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Level 3
April 23, 2023
Question

Unclaiming a depended

  • April 23, 2023
  • 1 reply
  • 0 views

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! 

1 reply

Level 15
April 23, 2023

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

 

Level 3
April 23, 2023

I have a higher AGI this year. 

Level 3
April 25, 2023

Mom’s 1040-X is her new 1040 so she doesn’t have to include that. But include any form or schedule that changed like child tax credit. 


One last question! Do I need to write a note for the state tax as well? I know I don't have to include my 1040 for it.