My mother and brother are both disabled they get SS and are both on Medicare disability. My mother is physically disabled and my brother is mentally disabled. They live together but I have paid more than half of their living expenses since my step father died in 2005. Can I claim them even though they live in a different household, will me claiming them effect their SS and Medicare disability. Thank you.
2007-02-18
11:17:43
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7 answers
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asked by
independentwoman26
1
in
Business & Finance
➔ Taxes
➔ United States
My mother and brother are both disabled they get SS and are both on Medicare disability. My mother is physically disabled and my brother is mentally disabled. They live together but I have paid more than half of their living expenses since my step father died in 2005. Can I claim them even though they live in a different household, will me claiming them effect their SS and Medicare disability. Thank you. And don't be a smartass and tell me to call the IRS I have enough sense to do that. I emailed them with my question and they will not answer my question they keep going around my questions and telling me to look at different publications.
2007-02-18
11:26:21 ·
update #1
I'm just guessing here...but why dont you call Internal Revenue and get a real and correct answer
2007-02-18 11:21:00
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answer #1
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answered by J Somethingorother 6
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OK, here's the "real deal" following a pile of bad or incomplete advice:
Yes, you can claim them as dependents as long as their gross income is less than $3,300 (your mother only, your brother is a "qualifying child" and the income limit does not apply to him) and you pay more than half of cost of their support. Do not include non-taxable SS payments in the gross income test.
Do not include SS funds that they received but did not use for their own support in figuring if you provided more than half their support. Items such as clothing, vacations, transportation, life insurance, medical treatment and education don't count towards support so if they pay those items from their funds and you cover all other costs you should be fine on the support issue.
Since they are relatives, they do not have to live in the same household with you. And it doesn't matter whose name is on the lease or deed, just who pays the costs towards their support.
Since one of them is your mother, you can claim Head of Household filing status if you are single and you paid more than half the cost of keeping a home that was her main home for the tax year. Covering more than half of her support covers you there as well.
Since your brother is totally and permanently disabled at some time during the tax year, he is a "qualifying child" under the rules for the Earned Income Tax Credit regardless of his age. If you are otherwise eligible (earned income, etc.), you can claim the EITC based on this.
Your claiming them as dependents won't affect their eligibility for SS or Medicare.
Note to IDK: You better go back to "tax school" or at least read IRS Pub 501 and IRS Pub 525. I'm glad that you're not MY tax preparer and have pity on those who you dispense your incorrect advice to. If their SS income is their ONLY income, it's NOT taxable.
2007-02-18 12:01:58
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answer #2
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answered by Bostonian In MO 7
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possibly. If she gets $12K a 300 and sixty 5 days from ss, then you definately would could have the flexibility to teach which you supply a minimum of $12,001 in direction of her help. The honest condo value of the duplex unit divided by ability of the kind of human beings residing there's a contribution from you to her help.
2016-11-23 17:26:29
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answer #3
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answered by ? 4
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You should be able to claim them and all of your expenses on your schedule A...if not you should be able to at least claim some dependent care benifit credits. You cannot file for head of household tho. It should not affect thier SS.
PS Dirtfire is a liar...thier SS MAY be taxable.
2007-02-18 11:31:35
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answer #4
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answered by Anonymous
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ok. My dad is on SS and we have looked into having him closer. Unless your name is on the bills, like the lease than you cannot claim them. Call SS to find out in your area how to claim them though.
2007-02-18 11:27:13
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answer #5
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answered by cherokee 4
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I think you can if no one else claims them, their income is not taxable, and you can prove you paid half their expenses. Ask an IRS person to be sure, though.
2007-02-18 11:21:55
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answer #6
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answered by Squirrley Temple 7
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no..
2007-02-18 11:55:18
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answer #7
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answered by cork 7
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