Page 4 - Jupiter West - April '21
P. 4
Page 4, Jupiter West
Tax Returns Are Affected
BallenIsles Charities Foundation from page 1
and Fire Rescue departments presented the need for By The CARES Act
“When Irwin Edenzon and the chiefs of the Police
the emergency financial assistance fund, our Board of
Directors were overwhelmingly in favor of the concept Submitted by Anné If the payment was a paper check and you have
and worked to make it happen. We are honored to Desormier-Cartwright JD cashed it, or if you received the payment as a direct
be able to fund this program as it takes care of our If you and your spouse deposit:
first responders here in Palm Beach Gardens,” said filed tax returns for 2019 1. Write a check, or get a money order, etc., payable to
Mark Freeman, president of the BallenIsles Charities or 2018 jointly, you likely “U.S. Treasury”; in the memo line of the check or money
Foundation. have already received the order write 2021EIP, and the Social Security number of
The mission of BallenIsles Charities Foundation Economic Impact Payments your spouse.
is to render financial and in-kind support to civic and (payments) authorized by 2. Write a note to briefly explain the reason for
not-for-profit organizations within Palm Beach County the Coronavirus Aid, Relief, returning the check.
that provide programs and services in the following and Economic Security Act Example: On March 15, I received an Economic Impact
broad categories – civic, health and human services, (CARES Act) passed in 2020 Payment in the amount of $1,400 for James Little. Because
environment, and education – designed to assist, as well as the most recent my husband, Mr. James Little, passed away on February 2,
encourage and promote the well-being of the residents economic relief package called the American Rescue Plan. 2021, I am sending back his portion of the payment.
and the communities in which they are located. However, if your spouse died before your receipt of the 3. Mail the check/money order by certified mail return
The Palm Beach Gardens Police and Fire payment, IRS wants that portion of payment made to your receipt requested along with your note as soon as possible
Rescue Foundation provides funding for education, deceased spouse returned to them. We recommend sending to the IRS location designated for Florida taxpayers. (Don’t
training, equipment and new technology, community by certified return receipt mail or some sort of receipted or staple, bend, or paper-clip the check.):
outreach and emergency assistance to department tracked mailing. Austin Internal Revenue Service
personnel and their families. Programs include tuition At Elder and Estate Planning Attorneys, we recommend 3651 S. Interregional Hwy 35
reimbursement, scholarship awards for department Floridians who have been affected by these payments to take Austin, TX 78741
personnel dependent children, K-9 acquisition and the following steps to properly handle the return of payment. If you have questions about your estate plan and what
training facility enhancement, Police and Fire Rescue We hope this could help you and your families as well. documents you should have in place to plan your estate,
Explorer youth programs and many other projects in If the payment was a paper check and you have NOT schedule a free consultation today by calling our office at
direct support of Palm Beach Gardens first responders. cashed it: (561) 694-7827, Anné Desormier-Cartwright, Esq., Elder
& Estate Planning Attorneys PA, 480 Maplewood Drive,
1. Write “Void” in the endorsement section on the back
: of the Treasury check. Suite 3, Jupiter, FL 33458.
2. Write a note to briefly explain the reason for returning
The content of this article is general and should not be
the check. relied upon without review of your specific circumstances
Example: On March 15, I received an Economic Impact by competent legal counsel. Reliance on the information
NEED A/C? We’ve Got You Covered! Payment in the amount of $2,800. Because my husband, Mr. herein is at your own risk, as it expresses no opinion by
the firm on your specific circumstances or legal needs.
James Little, passed away on February 2, 2021, I am sending
it back for a reissuance of the Economic Impact Payment in An attorney client relationship is not created through the
the amount of $1,400. information provided herein.
3. Mail the voided Treasury check by certified mail return To comply with the U.S. Treasury regulations, we must
“WE SHOW receipt requested along with your note as soon as possible inform you that (i) any U.S. federal tax advice contained in
this newsletter was not intended or written to be used, and
to the IRS location designated for Florida taxpayers (Don’t
UP!” staple, bend, or paper-clip the check.): cannot be used, by any person for the purpose of avoiding
Austin Internal Revenue Service
U.S. federal tax penalties that may be imposed on such
3651 S. Interregional Hwy 35
person and (ii) each taxpayer should seek advice from their
Austin, TX 78741 tax advisor based on the taxpayer’s particular circumstances.
Call Today for a FREE estimate!
561.575.2173
231 Jupiter St., Jupiter, FL
www.MiklosAir.com
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