Income Tax Rebate - Get IRS Stimulus Payment
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Starting this May, IRS stimulus payment rebate checks will be mailed to approximately 117 million middle-and low-income taxpayers as part of the 2009 Economic Stimulus Act. You must file a 2008 tax return and meet adjusted gross income (AGI) levels to qualify.
So Start Your Tax Return and Get Your Tax Rebate Check Sooner.
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Get Tax ID Number and Tax Return Copy
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Single (Head of Household) with Children
In most cases, payments will range from $300 to $600 for individuals and $600 to $1200 for joint filers. Taxpayers may receive $300 for each qualifying child. Payments could be less, depending on tax liability and Adjusted Gross Income. Phaseout reduction begins at $75,000 for single filers and $150,000 for joint filers.
Examples of how the Economic Stimulus Act of 2009 may effect taxpayers who are single, file as head of household and have children who qualify for the child tax credit payment:
Head of household with children:
1) Single parent with two children, wages of $4,000, no federal income tax liability before child tax credit.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
2) Single parent with two children, no wages, veterans’ payments of $2,000, social security benefits of $2,000, no federal income tax liability before child tax credit.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
3) Single parent with two children, no wages, no social security benefits, veterans’ payments of $4,000, no federal income tax liability before child tax credit.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
4) Single parent with two children, no wages, no social security benefits, no veterans’ payments, AGI is $20,000, federal income tax liability before child tax credit is $195.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
5) Single parent with two children, AGI is $22,000, federal income tax liability before child tax credit is $395.
Individual rebate is $395
Qualifying child credit is $600
TOTAL is $995
6) Single parent with two children, AGI is $60,000, federal income tax liability before child tax credit exceeds $600.
Individual rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
7) Single parent with two children, AGI is $90,000, federal income tax liability before child tax credit exceeds $600.
Individual rebate is $600
Qualifying child credit is $600
Phaseout reduction is ($750)
TOTAL is $450
Examples of how the Economic Stimulus Act of 2009 may effect taxpayers who are single, file as head of household and have children who qualify for the child tax credit payment:
Head of household with children:
1) Single parent with two children, wages of $4,000, no federal income tax liability before child tax credit.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
2) Single parent with two children, no wages, veterans’ payments of $2,000, social security benefits of $2,000, no federal income tax liability before child tax credit.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
3) Single parent with two children, no wages, no social security benefits, veterans’ payments of $4,000, no federal income tax liability before child tax credit.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
4) Single parent with two children, no wages, no social security benefits, no veterans’ payments, AGI is $20,000, federal income tax liability before child tax credit is $195.
Individual rebate is $300
Qualifying child credit is $600
TOTAL is $900
5) Single parent with two children, AGI is $22,000, federal income tax liability before child tax credit is $395.
Individual rebate is $395
Qualifying child credit is $600
TOTAL is $995
6) Single parent with two children, AGI is $60,000, federal income tax liability before child tax credit exceeds $600.
Individual rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
7) Single parent with two children, AGI is $90,000, federal income tax liability before child tax credit exceeds $600.
Individual rebate is $600
Qualifying child credit is $600
Phaseout reduction is ($750)
TOTAL is $450
Married Filing Separately
In most cases, payments will range from $300 to $600 for individuals and $600 to $1,200 for joint filers. Taxpayers may receive $300 for each qualifying child. Payments could be less, depending on tax liabilty and Adjusted Gross Income. Phaseout reduction begins at $75,000 for single filers and $150,000 for joint filers.
Examples of how the Economic Stimulus Act of 2009 may affect taxpayers who are married but file separately, with or without children who qualify for the child tax credit payment:
1) Married, no children, filing separately; both have valid Social Security numbers (SSNs)
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately (MFS) filing status. Husband has adjusted gross income (AGI) of $7,000, none of which is earned income or other qualifying income; wife has AGI of $12,000 and net income tax liability of $328.
Husband's economic stimulus payment is $0 (because he has no net income tax liability and no qualifying income)
Wife's economic stimulus payment is $328 (limited to her net income tax liability)
Note — if this couple files jointly, and their joint net income tax liability is at least $1, their economic stimulus payment would be $600.
