My Dad passed away on December 22nd, 2018...Mom filed her 2018 taxes as “Married - Joint” as she is supposed to. (She hasn’t filed her 2019 “Single” taxes yet). Her “helicopter $$” direct deposit came today for $2400., I told her to keep $1200. “in reserve” in case of a “claw-back” on her 2020 return.
But since the Feds decided to use the 2018 filing status, and my Dad was alive for about 99% of 2018, I think a “claw-back” would be kinda low class...the Feds made the “2018 return” decision they should probably stick to it. They could have said “no payment until you file your 2019 return”, but didn’t do that.
The money was intended for your dad to spend. Is he going to be able to do that?