Entering Stimulus Information

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Entering Stimulus Information

These are the steps for entering Stimulus Information

  1. Stimulus information in the software is Form 1040 Wkt 8. So click that to open.

  2. Next, you enter the amounts that the taxpayer received. For the below scenario, it should be a family of two since they receive $1200. If it's a family of three, then $1800. If a family of four, then $2400, and so on.

Important Reminder: If the client said he/she did not receive a stimulus, immediately message them in the CRM. Everyone should have it. This is a very important form to fill in.