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2) Married, no children, filing separately; both have valid SSNs
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately filing status. Husband has AGI of $7,000, including $5,000 of earned income; wife has AGI of $12,000 and net income tax liability of $328.
Husband's economic stimulus payment is $300 (he has no net income tax liability; however, he has at least $3,000 in earned income)
Wife's economic stimulus payment is $328 (limited to her net income tax liability)
Note — if this couple files jointly, their economic stimulus payment would be $600.
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3) Married, no children, filing separately; both have valid SSNs
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately filing status. Husband has AGI of $25,000; wife has AGI of $26,000. Husband and wife each have a net income tax liability in excess of $600.
Husband's economic stimulus payment is $600
Wife's economic stimulus payment is $600
Note — if this couple files jointly and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,200.
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4) Married, no children, filing separately; both have valid SSNs
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately filing status. Husband has AGI of $80,000; wife has AGI of $70,000. Husband and wife each have a net income tax liability in excess of $600.
Husband's economic stimulus payment is $350 (basic economic stimulus paymentof $600, phased down $250 because his AGI exceeds $75,000)
Wife's economic stimulus payment is $600
Note — if this couple files jointly, and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,200.
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5) Married, two children, filing separately; all have valid SSNs
Married couple, two qualifying children. They choose to file separate tax returns, each using the Married Filing Separately filing status. They each claim one of the two children. Husband has AGI of $15,000 and net income tax liability of $286; wife has AGI of $25,000 and net income tax liability in excess of $600.
Husband's economic stimulus payment is $600 {basic economic stimulus payment of $300 (limited by his net income tax liability of $286, but raised to the minimum of $300), plus child amount of $300}
Wife's economic stimulus payment is $900 (basic economic stimulus payment of $600, plus child amount of $300)
Note — if this couple files jointly, and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,800 (basic economic stimulus payment of $1,200, plus child amount of $600).
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6) Married, two children, filing separately; all have valid SSNs
Married couple, two qualifying children. They choose to file separate tax returns, each using the Married Filing Separately filing status. They each claim one of the two children. Husband has AGI of $80,000; wife has AGI of $70,000. Husband and wife each have a net income tax liability in excess of $600.
Husband's economic stimulus payment is $650 (basic economic stimulus paymentof $600, plus child amount of $300; total $900, then phased down $250 because his AGI exceeds $75,000)
Wife's economic stimulus payment is $900 (basic economic stimulus paymentof $600, plus child amount of $300)
Note — if this couple files jointly, and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,800 (basic economic stimulus payment of $1,200, plus child amount of $600).
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7) Choosing MFS instead of MFJ, one spouse with ITIN
Married couple, no children. The wife has a valid SSN, but husband does not qualify for an SSN. Instead, the husband has an Individual Taxpayer Identification Number (ITIN) which was provided by the IRS for tax filing purposes. They are each required to file for 2008 and filed separate tax returns, both using the filing status Married Filing Separately. They each meet the income tax liability and income qualifications to receive an economic stimulus payment of the maximum amount.
Husband’s economic stimulus payment is $0 (because he does not have a valid Social Security number)
Wife’s economic stimulus payment is $600
Note — if this couple files jointly, their economic stimulus payment would be $0, because they filed jointly and one of them does not have a valid Social Security number.
Examples of how the Economic Stimulus Act of 2009 may affect taxpayers who are married but file separately, with or without children who qualify for the child tax credit payment:
1) Married, no children, filing separately; both have valid Social Security numbers (SSNs)
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately (MFS) filing status. Husband has adjusted gross income (AGI) of $7,000, none of which is earned income or other qualifying income; wife has AGI of $12,000 and net income tax liability of $328.
Husband's economic stimulus payment is $0 (because he has no net income tax liability and no qualifying income)
Wife's economic stimulus payment is $328 (limited to her net income tax liability)
Note — if this couple files jointly, and their joint net income tax liability is at least $1, their economic stimulus payment would be $600.
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2) Married, no children, filing separately; both have valid SSNs
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately filing status. Husband has AGI of $7,000, including $5,000 of earned income; wife has AGI of $12,000 and net income tax liability of $328.
Husband's economic stimulus payment is $300 (he has no net income tax liability; however, he has at least $3,000 in earned income)
Wife's economic stimulus payment is $328 (limited to her net income tax liability)
Note — if this couple files jointly, their economic stimulus payment would be $600.
