Can I file my mom as a dependant?

Question

I'm 24 years old. My mom has been trying to get disability benefits from the goverment for some time. She's on HUD , Medicare/Medicad (I think it's both), and Food Stamps. Other than that, I give her money every week, so she has spending money abd gas to get around. I also pay her phone bill and her insurance. I've been wondering if I can file her as a dependant.

According to the worksheets and everything I've read, I can file her as one, but I'm not sure if it will affect her case (She won the case, recently, btw) I know she's not going to fine, since she has no income. I also have a fear that, if I get audited for some reason, I have no real proof that I do this, cept for recipts from the insurance company, since I give her all cash besides that.

Any advice would be helpful. I've never filed a dependant before.

Answer 1

DEPENDENT CARE CREDIT

If you paid someone to care for a child or a dependent so you could work, you may be able to reduce your tax by claiming the credit for child and dependent care expenses on your tax return, according to the IRS. This credit is available to people who, in order to work or to look for work, have to pay for child care services for dependents under age 13. The credit is also available if you paid for care of a spouse or a dependent of any age who is physically or mentally incapable of self-care.

To claim the credit for child and dependent care expenses, you must meet the following conditions:
1. You must have earned income from wages, salaries, tips, or other employee compensation. If you are married, both you and your spouse must have earned income, unless one spouse was either a full-time student or was physically or mentally incapable of self-care.

2. The payments for care cannot be paid to someone you can claim as your dependent on your return or to your child who is under age 19.

3. Your filing status must be single, head of household, qualifying widow(er) with a dependent child, or married filing jointly.

4. The care must have been provided for one or more qualifying persons identified on the form you use to claim the credit.

5. You (and, if you're married, your spouse) must maintain a home that you live in with the qualifying child or dependent.

What constitutes a "qualifying" child or dependent? The child must have been under age 13 when care was provided and must be able to be claimed as an exemption on your tax return. (For an exception to this rule, see "Child of Divorced or Separated Parents" in Publication 503.) A spouse who is mentally or physically unable to care for himself or herself also qualifies. A dependent of any age who is physically or mentally incapable of self-care also qualifies if the person can be claimed as an exemption on your tax return (or could have been claimed, except for the fact that the person had $2,800 or more of gross income).

To claim the credit, you'll need to provide the name, address and taxpayer identification number of the care provider. If the provider is an individual, you need the Social Security number. If it's a business, you need the provider's employer identification number. Use Form W-10, "Dependent Care Provider's Identification and Certification," to request this information from the care provider. If you're filing Form 1040, write the care provider information on Form 2441. If you're filing Form 1040A, the care provider information goes on Schedule 2. You cannot use Form 1040EZ if you claim the child and dependent care credit.

As with all good things, there are some limitations on the amount of credit you can claim. If you received dependent care benefits from your employer, other rules apply. For more information on the Child and Dependent Care Credit, see Publication 503, "Child and Dependent Care Expenses," or Chapter 33 of Publication 17, "Your Federal Income Tax." You may download these publications from the IRS Web site at www.irs.gov, or order them by calling 1-800-829-3676.

Answer 2

If you provide over half of her support, then you most likely can claim her as a dependent. The tax-free income she gets doesn't count toward the gross income test, but has to be counted when figuring her support if she uses it for her support. If HUD is taking care of her housing, she gets food stamps, and medicare/medicade, your giving her money for spending money and gas, plus phone bill and insurance, probably wouldn't equal half of her total support though. There's a worksheet on page 32 of IRS Publication 17 to figure support contributions - I'd fill that out first before claiming her.

In the future, I'd suggest that instead of giving her cash, you give her checks instead so you have some proof of what you paid toward her support.

Answer 3

as long as she receives 51% of her care from you directly, you can claim her. She does not have to live under your roof to qualify. You just need to make sure you can prove that you DO account for her support/income with receipts. If you can't prove it, or it is hazy, it is best to just not claim her as a dependent. If you have the proof to show 51%, and it is by clear and far-away without a doubt, claim-away.

Answer 4

Yeah, you can claim anyone as a dependant as long as you provide over half of their support (rent or house payment, utility bills, food bills, medical bills, etc.) If she is legally disabled, and you are paying her expenses that are not otherwise being subsidized by the government, then yes, you can claim her, but only if you and her are living in the same household.

Answer 5

You can only claim her if she lives with you and you pay more than 50% of her expenses, so be careful.otherwise.