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June 1, 2019
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How to I claim my dependent for an amended 1040x? He did not file taxes in 2017. He is 18 and only made $5,800. He received scholarships but was not provided a 1089 T.

  • June 1, 2019
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My son lived with me the entire year. He is eighteen and no one else can claim him. I provide all of his support.

He had a part time job and earned $5,800. Since he only made $5,800 he did not file a tax return in 2017. He was a full time student and awarded a scholarship. The scholarship money only paid for his tuition. He was never refunded any additional money from the scholarship. The school will not provide a 1089-T form for 2017. We have asked several times. I would like to admend my 2017 tax return and add him as a dependent but want to make sure I add him correctly.

1)Does he need to file his own return? 2)Do I need to claim his income?

3)Do I need to claim his scholarship money if he didn’t receive a refund or a 1098-T?

Best answer by MichaelL1

1)  He should file his own return not claiming himself as a dependent as he made over the personal exemption amount of $4,050.  Also he may have taxes withheld and he might have a refund coming.

2)  You do not claim his income as he would.  It is not your income.

3)  The scholarship money would not be taxable income to you as it was used for his tutiton.

4) when you do an Amended return and add him, you could claim educational expenses NOT covered by the scholarship, such as books and fees paid. 

5)  When you do the Amended return, go to Personal Information section and add him as a dependent, and then go Federal Taxes to Deductions and Credits to the Educational area.  you can claim education expenses with or without a 1098T.

https://ttlc.intuit.com/replies/6602873



1 reply

MichaelL1
MichaelL1Answer
Employee
June 1, 2019

1)  He should file his own return not claiming himself as a dependent as he made over the personal exemption amount of $4,050.  Also he may have taxes withheld and he might have a refund coming.

2)  You do not claim his income as he would.  It is not your income.

3)  The scholarship money would not be taxable income to you as it was used for his tutiton.

4) when you do an Amended return and add him, you could claim educational expenses NOT covered by the scholarship, such as books and fees paid. 

5)  When you do the Amended return, go to Personal Information section and add him as a dependent, and then go Federal Taxes to Deductions and Credits to the Educational area.  you can claim education expenses with or without a 1098T.

https://ttlc.intuit.com/replies/6602873



Wilson1Author
June 1, 2019
Thank you this was very helpful!
To clarify: I do not need to add his income as additional income to my amended tax return.