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3) Married, no children, filing separately; both have valid SSNs
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately filing status. Husband has AGI of $25,000; wife has AGI of $26,000. Husband and wife each have a net income tax liability in excess of $600.
Husband's economic stimulus payment is $600
Wife's economic stimulus payment is $600
Note — if this couple files jointly and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,200.
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4) Married, no children, filing separately; both have valid SSNs
Married couple, no children. They choose to file separate tax returns, each using the Married Filing Separately filing status. Husband has AGI of $80,000; wife has AGI of $70,000. Husband and wife each have a net income tax liability in excess of $600.
Husband's economic stimulus payment is $350 (basic economic stimulus paymentof $600, phased down $250 because his AGI exceeds $75,000)
Wife's economic stimulus payment is $600
Note — if this couple files jointly, and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,200.
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5) Married, two children, filing separately; all have valid SSNs
Married couple, two qualifying children. They choose to file separate tax returns, each using the Married Filing Separately filing status. They each claim one of the two children. Husband has AGI of $15,000 and net income tax liability of $286; wife has AGI of $25,000 and net income tax liability in excess of $600.
Husband's economic stimulus payment is $600 {basic economic stimulus payment of $300 (limited by his net income tax liability of $286, but raised to the minimum of $300), plus child amount of $300}
Wife's economic stimulus payment is $900 (basic economic stimulus payment of $600, plus child amount of $300)
Note — if this couple files jointly, and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,800 (basic economic stimulus payment of $1,200, plus child amount of $600).
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6) Married, two children, filing separately; all have valid SSNs
Married couple, two qualifying children. They choose to file separate tax returns, each using the Married Filing Separately filing status. They each claim one of the two children. Husband has AGI of $80,000; wife has AGI of $70,000. Husband and wife each have a net income tax liability in excess of $600.
Husband's economic stimulus payment is $650 (basic economic stimulus paymentof $600, plus child amount of $300; total $900, then phased down $250 because his AGI exceeds $75,000)
Wife's economic stimulus payment is $900 (basic economic stimulus paymentof $600, plus child amount of $300)
Note — if this couple files jointly, and their joint net income tax liability exceeds $1,200, their economic stimulus payment would be $1,800 (basic economic stimulus payment of $1,200, plus child amount of $600).
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7) Choosing MFS instead of MFJ, one spouse with ITIN
Married couple, no children. The wife has a valid SSN, but husband does not qualify for an SSN. Instead, the husband has an Individual Taxpayer Identification Number (ITIN) which was provided by the IRS for tax filing purposes. They are each required to file for 2008 and filed separate tax returns, both using the filing status Married Filing Separately. They each meet the income tax liability and income qualifications to receive an economic stimulus payment of the maximum amount.
Husband’s economic stimulus payment is $0 (because he does not have a valid Social Security number)
Wife’s economic stimulus payment is $600
Note — if this couple files jointly, their economic stimulus payment would be $0, because they filed jointly and one of them does not have a valid Social Security number.
Married without Qualifying Children
In most cases, payments will range from $300 to $600 for individuals and $600 to $1200 for joint filers. Taxpayers may receive $300 for each qualifying child. Payments could be less, depending on tax liabilty and Adjusted Gross Income. Phaseout reduction begins at $75,000 for single filers and $150,000 for joint filers.
Examples of ways the Economic Stimulus Act of 2009 may affect taxpayers who are married, file a joint return and are either childless or do not have children who qualify for child tax credit payment:
1) Married couple with no children, wages of $4,000, no federal income tax liability.
Rebate is $600
2) Married couple with no children, no wages, veterans’ payments of $2,000, social security benefits of $2,000, no federal income tax liability.
Rebate is $600
3) Married couple with no children, no wages, no social security benefits, veterans’ payments of $4,000, no federal income tax liability.
Rebate is $600
4) Married couple with no children, no wages, no social security benefits, no veterans’ payments, AGI is $20,000, federal income tax liability is $250.
Rebate is $600
5) Married couple with no children, AGI is $25,000, federal income tax liability is $750.
