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March 7, 2020
Question

Dependent living at home and parents providing more than half living Expenses

  • March 7, 2020
  • 1 reply
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We  have a 19 year old daughter in 2019 that lived with us the entire year. She attended an accredited school as a half-time student. She earned more than $4200 working. Using the p501 publication and Worksheet 2. Worksheet for determining Support from: http://www.irs.gov/pub/irs-pdf/p501.pdf

We find we supply more than half her living expenses.

 

How do I get TurboTax Premier to take the worksheet data into account in determining her as a qualifying dependent so we can claim the education expenses?

 

    1 reply

    ColeenD3
    March 7, 2020

    She does not qualify as a Qualifying Child: Age — must be under the age of 19 at the end of the tax year, or under the age of 24 if a full-time student.

     

    Nor does she qualify as a Qualifying Relative: They made less than $4,200 in gross income during 2019 unless they are a qualifying child.

     

    Qualifying Child

     

    Relationship — the taxpayer’s child or stepchild (whether by blood or adoption), foster child, sibling or step-sibling, or a descendant of one of these.

    Residence — has the same principal residence as the taxpayer for more than half the tax year. Exceptions apply, in certain cases, for children of divorced or separated parents, kidnapped children, temporary absences, and for children who were born or died during the year.

    Age — must be under the age of 19 at the end of the tax year, or under the age of 24 if a full-time student for at least five months of the year, or be permanently and totally disabled at any time during the year.

    Support — did not provide more than one-half of his/her own support for the year.

     

    Generally speaking, you are considered as a full-time student you are enrolled in a school for the number of hours or courses considered by the school to be full-time during some part of at least 5 calendar months during the year. However, each school defines "full time" in its own way (usually in terms of the number of courses or hours). If you are considered as a full-time student by your school, you will check YES to the question on the screen. Make sure to check with your school's registrar office to be sure.