Question

Parent trying to make amendment to claim me as dependent

Forum|Forum|6 years ago
February 20, 2020
1 reply
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So I finished filing my taxes a couple weeks ago and my mom just called to say she needs my 1040 to make an amendment because I filed as Single rather than say I can be claimed as a dependent. She said it would make a large tax difference for her. I explained that I don't believe I can be claimed as a dependent but she said she with a tax lady who disagrees and says I am incorrect.

In 2019 I turned 24 in January, I was a full time student until May and I made more than the $4,000 minimum for claiming a relative.

What should I do?

Critter

Employee

Her tax lady is wrong ... if you turned 24 in 2019 and you made more than $4200 then you cannot be claimed as her dependent any longer.

Who can I claim as my dependent?

You can claim a child, relative, friend, or fiancé (etc.) as a dependent on your 2019 taxes as long as they meet the following requirements:

Qualifying child

They're related to you.
They aren't claimed as a dependent by someone else.
They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
They aren’t filing a joint return with their spouse.
They're under the age of 19 (or 24 for full-time students). FAILED the age test ... move down to qualifying relative option
- No age limit for permanently and totally disabled children.
They lived with you for more than half the year (exceptions apply).
They didn't provide more than half of their own support for the year.

Qualifying relative

They don't have to be related to you (despite the name).
They aren't claimed as a dependent by someone else.
They're a U.S. citizen, resident alien, national, or a Canadian or Mexican resident.
They aren’t filing a joint return with their spouse.
They lived with you the entire year.
They made less than $4,200 in 2019. You FAIL the income test ... you are not any kind of dependent.
You provided more than half of their financial support.

When you add someone as a dependent, we'll ask a series of questions to make sure you can claim them. There may be other tax benefits you can get when you claim a dependent.

Have your mom's lady review the rules in the Pub 17.