reduce your refund or increase the amount you owe when you file your 2020 tax return.

How can I find more information?

You can find more answers here: https://www.irs.gov/coronavirus/economic-impact-payment-information-center

IRS Economic Impact Payment Status Tool

Used to check whether a payment has been issued, date and whether direct deposit or mail. Does not provide $ amounts. https://www.irs.gov/coronavirus/get-my-payment

IRS Account Transcript Request

Online (immediate) or by mail (5 - 10 days). Used to verify payment amounts to see if additional credit is allowed on your 2020 tax return. You will request a 2020 Account Transcript. https://www.irs.gov/individuals/get-transcript

Joint Returns

If you are married and filed joint returns, look up the information using the first name on the tax return. If you filed separately, both spouses will have to request information.

When are the Economic Impact Payments Reconciled?

Economic Impact Payments issued in 2020 and 2021 are reconciled on the 2020 tax return. If you did not receive the full payments, a credit may be available.

IRS Refund Search Tools

IRS Where's My Refund Tool

Look up the status of your current year refund: https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp

IRS Where's My Amended Refund Tool

Look up the status of your amended return refund: https://www.irs.gov/filing/wheres-my-amended-return

Ohio & Ohio School District Where's My Refund Tool

Look up the status of your current year original or amended return: https://www.tax.state.oh.us/IFILE/WheresMyRefundWeb/wheresmyrefund.jsp

General FAQ

What is an Enrolled Agent?

An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals.

How does one become an Enrolled Agent?

The license is earned either by passing a comprehensive examination which covers all aspects of the tax code, or by working at the IRS for five years in a position which regularly interprets and applies the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS.

What are the differences between Enrolled Agents and other tax professionals?

Only Enrolled Agents are required to demonstrate to the IRS their competence in matters of taxation before they may represent a taxpayer before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. Enrolled Agents are the only taxpayer representatives who receive their right to practice from the U.S. government while CPAs and attorneys are licensed by states.