Can i claim my sister who receives social security disability as a dependent.if I provide the housing that is worth more than her SS benefits?

Forum|Forum|7 years ago
June 1, 2019
3 replies
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We are providing her with a home separate from ours which we would normally rent for $1000 per month. She does not have to file taxes due to only getting SS disability benefits of $850 per month.

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Best answer by DoninGA

You may be able to claim her as a dependent under the Qualifying Relative rules if she meets all the requirements.

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 $4,050 (social security does not count) in 2016

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.

S

SweetieJean

Employee

Is SSDI her sole income?

yes

Employee

@titanic102 You are posting on a thread that is several years old and has already been answered.

DoninGAAnswer

Employee

You may be able to claim her as a dependent under the Qualifying Relative rules if she meets all the requirements.

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 $4,050 (social security does not count) in 2016

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.

DoninGA

Employee

You can use the IRS worksheet to calculate your support at this website - <a rel="nofollow" target="_blank" href="https://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf">https://apps.irs.gov/app/vita/content/globalmedia/teacher/worksheet_for_determining_support_4012.pdf</a>

4

40kluna

DoninGA page not found ☹

Hal_Al

Employee

Short answer: yes, you can claim her. Although the info you provided isn't conclusive, it infers that you provide more than half her support. If you do provide more than half her support, you can claim her. The fact that you provide $12,000 of support per year and she only has $10,200 to spend on the rest of her support, indicates that you pay more than half her support.