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February 3, 2024
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My dependent daughter (19 YO) had a job with a W2 and $5,485 income and $370 interest. Does she need to file a tax return? I'd like her to get money back, if possible.

  • February 3, 2024
  • 3 replies
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Best answer by xmasbaby0

Yes, she can file a tax return and seek a refund of tax withheld from boxes 2 and 17 of her W-2.  She will not get back anything withheld for Social Security or Medicare.   

 

The big question is----was she a full-time student in 2023?   If so, she can still be claimed as a dependent on your tax return, and must say on her own return that someone else can claim her.  This will have no effect on the amount of her refund.

 

If she was not a full-time student in 2023, then she cannot be claimed as anyone else's dependent.

3 replies

xmasbaby0Answer
Employee
February 3, 2024

Yes, she can file a tax return and seek a refund of tax withheld from boxes 2 and 17 of her W-2.  She will not get back anything withheld for Social Security or Medicare.   

 

The big question is----was she a full-time student in 2023?   If so, she can still be claimed as a dependent on your tax return, and must say on her own return that someone else can claim her.  This will have no effect on the amount of her refund.

 

If she was not a full-time student in 2023, then she cannot be claimed as anyone else's dependent.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
February 3, 2024

Yes, she was a full-time student in 2023.

 

Thank you for your help!

Employee
February 3, 2024

"I'd like her to get money back, if possible."

If your daughter's W-2 showed federal taxes withheld in Box 2, the ONLY way for her to receive a refund is to file a tax return - even if she is not required to do so.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.
February 3, 2024

Thank you!

VolvoGirl
Employee
February 3, 2024

Was she a full time student?  When did she turn 19?  If she wasn't a student you might not be able to claim her as a dependent be because she had over 4,700 income.