SOURCES
LIMITS
DIVORCE
QUALIFYING PEOPLE
MISC.
100

Where can I find help regarding dependents within the App?

Search tool or FAQs

100

At which birthday do you cease to be a traditional dependent?

19th

100

Generally, which parent will claim the dependent?

The Custodial Parent-The parent with which the dependent lived for the greater part of the year.

100

On how many returns can each dependent be claimed?

ONE.

100

If someone asks us if they can claim an individual, can we tell them "YES" or "NO"?

NO! That is tax advice. Provide general rules with sources.

200

Where can I find dependent information within the Support tool?

Using Auto Response or Search for issues. 

200

What is the age limit for a disabled dependent?

None.

200

Which form releases the right to claim the dependent?

Form 8332, often assigned in court.

200

If a child dies in January of 2023, can they still be claimed on your 2023 taxes as a dependent. 

Yes.

200

Can I claim my step-child or adopted child as a dependent?

Yes, with adopted child it is the same as if naturally born, as long as it is legally finalized.

300

Where on the IRS website can I find personal dependent help?

300

If you are 22 how can you still be claimed as a dependent?

Being a student, make less than $4,700 in a year and provide less than half of your support, or be disabled.

300

Can I still claim a dependent if it is my Ex's turn to claim them, but I have expenses?

If you are the custodial parent then you may qualify for other credits, and they are considered an OTHER DEPENDENT.

300

Can I claim my disabled mother from Puerto Rico, if she does not have a SSN, but lives with me full-time?

Yes, if she has a ITIN, but not otherwise. 

300

Can I claim a foster child as a dependent. 

Yes, as long as they have lived with you for more than 6 months.

400

Which pages in the 1040 instructions discuss dependents?

p.18-22

400

If you are 25 and you make $5,000 can you be claimed on another return as a dependent?

No.

400

What credits may a Custodial Parent claim when it is not their year to claim a dependent. 

Earned Income Credit, Dependent Care Credit, Head of Household Status.*Not Education Credits.

400

Can I claim my Fiancé as a dependent?

Only if they make less than $4,700 and you pay over half of their support. 

400

How in the software can I get my child to appear as an OTHER DEPENDENT?

Must be able to state that they lived with you for more than 6 months in order for it to generate. 

500

Which IRS publication provides rules on qualifying children and relatives?

500

Does Social Security Income qualify for dependent income limits?

No, if their only income is SS, they can still be claimed as a dependent, but if any other income including interest income, exceeds $4,700 they cannot qualify.

500

Who gets the credit if the dependent lived with each parent for equal time, with no agreement in place?

The parent with the higher AGI. 

500

Can I claim my wife? She does not have any income.

No. Starting in 2018 no more personal exemptions for the individual or spouse. 

500

What if I accidently claimed my college student, but they wish to claim themselves. 

You will need to file an amended return.