Disabled Depedent Sister qualification

Forum|Forum|3 years ago
October 10, 2022
2 replies
3 views

Hello,

I am going through the questions about whether my disabled sister qualifies as a dependent.

My sister is NOT a student.

She is not married.

She is disabled.

she lived with my the entire year.

It was all in the U.S.

She did NOT pay for more than half of her support (I paid for more than half).

No relatives of my sister lived with me during the year, therefore no one else helped with her support.

It now says my sister qualifies as a dependent.
My question is, why didn't the software ask if she made more the $4300 in taxable income? She received more than $4300 in Social security disability income from the government, which is taxable. Does that not matter in this case, because she is disabled? I don't understand why the software didn't ask that question.

VolvoGirl

Level 15

Well Social Security doesn't count towards the 4300 income requirement. And if she only got Social Security it is not taxable and she doesn't have to file a return. You don't include her income on your return.

How old is she?

tonyku321Author

Level 2

She is 41. However she receives Social Security Disability insurance, not SSI Supplemental Security Income. Because SSDI is taxed by the government, I would assume it would be counted. Publication 501 on page 19 states "Gross income is all
income in the form of money, property, and
services that isn't exempt from tax."
I"m just confused because the gross income test for adult dependents isn't even being asked about in the software.

xmasbaby0

Level 15

Again....if her only income is the Social Security then you do not need to worry about the amount she receives. from Social Security Disability. It is only if she has other income over $4300 that would prevent you from claiming her. And the fact that it is disability does not matter. You do not get any extra deduction or credit because she is disabled.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

xmasbaby0

Level 15

You have not mentioned her age. If she had more than $4300 of income NOT counting the Social Security you cannot claim her as a dependent. The SS is taxable only if she had enough other income to make it taxable. Did she work---even at a part-time job--and have more than $4300 of income from working? Or does she receive any other sort of income like a pension, rental income, etc.?

She might be your qualifying relative, for whom you can get the $500 credit for other dependents.

CREDIT FOR OTHER DEPENDENTS

https://ttlc.intuit.com/questions/4499708-what-is-the-500-credit-for-other-dependents-family-tax-credit

IRS interview to help determine who can be claimed:

https://www.irs.gov/help/ita/who-can-i-claim-as-a-dependent

https://ttlc.intuit.com/questions/3113432-who-can-i-claim-as-my-dependent