Rebate is $750
6) Married couple with no children, AGI is $60,000, federal income tax liability exceeds $1,200.
Rebate is $1,200
7) Married couple with no children, AGI is $160,000, federal income tax liability exceeds $1,200.
Rebate is $1,200
Phaseout reduction is ($500)
TOTAL is $700
Examples of ways the Economic Stimulus Act of 2009 may affect taxpayers who are married, file a joint return and are either childless or do not have children who qualify for child tax credit payment:
1) Married couple with no children, wages of $4,000, no federal income tax liability.
Rebate is $600
2) Married couple with no children, no wages, veterans’ payments of $2,000, social security benefits of $2,000, no federal income tax liability.
Rebate is $600
3) Married couple with no children, no wages, no social security benefits, veterans’ payments of $4,000, no federal income tax liability.
Rebate is $600
4) Married couple with no children, no wages, no social security benefits, no veterans’ payments, AGI is $20,000, federal income tax liability is $250.
Rebate is $600
5) Married couple with no children, AGI is $25,000, federal income tax liability is $750.
Rebate is $750
6) Married couple with no children, AGI is $60,000, federal income tax liability exceeds $1,200.
Rebate is $1,200
7) Married couple with no children, AGI is $160,000, federal income tax liability exceeds $1,200.
Rebate is $1,200
Phaseout reduction is ($500)
TOTAL is $700
Stimulus Payment Scenarios for Married with Qualifying Children
In most cases, payments will range from $300 to $600 for individuals and $600 to $1200 for joint filers. Taxpayers may receive $300 for each qualifying child. Payments could be less, depending on tax liability and Adjusted Gross Income. Phaseout reduction begins at $75,000 for single filers and $150,000 for joint filers.
Examples of how the Economic Stimulus Act of 2009 may affect taxpayers who are married, file a joint return and have children who qualify for the child tax credit payment:
1) Married couple with two children, wages of $4,000, no federal income tax liability before child tax credit.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
2) Married couple with two children, no wages, veterans’ payments of $2,000, social security benefits of $2,000, no federal income tax liability before child tax credit.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
3) Married couple with two children, no wages, no social security benefits, veterans’ payments of $4,000, no federal income tax liability before child tax credit.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
4) Married couple with two children, no wages, no social security benefits, no veterans’ payments, AGI is $25,000, federal income tax liability before child tax credit is $70.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
5) Married couple with two children, AGI is $35,000, federal income tax liability before child tax credit is $1,070.
Rebate is $1,070
Qualifying child credit is $600
TOTAL is $1,670
6) Married couple with two children, AGI is $80,000, federal income tax liability before child tax credit exceeds $1,200.
Rebate is $1,200
Qualifying child credit is $600
TOTAL is $1,800
7) Married couple with two children, AGI is $160,000, federal income tax liability before child tax credit exceeds $1,200.
Rebate is $1,200
Qualifying child credit is $600
Phaseout reduction is ($500)
TOTAL is $1,300
Examples of how the Economic Stimulus Act of 2009 may affect taxpayers who are married, file a joint return and have children who qualify for the child tax credit payment:
1) Married couple with two children, wages of $4,000, no federal income tax liability before child tax credit.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
2) Married couple with two children, no wages, veterans’ payments of $2,000, social security benefits of $2,000, no federal income tax liability before child tax credit.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
3) Married couple with two children, no wages, no social security benefits, veterans’ payments of $4,000, no federal income tax liability before child tax credit.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
4) Married couple with two children, no wages, no social security benefits, no veterans’ payments, AGI is $25,000, federal income tax liability before child tax credit is $70.
Rebate is $600
Qualifying child credit is $600
TOTAL is $1,200
5) Married couple with two children, AGI is $35,000, federal income tax liability before child tax credit is $1,070.
Rebate is $1,070
Qualifying child credit is $600
TOTAL is $1,670
6) Married couple with two children, AGI is $80,000, federal income tax liability before child tax credit exceeds $1,200.
Rebate is $1,200
Qualifying child credit is $600
TOTAL is $1,800
7) Married couple with two children, AGI is $160,000, federal income tax liability before child tax credit exceeds $1,200.
Rebate is $1,200
Qualifying child credit is $600
Phaseout reduction is ($500)
TOTAL is $1,300
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