Request for Economic Stimulus Payment Instructions

Step 1

Start a Filing

Begin a return and provide all the information requested.

Step 2

Select Advanced User

Once the basic information is collected, the system will ask if you want the recommended "let the system be my guide" or "For The Advanced User." Choose For the Advanced User.

Step 3

Select Your Income Items

If you have social security, veterans disability and death, or tier 1 railroad retirement benefits check the box for Additional Income Items. On the line for Social Security Benefits Received, enter the total of any payments you received in 2007 for veterans disability and death benefits, and social security and tier 1 railroad retirement benefits. If you do not know the exact amount of these benefits, estimate the amount received by multiplying your monthly benefit by the number of months during 2007 you received the benefit.

If you have non-taxable combat pay reported to you on a Form W-2, check the box for W-2 Wage and Tax statements. Complete the W-2 Wage and Tax Statement page with the information on your Form W-2.

Step 4

Select Edit Return On Summary Page

Once you get to the Summary Page, there should be a message that your return contains errors. This is due to fact that you are filing an abbreviated return for a Request for Economic Stimulus Payment and not a full return. If this message shows, click the link above for 'Edit Return.'

Step 5

Add an Interest Listing Page

When you click Edit Return on the Summary Page you will come to the Return Editing Page. Select to add a Interest Listing Page from the box on the bottom of the Editing Page and press Continue.

Step 6

Select Edit Return On Summary Page

Add an Interest Listing Page with the following information:

These instructions are per IRS Revenue Procedure 2008-21 instructing you to enter $1 as taxable interest for a Request for Economic Stimulus Payment.

Step 6

Finalize Return

Continue beyond the Summary Page. Enter Direct Deposit information.

Step 7

Add Direct Deposit Information

Continue beyond the Summary Page. Enter direct deposit information for the IRS to deposit your economic stimulus payment.

Do not use the split refund option as IRS cannot split this payment.

Step 8

Sign Your Return

IRS requests that you electronically file and electronically sign your return. Choose those options as they are presented to you. If you did not file a past year return enter 0 as your Past Year Adjusted Gross Income from Tax Year 2006.

Step 9

File Your Return

After you sign, you will return to the Summary Page, click File the Federal Return and follow the prompts to make payment. Once you have paid for the construction of your filing, we will eFile your stimulus return to the IRS.