Unclaiming a depended

Forum|Forum|3 years ago
April 23, 2023
1 reply
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This is the first year I'll be filing as "HOH" along with my mother. My brother lives with us and he's usually mom's dependent. This year I realized I get a way better return with my brother as my depended. My mom already claimed him. I just filed my taxes today (filed an extension) and it was rejected because I claimed my brother as a dependent.

1. After some research, I learned that my mom can file form 1040X to unclaim him but she needs to wait until she received her return to do so.

Does she need to include her return along with the 1040x form?

2. I also read that I can print and sign and mail mine instead and not have to wait for my mom's return or for her to file her amended form. Is that an accurate and better approach?

I'm not sure what is the correct procedure here. I was getting lost in all these 3-4-year-old threads, so I'm opening a new one. Please help!

Not A Product Question

Bsch4477

Level 15

If you live in your parent’s house it is likely that she paid more than half of the cost of the household. If that is true only she can file with that status if claiming your brother.

See page 24 to determine that.

https://www.irs.gov/pub/irs-pdf/p17.pdf

TommyleedoggyAuthor

Level 3

I have a higher AGI this year.

Bsch4477

Level 15

Yes, it was rejected yesterday and I came here to find the answer. I was wondering if the mail would be rejected as well if I do it while my mom's amendment still pending.

As for the statement - do I just write it on a blank piece of paper? Or is there a form for that as well?

And am I just able to print the e-file and send those or do I need to fill everything up again manually?

Thanks for your assistance!

Just print your return and mail. There is no such thing as rejecting a mailed return. The IRS has to deal with it. Write the statement on your paper. Note that amended returns can take many months to process.