FOR INDIVIDUALS - BE PREPARED TO LET US KNOW IF/HOW MUCH YOU (SPOUSE) RECEIVED. This is not taxable for you, but we need to verify if you are entitled to additional stimulus payment.

FOR BUSINESSES - IF YOUR COMPANY RECEIVED THE PPP OR EIDL FUNDING: Please be aware that the IRS will not allow the company to deduct any expenses that were paid with the PPP funds. This amount received and not returned will be taxable (whether forgiven or not),