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March 5, 2022
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Can I claim my boyfriend as a dependent? He lives in my house with me, had $0 income, and is a citizen. Only I had an income. but all expenses were paid from a JOINT bank account that I funded.

  • March 5, 2022
  • 2 replies
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Best answer by ColeenD3

Ownership of an account doesn't mean anything. The IRS looks at income and support. He has zero income and unless he is living off savings, you support him.

2 replies

DoninGA
Employee
March 5, 2022

To claim a non-relative as a dependent the must meet all the requirements under the Qualifying Relative rules.

 

To be a Qualifying Relative -

1. The person cannot be your qualifying child or the qualifying child of any other taxpayer. A child is not the qualifying child of any other taxpayer if the child's parent (or any other person for whom the child is defined as a qualifying child) is not required to file an income tax return or files an income tax return only to get a refund on income tax withheld.
2. The person either (a) must be related to you or (b) must live with you all year as a member of your household.
3. The person's gross income for the year must be less than $4,300 (social security does not count) in 2021
4. You must provide more than half of the person's total support for the year.
5. The person must be a U.S. citizen or a U.S., Canada, or Mexico resident for some part of the year.
6. The person must not file a joint return with their spouse.

March 5, 2022

Thank you.  But will the fact that we have a joint account make it his money as well as mine, and be regarded as us having jointly paid the expenses, regardless of the fact that I funded the account?

DoninGA
Employee
March 5, 2022

@mabfinance wrote:

Thank you.  But will the fact that we have a joint account make it his money as well as mine, and be regarded as us having jointly paid the expenses, regardless of the fact that I funded the account?


No, that will not be a factor.

March 5, 2022

however, his parents even though they don't support him may have  higher priority than you in claiming him'

to qualify for them to claim him  he would have had to live with them for more than 1/2 the year

and either be under 19 or under 24 if a full-time student