SSI benefits can become an issue in regards to the support test. I am assuming that this person is an adult and they are not related to you. If this is the case, they would need to qualify as a qualifying relative dependent. The requirements are as follows:You need to have lived together for the entire year.The must have made less than 4,050 dollars (not including social security).You provided more than half of their support (their social security spent for their support is included in this requirement) The support test considers any of this person's (including socialsecurity) money that is used for their food, shelter, clothing, transportation,entertainment, and medical expenses as personally provided support.Any of their money that is not used for support (kept in the bank) is not counted as supportprovided by the individual. Therefore, you must pay for more for their support fromyour funds than they pay from their funds. Fill out worksheet 2 on page 16 of IRS Publication 501 to make sure youmeet this requirement.

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reck1269

Question

Can I claim someone that is receiving ssi benefits

Forum|Forum|6 years ago
June 1, 2019
5 replies
0 views

No text available

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Phillip1

Employee

SSI benefits can become an issue in regards to the support test. I am assuming that this person is an adult and they are not related to you. If this is the case, they would need to qualify as a qualifying relative dependent. The requirements are as follows:

You need to have lived together for the entire year.
The must have made less than 4,050 dollars (not including social security).
You provided more than half of their support (their social security spent for their support is included in this requirement)

The support test considers any of this person's (including social security) money that is used for their food, shelter, clothing, transportation, entertainment, and medical expenses as personally provided support. Any of their money that is not used for support (kept in the bank) is not counted as support provided by the individual. Therefore, you must pay for more for their support from your funds than they pay from their funds. Fill out worksheet 2 on page 16 of IRS Publication 501 to make sure you meet this requirement.

muboladotd

Can I clain my mom who is receiving SSI, staying with us the whole year and we provide than 50%

of daily needs?

DavidS127

Yes, because SSI income is exempt from tax, it does not count toward gross income. You can claim your mother as a dependent because she passes the test for a qualifying relative per Table 5 from IRS Publication 501 at this link.

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ericstamper

My girlfriend is on SSI and she was awarded benefits in October 2021. I've paid all her expenses but i dont want to claim her if it'll mess her benefits up for her. Please let me know.

VolvoGirl

Employee

You have to ask ssi. And you can only claim her if she lived with you the whole year and had less than $4,300 income (ssi doesn't count).

mcorbishley89

Hello, I'm looking for the same answer as I have lived with my friend for a full year and I receive SSI and survivor benefits but was wondering if he can claim me without it affecting my SSI and survivor benefits income. Thank you

Critter-3

Survivor benefits are not affected by you being claimed as a dependent on someone else's return.

mcorbishley89

By any chance do you know if SSI is affected by being claimed? I was told no. However, I wanted to make sure. Thank you.

happyarewe75

the person is an adult but he is my son

DoninGA

Employee

@happyarewe75 wrote:

the person is an adult but he is my son

To claim someone who is not a child they must meet 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 $5,050 (social security does not count) in 2024
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 with the following exception -
You can claim a person as a dependent who files a joint return if that person and that person’s spouse file the joint return only to claim a refund of income tax withheld or estimated tax paid.